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Chartered success for Lisa

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Many Congratulations to our Director, Lisa Julian who has successfully achieved Chartered Financial Planner status. Lisa completed her AF1 and AF5 in April and says she ‘couldn’t be happier!’. Well done Lisa!

For professional, independent financial advice, get in touch by calling 01752 837950

Cornwall Office

  • 5 Stret Constantine Tregunnel Hill
    Newquay
    TR7 1GH

Devon Office

  • 14 Fore Street
    Ivybridge
    Devon
    PL21 9AB

Yelverton Office

  • 5 Moorland Villas Yelverton
    Devon
    PL20 6DT

Scotland Office

  • 9 Newton Place Budshead Road
    Glasgow
    G3 7PR
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