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Paul Currer

Sales Director and part owner of the business and has over 30 years experience in financial advice.  He is responsible for the sales and advice that the business provides to its customers. Paul has 4 sons and a daughter and is committed to providing good long-term financial and investment advice.    

Daniel Chard

​Dan is a Director and Advisor specialising in Pension Advice he is committed to achieving chartered status one of the highest qualification for IFA's. Dan has been providing advice to clients for over 15 years. He is a keen sportsman and plays for Midsomer Norton Cricket Club and when he is not playing Cricket, he is out with his family or playing Golf.



Alexia Stawte

Alex is Paul's Personal Administrator and keeps Paul organized. She has worked for the company for 14 years and is a mother of two daughters. She spent several years as a Brownie Guider and was on the school PTA but now enjoys personal fitness classes, socialising and enjoys travelling. 

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