Four of us, all based in Douglas. You'll deal with the same people every time, from your first conversation onwards.
Works mainly with business owners and people planning for retirement. Co-founded Harbour Row after more than a decade advising clients in Douglas.
Chartered Financial Planner
Looks after families planning to pass wealth on, and clients with money or pensions in more than one country.
Chartered Financial Planner
Does the detailed research behind every plan, and checks the numbers add up before anything reaches you.
Diploma in Regulated Financial Planning
Usually the first person you'll speak to. Arranges meetings, keeps paperwork moving and makes sure nothing is missed.
No charge and no obligation. Just a chance to talk through where you are and what you'd like to happen next.
