Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Martin has been married to Linda for over 30 years and has two grown up adult daughters and 3 grandchildren. When not chasing the grand-kids around, Martin and Linda have a passion for travel and enjoy visiting France and far flung locations.
Roger offers financial planning in a straight- forward and effective way whether it be for retirement, investment, protection or mortgage lending.
Married with two energetic children to entertain, Steve is usually found bouncing around with the kids on the trampoline, off with them on a muddy adventure, playing football or mountain biking through Haldon Forest!... and on the rare occasion, on the golf course!
Gemma is an accomplished snowboarder and mountain bike rider, when not in the office, most of her spare time is now taken up watching her 2 boys on their bikes and boards.
In her spare time she likes to spend time with her friends and family, going to the gym and cycling. Tracy is also a keen Rugby fan and can be found at Exeter Chiefs most Saturday afternoons!
In her spare time Karen work on her partner's farm in Cornwall and is not afraid to drive the tractors to help with the baling in the summer & feeding the cattle in the winter. She also loves her animals and is a keen horse rider & has a collie called Woody who loves to think he can herd the cattle & 2 cats! Karen lives in Chudleigh which is her home town so she remembers when the office used to be Aggetts fruit shop.
With a wealth of experience of helping people with their financial needs. karen is committed to providing every client with a friendly and efficient service. We are confident that you will be happy to refer karen to your family and friends.
Sara also works very closely with the advisers and the senior management team by providing all aspects of administration and marketing support. Sara has proven to be invaluable at maintaining and developing new and existing relationships with financial intermediaries and clients. When not in the office, Sara enjoys spending time with her family and friends.
Karen is also working towards completing her Diploma in Paraplanning, and she enjoys keeping up to date with the industry. Out of the office, she loves spending time in the great outdoors with her family.
Becky has lived in Chudleigh for 15 years, she enjoys spending time with her children and can often be seen running around the village at speed!