About Us

Director Nick Rowe has some 40 years of Financial Services experience. In 1973 Nick took over from his father as the local 'man from the Pru' , he took the step to become Independent in 1987 and since then has not looked back.

We now trade as a LTD Company with Nick Rowe, son Russell Rowe and daughter Becky Rowe at the helm of the business.  

Nick is a Cemap qualified Mortgage and protection Adviser and aslo has an excellent knowledge of the General Insurance market particularly the needs of Business Clients. Although he is approaching his retirement years he remains actively helping clients in several areas and very much an integral part of the business.

Russell Rowe joined the Business in 1993 straight from Education and became one of the youngest in the Country to complete his FPC at the age of 18. He has subsequently gone on to complete the Diploma in Financial Planning including the G60 Qualification making him a Pension Transfer specialist. He to, is a Cemap Qulaified Mortgage Adviser as well as holding the Equity Release requirements to provide advice in this field. He is also a now a member of the Institute of Will writers, allowing him to provide advice in the world of Will writing and probate issues.

Becky Rowe joined the team in 2010, and subsequently become a Director. She specialises in providing advice in the General Insurance market particularly the Business and Commercial world. Her introduction has given us a wider range of products and agencies, increasing our value to Business clients. Becky is now fully qualified CII MP Mortgage and protection Adviser.

Our office Manager Jackie Bayford has been with us for 14 years, dealing with all of the administration. Jackie has vast administration experience and keeps our ship very much afloat.

Our Mortgage Adminsistration Manager Val Britton has been with us 13 years and deals with all the administration of mortgages. Val has successfully help hundreds of people move into their new home.

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