St Helens Office
Based in St Helens, our approach to financial planning and advice ensures that you can trust us to listen attentively until we completely understand what you want your money to accomplish.
Based on your needs and objectives, we will craft customised solutions that are designed to help you achieve your financial goals. We maintain regular communication to ensure everything we implement stays on track, helping you manage your progress effectively.
To get the best results for your clients, you need to have complete confidence in us; for that to happen we need to be, among other things, approachable, supportive and friendly. We love working with our clients. The feedback we get, tell us that they feel the same.
Contact St Helens OfficeMeet our St Helens team
Leigh Tarleton
Director & Financial Planner
Leigh has worked in financial services for 30 years after leaving university. His specialism is investment and retirement planning, particularly in conjunction with professional introducers. Leigh has a wealth of experience within his team, which enables him to provide specialist advice on pension sharing on divorce and personal injury trusts.
Liam Tomlinson
Financial Planner
Liam graduated from John Moore’s University in Accounting and Finance.
He has worked towards becoming a qualified Financial Adviser through the NMBA apprentice Scheme.
Maria Corless
Administrator
Maria is an Administrator helping our advisers provide the ongoing service to their clients. This includes obtaining valuations, preparing new applications, as well as liaising with product providers.
Maria joined the team following an extensive career in financial services, which included working for Lloyds TSB Offshore and HSBC Bank. In both roles, she provided administration support for a team of financial advisers.
Nicola Mitchell
Administrator
Nikki has over 20 years administration experience. Before joining, Nikki was a personal assistant for a large private company in Liverpool for 10 years.
Away from the office Nikki enjoys spending time with her friends and family, making memories with her son and the occasional country walk.