Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Paul Taylor
Financial Adviser and Director
Paul’s financial services journey began in 2001 at Windsor Life where he was part of a Pension Review Team. Since then, he has worked as a Team Leader, worked in a compliance department and as a Financial Adviser for a major bank. Paul joined the firm in 2015 and enjoys providing first class advice to our customers and their families. Paul has been instrumental within so many areas of the business and was made Director in 2018.
01746 765215
Shane Lunnon
Financial Adviser
Shane’s financial services career began in 1989 at the age of 27 when he joined the Oxford Office of Manulife. Spending over 25 years on the Isle of Wight working for Prudential and then as an IFA. Joining us in 2018, Shane is our Mortgage and Later Life Planning Specialist and a SOLLA Associate member. Holding CeMAP mortgage, as well as CeLTM, CeRER and CeLTC qualifications advising on Equity Release (Lifetime Mortgages) and Long-Term Care planning.
01746 765215
Sharon Haines
Office Manager and Director
Sharon worked for Shropshire County Council for over 10 years as Administrator before moving to Bridgnorth where she worked for Bryan & Knott Insurance Brokers. In 2009 Bryan & Knott was sold so, along with 3 colleagues, decided to start up a new company offering professional local financial advice. Sharon has watched the business grow from strength to strength over the years and made it the success it is today.
01746 765215
Leah Savage
Administrator
Leah joined the team in March 2023 with over 15 years’ experience as an administrator. Having previously worked in the Medico-Legal, and Facilities Management Industries, she recently spent the last 5 years working for the family construction business until they decided to retire.
01746 765215
Keith Walker
Introducer
Keith has worked within the financial industry for over 40 years.
He lives in Telford and is semi-retired. Keith covers the Newport, Telford and Wolverhampton areas.
01746 765215
Maurice Knott
Company Founder Member
Maurice originally owned and ran his own financial services business for over 50 years before retiring. With his knowledge and experience he helped to launch the firm in 2009. He still remains involved within the company.
