The Hereford office opened in March 2014 and is managed by the head of office,
Karen Harper. She provides advisory and discretionary
investment management, execution-only stockbroking services, and tax-efficient vehicles such as
ISAs. Assisting Karen in the office is administrator Elaine Barnard. Additionally, the office can provide a gateway for the firm's
financial planning service.
Unfortunately, we cannot accept any orders to deal via email.