3D Financial Planning Team Our aim is to provide the most complete financial and wealth management service available. And that means having a team of people who focus on clients’ needs above all else and make customer service their number one priority.
So we are delighted to announce and welcome two new members of staff to the team, earlier this year Michael Huber joins us as a financial adviser with over 20 years’ experience advising clients. We now have three financial advisers to help clients provide all aspects of financial planning.
Ollie Chandler joins us this month as our newest trainee paraplanner after several years working for a large financial retirement specialist. We look forward to helping Ollie on his journey to a qualified paraplanner.