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Specialties
We design, implement and provide on-going management of sound financial strategies so you can achieve and maintain your ideal lifestyle.
Meet the Business Owner
Allan H.
Business Owner
Being a Chartered Financial Planner and a Certified Financial Planner means Allan has attained and maintains the highest and most prestigious level of academic and professional achievement in our industry.
Allan has been providing advice for many years to private individuals, Companies, and Trustees.
He has won a number of national awards, and has contributed to the Financial Times «Money Makeover» articles as well as having been published in a number of technical publications.
In 2005 Sarah Harragan, Allan’s Daughter joined the firm. Sarah is also an award winning Chartered and Certified Financial planner.