Meet the founders..

Rob Hannaford DipPFS Certs CII (MP&ER)  Director    
e: [email protected]

RobBACKGROUND –   Rob was born and educated in Exeter and has worked both locally and in London. He is a highly driven and enthusiastic professional. Friendy, dedicated and exceptionally skilled in making simple all the financial ‘speak’ that most of us find all too much to take in. Above all, Rob has a ‘wealth’ of knowledge, common sense and an understanding of different people’s needs – patient, polite and considerate at all times.
PROFESSIONAL –   Aside from his experience as a Financial Adviser, Rob has operated a tax consultancy for individuals and sole traders and worked in numerous financial services roles for over 15 years. He has held roles in multi-national financial firms Lloyds Banking Group, Hartford Life (US & UK) and Sun Life Financial of Canada.
PERSONAL –   Rob has a young family and keeps himself busy in the local community. During his down time he keeps fit competing at indoor rowing events.

Jason Lawes DipFA CeMap    Director

e: [email protected]

JasonBACKGROUND – Jason was also born and educated in Exeter and has worked both locally and in London. As well as being a business partner of Rob’s, they are long standing pals who respect each other’s input and areas of expertise. Jason has worked in financial services for over 15 years and prides himself on long term relationships, based on trust and understanding. His holistic approach to financial planning has also made him a long term friend to many of his clients…on hand whenever needed or when new opportunities are on the horizon.
PROFESSIONAL –  Prior to his role as an Independent Financial Adviser Jason held several high profile roles within Lloyds Banking Group covering retail, corporate and advice. He has also worked in General Insurance for Bennetts Brokerage.
PERSONAL – A family man, with a son and step-daugher to keep him occupied out of office hours. Jason is a supporter of local rugby and football, having participated in both, and is a keep fit bod.