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Resources

Introducing our new Practice Manager…

HHeidieidi Dann is our new Practice Manager. She has worked in Financial Services since 1990, so has a wealth of experience to add to our Practice. Heidi has worked for Clerical Medical, Axa Wealth and other IFA Practices.

In her spare time she enjoys keeping fit, never-ending DIY projects on her home and takes an active role in matters concerning her local community of Kingswood, Gloucestershire.

What do our clients have to say?