Trusted Advisors

To augment our in-house services, we're pleased to introduce you to trusted advisors who we've developed professional relationships with over our years in business.


Financial Advice & Wealth Management

 

James Todd was appointed as Operations Director of Money Options Group in December 2015, having worked within the company for 10 years. James oversees RetireInvest and Mortgage Options, both companies owned within the group.

As well as running the group businesses, James recently resumed his role as a Financial Adviser within RetireInvest and holds the qualifications of DipPFS, CeMap, equity release and long-term care, although focuses his expertise in the areas of pensions, investments, and personal and corporate protection.

Contact James by email jtodd@retireinvest.co.uk or telephone 07904 446 951


 

Corporate Finance

 

John Sellers is an Appointed Representative of Optimum Commercial, with over 30 years’ experience of working within business and commercial banking and has supported numerous clients during this time.

Finding the right source of finance can be challenging, as an individual or for a business. This can often leave people unsure where to turn if they need finance and can leave a business with a good plan and concept but unable to find the funding to proceed.

With both first-hand knowledge and experience of the challenges and restrictions businesses face to obtain the right source of funding, John provides an independent and impartial service to ensure clients have access to the appropriate lenders and the tailored financial solutions they require.

Contact John by email john.sellers@optimumcs.co.uk or telephone 07579 022206.