With over 29 years experience in financial services, we can provide a comprehensive, professional service and you can have confidence in the knowledge and guidance we will offer. Our financial advisers and mortgage advisers can offer advice across all areas of your financial planning needs, we pride ourselves on developing and maintaining long-term client relationships that will develop through your lifetime.
In December 2015, New Discovery Financial Services and Family Finance Centre merged to form a new independent multi-adviser firm.
We offer an initial free consultation. We then agree on the fees with you before commencing any chargeable work.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We charge a non-refundable £195 for mortgage research, in addition, we will be paid commission from the provider.
(DipPFS, Cert CII (MP & ER)
Steve has worked in financial services for more than 24 years and provided financial planning advice to both personal and corporate clients during a lengthy spell with a large banking group. Steve is qualified to give advice in most areas of financial planning but specialises in mortgages, equity release and insurance. Steve works in the Wrentham office.
He has a diploma in Financial Planning,a Certificate in Mortgage Advice and Practice, and the Chartered Insurance Institute Certificate in Equity Release. Steve is a married father of four, with four grandchildren, and his leisure interests include rugby, international travel and family.
(DipPFS), Retirement Income Specialist.
David has worked in financial services since 1988. Starting with banking and then moving onto insurance brokerage and mortgages before becoming a financial adviser in 1995. David was a partner at New Discovery Financial Services before merging the two businesses in December 2015. David works in the Willingham St Mary office.
David is qualified to give advice in most areas of financial planning but specialises in investments, retirement planning and income in retirement
(BA (Hons) Cert CII (MP)
George has worked in financial services for over 3 years, initially working for a building society and for the last 2 years for Family Finance Centre. George is fully qualified to advise on mortgages and protection and is looking to take further exams to get to the Diploma level and eventually Chartered status. George is married to Harriet and they have two children. George enjoys family life as well as taking a keen interest in the local rugby club.
(BA (Hons) Cert CII (MP)
Dennis has been in financial services for many years. Working at Pearl Assurance and later AXA Sun life. Dennis joined New Discovery Financial Services in 2006 as an IFA but later decided to focus on mortgages and insurance as well as supporting David Drane with investment administration.