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About Us

Lynn McNally DipFA MAQ

Financial & Mortgage Advisor.

“Since I qualified as a Financial Advisor in 2004, I have built my reputation as a diligent financial services professional, spending several years in a well-respected high street bank and since as an independent advisor providing tailored advice to clients on Investments, Pensions, Protection & Mortgages. I believe efficiency and personal service is of paramount importance with a clear and concise commitment to maintaining long standing relationships with all of my clients and continuing with welcome referrals to their family and friends.”

Annie Potter DipFA CeMAP

Financial & Mortgage Advisor.

“I have over 20 years’ experience within Financial Services, covering Pensions, Investments, Protection and Mortgages. Having worked at a High St Bank, a local Estate Agents and an Independent Financial Advisory Practise, I believe that I have experience in most aspects of Financial Services both for individuals and corporate clients. With service and ethics at the forefront of all advice given, I have built up a large bank of clients many of whom I have been assisting for 15 years plus.”

The value of your investment can go down as well as up and you may not get back the full amount invested.