About Us
For us it all boils down to Knowledge and Service. Our vision is to offer you the most comprehensive Financial Advice coupled with a personal touch that makes the process of arranging your finances easy and understandable. We take pride in having built an enviable reputation for delivering both outstanding customer care and sound financial planning over the last 35 years.
Our ServicesContact Us
Our Ethos
Simply put, we will treat your money like it’s our own. Our Investment strategy is based solely around your individual needs, situation, approach to risk and your goals. From selecting mortgage products to planning for your retirement, we are here for every step of your Financial Journey.
Our Vision
We aim to make sure that everything we do is presented and accessible to our clients in a format they not only understand but feel they can be in complete control of. No complicated jargon, no pushy sales techniques, just straightforward trustworthy advice.
Our Expertise
Every member of the Nsure team is highly qualified in their area of expertise. We strongly believe that by having the best people, we can deliver both outstanding Financial Advice and a 5 star service to all of our clients.
Our People
Richard Cohen
Chartered Financial Planner & Managing Director
JP | FPFS | ACII | FCSI
Tony Cohen
Chartered Financial Planner & Director
FPFS | FIPW
Lorna Marrett
Financial Planner
DipPFS | Certs CII (MP, ER)
Ollie Monnery
Chartered Financial Planner
FPFS | BSc (Hons) | Certs CII (MP, ER)
Michelle Tedman
Office Manager & Compliance Manager
DipPFS | Certs CII (MP, ER)
Mary Kefford
Senior Paraplanner
DipPFS | Certs CII (MP, ER)
Natalie Day
Chartered Paraplanner
FPFS | Certs CII (MP, ER)
Neil Scutt
Financial Planner
DipFA
Anna Webb
Financial Planner
BBA | DipPFS | Cert CII (MP)
Pete Bateman
Paraplanner
BA (Hons) | DipPFS
Georgia Knight
Senior Administrator
Charlie Jones
Administrator
Jonah Gilbert
Administrator
Olivia Moore
Administrator
Claire Fry
Accounts & Facilities Manager
AATQB
Get in Touch!
If you would like to find out more about our range of services or how we can help you with a specific requirement, please feel free to get in touch.