- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Personal injury settlements
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.



Wendy Parker.
Wendy has worked in the Financial Services Industry since 1981. She is an Associate of the Chartered Insurance Institute and has held various senior positions in a number of different organisations.
Wendy is experienced in both the corporate and personal/private client sectors. At The Legal Brokerage she specialises in pension scheme administration, providing a heavy focus on employee benefits.
Wendy is a peoples’ person and is proactive. She believes not just in customer care but in adding new value and advantage for both employers/employees alike.
In her spare time Wendy enjoys Yoga and walking. She is also keen to learn new languages and presently rarely misses her German classes.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst