Based in Horsham, we provide financial planning services to clients throughout the South East. Our Financial Planner, John Surgenor, has worked in financial services since 1987. As a Chartered Financial Planner (CII), and Fellow of the Personal Finance Society (PFS) John continually strives to represent the best of the financial profession.
As a team
Phil Harvey —
Positive: Professionalism
I have dealt with John for a few years now and have found him to be very professional and offering
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