Meet our team of advisers

Jason Thomas-Duffy DipPFS CeMap


Jason joined the industry in 1997 with Pearl Assurance, then went on to work for Co-Operative Insurance Society and HSBC. Jason founded TD Financial Ltd in 2006. Jason lives with his wife Julie and their 2 children William & Poppy.

Ashley Burge DipPFS BA (Hons)

Independent Financial Adviser

Ashley joined the industry in 2007 working for Legal and General and then went on to join LV=, covering South Wales as a Pension specialist. After working with and helping financial advisers in the Pension and Investment space for many years, Ashley made the move into advice himself.

Ashley holds the Diploma in Regulated Financial Planning with the Personal Finance Society as well as the Advanced Pension exams AF3 and AF7, and is currently working towards Chartered status. A key focus of his is helping clients both pre and post retirement, working closely with them to put bespoke plans in place to provide a retirement that meets their needs and wants. This involves cash flow planning, making use of all tax allowances where possible, identifying the most suitable withdrawal strategies in retirement, and researching the whole market to ensure the plans chosen to achieve clients goals, are right for each individual client.

Outside of work Ashley lives with his fiancee Janine and their two children Jesse and Maya. He enjoys keeping fit, and after having to finish playing football a number of years ago due to an unfortunate knee injury, can now be found on the start line at many running events after a few years on the triathlon scene!

Becky Hall Cert CII MP CeFA

Independent Mortgage & Insurance Adviser

Becky joined the financial industry in 1996 with HSBC. After 16 years of experience in the financial sector she went independent to offer her clients a first class customer service on their mortgage and protection needs.

Becky is based on the M4 corridor where she lives with her husband Kerry and two children Phoebe and Archie.

Anthony Davies DipFA

Independent Financial Adviser

Glenn Chapman

Appointed Representative

Hawthorn Mortgages & Finance

Tony Williams (Trading as Concise Mortgages)

Independent Mortgage & Insurance Adviser

Vicky Chapman

Independent Mortgage & Insurance Adviser



Want to know more?

Call us for a friendly chat on 02920 231 857 or email: