Advice and guides to help improve your finances!

Our Advisors

There are lots of reasons why people need advice from a financial adviser but there are also lots of
different types of adviser, so it pays to know who to go to and when
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Terri Roberts

Tax Advisor
2000 London School of Economics and Political Science; 2004 Presidential Professor, University of Utah
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Dwayne Lawson

Tax Advisor
2002 The University of New South Wales; 2005 University of California, Berkeley, PhD in Finance
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Bobby Walters

Tax Advisor
2006 Copenhagen Business School, Finance Dpt.; 2008 Professor at Swiss Federal Institute of Technology