Joe Procopio has over twenty years experience in the finance industry, joining shortly after graduation, and is knowledgeable in the area of  pension transfers and bespoke financial solutions.

He co-founded Fee Based Solutions with Scott Taylor in 2003 and is also the compnay Financial Controller, Compliance and Comlaints Officer.

Joe’s main role is to look after his clients finances, building long-term relationships and delivering the high quality service to his clients tailored to meet their individual needs.

Joe loves travel, wine and food.

With over twenty years experience in the financial services industry Scott Taylor has a wide-ranging level of industry expertise.

The principal founder of Fee Based Solutions, Brilliance Financial Planning (an Appointed Representative firm of Fee Based Solutions), and Serendipity Asset Management Scott is a passionately dedicated spokesperson for fee based advice and an advocate of a better deal for investors.

He is frequently quoted and published in national newspapers, as well as the major industry journals. We are sure you will find his blog an intelligent and interesting read.

His main interests outside work are history, travel, music and attempting to learn Italian. Contact him directly at scott@brilliancefp.com.

Since completing her law degree at Trinity College, Dublin, Lorna has spent eighteen years looking after clients within the financial services industry.

Lorna principally manages FBS Mortgages Ltd, a sister company to Fee Based Solutions providing a mortgage service to clients, but also provides financial planning advice to her client portfolio.

Being a mother allows Lorna little time to indulge in her passions for travel and reading.

Duncan has extensive knowledge of research and over 10 years financial services experience following on from his academic career.

He principally provides technical analysis for Fee Based Solutions, Serendipity Asset Management and is a founding Director of Brilliance Financial Planning (an Appointed Representative firm of Fee Based Solutions). You can contact Duncan on duncan@Brilliancefp.com.

Duncan lists his main interests as swimming, travelling and socialising. However, TVR's are his main passion in life.

With Fee Based Solutions from the beginning, Susi also is part of the Brilliance Financial Planning (an Appointed Representative firm of Fee Based Solutions) and Serendipity Asset Management team.  Susi currently manages the areas of marketing and client care.

Additionally, Susi is the 'Treating Customers Fairly' co-ordinator and is passionate about developing systems and procedures that support this industry wide focus. 

To contact Susi email her on susi@brilliancefp.com.