Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
In addition to achieving the Diploma in Financial Planning Martin holds the Pension Planning AF3 qualification required by pension specialists. He was also awarded Coventry and Warwickshire’s Firstpro Financial Professional of the year 2014.
Outside of work Martin is an active member of the Round Table, he is also a keen golfer and enjoys travelling.
The financial services qualification that David has achieved is the Diploma in Financial Planning.
Outside of work David enjoys keeping fit through running, swimming and the gym. When time allows he is also a keen golfer and enjoys the odd game of badminton.
In addition to achieving the Diploma in Financial Planning Mike also holds the Pension Planning AF3 qualification required by pension specialists.
Outside of work Mike enjoys shooting, classic car restoration, golf and snooker as well as being one of the coaches on his 7 yr old son's Sunday football team.
In addition to achieving the Diploma in Financial Planning (Dip PFS), Jim also holds the Certificate in Equity Release (Cert CII MP & ER) and the CeMap qualification required by mortgage specialists.
Outside of work Jim enjoys trail running and watching Test Match Cricket.
Tom holds a Level 4 Diploma in Regulated Financial Planning, with an industry background in corporate and personal pension and protection planning.
Outside of work, Tom has a passion for cars and automotive engineering, and spends a few evenings a week in the gym.
Emma is currently working towards completing the financial services Diploma and hopes to specialise in later life advice in the future.
Outside of work Emma tries to keep fit, regularly visiting the gym. She also likes to read and is currently trying to make her way through all of the classics.
The financial services qualification that Natalie has achieved is the Diploma in Regulated Financial Planning. She has also achieved her AF3 Pension qualification and is working towards becoming Chartered.
Outside of work Natalie enjoys camping and water sports. She also loves to travel.
Her role is to assist the Technical Manager and provide administrative support to the Advisers. She is also responsible for assisting and training new team members.
Kerry is currently working towards the RO4 Pensions and Retirement Planning qualification and has completed R05.
Outside of work Kerry enjoys socialising with friends, spending time with her family and loves travelling to warm climates! Kerry also takes an active interest in beauty and has achieved her Diploma Level 2 in Beauty Therapy and is also a qualified Nail Technician.
The financial services qualifications that Louise has achieved are the CF1 exam and the CeMap mortgage exam.
Outside of work Louise enjoys travelling and spending time with her family and friends. Louise enjoys walking.
The financial services qualifications that Sian has achieved are R01 and R05, she is currently working towards her other exams.
Outside of work Sian enjoys exercising and visits the gym regularly. She also enjoys visiting different places and walking with her dog, Olly.
Since moving into Financial Services Leighton is now first point of contact for Emma Lloyd. Leighton provides administrative support to Emma on clients’ cases whilst frequently dealing directly with her clients helping to resolve any queries they may have. Leighton is currently studying towards his Diploma in Financial Planning and is looking to sit his first exam late summer 2017.
Outside of work Leighton is a keen rugby player and an avid supporter of Wasps Rugby.
Whilst working within accountancy Balpreet was recognised by being named as a finalist for Coventry and Warwickshire’s Firstpro Young Professional Of The Year and also being nominated for Coventry & Warwickshire Apprentice of the year.
Balpreet is currently the first point of contact for David and Tom liaising directly with their clients to enable her to build relationships and ensure continuity of service.
Balpreet is now studying towards her Diploma in Financial Planning and has completed R01, R04 and R05.
Outside of work Balpreet volunteers with a local charity that aims to serve local shelters by providing hot food. She also enjoys walking her dog, Sapphire.
Tanya would like to progress into Paraplanning.
Outside of work Tanya enjoys spending time with her family, geography and travel.
She works part-time and her role is mainly to process commissions and deal with the pay run for the advisers, but she also assists the administration staff as and when required to help with the workflow in the office.
Outside of work Maxine enjoys playing badminton, walking, reading, going to the theatre and going on holiday as much as she can!!
Outside of work Emily enjoys trips to the theatre, travelling and long walks with her cocker spaniel, Billy.
Outside of work Tania enjoys walking her dog with her girls, going to the gym and training her daughter’s netball team.