Our People

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.


Martin Lindsey
Martin Lindsey, Managing Director/ Wealth Manager
Tel. 02476 388911, Mobile. 07793 986200, Email. martin.lindseysfb.uk.com
Martin has been working in the financial services industry for 20 years. He specialises advising High Net Worth Individuals in a variety of areas such as investment advice, complex pension planning using SSAS and SIPP structures and Inheritance Tax Planning.

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.
David Hawkins
David Hawkins, Compliance Officer/ Independent Financial Planner
Tel. 02476 388911, Mobile. 07738 786289, Email. david.hawkinssfb.uk.com
David has worked in financial services since 1996 in roles for both leading insurance companies and independent financial advice. David joined SFB Wealth Management in 2010 and is now the Compliance Director devoting much of his time to this role. David retains some client relationships and his areas of expertise include personal investment, pension investment and corporate financial advice.

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.
Mike Bates
Mike Bates, Independent Financial Planner
Tel. 02476 388911, Mobile. 07808 711343, Email. michael.batessfb.uk.com
Mike has been involved in the Financial Services industry for over 23 years and specialises in Personal and Corporate Pensions and Investment advice. Mike is also able to advise on any Corporate protection requirements.

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.
James Inglis
James Inglis, Independent Financial Planner
Tel. 02476 388911, Mobile. 07834 451166, Email. james.inglissfb.uk.com
With 18 years’ experience in the Financial Services sector, Jim's areas of expertise include Pension and Investment advice, Business and Personal Protection, Mortgage Lending and Equity Release.

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.
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Tom Sykes, Independent Financial Planner
Tel. 02476 388911, Email. tom.sykessfb.uk.com
Tom has worked in Financial Services since graduating from university in 2012, joining SFB Wealth Management in 2016 after developing into financial consultancy.

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 Lloyd
Emma Lloyd, Mortgage and Protection Adviser
Tel. 02476 388911, Email. emma.lloydsfb.uk.com
Emma has worked in the financial services industry for over 5 years. Emma specialises in mortgage and protection advice.

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.

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Natalie Sheahan, Technical Manager
Tel. 02476 388911, Email. natalie.sheahansfb.uk.com
Natalie has worked in the financial services industry for over 11 years. In Natalie's role as Technical Manager, she manages the office and assists in the researching of products and funds. She is also on the Investment Committee board who review our clients' funds on a regular basis.

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.
Kerry Jones
Kerry Jones, Paraplanner
Tel. 02476 388911, Email. kerry.jonessfb.uk.com
Kerry has worked in mortgages for over 10 years as a mortgage administrator and underwriter, then switching to Financial Services in 2007. Kerry joined SFB Wealth Management in 2016 as a Paraplanner.

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.
Louise Cottrill
Louise Cottrill, Financial Services Administrator
Tel. 02476 388911, Email. louise.cottrillsfb.uk.com
Louise has worked in the financial services industry for over 13 years. Her role involves providing administrative support to Michael Bates. This includes liaising with both clients and providers and obtaining research. Louise is the first point of contact for all of Mike’s clients' administrative queries.

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.
Sian Greenhill
Sian Greenhill, Financial Services Administrator
Tel. 02476 388911, Email. sian.greenhillsfb.uk.com
Sian began working at SFB Wealth Management at the beginning of 2016 working primarily on the admin side of Mortgages and Protection. Sian has broadened her knowledge, and as well as assisting in admin for mortgages and protection, she now also deals with Pensions and Investments. Her role involves providing administrative support to James Inglis. This includes liaising with both clients and providers and obtaining research. Sian is the first point of contact for all of Jim’s clients’ administrative queries, as well as booking appointments.

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.
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Leighton Norton, Financial Services Administrator
Tel. 02476 388911, Email. leighton.nortonsfb.uk.com
Leighton has recently moved into Financial Services following three years working within accountancy since completing his A-Levels in 2013.

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.
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Balpreet Bains, Financial Services Administrator
Tel. 02476 388911, Email. balpreet.bainssfb.uk.com
Balpreet has been working in Financial Services for a year now, having previously spent three years working in accountancy achieving her Association of Accounting Technicians qualification.
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 Johnson
Tanya Johnson, Financial Services Administrator
Tel. 02476 388911, Email. tanya.johnsonsfb.uk.com
Tanya has worked in the Financial Services Industry for a few years and joined SFB Wealth Management in February 2017 as Martin’s Financial Services Administrator. Her role involves providing administrative support including liaising with clients and providers and obtaining research.

Tanya would like to progress into Paraplanning.

Outside of work Tanya enjoys spending time with her family, geography and travel.
Maxine Davies
Maxine Davies, Financial Services Administrator
Tel. 02476 388911, Email. maxine.daviessfb.uk.com
Maxine worked in banking for 20 years, and then switched to Financial Services in 1999, and has worked at a couple of Companies previously before joining SFB Wealth Management in 2015.

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!!
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Emily Hanmer, Personal Assistant
Tel. 02476 388911, Email. emily.hanmersfb.uk.com
Emily has recently joined SFB Wealth Management after working in Estate Agency for over 15 years. Emily is Personal Assistant to Martin Lindsey and Natalie Sheahan providing administrative support including liaising with clients and providers as well as assisting the administration team and booking appointments.

Outside of work Emily enjoys trips to the theatre, travelling and long walks with her cocker spaniel, Billy.
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Tania Wilkes, Personal Assistant
Tel. 02476 388911, Email. tania.wilkessfb.uk.com
Tania joined SFB Wealth Management in April 2017 after working in the Travel Industry for 23 years. Tania is responsible for the management of Mike’s diary liaising with clients to arrange meetings as well as carrying out administrative duties.

Outside of work Tania enjoys walking her dog with her girls, going to the gym and training her daughter’s netball team.

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