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.group
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 Director/ Independent Financial Planner
Tel. 02476 388911, Mobile. 07738 786289, Email. david.hawkinssfb.group
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. mike.batessfb.group
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.group
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.
Tom Sykes
Tom Sykes, Independent Financial Planner
Tel. 02476 388911, Email. tom.sykessfb.group
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.group
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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Patrick Oakman, Independent Financial Planner
Tel. 02476 388911, Email. patrick.oakmansfb.group
With 36 years’ experience in the Financial Services sector, Patrick's areas of expertise include Pension and Investment advice, Business and Personal Protection, Mortgage Lending, Equity Release and Long-term Care planning.

In addition to achieving the Diploma in Financial Planning (Dip PFS), Patrick also holds the Certificate in Equity Release (Cert CII MP & ER) the CeMap qualification required by mortgage specialists, and CF8 the accredited Qualification in Long Term Care.

Outside of work Patrick enjoys keeping fit, plays Hockey and Cricket, and is also a qualified Netball Umpire.
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Frankie Bates, Independent Financial Planner
Tel. 02476 388911, Mobile. 07710 095269, Email. frankie.batessfb.group
Frankie joined the SFB Wealth Management team in 2018 as an Independent Financial Planner. She began her career in the Financial Services sector following her graduation from University in July 2014 and is now Level 4 Diploma Qualified in Regulated Financial Planning.

Frankie has experience in most areas of financial advice, including Corporate advice, Pensions, Business and Personal Protection and Inheritance Tax/Estate Planning.

Outside of work Frankie enjoys spending time with her family and friends and supporting Leicester City Football Club.
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Samantha Sheridan, Mortgage and Protection Adviser
Tel. 02476 388911, Mobile. 07519 128307, Email. sam.sheridansfb.group
Samantha has been working within financial services for over 11 years and specialises in mortgage and protection advice.

Having worked within banking and estate agency Samantha has a wealth of knowledge to assist customers during the moving process.

Samantha also has the skills to assist customers in other areas such as re mortgaging, complexed mortgages or Buy to Lets. Samantha has set up many portfolios for property investors over the years.

Samantha is working towards gaining her qualification for lifetime mortgage advice in the near future.

Outside of work Samantha enjoys swimming and various gym classes. She also enjoys gardening when the sun is out or relaxing with a good book.
Natalie Sheahan
Natalie Sheahan, Operations Director
Tel. 02476 388911, Email. natalie.sheahansfb.group
Natalie has worked in the financial services industry for over 13 years. In Natalie's role as Operations Director, she manages the office and assists with any technical queries. 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.
Emily Hanmer
Emily Hanmer, Office Manager & Personal Assistant
Tel. 02476 388911, Email. emily.hanmersfb.group
Emily 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 booking meetings and supervising the admin team.

Outside of work Emily enjoys trips to the theatre, travelling and long walks with her cocker spaniel, Billy.
Louise Cottrill
Louise Cottrill, Trainee Paraplanner
Tel. 02476 388911, Email. louise.cottrillsfb.group
Louise has worked in the financial services industry for over 14 years. Her role involves writing reports for all of the advisers on pensions and investments, focusing mainly on defined benefit transfers. This also includes obtaining research, transfer analysis and cashflow modelling.

Louise hopes to progress into a full Paraplanning role in the not too distant future.

The financial services qualifications that Louise has achieved are the CF1 exam and the CeMap mortgage exam. She is currently working towards RO4.

Outside of work Louise enjoys travelling and spending time with her family and friends. Louise also enjoys walking.
Sian Greenhill
Sian Greenhill, Trainee Paraplanner
Tel. 02476 388911, Email. sian.greenhillsfb.group
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 also dealt with Pensions and Investments. Her current role involves writing reports for all of the advisers on pensions and investments, focusing mainly on Defined Benefit transfers. This also includes obtaining research, transfer analysis and cashflow modelling.

The financial services qualifications that Sian has achieved are R01, R05 and CF6, with a Certificate in Mortgage Advice. She is currently working towards her other exams to complete her diploma.

Outside of work Sian enjoys exercising and visits the gym regularly. She also enjoys visiting different places and walking with her dog, Olly.
Balpreet Bains
Balpreet Bains, Client Account Executive
Tel. 02476 388911, Email. balpreet.bainssfb.group
Balpreet has been working in Financial Services for over two years 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 currently writes all reports for the advisors such as, protection, investment and pension transfers. This includes obtaining research, using a Money Purchase Switching tool, and fund analysis

Balpreet holds the Diploma in Regulated Financial Planning and is training to become an Independent Financial Planner.

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, Client Account Executive
Tel. 02476 388911, Email. tanya.johnsonsfb.group
Tanya has worked in the Financial Services Industry for a few years and joined SFB Wealth Management in February 2017. Tanya is training to become a report writer which will involve writing reports for all of the advisers on pensions and investments. She would like to progress into Paraplanning and is studying to expand her knowledge in the industry.

Outside of work Tanya enjoys spending time with her family, geography and travel.
Maxine Davies
Maxine Davies, Client Account Executive
Tel. 02476 388911, Email. maxine.daviessfb.group
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!!
Leighton Norton
Leighton Norton, Client Account Executive
Tel. 02476 388911, Email. leighton.nortonsfb.group
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 David Hawkins and Mike Bates. Leighton provides administrative support on clients’ cases whilst frequently dealing directly with clients helping to resolve any queries they may have. Leighton is currently studying towards his Diploma in Financial Planning.

Outside of work Leighton is a keen rugby player and an avid supporter of Wasps Rugby.
Tania Wilkes
Tania Wilkes, Personal Assistant
Tel. 02476 388911, Email. tania.wilkessfb.group
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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Ginette Ellard, Client Account Executive
Tel. 02476 388911, Email. ginette.ellardsfb.group
Ginette has worked in the financial services industry for over 30 years. Her role involves providing administrative support to Martin Lindsey. This includes liaising with both clients and providers and obtaining research. Ginette is the first point of contact for all of Martins clients' administrative queries.

Ginette is also support for David, checking adviser files to ensure advice is compliant.

The financial services qualification that Ginette has achieved is the Level 4 Diploma in Regulated Financial Planning.

Outside of Work Ginette spends all her time with her family in particular her 2 boys and loves travelling.
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Curtis Moreton, Client Account Executive
Tel. 02476 388911, Email. curtis.moretonsfb.group
Curtis joined SFB Wealth Management in November 2017. His role involves providing administrative support to James Inglis and Martin Lindsey. This includes liaising directly with both clients and providers.

Curtis is currently studying towards his Diploma in Financial Planning.

Outside of work Curtis is a keen football player and enjoys spending time with his family and friends.
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Samantha Nixon, Client Account Executive
Tel. 02476 388911, Email. samantha.nixonsfb.group
Sammy began working at SFB Wealth Management in October 2017 working primarily on the admin side of Mortgages and Protection. Her role also involves providing administrative support to the advisers. This includes liaising with both clients and providers and obtaining research.

Outside of work Sammy enjoys spending time with her family, reading, traveling and baking with her daughter.
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Amie McCann, Client Account Executive
Tel. 02476 388911, Email. amie.mccannsfb.group
Amie began working at SFB Wealth Management in October 2017 working primarily on the admin side of Pensions. Her role also involves providing administrative support to Patrick and Tom. This includes obtaining research, liaising with both clients and providers.

Outside of work Amie enjoys spending time with her family and friends, including long walks with her two dogs.
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Daniel Rowberry, Client Account Executive
Tel. 02476 388911, Email. daniel.rowberrysfb.group
Dan joined SFB Wealth Management in May 2018 after obtaining the Level 4 Diploma for Financial Advisers. Although he is training to become an adviser, he is currently working in an administration role, providing support to the advisers and is also studying to complete the CeMap mortgage advice qualification.

Outside of work Dan enjoys playing the guitar and entering quiz nights with his friends.

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