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.
Mobile. 07793 986200
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.
Mobile. 07738 786289
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.
Mobile. 07808 711343
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.
Mobile. 07834 451166
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.
Mobile. 07710 095269
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.
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.
Mobile. 07843 399513
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.
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.
Outside of work Emily enjoys trips to the theatre, travelling and long walks with her cocker spaniel, Billy.
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.
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.
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.
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.
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!!
Since moving into Financial Services Leighton is now first point of contact for Mike Bates and Patrick Oakman. 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.
Outside of work Tania enjoys walking her dog with her girls, going to the gym and training her daughter’s netball team.
Outside of work Sammy enjoys spending time with her family, reading, traveling and baking with her daughter.
Outside of work Amie enjoys spending time with her family and friends, including long walks with her two dogs.
Outside of work Dan enjoys playing the guitar and entering quiz nights with his friends.