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
Martin holds the Pension Planning AF3 qualification required by pension specialists and is authorised to advise on defined benefit pension schemes.
Outside of work Martin is an active member of the Round Table, he is also a keen golfer and enjoys travelling.
Mobile. 07738 786289
David joined SFB Wealth Management when it started in 2010 helping Martin Lindsey to develop the practice 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 most days through running, swimming and the gym. David also enjoys the odd game of badminton and in the winter, if his knees allow it, David is a keen skier.
The financial services qualification that Natalie has achieved is the Diploma in Regulated Financial Planning. She has also achieved her Pension Planning AF3 qualification required by pension specialists and is working towards becoming Chartered.
Outside of work Natalie enjoys camping and water sports, she also loves to travel.
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 son's Sunday football team.
Mobile. 07834 451166
Jim holds the Level 4 Diploma in Regulated Financial Planning.
Jim coaches his eldest son’s football team and for the last few years has used marathon running to keep fit and to support his chosen local charity with fundraising.
Tom holds a Level 4 Diploma in Regulated Financial Planning, with an industry background in corporate, 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
Originally training as a secondary maths teacher and despite winning scholarship awards and prizes in this field, Frankie soon realised that teaching was not her calling in life and re-trained as a Financial Adviser, qualifying in 2017.
Outside of work Frankie enjoys spending time with family and friends, walking the dog, travelling and ticking off the bucket list as well as avidly supporting Leicester City Football Club.
In addition to achieving the Diploma in Financial Planning, Patrick also holds the Certificate in Equity Release the CeMap qualification required by mortgage specialists, and 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.
Caroline is a "home bird" and likes nothing more than to spend time with her family. She has discovered cruising in recent years and thinks this is the best way to travel, being able to wake up in a new location every morning. Caroline is also a bit of a TV addict with her favourite shows including The Great British Bake Off and Sewing Bee; she loves to bake & create something on her sewing machine.
Mobile. 07843 399513
Whilst working within accountancy Bally 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.
Bally holds the Diploma in Regulated Financial Planning and has recently joined the Mortgage Team as a qualified mortgage and protection adviser.
Outside of work Bally enjoys walking her dog, Sapphire and spending time with her family and friends.
His hobbies include gaming, going to the gym, knife throwing (target based – no spinning human targets!), a bit of gardening, playing the guitar, quiz nights, airsoft and learning as much as he can about…anything really.
Outside of work Emily enjoys trips to the theatre, travelling and long walks with her cocker spaniel, Billy.
Louise has a degree in Geography and Business Studies and has passed numerous financial services exams.
Outside of work Louise enjoys travelling and experiencing new countries as well as 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 amongst other financial services exams.
Outside of work Ginette spends her time with her family in particular her two boys and loves travelling.
Sian has a degree in Psychology (BSc) and is currently working towards completing her Financial Planning diploma, having already passed a number of exams.
Outside of work Sian enjoys exercising and visits the gym regularly. She also enjoys visiting different places and walking with her dog, Olly.
His role initially was a Client Account Executive which involved providing administrative support to Martin. Curtis has recently been promoted to the Paraplanning Team and he is continually increasing his knowledge and progressing well.
Curtis is currently studying towards his Diploma in Financial Planning with ambitions to become a fully qualified Paraplanner.
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 varied including payroll and assisting the administration team 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 Tania enjoys walking her dog with her girls, going to the gym and training her daughter’s netball team.
Outside of work Lucy enjoys going to the gym and spending time with family and friends.
Since joining SFB Wealth Management Leighton is now the 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 supports the Wasps rugby team.
Outside of work Amie enjoys spending time with her family and friends, including long walks with her two dogs.
As a military child Samantha has travelled extensively and continues to enjoy family holidays in the sun. She loves baking with her daughter and reading.
Alana enjoys days out with her family and socialising with friends.
Heidi has two young boys who keep her pretty busy with their keen interest in all things football related.
Outside of work Amy enjoys baking and musical theatre.