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 over 20 years. He specialises in 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.

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.

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 and has held roles in an advisory capacity as well as account management for leading insurance companies such as Scottish Widows, Friends Life and Aegon.

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.
Natalie Sheahan
Natalie Sheahan, Operations Director
Tel. 02476 388911
Email. natalie.sheahansfb.group
Natalie has worked in the financial services industry for over 15 years. In Natalie's role as Operations Director, she oversees the running of the business and implements important and necessary processes. 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 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.
Mike Bates
Mike Bates, Independent Financial Planner
Tel. 02476 388911
Mobile. 07808 711343
Email. mike.batessfb.group
Mike has worked 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 son's Sunday football team.
James Inglis
James Inglis, Independent Financial Planner
Tel. 02476 388911
Mobile. 07834 451166
Email. james.inglissfb.group
Building on his prior Financial Planning role at HSBC, Jim joined SFB Wealth Management in 2012 specialising in pension and investment advice as well as business and personal protection.

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 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, 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.
Frankie Bates
Frankie Bates, Independent Financial Planner
Tel. 02476 388911
Mobile. 07710 095269
Email. frankie.batessfb.group
With admin and paraplanner experience behind her, Frankie is now an Independent Financial Planner focusing primarily on Inheritance Tax planning, pensions and investments.

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.
Patrick Oakman
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, 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 Eburne
Caroline Eburne, Head of Mortgages
Tel. 02476 388911
Email. Caroline.Eburnesfb.group
Having previously lead her own successful practice, Caroline joined SFB Wealth Management in January 2019 as Head of Mortgages. Her role encompasses client advice, Mortgage Team adviser training and development as well as regulatory compliance. Qualifying as a Mortgage & Protection adviser in 2007 and more recently qualifying as an Equity Release adviser, Caroline can offer a great range of services and support for clients in these areas.

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.
Balpreet Dhillon
Balpreet Dhillon, Mortgage & Protection Adviser
Tel. 02476 388911
Mobile. 07843 399513
Email. balpreet.dhillonsfb.group
Bally has been working in Financial Services for over three years now, having previously spent three years working in accountancy achieving her Association of Accounting Technicians qualification.
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.
Daniel Rowberry
Daniel Rowberry, Trainee Mortgage & Protection Adviser
Tel. 02476 388911
Email. daniel.rowberrysfb.group
Dan joined SFB Wealth Management in May 2018 after obtaining the Level 4 Diploma for Financial Advisers. His current role is a trainee mortgage and protection adviser working within the Mortgage Team.

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.
Emily Hanmer
Emily Hanmer, Office Manager
Tel. 02476 388911
Email. emily.hanmersfb.group
Emily joined SFB Wealth Management in 2016 after working in Estate Agency for over 15 years. As Office Manager Emily oversees and supports the administration team and deals with any HR queries. Emily also manages Martin's diary and is point of contact for his clients' wishing to make an appointment.

Outside of work Emily enjoys trips to the theatre, travelling and long walks with her cocker spaniel, Billy.
Louise Cottrill
Louise Cottrill, Technical Manager
Tel. 02476 388911
Email. louise.cottrillsfb.group
Louise has worked in the financial services industry for over 15 years and joined SFB Wealth Management in July 2014 and has progressed to her current role of Technical Manager. This role includes her leading the paraplanning team whilst helping admin and advisers with any technical queries.

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.
Ginette Ellard
Ginette Ellard, Training & Compliance Manager
Tel. 02476 388911
Email. ginette.ellardsfb.group
Ginette has worked in the financial services industry for over 30 years and joined SFB Wealth Management in 2017. She has progressed to Training and Compliance Manager which involves providing training support to all staff and supporting the Compliance Director.

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 Greenhill
Sian Greenhill, Trainee Paraplanner
Tel. 02476 388911
Email. sian.greenhillsfb.group
Sian began working at SFB Wealth Management at the beginning of 2016 and has progressed to working within the Paraplanning Team. Her current role involves writing reports for all of the advisers on pensions and investments which includes obtaining research, transfer analysis and cashflow modelling.

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.
Curtis Moreton
Curtis Moreton, Trainee Paraplanner
Tel. 02476 388911
Email. curtis.moretonsfb.group
Curtis joined SFB Wealth Management in November 2017.

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.
Maxine Davies
Maxine Davies, Client Account Executive
Tel. 02476 388911
Email. maxine.daviessfb.group
Maxine worked in banking for 20 years then moved into Financial Services in 1999. She joined SFB Wealth Management in 2015.

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.
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.
Lucy Brydon
Lucy Brydon, Client Account Executive
Tel. 02476 388911
Email. Lucy.Brydonsfb.group
Lucy joined SFB Wealth Management in October 2018 and is currently working within the admin team supporting Martin and Frankie. Lucy has a BA (Hons) degree in Business and Finance and is furthering her studies towards completing the Financial Planning diploma.

Outside of work Lucy enjoys going to the gym and spending time with family and friends.


Leighton Norton
Leighton Norton, Client Account Executive
Tel. 02476 388911
Email. leighton.nortonsfb.group
Leighton moved into Financial Services in 2017 following three years working within accountancy since completing his A-Levels in 2013.

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.

Amie Cooper
Amie Cooper, Client Account Executive
Tel. 02476 388911
Email. amie.coopersfb.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 Jim and Tom, this includes obtaining research and liaising with clients and providers.

Outside of work Amie enjoys spending time with her family and friends, including long walks with her two dogs.

Samantha Nixon
Samantha Nixon, Client Account Executive
Tel. 02476 388911
Email. samantha.nixonsfb.group
Samantha joined SFB Wealth Management in October 2017 and currently provides administrative support to the Mortgage Team, liaising with clients, solicitors and providers to ensure a smooth transaction. Her ambition is to study towards becoming an adviser herself one day.

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 Sutton
Alana Sutton, Client Account Executive
Tel. 02476 388911
Email. Alana.Suttonsfb.group
Alana has over 21 years experience in the Financial Services industry and has passed numerous financial exams. She joined SFB Wealth Management in January 2019 working within the admin team.

Alana enjoys days out with her family and socialising with friends.
Heidi Bartram
Heidi Bartram, Financial Services Administrator
Tel. 02476 388911
Email. Heidi.Bartramsfb.group
Heidi joined SFB Wealth Management in February 2019 and is enjoying learning all about her role and the wider Financial Services sector.

Heidi has two young boys who keep her pretty busy with their keen interest in all things football related.


Amy Ellis
Amy Ellis, Financial Services Adminstrator
Tel. 02476 388911
Email. Amy.Ellissfb.group
Amy joined SFB Wealth Management in February 2019 and is providing support to the admin team. With a growing interest in mortgages and protection products, Amy is keen to develop her understanding of the industry.

Outside of work Amy enjoys baking and musical theatre.

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