Date joined the company: February 2018
Time within financial services: 5 years.
Role within the business: Tele-appointer
A bit about me: I enjoy going on holidays to different places, discovering new cultures and trying new food. Also enjoy watching sport such as football, listening to various genres of music and spending time with family and friends.
Date joined the company: March 2018
Qualifications: Diploma in Financial Advice
I have been in the industry since: 1985
Role within the business: Financial Adviser
A bit about me: I am married with a grown up son and daughter. My sporting activities extend to snooker and watching motor sport but I get exercise walking a Rhodesian Ridgeback.
Date joined the company: Since the company started in 2011
Qualifications: FPC123, JO5, R04, CF9, Diploma in Financial Advice, MAQ
I have been within the industry since: 1989
Role within the business: Financial Planner
A bit about me: A Family man with 2 grown up children, interests are most sport, particularly Cricket and
Football, I support Barnsley Football club and regards cricket, I am now an umpire in the local south Yorkshire
cricket league. I Enjoy holidays and I am trying to learn Spanish, I also enjoy cooking.
Date joined the company: January 2012
Qualifications: DipFA, CF1 , CF6
I have been within the industry since: 2012
Role within the business: Financial Adviser
A bit about me: I enjoy Sports, Music, Travelling and spending time with my friends and family.
Date joined the company: July 2011
Qualifications: Diploma in Financial Advice
I have been within the industry since: August 2007
Role within the business: Financial Adviser
A bit about me: I live in Barnsley with my partner Jess and enjoy spending time with family and friends as well
as watching and playing football
Date joined the company: March 2018
Qualifications: BSc(Phys), MBA, DipFA
I have been within the industry since: 1998 when I was with HSBC Investment Bank. Since then I have worked for several other banks and as a financial consultant for Deloitte.
Role within the business: Financial Adviser
A bit about me: In my spare time I am an active humanist, and enjoy learning the guitar and playing tennis.
Date joined the company: January 2015
Qualifications: Diploma level 4, CeMap, RO4 Pensions advice qualification
I have been in the industry since: 1988
Role within the business: Financial adviser, mainly pensions and investment advice
A bit about me: I have been married for 36 years and have 2 sons and 2 grandkids-Oliver and Edie. I enjoy running, walking, golf, snooker, windsurfing, tinkering with motor bikes and annoying my wife.
Date joined the company: 21st February 2016
Qualifications: BA (Hons), DipFA
I have been in the industry since: 2012
Role within the business: Financial Adviser
A bit about me: I am a keen spectator of sport. I play squash and I enjoy walking.
I like to socialise with friends and family in addition to travelling when I get the opportunity.