About Us

Independent Financial Adviser

Director

After leaving full time education, Will joined his father’s company which lead him to travel to India managing the family business. Will then moved back to the UK business as the financial manager which then led him into the financial services industry in early 2006.

Having been involved in the financial service industry since 2006, Will has extensive knowledge and experience to support his financial planning process. Will has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment his advice in all areas of financial planning.

At the heart of Will’s advice process is the passionate belief that through careful and considerate financial planning, his clients will have the firm financial foundation to build the life they want now and in the future.

Independent Financial adviser  

Director

First joining the industry in 1996, Kirsty now has over 25 years’ experience in the financial services sector.

Having never been involved in any other industry during her working life, Kirsty has extensive knowledge and experience to support her financial planning process. Kirsty has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment her advice in all areas of financial planning.

Outside work, Kirsty is married to Will, and has 3 young children. As well as spending quality time with her family at the weekends, she enjoys trying to keep fit, eating out, and socialising with friends.

Key points

• Kirsty became fully qualified as an Independent Financial Adviser in 2006 and has continually enhanced on her qualifications and expertise since this date
• In addition to the minimum qualification requirements of an adviser, Kirsty has self studied in her own time and achieved Advanced Financial Planning diplomas in the following subjects:
  • Personal Taxation and Trust Planning
  • Financial planning process
  • Pension planning (which includes pension transfers and Retirement income planning)
• In addition to this Kirsty has achieved qualifications in mortgage advice together with equity release

Administration Assistant

As part of our administration team Jodie assists the advisers in dealing with client new business, report writing and ongoing service requests from clients

Jodie also has the vital role of ensuring all of our clients receive their regular ongoing investment reviews.

Jodie came to us straight from leaving school, and is now close to finishing her NVQ in Business Administration, as well embarking on a specific Financial Services training schedule with our company.

Jodie likes to go horse-riding in her spare time, she also enjoys socialising with her friends and taking time out to explore new cities.

Administration Assistant

As part of our administration team Ilona supports the advisers in dealing with new client business, report writing and ongoing service requests from clients. As part of the team she’s the first point of contact for clients and liases with providers to ensure investments and pensions are correctly processed and invested.

Ilona also works closely with Will dealing with all of our mortgage submission and processing.

Ilona has recently completed a Bachelor of Science degree in Psychology and is now training to become a mortgage adviser within our firm.

In her spare time Ilona enjoys socialising with her friends and family, travelling and running.

Administration Assistant

As part of our administration team Vicky assists the advisers in dealing with client new business, report writing and ongoing service requests from clients

Vicky also deals with our marketing and client communications, as well as helping Jodie with ongoing client reviews.

Vicky has had previous experience working in an office environment for over 5 years.

Away from work, Vicky is mum to 4 children, and enjoys socialising with her friends, spending time with her close family and Craft making. Vicky is also fluent in Makaton.