Rob Simpson
DipPFS
Managing Director and Independent Financial Adviser
Rob has over 30 years of financial services experience and holds the Chartered Insurance Institute's Diploma in Financial Planning and G60 Pensions qualification. If you’re looking for an expert in pensions, retirement planning, wealth management or trustee investments, Rob is your guy. He’s the Principle at our firm, chairs our Investment Committee, and is a passionate supporter of Birmingham City F.C.
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Adele Tiff
Cert CII (FS)
Director
Adele has been a cornerstone of our firm since she began as an apprentice in 2013, and she now holds the Chartered Insurance Institute’s Certificate in Financial Services. Adele uses her skills and experience to run a top-notch office environment, ensuring the highest standard of client care is delivered at every level. She’s also our vulnerable client champion.
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Natasha Palmer
Cert CII (MP)
Director and Mortgage Capacity Assessment Specialist
Natasha has over 18 years' experience and holds the Chartered Insurance Institute's Certificate in Financial Administration and Certificate in Mortgage Advice. Natasha specialises in producing Mortgage Capacity Assessments for divorcing couples, and does it with the warmth, care, and attention to detail you need. It's no surprise that she’s our Mental Health First Aider.
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Lisa Simpson
Trustee Accounts Specialist
Lisa has over 30 years of financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and the Investment Management Certificate (IMC). If you need to set up a trustee bank account, Lisa is the expert you want at your side. She also puts her financial expertise to good use on our Investment Committee.
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Christian Wilson
DipPFS
Independent Financial Adviser
Chris qualified as a financial adviser in 1998 and holds the Diploma in Financial Planning and the Private Client Investment Advice & Management (PCIAM) qualification with the Chartered Institute for Securities & Investment. Chris loves sitting down with new clients to chat life goals and how to achieve them, utilising all areas of financial planning and wealth management.
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Michael Hinett
APFS
Chartered Financial Planner
Michael has over 30 years of experience in financial services, holds the coveted Chartered Financial Planner status, and is an Associate member of the Society of Later Life Advisers. Thanks to his breadth of experience, Michael is a go-to IFA for all areas of financial planning. Michael is also an Associate of the Personal Finance Society and is passionate about ethical investing.
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Hannah Stanley
DipPFS
Independent Financial Adviser
Hannah initially joined our ranks as a Paraplanner after graduating from Durham University and holds a Diploma in Regulated Financial Planning. She is now a key member of our advising team and works on everything from pensions to investments so that you can achieve your financial goals. Hannah is currently laser-focussed on her study towards Chartered status.
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Chris Le Marquand
Cert CII (MP)
Independent Mortgage Adviser
Chris joined the mortgage scene in the 90s and holds the CII Level 3 Certificate in Mortgage Advice, so you're in good hands for your property finance needs. When he's not finding you the best deal possible, Chris is playing golf, swimming, or partaking in some other sporting endeavour.
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Alex James
FPFS
Chartered Paraplanner and Head of Paraplanning
Alex began working in financial services in 2017 and has since obtained the CII Level 6 Advanced Diploma in Financial Planning. This has allowed him to achieve chartered status and become a Fellow of the Personal Finance Society. He has also been awarded the certificates in Mortgage Advice and Equity Release from the Chartered Insurance Institute. Alex is a devoted Coventry City football fan – to Rob’s dismay.
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Victoria Tolley
DipPFS
Paraplanner
Vicky joined us in 2019 and has since gained the Chartered Insurance Institute’s Certificate in Mortgage Advice and Equity Release, Certificate in Paraplanning and Diploma in Regulated Financial Planning. Vicky has a degree in French and Spanish, so feel free to test her fluency if you speak to her.
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Milena Damjanovic
Cert CII (FS)
Paraplanner
After graduating from Coventry University with a degree in economics, Milena joined our team as a Financial Administrator. Since then, she’s completed the Certificate in Financial Services, finished her Financial Administrator Apprenticeship, and is continuing her study - fuelled by frequent trips to Leamington Spa’s coffee shops.
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Emma Scott
Head of Customer Service
Emma has been delivering five-star customer service her entire career, and so we were thrilled when she joined our team as a Financial Administrator. She’s achieved her Level 3 Diploma in Business Administration whilst providing the highest level of dedicated care to everyone who gets in touch with us.
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Isabella Warner
Financial Administrator
Isabella joined our team in 2023 on a Financial Services Apprenticeship and is always enthusiastic in helping you with your administrative needs. She's got a degree in Sociology, a pharmaceutical background, and loves exploring Leamington's independent shops.
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Luke Viner
Financial Administrator
Luke graduated from the University of Warwick with a degree in Biomedical Sciences in 2021. He's now working towards his Certificate in Financial Services whilst helping you with all of your financial needs, backed by a Wicked soundtrack (the musical, pun intended).
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Sophie Neal
Marketing Manager
Sophie has a literature degree, almost a decade of multi-channel marketing experience, and is a passionate creative. She's worked in various sectors throughout her career and joined the team in 2023 after four years within accounting technology. As a nature-lover, Sophie can most often be found in the woods or on top of a hill somewhere.
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Zoe Simpson
Marketing Assistant
Zoe joined our team as a part-time Financial Administrator in October 2021, whilst completing her Business Diploma. She has now launched her marketing career with a Level 3 Advanced Marketing Assistant Apprenticeship. Zoe has collected more passport stamps than office coffee cups.
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