Robert Annand - Financial AdviserRobert advises on all areas of financial planning, mainly investments & mortgages & has expert knowledge of the mortgage market. He regularly arranges mortgages, remortgages, buy to lets, guarantor mortgages & commercial finance. Robert has built up good relationships with many mortgage lenders allowing him to advise clients with complex or unusual borrowing requirements.
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Nigel Bollig - Financial AdviserNigel holds the Financial Planning Certificate, the Investment Management Certificate, the Pensions exam G60 and is an Associate of the Chartered Insurance Institute. Location: London Telephone number: 020 7653 3580 |
Graham Bridger - Senior Financial AdviserWith over 40 years in the financial services industry & with particular expertise in Trusts, Inheritance Tax & Care Planning, Graham provides his clients with wide ranging financial planning advice & also works closely with other professionals to help their clients to develop & monitor a suitable financial strategy. | |
Kelman Chambers - Financial AdviserKelman specialises in wealth management, concentrating on Tax, Trust & Investment planning, dealing predominately with wealthy individuals & families. He has been giving financial advice since the late eighties & holds various qualifications including the Financial Planning Certificate & the G10 Tax & Trusts exam.
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Philip Dodd - Financial AdviserPhilip, with over 30 years experience in financial planning, especially enjoys giving holistic advice and investment direction to businessmen and entrepreneurs. Having gained a Masters in Business Administration (MBA) at Manchester Business School in the 1990s, Philip is now a Fellow of The Securities Institute and has gone on to achieve Chartered Financial Planner status. Location: Manchester Telephone number: 0161 834 9440 |
Nick Farnden - Senior Financial AdviserNick has 23 years experience in Financial Services and advises a wide range of clients on Pensions, Investments, Inheritance Tax mitigation and trusts. A graduate in Economics and History, Nick also is a Chartered Financial Planner. | |
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Martin Hack - Financial AdviserMartin graduated from Hull University with a BA Hons in History in 1980. He worked for Sun Life and the M&G Group prior to becoming a financial planner in 1999. He joined PSD Investment Planning in Manchester, who were acquired by Ashcourt in December 2006. A lot of Martin's work is focused on retirement strategies and he is a Chartered Financial Planner. Location: Manchester Telephone number: 0161 834 9440 |
Carlton Hall - Senior Financial AdviserHaving developed diverse industry knowledge over the past 22 years working in some of the worlds’ largest insurers & as an IFA, Carlton is a pensions specialist & enjoys putting his skills to work to benefit his wide ranging client portfolio which include owner-run businesses, large corporations & trusts. | |
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Graham Hopwood - Financial AdviserGraham has over 36 years of financial service experience with many long standing clients. Graham firmly believes that establishing a trusting, long-term client relationship is the key to providing a sound financial planning service. He has experienced a great deal of industry change but a constant is his desire to provide the best possible customer care and attention. Location: Manchester Telephone number: 0161 834 9440 |
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David Horder - Senior Financial AdviserDavid is able to provide expert advice in all aspects of individual financial planning, Corporate Occupational Schemes, GPPPs and Employee Benefit arrangements. He also has invaluable experience in running a small company. |
Gavin Johnson - Financial AdviserGavin joined the financial services industry in 1992. He has worked for a number of insurance companies & the Private Client division of a major UK Bank & has valuable experience of running his own business. Gavin has a wide range of experience with specific emphasis on investments & Inheritance Tax mitigation. He holds the Financial Planning Certificate, Certificate in Mortgage Advice & is working towards the Diploma in Financial Planning. | |
Andrew Johnstone - Financial AdviserAndrew has worked in the financial services industry since 1987. Previous experience includes retail bank branch management & several years as an IFA within an accountancy-linked IFA practice. He is an investment specialist & joined IFS Group Ltd (now Ashcourt) in April 2005. Andrew is qualified to Diploma in Financial Planning status & his recent focus has been predominantly in relation to clients’ retirement planning & IHT mitigation needs. | |
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Bill McCready - Financial AdviserBill advises clients on a wide range of financial matters including pensions, investment and inheritance tax planning. He has the Financial Planning Certificate. Location: London Telephone number: 020 7653 3580 |
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Ken Norman - Financial AdviserKen is an Associate of the Chartered Insurance Institute and has completed the Financial Planning Certificate. He also successfully completed the pension qualification G60. Location: London Telephone number: 020 7653 3580 |
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Matthew Horder - Financial AdviserAmongst other relevant qualifications, Matthew has the Financial Planning Certificate, the pension qualification G60, and the Mortgage Advice Qualification. Location: London Telephone number: 020 7653 3580 |
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Geoffrey How - Regional ExecutiveGeoffrey specialises in corporate and individual pension planning but also has wide experience on protection covers as affects both individuals and companies. Location: Cambridge Telephone number: 01223 412345 |
John Ross - Regional Executive John is responsible for ensuring that the financial planning team meet their annual budgets & objectives. He also advises & has been in financial services for over 20 years. He often writes articles on money matters for financial publications & is a tutor with Dundee University teaching financial services to law graduates. He holds the Certificate in Financial Planning, CeMAP (mortgage planning) & CF9 (pension simplification). | |
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Suzanne Thom - Mortgage AdviserSuzanne is an adviser specialising in various types of mortgages. She has many years of expertise in the mortgage market where she previously worked for Dunfermline Building Society as a mortgage underwriter. Suzanne has recently taken the role of mortgage adviser since completing her mortgage qualifications where she holds a Certificate in Mortgage Advice & Practice. |
Peter Thomas- Financial AdviserPeter has over 20 years experience in advising clients on all aspects of personal finance. He currently holds the Financial Planning Certificate, Certificate of Mortgage Advice & Practice & is part qualified in Equity Release. | |
Neil Wheelan - Financial AdviserNeil has over 12 years experience within Financial Services. He is a registered Pension specialist who is also experienced in tax planning, investments & protection. Retirement Planning is a particular area that Neil is keen to lend his expertise to. He can also provide a bespoke service to meet the needs of the corporate market & holds the G60 pension qualification & J01 tax qualification. |
