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.
Kevin, has been in financial services since 1998, giving advice to clients for over two decades.
He is qualified on pensions/investments as well as mortgages and protection.
Robert is a Specialist Mortgage Adviser with over ten years of experience in residential mortgage advice.
Nicole has worked in financial services since 2016, working closely with advisers throughout. She supports Robert and Kevin across mortgage and protection cases — preparing applications, gathering what's needed for advice and keeping cases progressing — and supports Kevin on the wealth and pension side. Her breadth of experience means she can pick up a case at any stage and know exactly what it needs.
Rachel has worked in financial services since 2019 and leads our mortgage and protection case work..
Jen has worked with us since 2021, working behind the scenes on document reviews and case progression.