Angela Casey
CUSTOMER SERVICE CONSULTANT
Angela Casey Customer Service Consultant Angela has joined us part-time to look after the customers in our Yorkshire Building Society…
Amber Howard
CUSTOMER SERVICE CONSULTANT
Amber Howard Customer Service Consultant Amber‘s primary role in the business is to look after the customer service in our…
Carol Minney
CUSTOMER SERVICE CONSULTANT
Carol Minney Customer Service Consultant Carol joined us through the acquisition of our Yorkshire Building Society Agency, having worked for…
Paul Wilson
FINANCIAL PLANNER
Paul Wilson Financial Planner Paul has had a career focused on customer service having over 25 years in senior management.…
Heather McCarrick
OFFICE ADMINISTRATOR
Heather McCarrick Office Administrator Heather has recently joined the business to help look after the client enquires and support Symon…
Kelsey Stead
FINANCIAL PLANNER
Kelsey Stead, Cert SMP Financial Planner Kelsey looks after our mortgage client’s needs. Kelsey is qualified to an Advanced level…
Chloe Boak
OFFICE ADMINISTRATOR
Chloe Boak Office Administrator Chloe looks after our Client Personal Finance Portal which gives our clients an invaluable tool to…
Rajinder Kumar Kain
FINANCIAL PLANNER
Rajinder Kumar Kain BSc Engg, FPC, MAQ, Dip PFS, Cert CII (MP) Financial Planner Rajinder has been advising both corporate…
Jill Stead
OFFICE ADMINISTRATOR
Jill Stead Office Administrator Jill is part of the administrative support team looking after our client’s needs. She has worked…
Molly Stead
OFFICE ADMINISTRATOR
Molly Stead Office Administrator Molly is a key part of the support for the advisers and helps to look after…
Symon Stead
FINANCIAL ADVISOR / DIRECTOR
Symon Stead DipPFS, CertSMP Financial Planner / Director Symon joined the Financial Services Industry in 1994 and trained to be…