
Andrew has been providing mortgage and protection advice since 2004 while adding financial planning advice to his portfolio in 2009. He is proud to say that he was one of the first advisers in the company to achieve diploma status towards the end of 2011. He prides himself on building close personal relationships with all of his clients across the West Midlands, Staffordshire, Derbyshire and Worcestershire. This is evident by the fact that over 70% of his business comes from existing client referrals. Andrew wishes to make a notable difference to his clients lives – whether it’s planning for retirement, planning in retirement, providing the mortgage for that new dream home, making sure that loved ones are adequately protected or just wishing to save for a rainy day. As a proud Financial Adviser working within the FA family, he has the ability to advise and implement tailor-made financial products to suit every individual client’s needs along with ongoing after-sales servicing levels that are amongst the best in the industry.
He looks forward to meeting you soon!
Tom Grist
Personal Assistant
Tom Cox
Client Service Assistant
Peter Thomas
Group Engagement Manager
Natasha Neal
Paraplanner
Melanie Dean
Group Operations Director
Mark Turner
Financial Adviser
Mark Rose
Senior Financial Adviser
Louise Formaggia
Client Engagement Assistant
Lloyd Hammond
Trainee Paraplanner
Jordan Atkinson
Group Operations Manager
Jess Hencher
Personal Assistant
Jamie Mellor
Financial Adviser
Hannah Little
Accounts & Projects Assistant
Gary Rollison
Senior Financial Adviser
Emily Sykes
Personal Assistant
David Adamson
Mortgage & Protection Adviser
David Webb
Senior Financial Adviser
David Dean
Director
Dan Barnard
Financial Adviser
Ben Pegler
Financial Adviser
Andrew Little
Financial Adviser
Andrea Barnard
Client Engagement Assistant
Aimee Morris
Client Service Manager (Warwick)
James Bryce
CEO
Alasdair Carroll
Mortgage & Protection Adviser
Taran Sidhu
Client Service Assistant
Steve Jevons
Senior Financial Adviser
Andrew Burton
Financial Adviser
Martin Pegler
Financial Adviser
Chris Deeming
Financial Adviser
Simon Battle
Financial Adviser
Sajid Khan
Financial Adviser
Rachel Shrubsole
Personal Assistant
Richard Holland
Financial Adviser
Macy Birch
Personal Assistant
Alex Attwood
Trainee Paraplanner
Blake Ellis
Paraplanner
Dan Godfrey
Mortgage Adviser
Ed Bryce
Financial Adviser
Karl Mardell
Personal Assistant
Hannah Ingram
Client Service Administrator
Simon Mynall-Wood
Financial Adviser