Amanda has over 9 years experience in providing financial services and assisting clients in making informed decisions, by showing them various options and helping them to assess the merits of different plans, 23 years total experience of working within the Financial Services Industry. She is passionate about helping clients to maximise their financial potential, which will enable them to achieve their dreams and ambitions. Her specialist areas are retirement planning including annuities and drawdown, pension transfers and protection. In Amanda's spare time she enjoys scuba diving in the UK and spending time with her family.
Andy is an experienced Financial Adviser who has previously worked in both a National IFA practice and also in a regional accountancy firm. He is the Investment Director for Mansion Park and chairs our Investment Committee, setting and overseeing the investment philosophy for the company. In Andy's spare time, he enjoys playing golf and has held a season ticket with Derby County Football Club for the past 20 years.
Chris is an independent financial adviser with over 10 years’ experience in the financial services industry. Having achieved the CII Diploma in Financial Planning he is continuing his progression towards Chartered Financial Planner status. He also hold the 'CII Retirement Specialism' having completed the AF3, J05, R04 and RO8 exams.
He provides a holistic approach when it comes to advice which includes retirement planning, Investing, Inheritance Tax planning and later life planning including equity release. I am also a member of the PFS (Personal Finance Society)
I am married with 3 children who keep me very busy, in my spare time I coach the football teams for 2 of my children.
Curtis prides himself on his determination to provide bespoke advice which can be easily understood by his clients. He has been in the financial services sector since leaving College and collected a wealth of technical knowledge. In his spare time Curtis spends weekends with friends and family and also enjoys adrenaline filled activities such as skydiving, as well as an occasional kick about.
Dale prides himself on his ability to build good relationships and provide his clients with a clear understanding of the processes surrounding the valued advice his gives. His passion allows him to remain up to date with all of the latest changes within the industry, enabling him to provide only the most beneficial and relevant advice. In his spare time, Dale is a family man and most enjoys organising days out with his children and partner.
Following an early career in Accountancy David became actively engaged in the Financial Services Industry in 1981, when he established an IFA business in association with a firm of Chartered Accountants in London’s West End. He has been an Independent Practitioner ever since and lived through the many changes in Financial Services practice and regulation over the years and worked with many professional firms, as well as personal and corporate clients. David enjoys maintaining the dual role of Chairman and Managing Director.
David is our Sales Manager and he has very wide experience in all aspects of financial planning. He has completed over 30 years in Financial Planning, prior to which he spent 9 years working in Taxation. David holds the Chartered Insurance Institute Diploma in Financial Planning. He very much enjoys assisting our staff in their personal development regularly accompanying our advisers in meetings to ensure that the highest of standards are maintained.
Married with two grown up children he would like to be a keen sailor but never has the time so instead follows the fortunes of Leicester Tigers and Tottenham Hotspur.
Gary has 18 years’ experience as a Financial Adviser, providing regulated financial advice to clients throughout the Midlands and the South of England. His qualifications include Diploma Level 4 Financial Planning. He specialises in Retirement and Investment Planning, together with Protection Planning. Away from work, Gary enjoys a busy family life and participates in different sports, including football and running.
Gary has been in Financial Services since 1978 starting his career in Banking, undertaking various banking and lending roles before becoming a Financial Adviser in 1991, providing a quality service to both Private and Commercial Clients including experience in a Private Banking role, as well as working for a large independent IFA practice. I am enjoying working at Mansion Park Limited providing truly Independent Financial Advice. As you would expect, He is fully qualified with the CII Diploma and also hold the required Mortgage Qualification and enjoys looking after Private Investment Clients and specialising in Pension Advice. I also have a number of Corporate Clients and have many years experience in providing advice to this type of Client. Gary is married with two adult daughters and in his leisure time, enjoys weight-training running and is a keen Warrington Rugby League follower.
Jeevan graduated with a 2:1 BA (Hons) in Accounting and Finance from De Montfort University, before tackling his professional exams required to become a Financial Adviser (DipPFS). Jeevan provides holistic and strategic Financial planning advice relating to areas including, but not limited to, Pensions, Investments and Tax. Outside of work Jeevan enjoys playing football, following Leicester City, and has a keen interest in sports cars.
John has over 10 years experience in financial services. John offers independent financial advice, ensuring clients are well informed and looked after, with his main goal being to help clients understand the advice that is provided. He will take away all the jargon and present advice in a clear, easy to understand manner and is able to assist with pensions, investments, protection, inheritance tax planning, and later life planning. John can advise on mortgages and equity release lending. In his spare time he enjoys playing golf and watching Football being a Newcastle United supporter.
Keith is a very experienced and highly qualified individual/practitioner, who specialises in retirement planning, investments, personal taxation, estate planning and long term care planning. He will provide clear concise solutions that are jargon free and he is committed to working closely with clients, to achieve tailored solutions and goals. In his spare time Keith enjoys running, spending time with his family and walking his dog. He is also a Newcastle United supporter.
Keith has 29 years’ experience as an Independent Financial Adviser, who is fortunate to have followed a career in something he is passionate about; an interest in people and finance. He has built up a wealth of experience by running his own firm for 27 years before joining Mansion Park in 2014. Keith had always wanted to run his own business having set up his first one at the age of 10!
Kevin has over 30 years’ experience in Financial services. During that time, he has worked for companies such as Zurich, Old Mutual and Close Brothers and has experience in investments, protection and corporate advice. In recent years he has specialised in providing advice for individuals looking to benefit from the new pension freedoms and also assisting companies meet their Auto Enrolment obligations. Kevin is married and has two grown up children and two grandchildren. Outside of work he enjoys playing Badminton and Tennis and he is a keen supporter of Arsenal football club.
Killian graduated with a BSc (Hons) from the University of Birmingham, before becoming a graduate trainee at Mansion Park and has successfully qualified as a protection adviser. He is continuing to study and grow within the financial services sector. In his spare time Killian enjoys cycling and is a keen Leicester city supporter.
Lee has been in the Financial Services Industry for the past twenty seven years, specialising and focusing on Financial Advice for the past fourteen. Lee is a down to earth family man who has a genuine belief and passion for investments. Away from work he is a keen skier and enjoys tennis and badminton.
Mark is fully qualified Independent Financial Adviser with particular expertise in investments and pension planning. Mark is based at the company’s office in Finchley, London. Mark is providing a high quality personal service to his clients who are typically either successful individuals, companies or trustees. He places great importance on building long-term client relationships by providing highly effective financial planning solutions tailored to an individual’s needs and aspirations. Mark enjoys sports and is member of the local Judo club, investing in wine and travelling.
Matt has over 20 years’ experience helping people set and achieve their financial goals, using lifestyle planning tools. In today’s complicated and changing financial world, more than ever, people value experience particularly highly. Matt moved to the South West 2 years ago.
Mathew is a fully qualified Financial Advisor with 7 years’ experience in Financial Services.
Having worked for most of his career within bank assurance, Mathew joined Mansion Park so he could provide a more personalised, customer focused approach to advising. He is a firm believer in providing simple, jargon-free solutions for customers based on a great relationship and a thorough understanding of their goals and aspirations.
In his spare time, Mathew enjoys going to the gym, reading non- fiction and being embarrassing to his teenage son.
Michael prides himself on his ethic, and determination to succeed, he graduated with a BSc (Hons) from the University of Bedfordshire, before earning a range of certificates as a Graduate Trainee. Over the past 2 years he has developed himself within the sector, and his knowledge has grown rapidly with this. In his spare time Michael enjoys spending time with his friends and family and is a big Chelsea Football fan.
Mike has been in Financial Services since December 1962, when he started working for the Liverpool Victoria Friendly Society in Holborn. He spent five years in the Agency Department before going out on the road as an Insurance Agent and was promoted to a District Inspector. He left to join the Norwich Union as a Life Inspector. In 1983 he left to start his own business as an IFA and has never looked back. Despite the many changes in our industry, he still very much enjoys helping clients achieve their goals as a Mortgage and Protection Adviser. Mike is a keep fit fanatic and enjoys playing the odd bit of golf.
Patrick has been employed in the Financial Services profession for more than 20 years, working in a number of specialist areas including investments, pensions and care funding solutions. The key aspects of his role in the financial planning process are; understanding your current situation, offering affordable & workable solutions and maintaining the plans to meet your desired outcome.
Rebekah prides herself on building a relationship with clients based on trust, friendliness, professionalism and above all listening to and understanding her clients aspirations to provide solutions that are unique to their needs. She currently has level 4 diploma in financial planning and level 3 certificate in mortgage advice. In her spare time, Rebekah enjoys going to the gym with her partner as well as competing her pony in One Day Events and showing her two dogs.
Richard is a fully qualified Financial Adviser as well as being the Managing Director of Mansion Park Limited.
Richard has vast experience in all elements of financial planning and business generally as well as holding a law degree.
He has helped mould the ethos of Mansion Park into being one where client service levels and holistic planning advice have become fundamental to the company.
Richard is married with 3 children; Hobbies include Table Tennis, Golf and Cricket.
Richard has been in financial services for 19 years and considers himself a holistic financial planner. This is a term that has been around for many years but Richard is a big advocate of it.
Over those 19 years, he has had a varied financial services career ranging from business development, private client work, providing advice to companies and working as a private banker. He likes meeting and working with clients in order to improve their situation from day one. This can take the form of investment planning, retirement planning, succession planning and providing adequate levels of protection so clients, their families and their businesses are covered in the event of unforeseen circumstances.
Richard loves to travel and he spent 5 years in Hong Kong between 2011 and 2016. From there he gained an appreciation how different cultures conduct things. As well as traveling he likes to run as this helps to keep him relaxed.
Richard and his wife are expecting their first child at the end of the year and he realises things won’t be the same again.
Steve has been working in Financial Services since 1986. For the last 20 year Steve has been working in the specialist area of providing compliance services to Independent Financial Advisers across the country. Being fully qualified with the CII Level 4 Diploma, Steve can provide truly independent advice in the areas of pensions, investment and protection. He also has qualifications in mortgage and equity release planning. Steve is married with two teenage children and in his leisure time he enjoys cycling, running, reading and is a keen supporter of Manchester City.
After some 28 years in the industry, I have built up a number of working relationships with providers, which has enabled myself to guide clients to achieving their goals in life and adding value to there's and other friends and family members through recommendations. Also to relax I am a longtime follower and season ticket holder of Newcastle united, but not to sure that relax is the correct description.
Been in the Financial Services industry for over 15 years concentrating on both the Mortgage and Protection area of the business. I pride myself of clear communication and excellent customer service with my clients. I have collected a wealth of technical knowledge over this time which assists me in ensuring that my clients get the best advice possible. I enjoy spending time with family and friends and keeping fit.
Teresa is the Operations Director and has been in Financial Services for over twenty years. During this time Teresa has primarily been working in Management roles within the industry but holds the relevant Mortgage & Protection qualifications and still advices in this area today. Customer Service is key and the main driver in all areas of responsibility and advice. Married with two grown up children and 2 grandchildren together with a passion for movies and relaxing after a hard day’s work.
Bill has over 25years experience as a financial adviser with clients all over Scotland. He currently holds diploma status with plans to further this in the near future.
Bills has always enjoyed meeting clients face to face in the comfort of their own home and this combined with jargon free advice around family protection pensions and savings makes for a pleasant client experience. Bill is married with a grown up daughter.
Away from work bill is a very keen fly fisherman, fishing in the Scottish league and in 2016 winning his first Scotland cap.
Tournament House, 4 Tournament Way,
Ashby de la Zouch, Leicestershire
Fax: 01530 553773
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Mansion Park Limited is Authorised and Regulated by The Financial Conduct Authority. Registered office: Tournament House, 4 Tournament Way, Ashby de la Zouch, Leicestershire LE65 2UU. Registered in England No:3328810. Website design by Goldmine Media.