Adam is an Independent Financial Adviser with over 10 years’ experience in the Financial Services Industry. Adam strives to provide a holistic approach when it comes to advice and prides himself on his ability to build strong relationships. Providing clear and understandable advice to his clients is a passion of Adam’s because he believes this is the key to great service. Adam is married with 1 child and enjoys family days out. He is also a keen football fan.
Amanda is an Independent Financial Adviser with 23 years of experience within the Financial Industry, 9 of which have been spent providing financial services and assisting clients in making informed decisions, by presenting her clients with various options and helping them to assess the merits of different plans. She is passionate about helping them to maximise their financial potential to 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.
Andrew is an experienced Financial Adviser who has previously worked in both a national IFA practice and 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.
Dale is a Mortgage and Protection Adviser who prides himself on his ability to build good relationships and provide his clients with a clear understanding of the processes surrounding the valued advice he 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.
David Head is an experience Independent Financial Adviser who following an early career in Accountancy, 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 has grown through the many developments within Financial Services practice and regulation over the years while working with many professional firms, servicing personal and corporate clients.
Gary is an Independent Financial Adviser with over 18 years’ experience providing regulated financial advice to clients throughout the Midlands and the South of England. His qualifications include Diploma Level 4 in Financial Planning and his specialities include 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 is an Independent Financial Adviser and has been working within Financial Services since 1978, starting his career in Banking. After undertaking various banking and lending roles, Gary became a Financial Adviser in 1991 and has since provided a quality service to both private and commercial clients. During this time, he has also gained experience in a private banking role as well as working for a large independent IFA practice. Gary holds his CII Diploma with pride and alongside this, a Mortgage Qualification. Gary is married with two adult daughters and in his leisure time, enjoys weight-training, running and is a keen Warrington Rugby League follower.
Jenny is a Chartered Financial Adviser and a Fellow of the Personal Finance Society. She joined the profession in 1990 and during this time, has been a Financial Adviser whilst also being involved in the training and supervision of other Advisers. She specialises in holistic financial planning that includes giving advice to individuals and business owners about savings and investments, retirement planning and protection. In her spare time, she enjoys being a Great Aunt to 25 (at the last count), beach holidays in the sun and some light exercise.
John is an Independent Financial Adviser with over 10 years of 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 by taking away all of the jargon and presenting advice in a clear, easy to understand manner. John is passionate about advising on pensions, investments, protection, inheritance tax planning, later life planning, mortgages and equity release lending. In his spare time, he enjoys playing golf, watching Football and is a Newcastle United supporter.
Keith is an Independent Financial Adviser with over 29 years of experience and is fortunate to have followed a career in something he is passionate about; an interest in people and finance. Prior to joining Mansion Park in 2014, he gained his experience while running his own business for 27 years, servicing clients and developing relationships within the Financial Industry. As well as being passionate about the Financial Services Industry, Keith has a keen interest in business management, having set up his first business at the age of 10!
Mark is an Independent Financial Adviser based at the company office in Finchley, London. Mark has expertise in investments and pension planning and provides a high quality personal service to his clients by placing great importance on building long-term relationships and supplying highly effective financial planning solutions tailored to an individual’s needs and aspirations. Mark enjoys sports, investing in wine and travelling.
Matthew is an Independent Financial Adviser with over 20 years of 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 hold particular value in the experience Matthew has gained.
Mathew is an Independent Financial Adviser with 7 years of experience in Financial Services. Having worked for most of his career within bank assurance, Mathew joined Mansion Park Limited so that he could provide a more personalised, customer focused approach to advising. He is a firm believer in providing simple, jardon-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 is a Mortgage and Protection Adviser, beginning his career in Financial Services in 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 shortly after, was promoted to a District Inspector. He then left to join the Norwich Union as a Life Inspector and in 1983 started 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 and is a firm believer in the Mansion Park ethos surrounding high quality customer service. In his spare time, he is a keep fit fanatic and enjoys playing the odd bit of golf.
Patrick is an Independent Financial Adviser and has been in Financial Services 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 and workable solutions and maintaining the plans to meet your desired outcome.
Rebekah is an Independent Financial Adviser who prides herself on building a relationship with clients based on trust, friendliness, professionalism and above all, understanding her client’s 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, competing with her pony in one day events and showing her two dogs.
Richard is a Financial Adviser as well as being the Managing Director of Mansion Park Limited. He has vast experience in all elements of financial planning and business generally, as well as holding a law degree. Richard 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 and his hobbies include Table Tennis, Golf and Cricket.
Stephen is an Independent Financial Adviser and has been working in Financial Services since 1986. For the last 20 years, Stephen has specialised in 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, investments 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.
Steven is an Independent Financial Adviser with 28 years of experience in the Financial Services Industry. Over the years, he has developed a large number of working relationships with providers which have enabled him to guide clients to achieving their goals. He prides himself in customer service and as a result, through financial planning, has added value to his client’s lives and in extension, their friends and family members through recommendations. In his spare time, Steven is a long time follower and season ticket holder of Newcastle united.
Teresa is the Operations and Sales Director at Mansion Park Limited. She has been in Financial Services for over twenty years and during this time, Teresa has primarily been working in Management roles within the industry. Teresa holds Mortgage & Protection qualifications. Customer Service is key to Teresa and is her main drive in all areas of responsibility and advice. Married with two grown up children and 3 grandchildren, Teresa has a passion for movies and relaxing after a hard day’s work.
Bill is an Independent Financial Adviser with 25 years of experience. He currently holds diploma status with plans to further this in the near future. Bill has clients all over Scotland and has always enjoyed building relationships with them face to face in the comfort of their own home. This combined with jargon-free advice around family protection, pensions and savings, ensures that working with Bill is a pleasant experience. Bill is married with a grown-up daughter and away from work, he is a very keen fly fisherman, fishing in the Scottish league and winning his first Scotland cap in 2016.
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.