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.
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.
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.
Kate is an independent financial adviser with over 10 years’ experience in Financial Services. Kate is a member of the Chartered Insurance Institute and has obtained her Diploma in Regulated Financial planning. In addition, Kate has also obtained the Mortgage and Equity Release Qualifications. She is passionate about helping clients to meet their objectives and provides a holistic approach when it comes to advice. In her spare time Kate likes socialising, eating out and shopping.
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.
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.
Sue is a qualified Mortgage & Protection Advisor and has been in the Financial Services Industry for over 20 years and is passionate about customer service. She prides herself in providing clear and understandable advice and building long lasting relationships with her clients. In her spare time Sue enjoys spending time with her family and friends and love’s theatre & concert trips. She also has 3 little Shih Tzu’s and helps organise their walking group as well as supporting a rescue charity.
Tim is an experienced Financial Adviser, having undertaken a variety of roles in a career spanning over 30 years. His approach is to work with his clients to build practical sustainable plans which allow the client to have confidence in their financial future. Away from work Tim is a keen sportsman, heavily involved in amateur football and cricket clubs near to his home.
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.