Category Archives: Personnel
Paraplanner Hannah joined the industry in 2010 as an administrator for a firm of Independent Financial Advisers. Following the successful completion of her Financial Adviser professional qualifications she looked to further her career as a Paraplanner and progress towards Chartered … Continue reading
Mortgage and Protection AdviserHaving attained his CeMAP qualification Mark has spent over 10 years advising and helping clients through the mortgage and protection maze. With many lenders and insurers out there, with often difficult criteria challenges, Mark is able to … Continue reading
Financial Administrator Viv joined the industry working for Legal and General before joining Calver Groom. Outside of work Viv is a keen runner.
Financial Consultant With a number of Grandchildren now to spend time with, Ann decided that with the introductions of Pension Freedoms and a massive change to legislation, tax and rules, spending time with the grandchildren was more appealing! So early … Continue reading
Calming Influence Candy is a Poodle / West Highland Terrier cross, born in 2013. She is quite shy, but loves coming to the office each day rather than being left on her own at home. She sits quietly under the … Continue reading
Financial Administrator Geoff has worked in financial services since 1991 and has worked with Chris since 2003, having previously worked together at Azgard Ltd as Independent Financial Advisers. He is married to Janet with two grown-up children.
Financial Administrator Janice joined the industry with the Lambeth Building Society and has since worked for Legal and General and Ann Dean Financial Services amongst others. Janice enjoys badminton, swimming and photography during her spare time.
Financial AdviserWhilst dealing in all aspects of financial planning, he is especially interested in Pension and Investment advice, ensuring that the most tax efficient vehicle is used to achieve his clients goals and objectives, in line with their attitudes to … Continue reading
Financial Consultant He joined the industry in 1965 with Pearl Assurance, becoming an insurance agent. In 1996 he left Pearl to become an Independent Financial Adviser. In 2001, John started his own IFA practice becoming their Managing Director. John is … Continue reading
Chartered Financial PlannerWesley enjoys providing holistic advice and complete financial planning, building relationships with and working alongside his clients throughout their lifetimes to ensure their financial plans remain in track. He specialises in Pensions and Investments and also has a … Continue reading