Meet the team.
Click on a member of our team below for more information about them.
We are all happy to advise you on any queries.
Telephone +44 (0) 1332 554587
Andrew Mayne
Andrew has 13 years experience in the industry and is level 4 Diploma and CeMAP qualified. He previously worked for The Derbyshire Building Society and The Nationwide providing independent Financial Advice and prior to that worked within HSBC Bank Plc.
In his spare time he plays rugby and spending time with the family.
Mobile +44 (0) 7875 408050
Jamie Meakin
Jamie has 9 years experience in the industry and is level 4 Diploma and CeMAP qualified. He worked previously for The Co-operative Banking Group and AXA Wealth.
In his spare time he enjoys playing squash and cricket and following his team Tottenham Hotspur.He has 3 lovely little girls that take up the remainder of his time.
Mobile +44 (0) 7595 020326
Salah Ahmed
Salah has 12 years experience in the industry and is level 4 Diploma and CeMAP qualified. He previously worked for The Co-operative Banking Group offering Financial Advice to Co-op Bank customers since 2007 and AXA Wealth.
In his spare time he enjoys spending time with his wife and 3 children and coaching football on a voluntary basis at a local Junior Football Club.
Mobile +44 (0) 7841 414351
Rachel Foster
Rachel has 16 years experience as a Financial Adviser and is level 4 Diploma & CeMAP qualified. She previously worked for The Derbyshire Building Society offering Independent Financial Advice. She is experienced as an IFA and has been working in Financial Services since 1995.
In her spare time she enjoys running, walking, photography, days out and lots of Cornish holidays with her husband and young family.
Mobile +44 (0) 7968 034947
Andy Marsh
Andy has 22 years experience in the industry and is a Chartered Financial Planner. He has previously worked for a number of larger firms such as Standard Life, Bank of Scotland and more recently The Nationwide.
In his spare time he enjoys family life, watching numerous sports and keeping fit with both cycling and walking.
Mobile +44 (0) 7787 577797
Mark Gill
Mark has 10 years experience in the industry and is level 4 Diploma and Mortgage qualified. He previously worked for The Co-operative Banking Group offering financial advice to Coop Bank customers since 2007 and AXA Wealth.
In his spare time he is a season ticket holder for Barnsley FC and plays football every week. Most of his time is taken up though with his 3 daughters, Leah, Luci & Elli
Mobile +44 (0) 7966 001403
Dan Tonge
Dan has 8 years experience in the industry and is level 4 Diploma and CeMAP qualified. He previously worked for The Co-operative Banking Group as a financial adviser and Nationwide Building Society as senior financial consultant offering Financial advice to clients since 2006.
In his spare time he enjoys spending time with his young family, walking and watching live music.
Mobile +44 (0) 7447 050326
Chris Bates
Chris Bates has 9 years experience in the industry and is level 4 Diploma and CeMAP qualified. He previously worked for The Co-operative Banking Group offering Financial advice to Coop Bank customers since 2007 and AXA Wealth.
In his spare time he enjoys watching sport, playing golf (poorly) and days out with his wife and young family.
Mobile +44 (0) 7808 230402
Charles Mosley - DIRECTOR ONLY
Chas has 20 years experience in the industry and is level 4 Diploma, with Mortgage, Long Term Care and Auto Enrolment additional qualifications. He is also an accredited member of Solla (Society Of Later Life Advisers). He works mainly within the charity and co-operative sector including NACO (The Co-operative Trade Union), The Co-operative Credit Union, various Age Concerns throughout the UK and Mind. Charles's Linkedin page.
Any spare time he enjoys with his wife, 4 children, coaching junior football and being near the ocean.
Mobile +44 (0) 7837 343833
Stuart Mann
Stuart has 23 years experience in providing clients with financial advice, developing advisers experience & knowledge, and ensuring customers have access to quality informed advice. He is a member of the Chartered Insurance Institute and has been instrumental in launching and running other large Independent Financial Advice companies.
In his spare time he likes spending quality time with his nearest and dearest, coaching children's football and playing golf.
Mobile +44 (0) 7977 223450
Hannah Nixon
Hannah has over 7 years experience within the financial services industry and is PA to Charles Mosley.
In her spare time she enjoys spending as much time as she can with her family and friends, going on holidays with her fiancé Adam and looking after aswell as spoiling her new Cockerpoo puppy Rolly.
Telephone +44 (0) 1332 554587
Chris Whyke
Chris has 20 years experience in the industry and is level 4 Diploma and CeMAP qualified. He previously worked for the The Co-operative Banking Group.
In his spare time he enjoys the outside way of life including walking his numerous dogs and horse riding with his wife Christine.
Mobile +44 (0) 7899 901805
Jon Lester
Jon has 22 years experience in the industry and is Level 4 Diploma and CeMAP qualified. He has previously worked for Prudential, HSBC, Lloyds TSB and more recently The Co-operative Banking Group.
In his spare time he enjoys mountain biking, tennis and watching football.
Mobile +44 (0) 7713 446599
Teresa Lea
Teresa has 27 years experience in the industry. She has worked for Royal Liver Assurance, HSBC Bank PLC and The Derbyshire Building Society. She is fully Level 4 Diploma qualified and is a member of the Chartered Insurance Institute.
In her spare time she enjoys Golf and is an active member of Mickleover Golf club. She is a keen skier and enjoys cooking for and spending time with her family and friends.
Mobile +44 (0) 7507 405036
Foster
Ahmed
Bates
Mayne
Gill
Mosley
Mann
