NEWTON SMITH - Key Persons
Since joining the company in 2006, Amy has become a vital part of our office team and is responsible for all aspects of client administration and enquiries. As the company has grown she now manages a small administration team and works closely with Jason to provide the best possible service to clients.
Trained in customer services by a Multi-National telecoms operator, Bobbie works closely with Amy and undertakes numerous administrative and client servicing tasks.
- Managing Director & Independent Financial Adviser
- Principal Adviser
Our principal adviser, Jason, joined the financial services industry in 1986 and has been fully qualified as an Independent Financial Adviser (I.F.A.) since 2006. Dedicated to ensuring the best outcome for his clients and their families, Jason constantly reviews the financial services market place for the latest opportunites and developments.
- PARTNER - INSURANCE BROKER
Qualified as a legal secretary for many years Lyn has worked in the business since 2000 and is responsible for the financial management of the company.