BLUETRUST - Key Persons
Chloe has been with Bluetrust since 2013. Since receiving her Diploma in Financial Planning from Chartered Insurance Institute (CII), she has become a qualified financial adviser. Chloe specialises in investment and pension advice, including retirement planning.
Job Titles:
- Director
- Financial Adviser
After serving his apprenticeship as a Financial Adviser with Allied Dunbar through the 90s, Chris became an Financial Adviser working with Positive Solutions for 10 years, and then formed Bluetrust as a Directly authorised financial advisory Firm in 2010.
As well as being a Director of Bluetrust, Chris continues to offer bespoke Financial Advice to over 200 clients, many of whom have been clients for over 2 decades.
Chris was delighted to be joined by his Daughter Chloe in 2012. Chloe became fully qualified in 2016, and together they aim to help their clients plan to achieve their financial goals, enable them to make informed decisions, and achieve financial freedom. They offer a holistic service covering all aspects of financial advice and mortgage planning, although since Pension freedoms, they now specialise in pre and post retirement planning, including pension and investment planning, and offer an on-going review service to their clients.
Chris loves playing golf, and enjoys watching football and rugby, walking, bricklaying, spending time with his family and friends, and travel. Chris especially loves spending time in Africa where he has been involved in many charitable house builds for children with AIDS.
Since graduating Chris has always been involved in advising clients within the financial services sector and now has over 30 years' experience. This involves all aspects of financial advice, although he specializes in pre and post retirement planning, including pension reviews and retirement income planning.
Away from work his interests include tennis, walking in the Lake and Peak Districts and he is a budding wine collector spending holidays exploring the vineyards of France, Spain and Switzerland."
Joe has been with Bluetrust since the company was formed in 2010 and has worked in financial services since 1999.
Joe entered financial services at the late age of 33 and believes that having worked in a variety of industries prior to entering financial services this gives him an insight into how client's like to be treated as he was on the "other side of the fence" for many years.
Joe is married and has 2 adult children. He is also a keen sports fan taking a particular interest in football and both codes of rugby.
Kevin has 25 years in Financial Services having started his career working with the Royal London as a Financial Adviser. Over the years Kevin has had a number of roles including the National Account Manager for the Pensions review team at the Prudential. Kevin became a Financial Adviser in 2002 and has worked within Bluetrust for the past 7 years. Kevin specialises in Investment and Pension Advice but also works within the Mortgage and Equity Release Markets.
Lee has worked in financial services as an adviser since 2001. He has worked for Pearl Assurance, Lloyds Banking Group and has been self-employed since 2012.
Lee has been married for 12 years and outside of work, he has three sons that keep him more than busy with their sporting activities. Lee enjoys the occasional round of golf when he finds the time.
Job Titles:
- Director
- Financial Adviser
Simon has worked in Financial Services as a Financial Adviser for over 25 years and previously worked for a number of companies before forming Bluetrust in 2010.
Simon is married and has a son. In his spare time he enjoys walking, especially in The Lake District, with his family and dog Kaiber. He also supports his local football team.
Job Titles:
- Director
- Financial Adviser
As well as Pensions, Investments & Protection, Steve has been sourcing and arranging residential, buy to let mortgages and re-mortgages for almost 30 years and has full access to all mortgage providers and the Household Insurance Products such as Home Insurance, Income Protection, Accident Sickness & Unemployment Insurances.
Steve prides himself on being a family man that puts family values as standard as part of the advice and recommendation process.