CAPITAL TOWER - Key Persons
Amy joined Capital Tower in July 2020, having previously worked at a local Financial Advisers. Outside of work, Amy enjoys spending time with her family and dog.
Andrew has lived in Norfolk all his life and has been in the financial services industry since 1998.
He started his career in financial services with Aviva formally Norwich Union where he spent 15 years as a Senior Financial Adviser. Andrew is level 4 diploma qualified to provide financial advice. His specialist areas are investment and pension planning. He also advises in the corporate planning market to new and established companies.
Andrew lives with his partner and two children and enjoys walking, cinema, good food and spending time with friends and family in his spare time.
His claim to fame is he is a distant relative of Howard Carter the man who discovered the tomb of Tutankhamun.
Hollie joined Capital Tower in 2012 and has worked her way up to the role of Senior Administrator. Unbeknownst to Hollie, she joined Capital Tower the same day as her school friend Victoria.
Her hobbies include listening to music and attending concerts, socialising with friends and decorating.
Imogen has extensive experience in the financial services sector having worked in retail banking for eight years prior to switching to regulated financial services with the same bank for a further two years. Recognising the value of offering clients fully independent financial advice, Imogen joined Capital Tower in 2001 and has gained immense personal satisfaction in assisting clients to achieve their financial goals. Imogen has been assisting Graham Edwards since 2001 and is now a fully qualified financial adviser having completed the Diploma in Financial Planning.
Outside of work, Imogen enjoys eating out, and spending time with family and friends.
Imogen is based in our Buckinghamshire office and can be contacted:
James graduated from the University of East Anglia with a first class honours degree in Law. He subsequently started his career as a financial adviser in 1996, and has worked for both national restricted advice (Virgin, Aviva, Prudential) and local IFA firms. He has accumulated a broad range of experience in areas such as retirement and inheritance tax planning, investments and also protection. James appreciates the importance of providing truly independent financial advice, working closely with clients to provide bespoke solutions and a high level of customer service.
James is married to Heidi and has two teenage children. He is a passionate football supporter and enjoys running and cycling.
Job Titles:
- Chartered Financial Planner
Job Titles:
- Office Manager
- Administration Team
Sarah joined Capital Tower in March 2018 and has twenty years' experience in the financial services sector, having achieved the Diploma in Financial Planning.
Sarah has gained experience from roles within large insurance companies to Independent Financial Adviser offices and has brought this to Capital Tower and the management of the administration team.
Outside of work Sarah enjoys horse riding and is learning to like running.