BEGLEY BROWN FINANCIAL SOLUTIONS - Key Persons
Job Titles:
- Investment Chairman, Begley Brown Investment Committee
Job Titles:
- Director, Russell & Russell Chartered Accountants and Business Advisers Limited
Begley Brown have been our financial advisers for many years, and we value very highly the service they have provided us, and in particular the investment of time that they have made in truly getting to know us, their clients. We have always been able to discuss every aspect of our financial affairs with complete assurance that this will be treated with sensitivity and compassion, while at the same time ensuring that we are encouraged to be organized and rigorous about the management of our personal financial affairs.
Job Titles:
- Managing Director
- Managing Director & Chartered Financial Planner
Qualifications:
Diploma in Financial Planning, Pension Transfer Specialist, BA (Hons) Finance, Investment & Risk
Experience & Specialisms:
I always had a love for maths and numbers but without a clear career direction coming out of school, I moved to Glasgow and began studying Finance, Investment and Risk at Glasgow Caledonian University.
Upon graduating, I joined a financial planning firm in Glasgow as a Business Innovation Manager and worked at varying levels across the business. Having continued to study whilst at work, I achieved my Diploma in Financial Planning and latterly moved into a Financial Planning role. Throughout my time there, I never lost touch with the operations side of the business and was always striving to develop our technology capabilities to enhance our client offering.
Job Titles:
- Managing Director, Document Data Group
Job Titles:
- Head of Microscopy Sales, Leica Microsystems
I am delighted to recommend Chris and the team at Begley Brown. As a busy SME business owner and father of 4, their core values resonated with me a lot. The experience of the investment team and clear understanding of my individual needs going forward made it clear that our interests were aligned and that they could make my investments work for me. Also their easy to use technology allows me to keep an eye on my money from my phone which is a huge benefit.
Approachable honest and reliable, for me the perfect financial advisors. In a volatile market I want to know that financial decisions made for me are well managed and I feel this with Begley Brown. I like to leave financial planning to experts and for them to guide me. This is what Begley Brown do and they do it very well.
Job Titles:
- Client Relationship Manager
Experience & Specialisms:
I have been working in the financial services industry since 2014 after having a successful ten year career in retail management.
During this time I have gained experience of working with high net worth clients and have developed a sound knowledge of the industry and its regulations. I also have experience of relocating with work, having lived and worked in Manchester for five years.
I joined the Begley Brown team at the end of 2020 and my main responsibility is to provide day to day administrative and technical support to the financial planners. I also provide a high level of service to our clients, ensuring all client queries are dealt with in a timely and professional manner.
Furthermore, I am a member of the Investment Committee.
Outside work:
When I am not going on cruises with my husband Kenny, I am a homebody who enjoys nothing more than spending time with my family and friends. I have a keen interest in music and have played the electric organ since the age of seven. I also love to shop and can most definitely be described as a "dedicated follower of fashion!"
Job Titles:
- Compliance Officer
- Senior Manager
Job Titles:
- Chartered Financial Planner
- Director & Chartered Financial Planner
Qualifications:
Chartered Financial planner, Chartered Wealth Manager, CERTIFIED FINANCIAL PLANNER TM, Pension Transfer Specialist, Award in Long Term Care, BA (Hons) Finance, Investment & Risk
Experience & Specialisms:
I left high school having realised any hope of becoming a professional footballer was well and truly over but still had no idea what career path to take. I ended up at Glasgow University studying Physics with Astrophysics, however, a couple of years of that was enough for me to realise my interests lay elsewhere and so I transferred to Glasgow Caledonian University and completed my studies in Finance, Investment and Risk.
Upon graduating I joined Begley Brown as a Trainee Paraplanner and worked my way up through the ranks to being appointed a Director of the company in 2020. Whilst working I have always strived to improve my technical knowledge through sitting exams and I am proud to have achieved both the Chartered Financial Planner and Chartered Wealth Manager qualifications. I have continued my studies and achieved the CERTIFIED FINANCIAL PLANNER TM designation which is the highest qualification a UK financial planner can achieve.
Whilst technical knowledge is undoubtedly needed, I have learned that the real enjoyment from this job lies in helping clients. Being able to really get to know someone and work closely with them to achieve a lifestyle that they have been working so hard for is something I will never tire of doing and realise is a privilege.
Outside work:
I take an interest in watching most sports and enjoy exercising whether it be in the gym, playing golf or out walking our dachshund Joey! I have a flat with my partner Kirsty and we love a nice meal out followed by a few drinks and live music whenever possible.