MIDLAND FINANCIAL ADVISERS - Key Persons
With a background in Accountancy Adam is an IFA who has been with Midland Financial Advisers since 2015. Whether it is advising on a client's Mortgage, Life Assurance or Pensions and Investment needs his aim is for clients to receive the highest standard of advice and plans tailored to their individual circumstances.
Job Titles:
- Mortgage & Protection Adviser and Client Services Manager
Becky has been with MFA since it was established in 2001 and has over 25 years' experience in the financial services industry, always going above and beyond to assist clients. Along with Julia, she has recently qualified as an Equity Release adviser and when not at work, enjoys reading, spending time with her family & walking her spaniel.
Chris is a Company Director and prior to founding Midland Financial Advisers with Pete he worked at Royal & Sun Alliance for 10 years. Chris' specific areas of expertise include retirement planning along with savings and investments. His advice ethic is to build long term relationships with clients and meet their ever changing financial needs throughout their life stages.
Graham has been with Midland Financial Advisers since its inception and in the industry for over 30 years. He has held various roles in his financial services career, advising on Pensions, Investments, Mortgages and Protection. Graham offers a very professional service combined with a friendly manner. He likes to help clients understand what can appear complex products in a straight forward way.
Job Titles:
- Independent Financial Adviser & Senior Client Services Administrator
- MFA in 2009 As an Administrator
Julia joined MFA in 2009 as an administrator and has recently qualified as an Independent Financial Adviser. As well as providing clients with exceptional customer service, Julia has now furthered her financial services qualifications as an Equity Release adviser. Away from the office, Julia loves spending time with her family and walking her dog, Penny.
Job Titles:
- Client Services Administrator
Lucy is the most recent addition to our fantastic administration team. Lucy has worked in the financial services industry for the past 7 years, her spare time is spent watching her 2 boys play football, walking her Cavapoo, Freddie, and spending time with friends and family!
Mike has been in the industry for over 30 years and has a strong presence in his local community, with most of his business coming from personal recommendations from his longstanding clients in the Welsh Borders. He specialises in all areas of financial advice and together with Pete, is also qualified to advise on Equity release products.
Job Titles:
- Mortgage and Protection Adviser
Nicola joined Midland Financial Advisers in 2017 returning to the Mortgage and Protection industry. Nicola firmly believes clients should be able to enjoy the process of arranging a mortgage or providing protection rather than being stressed by the prospect. With this in mind, she will listen to their requirements and design a tailored solution specifically for their needs.
Peter is a Company Director with over 30 years' experience in the industry. Although qualified to advise across the spectrum of financial services, Pete specialises in Equity Release and the At Retirement Market. Peter founded Midland Financial Advisers Ltd with Chris, which, to this day, has the needs of its clients at its heart in order to help protect what they have today and plan what they would like to achieve in the future.