FINANCIAL ADVICE CENTRE - Key Persons
Job Titles:
- Independent Financial Adviser
Qualification(s): Full Diploma in Financial Advice
Job Titles:
- Company Secretary
- Operations Director
Amy joined Financial Advice Centre in 1999, the year it was created. Amy oversees the running of the office and assists in the administration of our Group Pension Schemes.
Job Titles:
- Independent Financial Adviser
Angela joined in 2016 and assists the Compliance Director with regulatory functions within the company. Angela also provides interactive support to all our clients with the transitions of life events that impact financial wellbeing.
Angie's background is in senior legal and financial support roles within a large UK corporate Plc. In 2017 she transitioned to the financial services industry providing adviser and client support. Angie joined Financial Advice Centre in 2020 working out of our Wolverhampton office.
Cathy joined in 2022 and focusses exclusively on ensuring all clients' investments are set up on investment platforms in line with the financial objectives agreed with their Adviser.
Claire joined Financial Advice Centre in 2021 working out of our Wolverhampton office.
Job Titles:
- Independent Financial Adviser, Head of Wolverhampton Branch
Qualification(s): DipPFS Level 4 Diploma through Cii
Dawn has worked in the Financial Services industry since 1988 for Product Providers and Independent Financial Advisers. She joined Financial Advice Centre in October 2020 and provides Adviser Support to Edward Dalley at our Worcester office.
Job Titles:
- Independent Financial Adviser
Qualification(s): Full Diploma in Financial Advice
Job Titles:
- Commercial Director & Independent Financial Adviser
Qualification(s): Diploma in Financial Advice (DiPFA), Award in Pension Transfers (AwPETR).
Jo joined the team in 2018 after working alongside us since 2015. She now completes all the payroll and supports the Finance Director, on a week to week basis. Jo is part time and works two days a week.
Job Titles:
- Adviser to
- Marketing & Partnerships Manager
Qualification(s): Diploma Chartered Institute of Marketing, BA Hons Politics & Economics
Kirsten has been an Adviser to Financial Advice Centre since 2017 looking at client communication, brand building and creating successful business partnerships and local community.
Qualification(s): CeMAP Level 3
Louise is a highly skilled and well regarded Mortgage Broker adept providing suitable, comprehensive and tailored advice to help clients achieve property and mortgage goals.
Job Titles:
- Mortgage & Protection Adviser ( Wolverhampton )
Qualification(s): DipPFS Cert CII (MP). Cert. Equity Release.
Neil has been advising clients since 1993. He specialises in Mortgage and Protection advice.
Qualification(s): CF1 - Regulation & Ethics, CF6 - Mortgage Advice, ER1 - Equity Release.
Niamh is a highly regarded 5* rated mortgage adviser with approximately 10 years experience. She is highly skilled in providing suitable, comprehensive and tailored advice to help clients achieve property and mortgage goals.
Nicky joined in 2015 and her responsibilities include providing administrative support as well as preparing our regular client strategy and investment review schedule.
Job Titles:
- Independent Financial Adviser
Job Titles:
- Independent Financial Adviser ( Wolverhampton )
Qualification(s): Diploma in Regulated Financial Planning (DipPFS), CF6 Mortgage advice