EVERLONG WEALTH - Key Persons
With over 10 years of experience in the financial services industry, Charlotte started her career back in 2008 at AXA Insurance and quickly progressed into several roles within the industry, including a year spent within a top New Zealand bank.
Outside of work, Charlotte enjoys going to the gym, spending time with her partner and young football obsessed son and has recently taken a keen interest in cricket.
Experience counts
Charlotte spent the last 5 years, prior to joining Everlong Wealth, in the Financial Services Division at NFU Mutual. Her most recent role was as a Financial Adviser where she worked closely with personal and corporate clients to help them achieve financial peace of mind. Charlotte is currently working towards becoming chartered.
Job Titles:
- Operations Director
- Operations Director & Chartered Financial Planner
Chris is the Operations Director of our financial services office in Burbage.
Since 1990, he has worked as an Independent Financial Adviser gaining Chartered Financial Planner status in November 2005.
Chris is married with two adult daughters. His interests are history, economics and following Arsenal football club.
Experience counts
Chris has worked within the financial services all his working life spending the first nine years with a leading life office in their actuarial and pension administration departments.
Besides in-depth knowledge of the rules concerning SIPPs and SSASs, Chris has been involved in many pensions on divorce cases, his degree in Actuarial Science having definitely been of assistance when it comes to valuing pension entitlements.
Job Titles:
- Administrator
- Receptionist
Deborah is the receptionist for Everlong Wealth, within this varied role Deborah is committed to doing what is best for the clients, her colleagues, and the company. The tasks vary from day to day so there is never a dull moment.
Deborah has two grown-up children who are both ‘paddling their own canoes' allowing Deborah to enjoy her love of travel and to spend many a happy hour in the sun with a great book or listening to a podcast.
Experience counts
In her past administrative roles Deborah has been able to contribute to different companies with her enthusiasm, empathy, and teamwork.
George works on parts of the financial planning process, primarily for Paul Hamilton's clients but is always willing to help the team. George has obtained his diploma in regulated financial planning and is continuing with his next goal of becoming a Chartered Financial Planner.
As a big Coventry City fan, George watches and plays a lot of football. He also finds it important to spend time with family and friends and enjoys playing music.
Experience counts
George graduated from Coventry University in 2021, with a 1 st class honours Finance degree and joined Everlong Wealth immediately, looking to get started on his career in financial services.
Job Titles:
- Director
- Finance Manager
- Founding Member
Jakki is a founding member of Everlong Wealth, helping establish the company along with Chairman Richard Garside in 2005.
She is married with two children and two granddaughters and is never happier than when she is with them.
Experience counts
Although fully qualified as an Independent Financial Advisor, it wasn't until 2012 that she officially undertook her advisory role. Jakki has now retired as an adviser but continues to work in a managerial capacity, predominantly managing the finances of the company.
Job Titles:
- Chartered Financial Planner
Jason advises private clients and family businesses in all aspects of wealth management. He has a strong technical background having made great progress through the ranks since joining us.
Jason is married and has two beautiful young daughters which keep him busy when he is away from work. He has a keen interest in all things technology and enjoys listening a wide range of audiobooks and podcasts.
Max is currently a Junior Analyst at Everlong Wealth, providing administrative assistance to advisors. He is currently working towards his CII qualification in Paraplanning.
Away from work, Max is a keen cricketer representing his local team, he also sees himself as an up-and-coming golfer ready to lower his handicap throughout the summer months.
Experience counts
Max joined Everlong Wealth, after studying Business and Finance at Level 3. Following Max receiving his level 3 qualification, he felt that starting a career in wealth management was a great option for him.
There's nothing Michelle likes more than hard work and getting jobs done which is why she fits perfectly into her support role to Everlong Wealth Managing Director Paul Hamilton, helping him serve his clients by booking appointments, preparing reviews, getting reports from providers and a myriad other vital administrative duties.
With a firm belief in maintaining a healthy work/life balance, when away from the office Michelle spends quality time with her husband and two young daughters.
Experience counts
Michelle is very ambitious. Her goal is to work up to the position of Paraplanner and in doing so build up her skill set, knowledge, confidence and contribution to our company and clients.
Millie is currently working as a Junior Financial Planning Analyst alongside completing her Paraplanning Apprenticeship with CII.
Millie enjoys travelling, going to the gym and socialising with friends in her spare time.
Experience counts
Before joining Everlong Wealth, Millie worked hard completing her A-Levels in Biology, Chemistry and Business.
Job Titles:
- Chartered Financial Planner
With more than 15 years of experience as a financial advisor, Mufaddal is passionate in working with clients in an independent nature to help find the correct solution for them.
Outside of work, Mufaddal enjoys spending time with his family and says he is kept very busy with his daughters. Mufaddal likes to keep fit by heading to the gym or hitting the road on his bike and likes to indulge in supporting his local football team Nottingham Forest.
Experience counts
Mufaddal's previous work includes time at the FTSE 100 company Hargreaves Lansdown, Skipton Financial Services and Santander and is well regarded in the field. With the knowledge and skills he has achieved over the years, Mufaddal is enthusiastic in providing clients with strategic financial advice that adds long term value to help them attain their overall hopes and dreams.
Job Titles:
- Managing Director & Chartered Financial Planner
Paul advises both corporate and private clients as well as leading the company. For his corporate clients, he advises on complex pension matters and for his private clients, he advises with a focus on enjoying and making the most of their money.
Paul's main hobby is golf, with most weekends and family holidays involving a round or two! He takes a keen interest in most sports but particularly rugby union. Podcasts and audiobooks feature at some point each day and he is almost certainly Apple's best customer!
Experience counts
With his career starting in 1997, Paul joined us in 2008 and was appointed to the board in 2014. During that time, he's qualified as a Chartered Financial Planner, gained Fellowship of the Personal Finance Society and completed a Master of Science in Financial Planning. He also holds advanced qualifications in Investment Management, Pensions and Tax.
Richard brings more than 30 years' heavyweight financial services industry experience to his leadership role at Everlong Wealth.
Born and bred in Derby, Richard is married with two adult children and two grandchildren. He enjoys golf, sailing and skiing and is also a frequent visitor to Wembley and Derby County to watch football.
Experience counts
Following successful periods at Prudential as a pension specialist and Allied Dunbar as Sales and Marketing Director - and having worked with many PKF Smith Cooper partners during those tenures - when Richard was offered the opportunity to establish Everlong Wealth in 2005 he couldn't resist.
Today, Everlong Wealth is testament to Richard's chairmanship, providing the broadest range of financial planning advice to corporate and private clients and with over £280 million under management.
Job Titles:
- Chartered Financial Planner
An affiliate member of STEP with ACII and APFS qualifications, Sylvia is not only an asset to Everlong Wealth but also to our high net worth clients, charities and trusts for whom she provides the highest quality long-term advice on pensions, tax efficient investment strategies and inheritance tax planning.
Married with two children, Sylvia is not one to blow her own trumpet but instead prefers the tenor horn which, in her spare time, she plays in the City of Coventry Brass Band.
Experience counts
Sylvia has been in the financial services industry for more than 25 years, previously working for companies including Ashcourt Rowan and Towry. Interestingly, whilst at Towry she also worked with Camelot providing valuable guidance to new National Lottery millionaires!