WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS - Key Persons
Job Titles:
- Director / Independent Financial Adviser
David started his career in financial services in 2003 having graduated from Lancaster University with a Batchelors degree in Management Science. He holds the Diploma in Financial Advice and as well as being a Director and Financial Adviser, he also takes care of the varied role of day-to-day Operations Management at Waveney Valley IFAs. He chairs the investment committee, managing the Waveney Valley IFA Portfolios and reviews the processes and tools that help efficient client servicing.
David and his wife Kate have two young children, Bobby, and Isla-Rose. You will often find them on a dog walk with Rolo their Cocker Spaniel.
When time permits, David loves a game of golf and has a handicap of 6.
Gemma started working in the financial services industry in 2001, she excelled in her role as a personal banking manager, dealing with clients either on the telephone or a face-to-face basis. Gemma then took a break due to the birth of her son Dylan and returned to work when her son was 2 as a financial administrator with Moss and Roberts. Gemma worked there for six years dealing with clients and liaising between them and the financial adviser. Gemma really enjoyed the interaction with the clients and the financial advisers in helping them achieve and realise their financial objectives. Gemma then made the move to Waveney Valley IFA Ltd in December 2018 as an Executive Financial Administrator; when the company was formed and is an integral part of the team. Gemma has now taken on more responsibility with Waveney Valley overseeing the day to day running of the office.
Gemma is a busy mum who loves spending quality time with her son and Partner Nik. They enjoy dog walks with their Sausage Dog Lenny. Gemma is also normally found on the side-line of a football pitch cheering on her son's football team.
Jack started his career in financial services in 2016 having graduated from University of East Anglia with a Batchelors degree in Business Management. He is currently working towards the Diploma in Financial Services as well as being an Executive Financial Administrator at Waveney Valley IFAs. Jack is also a member of the investment.
Jack lives with his girlfriend Lauren and their cat Blue. They spend their time walking in the countryside and going to music concerts.
Jack likes to play guitar in his spare time. Jack is a Spurs fan and still ambitious of his seeing his team claim the league title in his lifetime.
Job Titles:
- Director / Independent Financial Adviser
Lee started his career in financial services in 1992 in the financial services industry giving sound good quality advice to my clients on a face-to-face basis. He holds the diploma in financial Advice as well as being a director and financial adviser, he also takes care of various roles within the day to day running of the company, such as business development, marketing, and human resources. Lee considers his strengths to be relationship building and listening skills which enable him to provide the most effective recommendations that best suit his client's objectives both from a personal and financial aspect. Lee is a member of the investment committee.
Lee is a proud family man, married to Carolyn, they have two sons and a granddaughter. Lee is very much a sportsman and when he isn't keeping fit, he is watching it. An avid football fan, Lee played at a reasonable level in his younger days. You will also often find Lee enjoying a long walk along the coast.
Lindi started working in Financial Services in 2007 for a SIPP Provider. She holds the Certificate in Financial Planning and has valuable knowledge of a variety of investments. Lindi took a break from the financial services world to stay at home with her two sons, Daniel, and Luke. During this time, she worked part time as a Swimming Instructor. Now that the boys are a bit older, Lindi has returned to the profession and joined Waveney Valley IFA Ltd in February 2019.
Lindi and her husband Dylan are originally from South Africa. As a family they enjoy an active lifestyle, spending their weekends taking part in sporting events, exploring their local area, and going on long walks with their two little dogs. Lindi is a keen runner and cyclist and has completed several marathons and triathlons. She likes to use entering a race as a good excuse to travel and see new places.
Job Titles:
- Director / Independent Financial Adviser
Paul started as a financial adviser after becoming qualified as a stockbroker in 2007, as well as a financial adviser he is also the Finance Director of the company. Before becoming a financial adviser, Paul had management experience with some of the largest retail companies in the UK gaining valuable experience to help with his role in the financial services industry. He enjoys interaction with clients ensuring that even the most complicated investment matters sound easy. Paul is a member of the investment committee.
Paul is married to Sarah, and they have a daughter Ellina. Their hobbies include travel, DIY, and gardening.
Paul is a football referee and officiates on the semi-professional leagues throughout East Anglia and beyond and enjoys keeping fit.