Meet The Team

" The way to wealth is simple. Spend less than you earn and invest the difference wisely. "

- Rob Berger

Gavin Stacey

Gavin Stacey
  • Date joined the company: June 2007
  • Qualifications: Chartered Financial Planner APFS, BA (hons) Business Economics
  • Time within financial services: Since October 2005
  • Role within the business: Financial Adviser and Pensions Specialist
  • A bit about me: I love playing football, watching all sports and spending time with my family.

Nicola Soar

Nicola Soar
  • Date joined the company: June 2016
  • Qualifications: Law Degree
  • Time within financial services: Since April 2010
  • Role within the business: Paraplanner
  • A bit about me: I enjoy musicals, holidays and spending time with my family.

Ed Morris

Ed Morris
  • Date joined the company: Since March 2016
  • Qualifications: Chartered Financial Planner
  • Time within financial services: 13 years
  • Role within the business: I provide advice to the firm’s clients and also complete analysis and calculations of clients’ pension benefits 
  • A bit about me: I am married and have two children, one age 4 and one age 3 months so most of my spare time is spent on family duties. Prior to having children most of my free time was spent travelling

Vicki Wilkinson

Vicki Wilkinson
  • Date joined the company: May 2017
  • Qualifications: BA (Hons) Business Management
  • Time within financial services: Since July 2013
  • Role within the business: Trainee Paraplanner
  • A bit about me: I enjoy going to music concerts, going to the cinema and following Middlesbrough Football Club.

Chris Kelsey

Chris Kelsey
  • Date joined the company: 5th February 2018
  • Qualifications: BA Business; Human Resource Management and Employment Law, IMC, CISA.
  • I have been in the industry since: 2012
  • Role within the business: Paraplanner
  • A bit about me:  have a background working in the city working in fund management, I love to cook and I enjoy the snooker, and badminton, and I am frequently found walking my dogs in the peaks.

Lyndon Taylor

Lyndon Taylor

Date joined the company: 1st October 2018
Qualifications: BA Hons Business Economics MSc Wealth Management
I have been in the industry since: 1st October 2018
Role within the business: Trainee Paraplanner
A bit about me: I have played ice-hockey for over 10 years and won a junior Olympic medal but I love to play just about any sport.

Dawn Surtees

Dawn Surtees

• Date joined the company: 15th October 2018
 Qualifications: DipPFS CertSMP
 I have been in the industry since: 1991 working as an Adviser and in Compliance
• Role within the business: Paraplanner specialising in the pensions and equity release market
• A bit about me: I enjoy gardening, walking and travelling to sunnier climes!