Archives

Melanie Dean – Client Service Manager

Client Service Manager Since joining the industry in 1996 I have had various client facing/interaction roles and I have put my previous experiences to use in assisting Financial Associates’ clients to get the best possible service. My aim is very simple, to always provide our clients the same level of service I would expect to […]

Anne Hevingham – Senior Client Service Administrator

Senior Client Service Administrator Since joining Financial Associates in 2003, I feel I have established good working relationships and enhanced my knowledge greatly. As a Senior Client Service Administrator, I aim to provide an excellent service to all of our clients and advisers.

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James Bryce – Director

Director Since forming Financial Associates in 1992 the business has grown significantly in both size and adviser number. At the heart of our success remains a core belief in high standards of client care whilst providing sound financial advice. Respected by our clients and business partners alike, we have an enviable reputation for honesty and […]

Dave Dean – Director & Financial Adviser

Director & Financial Adviser Since joining the Financial Services industry in 1991, I pride myself on providing a quality mortgage & financial planning service, backed by best advice to ensure my clients benefit from the relationship I build with them over many years. This is evidenced by my clients referring me onto their friends & family […]

Mike Howells – Director

Director I have been involved in the financial services profession since 1980 in a number of sales, compliance, training and managerial roles. The profession provides variety, the opportunity to meet like-minded people and offers a great deal of personal satisfaction in helping people meet their goals. I always aim to treat people as I would […]

Andrew Little – Financial Adviser

Financial Adviser I have been providing mortgage and protection advice since 2004 while adding financial planning advice to my portfolio in 2009. I am proud to say that I was one of the first advisers in the company to achieve diploma status towards the end of 2011. I pride myself on building close personal relationships with […]

David Webb – Senior Financial Adviser

Senior Financial Adviser I joined the industry in 1989 and joined Financial Associates in 1999. Client service is now more important than ever – mortgages, financial planning, protection of income and family. No level of service is ever good enough and therefore the challenge is to continually improve and make it ever more relevant to my […]

Karl Maclean – Mortgage & Protection Adviser

Mortgage & Protection Adviser With over 10 years’ experience in the financial services industry, I recently developed my skills enabling me to offer advice on Mortgages in addition to Protection. Financial Associates attracted me due to their morals, professionalism and care their clients receive also enabling me to continually develop in such a fast-moving financial […]

Gary Rollison – Financial Adviser

Financial Adviser I have recently celebrated 25 years in the financial services industry. Being self employed, I find that I am able to provide a wider range of solutions for my clients from a wide range of providers/lenders and I am therefore able to tailor more specific solutions for my clients. In running my business I […]

Rich Howells – Marketing Manager

Marketing Manager Since joining Financial Associates in 2012, my role has focused on regularly providing clients with relevant updates, news and opportunities within the financial services industry. I enjoy the challenge of presenting these complex financial updates in a professional, accurate and easy to understand way. I work closely with the Directors and Advisers of […]

Steve Jevons – Senior Financial Adviser

Senior Financial Adviser I pride myself on the service I offer my clients. I would like to think I deal with people in a professional manner. I try and relay my 30+ years of knowledge and experience in financial services and the mortgage market, over to clients as clearly as possible. The best endorsement of […]

Lucie Lee – Support Paraplanner

Support Paraplanner Since joining Financial Associates in 2015 I feel I have learnt a great deal, as well as establishing a good working relationship with our clients and the team; I feel my role as Support Paraplanner has encouraged me to better myself as an individual and to provide a high quality service to both […]

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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