Our People
As we use technology extensively, we do not need huge numbers of people to run our back office. We have therefore kept our numbers small which we believe helps us to deliver a personal and friendly service. However, we do have a support network of other professionals such as solicitors and accountants, to whom we can refer for opinion and advice if necessary.
Christine Morris graduated with a degree in Business Studies, which majored in finance and apart from two years has since worked in financial services both here and overseas. In her time away Christine worked with the British Council in Egypt, setting up a business and computer school within the language centre. By examination she is a Chartered Financial Planner with the CII and Chartered Fellow through the Chartered Institute for Securities and Investment (CISI). Christine is a director of the company and adviser to our clients.
Terry O'Neill has worked in Financial Services since 1983 prior to which he held senior marketing roles with international companies and for a time ran a family business. Now retired from giving advice to clients he is responsible for the management of the company.
Kerry King has worked as a Business Support Co-Ordinator within the Mortgage and Protection sector, providing full administrative support for a large team of Mortgage Advisors for many years. She has extensive experience in administration and customer services and is a valuable addition to our team. .