The Blowfish Team - Experienced, knowledgeable and professional.
Financial Planning Certificate (FPC), MAQ, Diploma in Financial Planning
• A financial advisor since 1989. Co-founded Blowfish in 2005. Diploma in Financial Planning with the Chartered Insurance Institute, 2012.
• “You don’t need to be a millionaire to have your own independent financial advisor. In fact we often get our best feedback from clients who don’t have a lot to work with…”
Financial Planning Certificate (FPC), CEMAP, Diploma in Financial Planning
• A financial advisor since 1991. Co-founded Blowfish in 2005. Diploma in Financial Planning with the Chartered Insurance Institute, 2010
• “For me, the best thing about being an IFA is realising just how often you can make a really positive contribution to how ordinary people see their finances…”
Financial Planning Certificate (FPC), MAQ
• A financial advisor since 1994. Joined Blowfish in 2007. Diploma in Financial Planning with the Institute of Financial Services, 2011.
• “I get real satisfaction knowing that my clients receive the advice and service they deserve, because for me this is the only way I can make a real difference to their future prosperity…”
Financial Planning Certificate (FPC), MAQ, Diploma in Financial Planning
• A financial advisor since 1990. Joined Blowfish in 2007. Diploma in Financial Planning with the Institute of Financial Services, 2011.
• “It’s great when you can lift the weight from someone’s shoulders by showing them a better way of organising their finances. I get a real buzz from that!”
Chartered FSCI, (PCIAM), (AFPC), (CeMAP) and a qualified member of the Institute of Professional Willwriters.
• Worked in financial services since 1986. Joined Blowfish in 2018 as an Independent Financial Adviser. I am a Chartered Fellow Member of the Chartered Institute for Securities and Investment. I am also an Estate Planning Associate t/a APS Legal & Associates and am now also able to provide an ‘in-home’ service for Wills, Lasting Powers of Attorney and Probate.
• “I am passionate about providing the best possible service to my clients. Providing reassurance that their money is in safe hands allowing them to enjoy their lives is most important to me”
Experienced Administrator / Finance Controller
• New business administrator / processor. Joined Blowfish Financial Services in 2007.
• “I provide the essential administration support in the area of company financial control, enabling our directors and advisors to spend more time with their clients.”
Administrator
• Joined Blowfish Financial Services in 2018.
• “I am responsible for providing support to the advisors to ensure our clients receive first class service when dealing with Blowfish. I have 6 years customer service experience which enables me to meet Client’s expectations.”
Step-by-step guide of how we can work together, from first initial contact, meetings or email discussions to the final personalised plan...
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Extensive list of services and products we offer from Investments, Pensions, Mortgages, Tax Planning to Corporate and Business Advice...
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Our service is driven by our fantastic team. Here you will find all our staff - we think it's important for our clients to build close relationships with us...
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Send us a message - Please use the form below to contact us, we will reply as soon as we can. Alternatively you can call us on Tel. (+44) 0115 972 7666.
