UNIQUE FINANCIAL PLANNING - Key Persons

Abbie Shepherd

Job Titles:
  • Administrator

Abigail Lally

Job Titles:
  • Mortgage and Protection Planner

Alex Stephenson

Job Titles:
  • Paraplanner

Anaya SACHDEV

Job Titles:
  • Administrator

Beccy STEPHENSON

Job Titles:
  • Paraplanner

Catherine Terry

Job Titles:
  • Executive Assistant

Cheryl Kellock

Job Titles:
  • Financial Planner

Cheryl Mills

Job Titles:
  • Administrator

Conor Patton

Job Titles:
  • Chartered Financial Planner

Darren Butler

Job Titles:
  • Financial Planner

Deborah Wilson

Job Titles:
  • Financial Planner

Ellie Mosley

Job Titles:
  • Administrator

Gavin Rampton

Job Titles:
  • Financial Planner

Hannah Parvin

Job Titles:
  • Administrator

Helen Macarthur

Job Titles:
  • Operations Manager

Jack Byrne

Job Titles:
  • Financial Planner

Jack Gilder

Job Titles:
  • Financial Planner

Jackie Kimble

Job Titles:
  • Client Services Manager

Jake Baker

Job Titles:
  • Administrator

John Barden

Job Titles:
  • Mortgage and Protection Planner

Josh Webb

Job Titles:
  • Financial Planner

Katie Jeffery - CFO

Job Titles:
  • Chief Financial Officer

Katie Robbins

Job Titles:
  • Paraplanner

Katie Trayhorn

Job Titles:
  • Administrator

Kim Byars

Job Titles:
  • Administrator

Laura Giles

Job Titles:
  • Paraplanner

Liam Webb

Job Titles:
  • Financial Planner

Lois Furlong

Job Titles:
  • Financial Planner

Martin Brown

Job Titles:
  • Paraplanner

Matt Heath

Job Titles:
  • Chartered Financial Planner

Mike Anthony

Job Titles:
  • Financial Planner

Mike Gummerson

Job Titles:
  • Director

Mike Kelly

Job Titles:
  • Financial Planner

Mike Shiner

Job Titles:
  • Financial Planner

Nick Armstrong

Job Titles:
  • Chartered Financial Planner

Paul Williams

Job Titles:
  • Financial Planner

Peter Betteridge

Job Titles:
  • Financial Planner

Philip Martin - CEO

Job Titles:
  • Chief Executive Officer

Rachael Eastment

Job Titles:
  • Financial Planner

Rebecca Green

Job Titles:
  • Administrator

Rhea Clarke

Job Titles:
  • Client Services Manager

Rhiannon Vallis

Job Titles:
  • Wealth Director

Richard Rochester

Job Titles:
  • Financial Planner

Ryan Cracknell

Job Titles:
  • Paraplanner

Saffra Beardwood

Job Titles:
  • Paraplanner

SANDRA TROTT

Job Titles:
  • Administrator

Sarah Avital

Job Titles:
  • Administrator

Sarah Butler

Job Titles:
  • Administrator

Sian Savage

Job Titles:
  • Paraplanner

Simon Beesley

Job Titles:
  • Mortgage and Protection Planner

Stewart Williams - Chairman

Job Titles:
  • Executive Chairman

Stuart Trowbridge

Job Titles:
  • Financial Planner