If you want to find out a little more about the individuals within our firm, feel free to click on the links below.
Advisers
|
|
Nigel has completed his 40th year in the industry and started his career in London as a Prudential agent. In 1983 he opened a brokerage in Midhurst specialising in giving a personal service to his many clients. Since merging with Global Financial in 2005 he has tended to specialise in pensions and investments and continued the personal service theme. He is a fanatical follower of Chelsea Football Club and a season ticket holder. He plays golf whenever possible to keep fit. He is married to his wife Jan and has three daughters and six grandchildren who have gradually reduced the number of times he visits the golf course !!!
|
|
|
A Chartered Financial Planner, Sally has over 30 years experience of advising clients. Her knowledge and ability spans investments, inheritance tax planning, long term care and life protection with a specialism in pension and retirement planning. She enjoys both personal and corporate work, and she also holds the UKSIF’s Ethical Investing qualification.
|
|
|
Graham was the co-founder of Global Financial. He previoulsy worked for Abbey Life for Ten years. He is now studying to complete his diploma in Financial Services level four. He now focuses on mainly pensions & investments.
|
|
|
Geoff joined the financial services industry in 1984, initially with HSBC. He founded Global Financial in 1998 with his cousin Graham. The company has experienced many changes during this period. Geoff is focused on holistic financial planning for individuals and Group Personal pensions for medium businesses. He is also currently studying to attain full diploma status in financial planning.
|
|
|
Carol started work with Lloyds TSB in 1983, where she became involved in arranging mortgages. Having left the Bank in 1999 she spent 2 years working as a Mortgage Broker in an estate agency before joining Global Financial in 2001 as a Mortgage & Protection Adviser. Carol's particular speciality is Equity Release having obtained the Certificate in Lifetime Mortgages in May 2006.
|
|
|
Rob joined Global Financial in 2004 after 18 years working for Lloyds Bank (Lloyds TSB). He started off as an admin assistant but is now a fully qualified Mortgage Adviser (CeMAP qualified) which he has done for the last 3 years.
|
|
|
Laurie has been in the Financial Services industry since joining Prudential in the early 1990s where he gained a good solid grounding . In 2001 he decided to take the plunge in to self employment and became an Independent Financial Adviser. Having made this move he very much feels that he now works on behalf of his clients using the whole financial market place to create the most suitable solution for them. His main areas of expertise are in Investments, Retirement Planning and Family/Business protection, including Inheritance Tax planning
|
|
|
|
|
|
Paul is married with three children. He operated his own financial planning company, ‘IFA Discovery' in 1999 before moving to Global Financial Limited in 2005 which allowed him more time to spend with his clients. He is educated to advanced level in financial services ‘Business Management’, ‘Taxation and Trusts’ and also holds the full ‘Financial Planning Certificate’. Paul also holds exams at ’Merit’ level in ‘Mortgage Planning’. Paul is currently studying to attain full diploma status in financial planning.
|
|
|
I have been in financial services for over 15 years and 8 of those have been with Global Financial. I have been specialising in the mortage and protection area, but also involved with pensions and investments on an ongoing basis. I take pride in being thorough whilst explaining myself in clear and simple terms so my clients understand. This is all part of the level of service clients enjoy from a Financial Planner such as myself.
|
|
|
Warren's career in the industry spans over 40 years, previously 12 years with the Prudential and 23 years as a partner with Moran Webb IFA. Having joined Global Financial, he now focuses on mainly pensions & investments. His interests are Football,Golf and Travel.
|
|
|
Chris offers a holistic approach to wealth planning. He specialises in creating portfolio's in a trust, pension, investment wrapper. Another specialism is the setting up of employee benefit schemes for businesses.
|
Support Staff
|
|
Sue joined Global in 2007 as PA to Mike Edwards but also provides general business support. She has 18 years experience in pensions administration having previously worked for Royal & Sunalliance.
|
|
|
Helena joined Global Financial Ltd in 2006, having previously provided administrative support within Moran Webb. She continues to develop her knowledge within the Financial Services Industry and is now primarily a PA to Geoff Dyckes. She also provides business support to Chris Williams and Nigel Bignall.
|
|
|
Hayley has worked in the Financial Services Industry for over 25 years in various roles, as a Qualified Mortgage & Protection Adviser and Business support. She started with Global Financial in 2006 and currently supports various advisers in administering Investment Protection & Mortgage applications.
|
|
|
Helen has worked in the Financial Services industry since April 1990 from joining Moran Webb in Hove to Global Financial in March 2006. Helen mainly deals with group business administration.
|
|
|
Suzy joined Global Financial in mid 2007 starting out as Receptionist for the company. She is now an active member of the Business Associate team providing business support to Graham Dyckes, Laurie Moody, Paul Rogers, Philip Quinlan and Warren Tennant.
|
|
|
Angela joined Global in December 2007 after a previous 7 years experience within the financial industry. she is currently employed as PA to Darren Scott-Guinness and Chris Spurgeon.
|