Our People
If you want to find out a little more about the individuals within our firm, feel free to click on the links below.
Advisers
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Geoff joined financial services in 1984, initially with HSBC. Geoff has been the Managing Director of Global Financial Limited since 1998. The company has experienced many changes over this period and has successfully adapted to the demands of the modern world. Geoff drives the organisation based on his ethos of ensuring that every individual is treated with the same high level of service as he himself would expect. Geoff’s core focus is on holistic financial planning for individuals and group pensions for medium businesses.
geoff@global-uk.com
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A Chartered Financial Planner and Fellow of the Chartered Insurance Institute, Sally has over 30 years’ experience of advising clients. Her extensive knowledge and expertise spans the full spectrum of financial planning, across investments, inheritance tax planning, long term care and life protection. Her specialism in pension and retirement planning has been an invaluable asset to Global Financial Limited since joining us in March 2010. She enjoys both personal and corporate work, and she also holds the well-respected UKSIF’s Ethical Investing Qualification.
sally@global-uk.com
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Graham was originally a co-owner of the Global Financial Limited with his cousin Geoff. Having previously worked for Abbey Life for ten years he brought with him invaluable financial services experience. Graham specialises in wealth management and focuses on mainly pensions and investment solutions for his clients. Graham’s greatest strengths lie in his ability to build long standing relationships with those who appoint his services. He takes a very active role in enabling client to reach their goals - wherever life might take them.
graham@global-uk.com
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Mike joined the Global Financial Limited team in 2004, having acquired considerable experience as an adviser at The Pearl. He has worked within the financial services industry since 1987 and during that time has very successfully built up loyal and long term client relationships. He is respected for his relentless work ethic, commitment to business development and ability to get things done. His client work spans the full spectrum of financial planning from life protection to retirement planning. Those who appoint his services benefit from a holistic wealth management approach and his flair for identifying innovative solutions.
mike@global-uk.com
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Carol joined Global Financial Limited in 2001 as a Mortgage & Protection Adviser having already acquired considerable experience in mortgages at Lloyds Banking Group and within the financial services division of an estate agency. Carol has been in financial services since 1983. Her particular expertise is in Equity Release having obtained the Certificate in Lifetime Mortgages in 2006. This highly specialised area of financial planning not only requires an adviser with extensive knowledge, but also the human touch – both of which Carol possesses in abundance making her a real asset to the team and her clients.
carol@global-uk.com
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Rob started with Global Financial Limited in 2004 after working for Lloyds Banking Group for 18 years. He joined the team as a Business Associate in a supporting role. Since then he has qualified as a mortgage adviser and has been looking after his own clients for over three years. Rob is predominantly office based and his working day is spent liaising with lenders, providers and keeping his clients well informed on the progress of their applications. His expertise and proactive approach is well received by those he deals with and he thrives on being in a good position to assist clients in achieving their mortgage goals.
robert@global-uk.com
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Laurie has been a member of the Global team since 2003 having gained extensive experience as an adviser at Prudential and within his own independent practice. Having been in financial services since the early 1990s, Laurie has supported his clients through many changes, both in their own lives and the world around them. His friendly, personal and open approach has won him great affection from both his colleagues and his clients. His remit of expertise extends investments, pensions and family protection. His clients benefit from his market awareness and ability to source the most suitable solution and he always advises with reference to their personal circumstances and goals.
laurie@global-uk.com
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Neil joined Global Financial Limited in 2002 and has considerable experience in financial services over a 16 year career. Whilst Neil is involved in all of the main areas of financial planning, his true expertise is in mortgage & protection advice and has supported many clients in purchasing their own homes. He is passionate when representing his clients’ needs and continually ensures they are treated fairly. He takes great satisfaction in helping people to achieve their financial goals and always takes the time to ensure his clients’ understanding at all stages of the advice process.
neil@global-uk.com
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Paul made the move to Global Financial Limited in 2005 having successfully run his own company, IFA Discovery, for 6 years. Being an adviser of high integrity prompted the change as he has been able to commit more time to meeting with his clients and monitoring their affairs in accordance with his own very high professional standards with the backing of a large organisation. Paul is regarded by his colleagues as being extremely thorough and has great attention to detail, both in technical ability and the way in which he interacts with those who appoint his services. Paul takes huge pride in being his clients’ trusted adviser and this is reflected not only in the long term nature of his relationships, but also in the number of referrals he continues to receive.
paul@global-uk.com
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Darren joined Global Financial Limited in 2004 and has been in financial services since 1990. He leads the team at MedicsFS and ProfessionalFS . Darren has considerable experience in identifying competitive mortgage funding solutions for medical professionals, solicitors and accountants, as well as their practices. He also advises on investment and pension work as his clients require it. Darren prides himself on understanding his clients’ particular needs and challenges. His expertise in advising professional and high net worth individuals has been invaluable to those who appoint his services and his long standing client relationships are a true endorsement of his own professionalism and specialist knowledge.
E: darren@medicsfs.com
W: www.medicsfs.com
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Kate originally joined Global Financial Limited in 2003 and as a highly respected member of the team we are delighted that she decided to return to us in October 2010. Kate has enjoyed a successful career in financial services over the last 14 years. Her previous experience includes various roles within Standard Life Assurance Company and a Senior Financial Planner role within a large independent accountancy practice. Kate’s expertise extends the breadth of personal financial planning and she also enjoys corporate work. Her clients benefit from her wide technical knowledge as well as her innate ability to relate to people of all ages and backgrounds and build lasting relationships.
kate@global-uk.com
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Chris joined Global Financial in January 2006 having recently qualified as a Mortgage & Protection Adviser. He works within the MedicsFS and ProfessionalFS team and has an important role in supporting Darren Scott-Guinness in client servicing. Having been a business man for 18 years prior to joining financial services, Chris brings with him a wealth of knowledge and experience from his commercial background. This has proved particularly valuable to his clients who are seeking corporate as well as personal mortgage and protection solutions.
chris.spurgeon@professionalfs.com
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Chris began working as an independent financial adviser in 2001 after 25 years in retail banking with Barclays, the last 11 of which he specialised in supporting high net worth individuals. He joined Global Financial Limited in 2008 and over that time has developed considerable experience in corporate planning, having looked after many group pension arrangements for various employers. Chris is fully committed to his role as trusted adviser to his individual clients and looking after their long term planning. Chris’ specialism is in the construction of strategic investment portfolios within pensions, trusts and inheritance tax planning arrangements.
chris@global-uk.com
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Support Staff
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Mathew started working within the Financial Services industry in 1999 as a Financial Adviser with the Co-operative financial services before moving to the Halifax in 2005, again working as a Financial Adviser. In 2007 he was promoted to the Wealth Management role within the bank specialising on advising High Net Worth clients with regard to Inheritance Tax and Pension Transfers. At the end of 2010 Mathew decided to leave the bank to pursue a career in the independent advice sector. Mathew now works as a technical adviser, assisting other Financial Advisers with the more technical aspects of financial planning and compliance. matthew@global-uk.com
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Susan joined Global Financial Services in January 2012 as the Fusion Wealth Administrator and has over 20 years’ experience in the Retail Banking industry and has worked previously in both the private and public sector, but is now looking forward to developing her knowledge within the financial services industry at Global.
susan@global-uk.com
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Sue joined Global Financial Limited in 2007 as assistant to Mike Edwards. She continues to work closely with Mike and his clients. Sue also provides general business support to the team. Sue has 18 years’ experience in pensions administration having previously worked for Royal & Sun Alliance.
sue@global-uk.com
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Helena has worked in the Financial Services industry since 2005 and joined Global Financial Limited in 2006. She continues to develop her knowledge within the financial services industry and is now primarily Geoff Dyckes’ personal assistant. Helena also provides valuable support to Chris Williams.
helena@global-uk.com
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Hayley has worked in the financial services industry for over 25 years in various roles as both a mortgage and protection adviser and within business support & administration. Hayley started at Global Financial Limited in 2006 and currently supports Robert Freeman, Graham Dyckes and Neil Rogers in administering investment, protection and mortgage applications.
hayley@global-uk.com
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Mark Sinkins, Development Manager
Mark joined the insurance industry in 1981; working at Lloyds and Barclays Bank he provided holistic personal and corporate advice. Using this experience he became a trainer with the Friends Provident and later an Area Manager for the Prudential. As a Chartered Insurance Practitioner and an Associate of the Chartered Insurance Institute he demonstrates his commitment to development both personally and for others. His role at Global is to ensure that Global’s staffs are amongst the best in the industry by ensuring they have the highest skills and knowledge that is up to date to give their clients the excellent service they expect.
mark@global-uk.com
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Following several years experience across a variety of admin roles, Suzy joined Global Financial as a receptionist in mid 2007. Since then she has progessed to Business Associate where she supports Chris Spurgeon (within Professional FS), Carol Ellis, Laurie Moody and Paul Rogers. Suzy is currently studying to further her knowledge within the financial industry. suzy@global-uk.com
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Angela joined Global Financial Limited in 2007 after gaining an excellent grounding in financial services during the previous 7 years. Angela is a personal assistant to Darren Scott-Guinness and also adopts a leadership role as Business Support Team Leader.
angela@global-uk.com
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Having recently joined the team in April 2011, Vicki is primarily involved in assisting Sally Booker and Kate Scrace with their administration and client work. Vicki’s previous experience is predominantly in the retail sector, but is now looking forward to developing her knowledge in financial services and developing a long term career with Global Financial Limited.
vicki@global-uk.com
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