fbpx

Meet the team.

Say hello to our dedicated team.

Senior Management Team

MARTIN WARD

MANAGING DIRECTOR DipPFS

READ MORE

PAUL WALKER

BUSINESS DEVELOPMENT MANAGER

READ MORE

GEMMA RANDLE

PRACTICE MANAGER

READ MORE

JOHN SMITH

HEAD OF PARAPLANNING & CLIENT REVIEW

READ MORE

CHARLOTTE TRUEMAN

HEAD OF FINANCIAL ADMINISTRATION

READ MORE

NIC WHITTAKER

FINANCIAL ADVISER BA Hons, DipPFS

READ MORE

Our Advisers

ALAN WOOLFORD

FINANCIAL ADVISER DipFA

READ MORE

ASHLEY REEVES

FINANCIAL ADVISER BA (Hons), DipFA

READ MORE

CARL HOBBINS

FINANCIAL ADVISER CeMAP, DipFA

READ MORE

EMILY WALKER

MORTGAGE & PROTECTION ADVISER

READ MORE

GARETH STUBBS

FINANCIAL ADVISER DipPFS, BSc Econ

READ MORE

HARRIET HORWITCH-SMITH

FINANCIAL ADVISER BSc (Hons), PCIAM, DipPFS

READ MORE

HELEN WILSON

FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST CeMAP, DipFA, PETR

READ MORE

IAN CLEGHORN

FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST BSc (Hons), FPFS, CeRER

READ MORE

KAREN HAGAN

FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST DipPFS, Certs CII (MP & ER)

READ MORE

MARCO CUNSOLO

FINANCIAL ADVISER DipPFS

READ MORE

MARK TIMMINS

Financial Adviser DipPFS, Certs CII (MP & ER)

READ MORE

MATT ROGERS

FINANCIAL ADVISER DipPFS

READ MORE

NICK HEPBURN

FINANCIAL ADVISER DipFA, CeMAP

READ MORE

ROBIN PLACE

FINANCIAL ADVISER DipFA, CeLTCI, MLIBF

READ MORE

SUSIE LEEK

MORTGAGE & PROTECTION ADVISER CeMAP

READ MORE

Research Team

CHARLOTTE HOLMES

PARAPLANNER

READ MORE

JOSHUA CLAMP

CLIENT REVIEW EXECUTIVE

READ MORE

KEVIN HOLDER

SENIOR CLIENT REVIEW EXECUTIVE

READ MORE

LINDSEY BRANDON

PROCESS COORDINATOR

READ MORE

MARIYA SADIKOT

PARAPLANNER

READ MORE

RUTH HUGHES

SENIOR PARAPLANNER

READ MORE

Administration Support

BECKY DYCHE

CLIENT LIAISON EXECUTIVE

READ MORE

FIONA WARD

FINANCIAL ADMINISTRATION SUPPORT

READ MORE

HARRY SWIFT

SENIOR FINANCIAL ADMINISTRATOR

READ MORE

LAUREN HOLLIDAY

MORTGAGE & PROTECTION ADMINISTRATOR

READ MORE

LISA ARNOLD

FINANCE ADMINISTRATOR

READ MORE

LORRAINE HARGREAVES

FINANCIAL ADMINISTRATOR

READ MORE

LOUISE LAKIN

CLIENT LIAISON EXECUTIVE

READ MORE

OLIVIA ARNOLD

SENIOR FINANCIAL ADMINISTRATOR

READ MORE
Four Oaks Financial Services Team
Four Oaks Financial Services Research Team
Four Oaks Financial Services support team
Four Oaks Financial Services, Our Advisers
Mortgage Team, Four Oaks Financial Services

Let’s have a chat

    Please view our Customer Privacy Notice