Equity Release
Independent Financial Advice
     

Home
Home

About us
About us

Our people
Our people

Our services
Our services

Testimonials
Testimonials

How we work
How we work

How we are paid
How we are paid

Contact us
Contact us

Financial Guides
Financial guides

Calculators
Calculators

Jargon Buster
Jargon buster

Useful links
Useful links
Life Assurance
Health Benefits
Critical Illness
Insurance
Our support staff

 

 

Julie Flanagan
  Operations Manager      
 

Julie returned to the industry after ‘retiring’ 5 years ago, having been a Director and financial adviser with a firm in Surrey.  Previously she was an adviser for a couple of firms in London, mainly linked with accountants.  She has worked in the financial services industry for over 25 years.

Qualifications
Financial Planning Certificate
NVQ in Supervisor Training & Competence

     
 
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
 

Natalie Gower

  Technical Sales Support and PA to Andrew Meade      
 

Natalie joined us in February 2007 as a PA to our MD and to provide paraplanning support.  She comes from a strong pension background and has previously worked for an investment management company.

Qualifications
Financial Planning Certificate
Also passed CF9 exam - Pensions Simplification
Natalie is working towards obtaining a diploma in financial planning

     
 
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
 

Sheila Jones

  Personal Assistant to James Maher      
  Sheila joined Foot Davson in 1998 having previously worked in this industry for several years with another local financial adviser.      
 
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
 
Abbie Sanders Cert PFS
  Compliance and Sales Support      
 

Abbie joined Foot Davson in May 2008 having previously worked for a firm of IFAs in Eastbourne as a Compliance Manager.

Qualifications
Financial Planning Certificate
Certificate in Mortgage Advice and Practice
Also passed JO7 exam - Supervision in the Regulated Environment

     
 
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
 
Jonathan Clay
  Administrator      
  Jonathan joined us in April 2007, initially to maintain and update our computer database.  In due course we took him on permanently as an administrator, although he still provides us with computer support.      
           
 
Independent Advice Financial Advisers IFA's
 
Lifetime