Our most valuable assets, looking after yours

The Advisers

Jane Slater APFS

Managing Director
Chartered Financial Planner

Phil Hasell FPFS

Independent Financial Adviser

Stuart Ferris (BSc APFS)

Senior Chartered
Financial Planner

Jonathon Woods Dip. PFS

Financial Adviser

The support team

Victoria Minett  – Paraplanner. With an honours degree in Mathematics from Brighton University, Victoria’s role includes analysis, research and report writing. She supports the advisers in all aspects of the technical work that they undertake and is at the start of what we expect to be an exciting career in the financial services sector. Victoria should be fully qualified to QCF level 4 by the end of 2018.

Donna Anderson – Reviews Team Manager – Donna has worked in Financial Services for 28 years, both within the UK and overseas, in Cyprus. She joined our team in May 2016, working in the reviews team. She has made a big impact since joining as not only has she had experience in the systems that we are now using, she has a big and bubbly personality. 2018 was a significant year for Donna, not only did she marry her long term partner, but she became a Grandma too.

Rebecca Barnes – Reviews Administrator – Rebecca has worked in Financial Services for over 18 years and left St James Place to join us. She works alongside Donna and particularly enjoys speaking to clients and hopes to progress her career further. Rebecca is a full time working Mum and consequently she has little spare time, but when she does find some, she goes for a run.

Angie Evans – Office Services and Accounts Manager – Angie has been an invaluable member of our support team for nearly 10 years and has worked in financial services for most of her career. Her experience and calm approach to any problem are invaluable. Angie is well known in the local community as her husband Clive runs a shop close by. She loves fast cars and motor racing.

Andrea Boyer – Senior administrator – After leaving a career in dancing and ballet Andrea went into financial services and was lucky enough to work near to Bordeaux for many years with her French husband and three bi-lingual children. Andrea is one of the most efficient and organised people you are ever likely to meet and puts customer service above all else.

Janet Wood – Administrator – Janet left a career in teaching to join us. Her initial working life started in a local bank. She undertook her degree through the open university before becoming a teacher at the local college. She now has a part time role supporting our mortgage adviser and is responsible for marketing and heavily involved in the smooth running of the back office systems. Janet has two grown up children and is often found at her allotment or in her sewing room at home.

Reap the rewards ofexpert financial advice
Reap the rewards of
expert financial advice