August 10, 2022

Welcome to our latest members

We would like to welcome the latest members to join the Council: 

New firm 

Stephen Sumner, Louise Baker – My Sort of Loan Ltd 

Harrison Stewart – The Review Business 

Mark Stallard – House & Holiday Home Mortgages 

Joe Marshall – Virtu Financial Planning Ltd 

Andrew Walker – BKD Wealth Management Ltd 

Pete Burgess, Adam Cattell, Daniel Walsh, Dave Relfe, Lee Harper, Nigel Urban, Philip Smith, Richard Hamley, Sydney Martin, Terry Mills, Tim Dock, Richard Lucy, Roy Bourne – Finance Planning Group 

David Little, Glen Baker – Fitch & Fitch 

Richard Harley, Clive Jaques – Estate Financial Planning 

Ian Keeling – Jordan Lynch Ltd 

Karen Ferguson – Karen Ferguson Financial Services  

James Vince – Ramsey and White 

Nick Thompson – Thompson Little 

Simon Bridgeland – Release Freedom Ltd 

Kerry Webb – KW Mortgage Services Ltd 

Mike Shakespeare – Alexander Beard Investment Management 

Michael Lyons – Steve Davies Independent Mortgages 

Daniel Osman – UK Moneyman Limited 

Meral Kendrick – Good Life Mortgage 

Existing firm new advisers 

Philip Regan – Mortgage Savings Experts 

Gavin Hughes – Crabtree Later Life Mortgages 

Samantha Fletcher, Jeremy Littlejohns – Bower 

Richard Gee – Equity Release Associates 

New Associate Firm 

Lynsey Fallon – Deloitte LLP 

Ben Grainger – Ernst & Young LLP  

New solicitors 

Darren Bowen – Woodford Stauffer Solicitors 

Maria Richards – Setfords Solicitors 

Kashif Qureshi – Mellors Solicitors Ltd 

Existing firm, new adviser 

Sophie Howard, Business & Personal Investment Ltd 

Existing adviser moving firms 

David Cole – Viva Retirement Solutions 

Noel Ashworth – Leslie James Mortgages 

Lee Attwell, Steve Wilkinson, Helen Barnes – Knight Frank Finance 

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