Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
I work specialising in investment's and retirement planning, but my back ground was within the mortgage market, therefore I have a good all round knowledge. However, due to the complexities within the Mortgage market now, I have a dedicated member of my team who now heads up my mortgage section.
We work closely with other professional sectors, such as accountants and solicitors so have a good ability to liaise with these professional's for the benefit of our client's.
As a company we are a forward thinking business in an ever changing market. We encourage and embrace the FCA principles in treating our customers fairly and look to provide bespoke advice. We have a new young team being developed in the wings to ensure our company is around long in to the future.
Holder of Diploma in Financial Planning and Advanced Financial Planning Certificate qualifications allowing me to provide independent financial advice involving Specialist Pension, Corporate and Trust planning. G60, JO4, & JO5 qualified.
I moved to ABFIM Ltd July 2009 and within ABFIM Ltd I am able to offer companies and individuals specialist corporate, investment and pensions advice.
Specialist pensions planning advice includes the transfer of Occupational Pensions, setting up new Directors schemes & Buyout plans allowing previous paid-up or deferred pension plans to be utilised by the business and new corporate group schemes and with the support of the other staff we can offer the full range of financial planning including regular and lump sum investments, pensions and mortgages for both companies and individuals.
Registered Employer Agent with The Pensions Regulator allowing us to register and administer Auto-enrolment and Workplace Pension schemes on behalf of employers. HMRC Pension Scheme Practitioner allowing us to Register and Administer Occupational Schemes. Technical Presenter/Adviser for The Pension Advisory Service. This role mainly involves delivering presentation to companies and their employees providing information and guidance to raise the understanding of pensions.
It’s been good seeing the business grow and mature along the way with some great clients who have been with us from the start. Without them we would not be where we are today providing advice to all generations
After many successful years I felt that I wanted to further my knowledge and obtain professional qualifications and join a successful business to provide financial advice to clients.
After joining in December 2012 as an Administrator to learn the Industry from the bottom up, I have now obtained the required exams to start to research mortgages for our clients. I enjoy meeting different people within my day to day work and look forward to building on the success of Acorn Bowman Finance.
I am a keen sports person enjoying football, cycling and golf at the weekend in between working on my new property. This property purchase has made me realise the help people need in making such major decisions throughout their life. The industry has become a profession to be proud of which I wish to eventually become a chartered adviser over time.
I joined Acorn Bowman Finance in July 2016 as a finance administrator and looking forward to starting a new career in finance and learning new skills. Working closely with experienced members of the backroom team to gain knowledge and experience.
I have recently purchased my first property along with my partner which made me realise the importance of finance and how this area is so important in today’s world. My Interests are playing football with a local team and watching sport in my spare time to the annoyance of my partner sometimes. I now feel settled and confident this career change will suite myself going forward.
Joining Acorn Bowman as a Financial Administrator in January 2017 has given me a great opportunity to gain knowledge and experience from all the team. The fast paced and ever changing nature of the industry is something that I look forward to experiencing, as no two days are ever the same. The complexities of the financial world are felt by everyone nowadays; I feel working for a firm that helps people understand and plan their financial affairs will be highly rewarding.
I hope in time to begin studying for professional qualifications and progress within Acorn Bowman Finance.
In my spare time I am a keen sportsman, playing football, cricket and golf whenever I get the opportunity, representing local teams regularly.
I look forward to starting a career for a successful firm in a rewarding industry