David Charlton

David Charlton

by | Dec 1, 2016

David Charlton

Paraplanner

Work History
David brings a wealth of experience having spent most of his working life engaged in financial services where he has performed several different roles. He joined Financial Management in 2013, helping to research the best products when creating a client’s personalised financial plan.

What do you like best about your job?
David obtains great satisfaction in providing a personal service to achieve clients’ priorities and financial goals.

Interests outside of work?
When he’s not at work, David enjoys watching and participating in all types of sport and he’s a big fan of listening to live music.

Office
Tylers Corner

Telephone
01494 819824

Email
david@fmifa.com

Member of the Personal Finance Society

Contact David

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Allison Doherty

Allison Doherty

by | Dec 1, 2016

Allison Doherty

Client Relationship Manager

Work History
Allison joined Financial Management in June 2016 with a wealth of experience having provided administration and client support to a number of independent financial advisers since 1995.

What do you like best about your job?
Allison loves the personal contact with clients and is committed to delivering the highest level of service.

Interests outside of work?
Outside the office, Allison has a passion for music, enjoying evenings out listening to tribute bands with friends and family. Allison enjoys factual documentaries, especially in the medical field.

Office
Penn Barn

Telephone
01494 817151

Email
allison@fmifa.com

Contact Allison

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Alex Robinson

Alex Robinson

by | Dec 1, 2016

Alex Robinson

Client Relationship Manager

Work History
Work History Prior to joining fm in December 2017, Alex worked for financial advisers specialising in school fee planning. She was keen to expand the breadth and depth of her role but to continue to work closely with clients, so fm was a perfect fit.

What do you like best about your job?
Alex likes the daily variety, as there are no client or situation with an identical scenario. Alex loves people, so working in a busy team with a high-level of contact with clients, product providers and advisers is ideal.

Interests outside of work?
Alex loves the gym and enjoys competing in a variety of sports. She has a passion for baking and cooking and often treats the fm team to her delicious treats. Her favourite way to spend time is with her family and a good film.

Office
Penn Barn

Telephone
01494 817151

Email
alex@fmifa.com

Contact Alex

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Jon Wakefield

Jon Wakefield

by | Dec 1, 2016

Jon Wakefield

Mortgage Support

Work History
Jon spent 15 years at Barclay’s bank, 5 years of which was as a Mortgage Adviser. He then spent 7 years as an Office Manager for a food ingredient company before returning to financial services to specialise in mortgages.

What do you like best about your job?
Jon enjoys working with clients with their mortgages to help them buy their dream home.

Interests outside of work?
Outside of work, Jon enjoys spending time with his young family and socialising with friends. Jon loves most sports, especially Tottenham Hotspur, where Jon’s currently a season ticket holder.

Office
Penn Barn

Telephone
01494 817151

Mobile
07950 553190

Email
jon@mmprofessionals.co.uk

Lucy Jones

Lucy Jones

by | Dec 1, 2016

Lucy Jones

Client Relationship Manager

Work History
Lucy had previously worked for eight years for a clothing security tagging company. She joined Financial Management as she was keen to work for a local, well-respected company.

What do you like best about your job?
Lucy enjoys learning new things, which is perfect in the Financial Services industry where regulations and products change regularly.  Also, the broad range of services and client needs keep the work interesting.

Interests outside of work?
Outside of work, Lucy enjoys dog walking and spending time with her children and husband plus socializing with friends at the weekends.

Office
Penn Barn

Telephone
01494 817151

Email
lucy@fmifa.com

Contact Lucy

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Thank you

Terms of Business Accepted and Acknowledged

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.