Vanessa Carver

Vanessa Carver

Vanessa Carver CeMAP and CeRER

Equity Release Specialist

Work History
Vanessa had a long career in the financial services industry, starting her career at AXA leading a national project in association with law firms. From there she spent ten years at Financial Management as an independent financial adviser, specialising in corporate benefits. After 3 years working in the education sector, Vanessa returned to Financial Management working in all areas of Client Servicing and is fm’s Equity Release Specialist.

What do you like best about your job?
Vanessa values being able to help clients assess whether Equity Release is the best solutions for them and to provide them with the most suitable lifetime mortgages from the whole of the market.  It is really important to her that everything a client needs to consider is clearly explained and that they discuss all the options available to them, so her clients are able to make an informed decision.

Interests outside of work?
Outside of the office, Vanessa is a keen reader and enjoys netball umpiring and long walks with friends

Office
Penn Barn

Telephone
01494 817151

Email
vanessa@fmifa.com

Contact Vanessa

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.

Kelly Wilkes

Kelly Wilkes

Excellent service, everything explained clearly and simply to make it easy to understand
J Hinton

Professional and helpful. Kelly was fast to respond and offered to come to our house in the evenings, which was really helpful. Great explanation of what could have been a complicated process.
Survey by IPW

Excellent service, highly recommend Kelly Wilkes, clear, honest, friendly, great service, thank you
Needham

Will writing service excellent and efficient. Very informative and practical options discussed
K Kiani

Drafting new Will and LPA, all very well explained, everything covered in detail
M Hutchinson

Professional and caring
K Webb

I Had pleasure to work with Kelly her service efficient with fast response to any questions.
Survey by IPW

Kelly Wilkes

Will Writer

Work History

Kelly has been a full member of the Institute of Professional Will Writers (IPW) since 2010. Kelly has continued to study a variety of related topic; Lasting Powers of Attorney, Inheritance Tax, Deputyship & the Court of Protection, Disabled beneficiaries, which has helped Kelly offer a broad range of services to ensure she can help each clients make the decisions that best reflect their own position.

What do you like best about your job?

Kelly enjoys getting to know each client and simplifying legal jargon to ensure our client understands each step and making it a very straightforward process for them. Kelly values being able to help create the best Will possible for both the client and their beneficiaries.

Interests outside of work?

Most February half-terms are spent skiing in the French Alps; all the family love skiing and Kelly’s two eldest sons are now experts as they’ve been skiing since the age of three. The youngest will soon be starting lessons and with two brothers to follow, it won’t be long before he’ll be whizzing down the mountains. Kelly enjoys walking her dog, socialising with her friends and family but with three boys, weekends are often spent on the side-lines of a football pitch!

Excellent service, everything explained clearly and simply to make it easy to understand
J Hinton

Professional and helpful. Kelly was fast to respond and offered to come to our house in the evenings, which was really helpful. Great explanation of what could have been a complicated process.
Survey by IPW

Excellent service, highly recommend Kelly Wilkes, clear, honest, friendly, great service, thank you
Needham

Will writing service excellent and efficient. Very informative and practical options discussed
K Kiani

Drafting new Will and LPA, all very well explained, everything covered in detail
M Hutchinson

Professional and caring
K Webb

I Had pleasure to work with Kelly her service efficient with fast response to any questions.
Survey by IPW

Office
01494 817151

Telephone
07958 983337

Email
kelly@fmifa.com

Contact Kelly

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.

Ann Abrahart

Ann Abrahart

Ann Abrahart

Client Relationship Manager

Work History

Ann started working in the industry in 2001 working for two independent firms, where she has provided administration and support for a number of Independent Financial Advisers. Ann is highly experienced in providing support for both individual and corporate clients.

What do you like best about your job?

Ann enjoys being part of a great team with the freedom to carry out her role in a very busy environment.

Interests outside of work?

Outside of work, Ann enjoys walking, listening to music and spending time with friends and family.

Office
Tylers Corner

Telephone
01494 819828

Email
ann@fmifa.com

Contact Ann

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.

Gen Mowbray

Gen Mowbray

Gen Mowbray

Client Support

Work History
Gen has over 30 years of experience organising the maintenance of service contracts with hospitals and dental practices. She later worked for a solicitor before having a career change away from the desk to a metal pressing company, pressing all types of metal on a range of engineering machines. In 2012, Gen joined Financial Management, returning to a desk, undertaking a range of administration duties.

What do you like best about your job?
Gen loves the variety of jobs that she does each day

Interests outside of work?
Outside the office, Gen enjoys visiting classic car events, the cinema, eating out and holidays.

Office
Penn Barn

Telephone
01494 819826

Email
gen@fmifa.com

Contact Gen

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.

Kerry Holmes

Kerry Holmes

Kerry Holmes

Head of Marketing

Work History
Kerry has worked in financial services for over 20 years. She started her career at Cazenove & Co as a Business Analyst and progressed within financial services specialising in project management and consultancy relating to recruitment, training, service delivery, marketing and communication.

What do you like best about your job?
Kerry enjoys working locally with a professional team that are all focused on improving the client experience.

Interests outside of work?
Outside of work, Kerry loves to spend time with her three children, family and friends enjoying the Chiltern countryside. Kerry also has a passion for interior design.

Office
Penn Barn

Telephone
01494 817151

Email
kerry@fmifa.com

Contact Kerry

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.

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.