Meet The Team
David Stephenson ACII Cert PFS - Chartered Insurance Practitioner
Familiar over many years to existing clients, I am just as keen to meet new people and aim at all times to give clear, measured and truly worthwhile Independent Financial Advice
Karen McCluskey - Paraplanner
I provide administration, technical and compliance support to David but also hold the Certificate for Financial Advisers and have 16 years experience within Financial Services, having previously trained with Yorkshire Bank.
Joanna Ramsey - Office Administrator
I have worked in financial institutions all my working life. I review clients' files to obtain up to date valuations on a regular basis to enable David to provide a proactive service to our clients.
Tony Wilson F.C.A.
I have recently ceased my involvement with our sister company Jackson Robson Licence Ltd after some 30 years. I am now the compliance officer and intend to use my accountancy and taxation expertise to promote the business.
Our team is completed by Richard Miles, Geoff Mountain and Philip Robson who are directors of the company and also practicing chartered accountants.