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| Our Team |
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Paul Wells |
Kevin Moynihan |
Trudy Moynihan |
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Jill Walker |
Neil Lamin |
Roy Billups |
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Steve Chamberlain |
Wendy Taylor |
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Paul Wells BA (Hons),Dip PFS
| Direct Line: |
0114 2296456 |
| E-Mail: |
pwells@wmgifa.co.uk |
| Position: |
Company Director |
| Experience: |
20 Years In Financial Services |
| History: |
PFS diploma RDR level 4 Qualified from Chartered, Institute of Insurance and Central Law Training
Advising In:-
Specialist Pension Advice (CF9,J04,J05,AF3) Inheritance Tax Mitigation (G10)
Investment Planning (J06,AF4)
Long Term Care Planning (CF8) Lifetime Mortgage (Equity Release-ER1)
Residential and Buy to Let Mortgages
Corporate Planning
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Kevin Moynihan Dip PFS, Cert CII (MP)
| Direct Line: |
0114 2296441 |
| E-Mail: |
kmoynihan@wmgifa.co.uk |
| Position: |
Company Director |
| Experience: |
18 Years in International Corporate Management
15 Years in Financial Services |
| History: |
Prior to Financial Services, Kevin’s corporate experience was gained in the Board Rooms of Service Companies in the UK, Europe and North America. Diploma, QCA level 4 qualified from the Chartered Insurance Institute and Central Law Training allow Kevin to specialise as an Independent Financial Adviser in Inheritance Tax Mitigation, Long Term Care Planning, Lifetime Mortgages/Equity Release, Pensions Advice, Corporate Planning and Wills. |
Roy Billups
| Direct Line: |
0114 2296447 |
| E-Mail: |
rbillups@wmgifa.co.uk |
| Position: |
Client Relationship Manager |
| Experience: |
29 years Financial Services Industry |
| History: |
With 29 years in the Financial Services Industry, Roy brings a wealth of experience to the team. Most of Roy’s work has been with private individuals, but he has also assisted a number of businesses. Roy has lived and worked all his life in the Rotherham area. His area of work has extended into Barnsley Doncaster & Sheffield. The people who have dealt with Roy have appreciated his down-to-earth but professional approach. From 1st Jan 2012 Roy retired as a financial advisor. He is now introducing business to his colleagues whilst maintaining existing relationships he has established over 3 decades. |
Wendy Taylor
| Direct Line: |
0114 2669090 |
| E-Mail: |
whayes@wmgifa.co.uk |
| Position: |
Financial Para-planner |
| Experience: |
15 Years Financial Services Industry |
| History: |
Over the years Wendy has gained her knowledge and experience from supporting Independent Financial Advisers and working for one of the worlds largest Insurance and Investment Providers. Within the Practice Wendy supports the two Company Directors, Kevin Moynihan and Paul Wells with Para-planning support and Group Scheme administration. |
Jill S Walker Cert PFS,Cert CII,CeMAP
| Direct Line: |
0114 2296444 |
| E-Mail: |
jwalker@wmgifa.co.uk |
| Position: |
Practice Manager and Independent Financial Consultant |
| Experience: |
16 years Financial Services Industry |
| History: |
With Jill’s extensive industry experience, she is a very important member of the team providing management support to our business to ensure that high levels of service standards and service are reached on a day to day basis, by our office support staff, para-planners and our product consumers. In addition to practice duties, Jill is also responsible for offering financial advice to a number of business clients during this time, and more latterly, has worked as a specialist relationship manager for one of the world’s largest insurance and investment companies. |
Neil Lamin CeMAP
| Direct Line: |
0114 2296442 |
| E-Mail: |
nlamin@wmgifa.co.uk |
| Position: |
Independent Financial Adviser |
| Experience: |
19 years in Financial Services, 10 as an Independent Financial Adviser |
| History: |
Neil works proactively providing both a bespoke and personal service to individual and corporate clients. Neil specialises in Pensions, Mortgages and Protection, offering a high level of personal service, second to none. |
Heather Colton
| Direct Line: |
0114 2296443 |
| E-Mail: |
hcolton@wmgifa.co.uk |
| Position: |
Financial Para-planner |
| Experience: |
18 years in the financial services industry, |
| History: |
Heather is a very important member of our team. Due to her length of service within the financial services industry, Heather provides extensive para-planning and administrative support to all our advisors. Heather also provides important back office support on a day to day basis for the general practice to ensure that our high levels of service are maintained. |
Trudy Moynihan
| Direct Line: |
0114 2296450 |
| E-Mail: |
tmoynihan@wmgifa.co.uk |
| Position: |
Company Secretary |
| Experience: |
10 Years in International Corporate Management
10 Years in Financial Services |
| History: |
Trudy brings a wealth of experience gained managing niche market companies both in the UK and Continental Europe. As Company Secretary, this background provides a stable base from which to both maintain and develop the financial health of Wealth Management & Growth in the years to come. |
Steve Chamberlain
| Direct Line: |
0114 2296445 |
| E-Mail: |
schamberlain@wmgifa.co.uk |
| Position: |
Independent Financial Adviser |
| Experience: |
Over 25 years as an Independent Financial Adviser in the Financial Services Industry |
| History: |
Steve has amassed a wealth of experience in the industry, previously working within an Accountancy practice, Employee Benefits Consultancy and as a Corporate Adviser with a National Bank.
He provides an ongoing advice service to a number of local companies on their Pension Provision, including independent advice 'clinics' for all their employees. Steve also looks after individual clients, helping them develop personal investment, retirement and tax planning strategies to achieve their financial and life goals. |
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Wealth Management and Growth is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452. The information and content of this e-mail is intended for UK consumers only and is subject to the UK regulatory regime. The FSA do not regulate some forms of mortgages. |
Sage Financial Services- Registered Office: Elmwood Court, Springwood Close, Tytherington Business Park, Macclesfield, Cheshire, SK10 2XF |
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