Greg is a Chartered Financial Planner and an Associate of the Personal Finance Society with over ten years industry experience. He joined Haven IFA Ltd…
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Greg Whitfield
Independent Financial Adviser
Gary’s career in Financial Services began in 1988 when he joined Lloyds Bank Plc. After passing his Banking Institute exams, he joined Bradford & Bingley…
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Gary Moore
Independent Financial Adviser
Paul has a wealth of experience in financial services having started his career in 1991 as a Pensions Adviser with Norwich Union. He then moved…
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Paul Campion
Independent Financial Adviser
Over 35 years’ experience in financial services Sue advises in all areas of Financial Planning including protection, taxation, investments, and pensions (inc. final salary/defined arrangements.)…
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Sue Campion
Independent Financial Adviser
Graham started his career at Halifax in 1989 and became a Senior Financial Adviser in Greater Manchester after qualifying in 1996. In February 2005 he…
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Graham Slater
Director & Independent Financial Advisor
Nick began his financial services career back in 1987. His first job was in based in Altrincham working as a District Agent for the Prudential.…
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Nick Dando
Director & Independent Financial Advisor
Mike’s career started in financial services back in 1988, working for a leading insurer, the CIS. From there he joined the Halifax Building Society where…
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Mike Leigh
Director & Independent Financial Advisor
Anthony graduated from Manchester Metropolitan University in 2015, with a 2:1 in Financial Services, Planning and Management. After enjoying some much-deserved time off, he joined…
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Anthony Murphy
Trainee Paraplanner
Leanne’s career started in the financial sector back in 1999 when she started working for Bankhall. Two years with the company made her realise she…
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Leanne Gillam
Personal Assistant
Samm began her career at Prudential Assurance in 1990 where she worked in the Corporate Pensions Department. There, she administered the company money purchase and…
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