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From L to R Suzie Butler; Nicholas Gorton, John Wadell, Stephen Montgomery, Peter Williams, Claire McEnhill, Steve Mackie. |
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Team Profile Nick is the founder and managing director of the company. He graduated from Liverpool University in 1983 and embarked upon his career in Financial Services at that time. He is now one of only 400 Certified Financial Planners in the UK and is the driving force within the company.[Return To Top] Stephen is an Executive Financial Planner having joined the company at its inception. Having started his career within the Lloyds market Stephen decided to specialise within the financial services market some 15 years ago and is now a holder of the Advanced Financial Planning certificate and services a large and growing bank of clients who in the main have been referred to him from accountants and solicitors. Claire is another founding employee of the company her sole responsibility centres around the smooth running of our client seminars.[Return To Top] Steve joined the company on day 1 and is responsible for the smooth running of the practice as well as being the Paraplanner for the firms two advisers. He graduated from Chichester Institute of Higher Education in 1997 and has worked within Financial Services for 6 years. He is a holder of the full FPC Certificate and is fundamentally committed to delivering the service that our clients require.
Suzie joined NLFM in December 2004 and has six years of Financial Services experience, within firms of Independent Financial Advisors. Suzie liaises with clients and provides a general administration function within the practice. Her responsibilities include implementing new business and seeing it through to completion. Organising Inheritance Tax Planning Seminars around the country and generally supporting the Advisors and the Practice Manager whilst assisting with the day to day running of the office. [Return To Top] John has a non client facing role within the company. His primary responsibility is the sound internal financial management of NLFM.[Return To Top] Peter has a non client facing role within the company. His primary responsibility is providing internal IT Technical Support to NLFM.[Return To Top]
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