Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
As the Practice Principal, I enable my advisers to deliver high quality financial advice together with an excellent service experience to their customers by
• Understanding & evaluating the current position of their business
• Enabling advisers to understand & articulate their value proposition to clients
• Implementation of operational processes to ensure consistent delivery of high quality customer service
• Provision of fully serviced office support infrastructure
• Business development consultancy
• Lead generation, effective marketing and established client bank
As a fully qualified Financial Adviser, I also provide a bespoke wealth management service to a select group of my key clients.
Whether its investing for your future, arranging a mortgage to enable you to buy a property or making sure your family’s financial future is more secure if something unexpected happens to you, Unique can help you understand your choices and get your plan in place.
We’ve built a large team of highly-qualified advisers, each of whom understand how best to navigate the complicated financial decisions needed to meet your needs and it’s my job to make sure we deliver that to a high standard to all of our customers.
I have now come back to work as Practice Manager and I am delighted to be working and supporting Stewart in this role again.
Therefore my aim is to build long term relationships with clients and meet their ever changing financial needs throughout their life stages.
This includes areas such as:
> Helping clients mitigate their tax liabilities
> Managing investments in line with client expectations
> Cutting through financial jargon
I understand that financial needs change and therefore I will always communicate to my customers in a way that is clear, fair and not misleading as I believe it is essential to have an agreed contract strategy to allow my clients to discuss any change in circumstances of future aspirations on a regular basis.
I have worked in the financial services industry since 1996 and during that time obtained both my Financial Planning Certificate & Diploma in Financial Planning.
In addition to providing Financial Advice to a select number of clients, I also Supervise and Manage the advisers within Unique Financial Planning.
Outside of work I enjoy spending time with my family and am a keen sports fan.
For me, the best part about my role is building long term relationships, so that I can help people through the various stages of their lives and I’m focused on doing this with an honest and trusting approach.
Outside of work I like spending time with my family, running and generally enjoying life!
I have 3 children and 5 grandchildren who keep me busy outside of work!
My role as Paraplanner is to provide both technical and administrative support to the advisers at Unique in order that our clients receive the highest quality advice and service.
In a short space of time, I have gained experience in a range of areas from Employee Benefit Schemes to Individual Pensions and Investments to the more complex Defined Benefit Schemes.
I thrive on improving my technical knowledge in all areas of Financial Planning and enjoy working with advisers to find the best solutions for clients’ individual goals and ambitions.
I am currently working towards achieving the Diploma in Regulated Financial Advice with the aim of one day stepping into the role of Financial Adviser.
Outside of work, I especially enjoy going out to a nice restaurant and spending quality time with my family. I also love spending time at home with my fiancée and our mischievous cat, Oreo. We are often found either playing on the PS4, watching a good film or listening to 80s music with a glass of Marlborough!
I enjoy meeting with new people and taking the time to ensure I understand what’s important to them and to gain a clear understanding of what their aims, aspirations and goals are for the future.
Whether you are looking to grow your wealth for future spending or ahead of retirement, making use of your annual tax allowances or protecting what you have right now, we can work together to ensure you have the right plans in place.
My aim is to build long term financial relationships with my clients and to ensure that I provide honest, reliable and effective financial planning throughout the various stages of life.
Outside of work I like spending time with my family and I am a keen sports enthusiast, although more as a spectator now!
Outside of work, I play for and (for my sins) manage a local football team, try my best at becoming a respectable golfer and enjoy spending time with friends and family.
I then, in 1989, transferred these skills to the financial sector. Since then I have been associated with large financial networks and most recently joined Unique Financial Planning.
As a qualified Diploma Adviser I deal with clients who need to protect their Wealth which they have accumulated over a life time.
My aim, after discussing a client’s objectives, is to design a strategy which is suitable today. I then review this on an annual basis to take into consideration any personal changes.
I enjoy my role as an Adviser.
My hobby is my Family. I also enjoy reading about current affairs and researching historical facts.
The one thing that hasn’t changed over that period of time is the passion and determination that I feel for making sure that my customer gets the right advice for them as an individual. Whether they are buying for the first time, improving their home, protecting their family and possessions or buying an investment property for their future. I specialise in offering a personally tailored, professional service which will meet your needs.
In my spare time I mainly try and keep up with my wife and family!
Outside of work I have a number of hobbies including classic cars but the times I enjoy most are with my family.
My role within Unique is to support and give mortgage and protection advice to all existing clients of the practice, plus continue and grow my relationships with all of my own clients that I have serviced over the past 20 years.
Face to face advice is vital to fully understand your client's needs and to grow a trusting and respected relationship for many years to come.
In my spare time I enjoy spending time with my family as well as singing in my local choir and playing squash at the weekends.
Being an adviser provides Andrew the opportunity to develop a professional and personal lifetime bond with clients helping them to make some of the most important decisions of their lives regarding their and their family’s financial future.
Andrew always strives to provide his clients with the kind of service they would expect from a friend or family member, which in turn rewards him as much as it does them. They know that he is ‘on call’ any day of the week and they are confident that he always, ALWAYS advises the suitable course of action for THEM and puts THEIR needs at the centre of everything he does.
Andrew has over 20 years of experience in the Financial Services industry and has been recognised many times over the years for the outstanding levels of customer service that he has provided; Andrews personal mantra is that ‘I don’t treat the customer like a king, I treat them like my Mum. And trust me, I do love my Mum!!!’
Cheryl enjoys travelling and is a keen gardener. She also has a rescued cat who is quite demanding.
Debbie started with us in 2013 after working for 18 years for Nationwide Building Society. Debbie felt her true potential and qualifications were not being achieved in a single tie environment and wanted to be able to access more for her clients.
Debbie’s motto is ‘treat the client how she would like to be treated’, this has bought her great success and referrals from existing clients. Debbie’s main aim is to keep her clients up to date and take them on a life cycle of financial advice.
Debbie’s interests include walking her Dog, gardening, socialising and best of all looking after her grandson, Charlie.
People from all professions and trades
From all age groups
Business owners and executives many of whom are currently requiring assistance in establishing new company pension schemes in line with recent legislation
Ross is a dedicated family man to his wife and two young boys, Thomas and Benjamin. Outside of work he enjoys nothing more than kicking a football with his kids or taking them for walks around the New Forest.
He is very passionate about assisting clients with a range of financial solutions from obtaining finance for purchasing a home, to enhancing wealth through retirement planning and investments. He has been successful in helping people achieve their dreams and financial goals for many years.
Jason is a family man with 2 young children who keep him busy when he’s not working. He is also a keen follower of the local football team AFC Bournemouth.
Josh finds his job very challenging and rewarding and gains great satisfaction knowing that he is able to assist clients in what might be the most complex transaction of their lives. Having already been through the home buying process twice, Josh fully understands the complexity and stress that the journey may take. He therefore strives, together with the Elite team, to alleviate any challenges that may arise.
Outside of work, Josh is a keen musician and music lover. He is an avid supporter of AFC Bournemouth, holding a season ticket and aims to get to as many matches as he can.
Luke is passionate about helping his clients to obtain their dream homes and providing reassurance for their future security. He believes in straight forward advice in an easy to understand format. This is key to allowing his customers to feel comfortable with the direction they choose to take. Luke has successfully completed his Investment Principles Exam (R02) and is looking forward to continuing his ongoing training and studying towards his Diploma to be a Financial Adviser.
Luke enjoys clay pigeon shooting, the cinema and seeing his football team play live. He also enjoys socialising with friends and family, especially his young nephew Scott.
He is very passionate about looking after his clients’ financial needs. Marcin has been successful in helping many people achieve their dreams and financial goals for many years. His main aim is to keep his clients up to date and take them on a life cycle of financial advice, with a range of financial solutions from obtaining mortgages to enhancing wealth through retirement planning and investments.
Outside of work, Marcin has a very active life and openly encourages his colleagues to join him for a game of Volleyball or Football. Marcin is also a dedicated family man to his Fiancée and daughter Natalie.
He is passionate about helping clients make some of the most important decisions of their lives regarding their and their family’s financial future.
Peter has recently taken partial retirement and now splits his time between working seeing Clients and relaxing with his wife at their home in Spain. His quest for knowledge has not decreased having hit the grand old age of 65 and he is currently learning Spanish to assist him in being able to order food and drink more easily!
Sarah strives to make her clients’ dreams become a reality. She prides herself on her excellent customer service by treating each client as an individual and understanding their needs and priorities.
Sarah enjoys spending time with her family and keeps herself active by running and walking the dog.
Phil wants to help people on their journey to own property and protect what really matters to them. If you think he may be able to help you or anyone else you know of, then please contact him.
When Phil isn’t working he enjoys the countryside including clay pigeon shooting and is a member of the Ambassadors big band. He also enjoys spending quality time with his family and grandchildren.
Mobile. 01202 650077
Conor always strives to achieve excellent client service. In the future, Conor wishes to become a Mortgage Adviser and feels his current position is a good foundation for his future aspirations.
In his spare time, Conor likes to visit the gym and socialise with friends.
Ellie finds this job role very rewarding and it gives her opportunities to constantly develop her skills. She actively liaises between all the relevant parties involved with getting mortgages to the completion stage. Ellie is also looking forward to continuing her ongoing training and studying towards her CF6 qualification.
Ellie enjoys going on holiday, going to the gym and socialising with her friends.
Emma pursued further qualifications and became a Paraplanner holding the CeFap qualification following maternity leave when she had her son. Working within the pensions and investment admin team she now manages all of our client accounts held across the platforms, submits business on behalf of all our advisers and manages all Client reviews and periodic reports.
Emma enjoys swimming in her free time and this is an interest she shares with her son who has recently be selected to swim for Poole Swimming Club. She also actively supports the local youth football team for which her son plays and her husband coaches. She enjoys regular visits to the cinema.
Kaitlin has always been interested in the Financial industry and holds a certificate in Financial Studies. She finds the job very interesting and rewarding, it has enabled Kaitlin to develop further skills and knowledge within the industry, which she is constantly looking to do.
Outside of work Kaitlin enjoy spending time with her family and boyfriend and a lot of retail therapy!
Katie has successfully completed her Certificate in Paraplanning and Financial Administration (CertPFA). She finds her job role very rewarding and it gives her opportunities to constantly develop her skills.
Katie is a shopaholic and enjoys discovering new shopping outlets. She also enjoys going for bike rides, and socialising with her friends.
Rachel is responsible for the smooth running of the team and is passionate about excellent customer service. Her main duties comprise of compliance, sales management and team development.
Outside of work, Rachel loves to travel and has visited over 30 countries. She also enjoys interior design, DIY, gardening and spending time at her beach hut enjoying the sunshine.
Rhea completed Business Admin Level 2 and now holds two appropriate industry qualifications in mortgage advice and financial protection (CF6 & R05). She also holds a Diploma in Management and Leadership Level 5. Rhea thoroughly enjoys her job at Elite and finds it very rewarding, she has already trained up two other apprentices in sales support roles.
Rhea recently got married and enjoyed her honeymoon starting with a Safari in South Africa and then ending relaxing in Mauritius. In her free time she enjoys going to gym, going on holiday and meals out with family and friends.
She holds a diploma in Financial Planning and Certificate in Mortgage Planning.
Victoria is a proud mum to Gabriella. In her spare time she enjoys salsa dancing and cooking healthy homemade foods, whilst also finding the time to deal with her large cat with attitude called Diesel.
I have over 22 years’ experience within Financial Services and during that time have gained the trust and respect of my clients, helping them to achieve their life’s goals and ambitions.
I am a family man, who enjoys Golf and holidays.
In my spare time I am a keen cyclist, I use the gym frequently and enjoy spending time with family and friends.
I am able to advise clients in all aspects of their Financial Planning needs and look to build long term relationships by helping them navigate the various financial stages of their lives, working with them to determine the most tax efficient and appropriate way to manage their finances. Whether it is looking at their Mortgage, Life Assurance or Pensions and Investment needs my aim is for my clients to receive the highest standard of advice and plans tailored to their individual circumstances. Most importantly, I strongly believe in helping my clients keep abreast of their finances in a clear and straightforward way that unlocks the jargon frequently found within financial planning.
Outside of work I enjoy spending time with my family and I have other interests including playing guitar, travel and eating out.
The financial services sector and the products within it have seen significant changes over the year in terms of rules and regulations and part of my role with clients is to ensure that they understand these changes and fully maximise the opportunities that arise because of them
I enjoy seeing clients face to face as it is important to build long term relationships with my clients, so that I can help them through the various stages of their lives and I’m focused on doing this with an honest and trusting approach. For me, this is the best part about being a financial adviser.
In my spare time I enjoy spending my time with family, friends and travelling.
In my spare time I enjoy spending time with my friends and family, eating out and singing around the local pubs.
I enjoy spending my personal time with my family. I have two young children that keep me very busy. I am keen on music and fitness. I attend fitness classes around my work and family time.
In my spare time I enjoy spending time with my friends and family.
Email. 01489 560530
I advise on all aspects of the financial services industry whether it be mortgages, investments or pensions.
In my spare time, I really enjoy travelling and trying different foods around the world. I also love motorbikes and have worked in the British Superbike paddock for a number of years.
In my spare time, I enjoy spending time with my 2 children and being a member of the local running club.
I can advise on mortgages, remortgages, buy-to-let, protection and general insurance products so I can help clients to purchase that first home, move up the property ladder whilst at the same time ensuring that whatever may happen you will be able to remain in your home.
Outside of work I’m married with two young children that keep me on my toes, although I do try and make time for a round of golf as often as possible. I enjoy travelling and spending time with friends and family.
By offering a first class level of service, and taking the time to understand and explain options for the individual, we have built a large and loyal client bank who have been kind enough to introduce family and friends to us over the years.
Outside of work I enjoy my family, Choral singing and holidays.
My feelings are that Clients should be able to enjoy the process of arranging a mortgage or providing protection rather than being stressed by the prospect. With this in mind, I will listen to their requirements and design a tailored solution specifically for their needs.
Outside of work I enjoy nothing more than spending quality time with friends and family, having a game of golf and pottering in the garden.
In addition I am also working through the Openwork Ocademy Graduate Programme.
My goal is to be fully licensed for protection and mortgages within 6 months and then focus on becoming licensed for Pensions and Investments. As with all at Unique, my focus is to deliver quality advice to my clients and deliver upon all their financial aspirations.
Outside of work I am interested in films, Formula 1, music festivals and spending time with my friends and family.
I like to spend my time with Friends and Family and enjoy Gardening, walking the dog and socialising at our local club.