Our People

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.


Stewart Williams
Stewart Williams, Chief Executive Officer
Tel. 01793 784211
Email. Stewart.Williamsuniquefp.co.uk
I founded Unique Financial Planning in 1991 because I believe the majority of UK adults would benefit from seeking professional, face-to-face financial advice, in order to protect what they have today and plan what they would like to achieve in their future.

As CEO, I enable my advisers to deliver high-quality financial advice together with an excellent service experience to their clients.

I am also a fully-qualified Financial Adviser, I also provide a bespoke wealth management service to a select group of my key clients.

In my spare time, I enjoy watching horse racing and motor sport and I’m trying to get my golf handicap back to something more respectable.
Philip Martin
Philip Martin, Managing Director
Tel. 01793 784211
Email. Philip.Martinuniquefp.co.uk
At Unique, we believe that everyone has different financial priorities. Our job is to work with you to understand your needs and goals and build a plan to help you achieve them.

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 clients.

In my spare time, I enjoy going horse racing around the country, going to the theatre and the cinema.
Mike Gummerson
Mike Gummerson, Distribution Director
Tel. 01793 784211
Email. Mike.Gummersonuniquefp.co.uk
I have spent my career in Financial Services and have over 30 years experience in managing and developing financial advisory practices. After a period in Training and Development, I worked in a specialist consultancy team supporting leading industry practitioners and went on to establish consultancy functions for AXA, Prudential and Openwork before joining Unique. I am passionate about the benefits of quality financial planning and I am constantly looking for new concepts and ideas to assist Advisers in adding value to their clients.

In my spare time I am an avid follower of horse racing as well as a keen skier and rugby fan.
Rhiannon Vallis
Rhiannon Vallis, Director of Wealth Management
Tel. 01932 932000
Email. Rhiannon.Vallisuniquewealth.co.uk
Rhiannon has worked in the wealth management arena for over 20 years and seen her clients through the numerous stock markets crashes and out the other side; she looks after families through the various generations and ensures that the investment and planning work can continue through the family as far as possible.

Catherine Terry
Catherine Terry, Executive Assistant
Tel. 01793 784211
Email. Catherine.Terryuniquefp.co.uk
I have nearly 25 years’ experience in the financial services Industry and hold both the Financial Planning Certificate and the Diploma in Financial Planning. I joined Unique Financial Planning as the Practice Manager and supported Stewart in running the business up until 2014 where I took time out to become a new mum!

I am now back at work, acting at the Executive Assistant to the Unique directors, supporting the day-to-day management of the business.

In my spare time, I enjoy spending time with my family, watching live music and generally enjoying life!
Nikki Rarity
Nikki Rarity , Operations Manager
Tel. 01793 784211
Email. Nikki.Rarityuniquefp.co.uk
I have over 30 years experience in financial services, working for both major life companies, adviser networks and advice firms such as Unique Financial Planning. As Administration Manager I am responsible for ensuring that our administration team across our various offices deliver a high level of service to both our clients and advisers.

In my spare time I enjoy cycling, dog walking and going to the gym.
Rhea Clarke
Rhea Clarke, Administrative Services Manager
Tel. 01202 650077
Email. Rhea.Clarkeuniquefp.co.uk
I am our Administrative Services Manager having joined the firm in 2013 as an apprentice administrator.

My main responsibilities are managing the mortgage administration team and undertaking administrative support to the advisers and management.

I have completed several business qualifications including Mortgage Advice and Financial Protection and hold the Diploma in Management and Leadership. I thoroughly enjoy my job at Unique and am passionate about client service.

In my spare time, I enjoy going to the gym, going on holiday and meals out with family and friends.
Laura Giles
Laura Giles, Head of Wealth paraplanning
Tel. 01932 932000
Email. laura.gilesuniquewealth.co.uk
Laura has worked in a technical role for over 9 years and heads up the team here in analysing funds, calculating tax and working with clients to provide them with income strategies in retirement.

Kim Clarkson
Kim Clarkson , Office Manager
Tel. 01932 932 000
Email. kim.clarksonuniquewealth.co.uk
Kim has worked with Rhiannon from the start and provides day to day support to both clients and advisers – she is much valued and referred to as Nana Kim by the cheeky ones in the office. Kim has worked in the industry for over 30 years and brings a wealth of knowledge and understanding to the team.
Matt Heath
Matt Heath, Chartered Financial Planner
Tel. 01793 784211
Email. Matt.Heathuniquefp.co.uk
I have worked in financial services since 1997 and I am committed to helping my clients build, protect, enjoy and ultimately pass on their wealth.

Creating and maintaining long-term relationships is a key component, along with providing holistic financial advice tailored to each set of individual circumstances.

I specialise in long-term investments, pensions, and protection, using this knowledge to help clients plan and achieve their financial goals.

Professionally, I am a Chartered Financial Adviser and a Fellow of the Personal Finance Society.

In my spare time, I enjoy spending time with my family and am a keen sports fan.
Matt Hobbins
Matt Hobbins , Chartered Financial Planner
Tel. 01793 784211
Email. Matt.Hobbinsuniquefp.co.uk
Having started my career in financial services as a mortgage advisor in 1998, I then moved to Malaysia in 2012 to provide financial advice to expatriates based there. The experience I gained there was extremely valuable and enabled me to deal with a wide range of clients and their needs.

I am committed to providing the best advice possible, which is why I have undertaken more qualifications than the minimum level required to practice as an adviser. I hold several qualifications including 2 from the Singapore College of Insurance. I am proud to have achieved Chartered Financial Planner status as well as Fellowship of the Personal Finance Society and Fellowship of the Chartered Institute of Securities and Investment. I am always looking to expand my professional knowledge and qualifications to ensure I keep up to date with changing issues.

I firmly believe that holistic advice is crucial, and I give advice on Protection, Income Protection, Pensions, Savings and Investments. Without the right protection in place, a clients’ strong financial position can be placed in jeopardy and become weak very quickly.

I love my job and enjoy working with clients to forge a strong relationship built on respect and trust.

In my spare time, I love to keep fit and active through swimming and running; and whenever I can I go- scuba diving. I’m a qualified Rescue and Deep diver and part fish. I have a young son so I have to keep fit to be able to keep up with him!
Ross Laughton
Ross Laughton, Chartered Financial Planner
Tel. 01202 650077
Email. Ross.Laughtonuniquefp.co.uk
My passion is advising clients in a professional but relaxed manner, putting people at ease. Following my Financial Service degree, I spent over sixteen years as a Wealth Manager with various life companies and financial institutions. I am therefore extremely familiar with the issues that individuals and businesses face in terms of legislation and planning.

In my spare time, I enjoy spending time with my family and my young boys, Thomas and Benjamin. I enjoy nothing more than kicking a football with the kids or taking them for walks around the New Forest.
Conor Patton
Conor Patton, Chartered Financial Adviser
Tel. 01932 932 000
Email. conor.pattonuniquewealth.co.uk
I have worked in financial services since 2012 and I am committed to helping my clients build, protect, enjoy and ultimately pass on their wealth.

Creating and maintaining long-term relationships is a key component, along with providing holistic financial advice tailored to each set of individual circumstances.

I specialise in long-term investments, pensions, mortgages and protection, using this knowledge to help clients plan and achieve their financial goals. From buying a first home to retirement and estate planning, I aim to be there for my clients every step of the way.

Professionally, I am a Chartered Financial Adviser and a Fellow of the Personal Finance Society.

In my spare time, 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.
Kaz Stubbington
Kaz Stubbington, Chartered Financial Adviser
Tel. 01489 560530
Email. Kaz.Stubbingtonuniquefp.co.uk
I enjoy meeting new people and really getting to know clients to ensure there is a good relationship between us both. It is important to understand my client’s financial position, objectives and also their worries for the future. My job is to ensure that I am able to give the highest standard of advice in a simple and clear way, to take those worries away.

I advise on all aspects of the financial services industry covering mortgages, investments or pensions.

In my spare time, I really enjoy travelling and trying different foods from around the world. I also love motorbikes and have worked in the British Superbike paddock for a number of years.
Ian Andrews
Ian Andrews, Financial Adviser
Tel. 01489 584944
Email. Ian.Andrewsuniquefp.co.uk
I started my practice over 30 years ago, trading as a sole practitioner until 2005 when we became a founding practice in the Openwork network. At that time, I joined forces with Paul Kerley to provide clients with face-to-face advice; me specialising mainly in investments and pensions and Paul in mortgages and protection. We joined forces with Unique in 2012 to provide us and clients with a wider support infrastructure.

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.

In my spare time, I enjoy spending time with my family, choral singing and holidays.
Peter Betteridge
Peter Betteridge, Financial Adviser
Tel. 01202 650077
Email. Peter.Betteridgeuniquefp.co.uk
I have been working in financial services for nearly 30 years, firstly with Pearl Assurance as an Adviser, then as a District Manager.

I have recently taken partial retirement and now split my time between advising clients and relaxing with my wife at my home in Spain.

In my spare time, I am currently learning Spanish to assist me to order food and drink more easily!
Darren Butler
Darren Butler, Financial Adviser
Tel. 01489 560530
Email. Darren.Butleruniquefp.co.uk
Since joining the business in 2010, I have become a fully qualified mortgage, pensions and investment adviser. I believe that it is important to fully understand a client’s financial position and future objectives to ensure that the advice they receive is tailored to their individual situation. It is also vital to ensure that their current financial situation is fully protected so that they have the security to invest for a stronger future.

In my spare time I enjoy taking part in Theatre productions, watching Southampton FC invariably disappoint me and spending time with my family.
Jack Byrne
Jack Byrne, Financial Adviser
Tel. 01923 637873
Email. jack.byrneuniquefp.co.uk
I started in the world of finance in 2013 and have been qualified as a Financial Adviser since 2018.
I strive to build great relationships with clients through trust, analysis and understanding not only theirs but their families goals and needs across all aspects of financial planning.

In my spare time, I enjoy all forms of sport, socialising and spending time with family and friends.
Lois Furlong
Lois Furlong, Financial Adviser
Tel. 01923 637873
Email. lois.furlonguniquefp.co.uk
Since 2016 I have been working in the financial industry and became a fully qualified Financial Planner in 2019.

I believe that building good relationships with clients and taking a holistic approach to their financial planning is imperative, in order to ensure a bespoke recommendation can be made for them. I aim to inform, educate and inspire all of my clients.

Outside of work, I enjoy socialising with friends & family, travelling & going for walks with my dog, Otis.
Matthew Hogan
Matthew Hogan, Financial Planning Consultant
Tel. 01932 932000
Email. Matt.Hoganuniquewealth.co.uk
Matthew has been in the financial services for many years and has worked for companies such as Vitality, Fidelity International, Charles Stanley and Vanguard. His approach is to always put the client first and to really understand their needs and goals; in doing so he ensures that his clients receive a high level of service.

Cheryl Kellock
Cheryl Kellock, Financial Adviser
Tel. 01202 650077
Email. Cheryl.Kellockuniquefp.co.uk
I have worked in financial services for over thirty years. This wealth of experience includes having been an Area Manager for a leading building society and eleven years combining the roles of a Stockbroker and Financial Adviser.

I joined the firm in 2012 and am passionate about helping clients plan and protect their financial futures to achieve desired outcomes.

In my spare time, I enjoy travelling and am a keen gardener. I also have a young black labrador and a ginger kitten.
Gavin Rampton
Gavin Rampton, Financial Adviser
Tel. 01489 560530
Email. Gavin.Ramptonuniquefp.co.uk
I have been a Financial Adviser since 2004 and hold the Diploma in Financial Planning. I am an all-round adviser, assisting my clients with mortgages, financial protection and their investment and pension planning.

I enjoy seeing clients face-to-face, as it is important to build relationships and gain trust when dealing with people’s financial planning requirements.

In my spare time, I am a keen cyclist, use the gym frequently and enjoy spending time with family and friends.
Roger Robertson
Roger Robertson, Financial Adviser
Tel. 01793 784211
Email. Roger.Robertsonuniquefp.co.uk
I have been guiding my clients through the house buying process since 2018 and I now work as a Mortgage and Protection adviser at Unique Financial Planning. I am dedicated to my role and get great personal satisfaction from helping my clients purchase a property and start a new chapter in their lives. I am in the process of studying towards my diploma in financial planning and my focus is to become Financial Adviser in the near future so I can help my clients with all aspects of financial planning, not just mortgages and protection.

In my spare time, I enjoy taking Frank, my French bulldog for long country walks. I also enjoy going to the gym and am a very passionate Celtic FC supporter.
Richard Rochester
Richard Rochester, Financial Adviser
Tel. 01489 560530
Email. Richard.Rochesteruniquefp.co.uk
I joined the business in 2018 after leaving the law enforcement sector.
Being new to the financial services industry, I’m passionate about building a successful career and providing a gold-star service to my clients. Having been on the other side of the advisers table prior to becoming one myself, I recognise how important it is to build a strong relationship with clients and make them feel comfortable that they are receiving the best service possible. The best way to do this in my opinion is by meeting clients face to face, as no two clients have the same needs and objectives.

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.

In my spare time, I enjoy spending time with my two young children who 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.
Mike Shiner
Mike Shiner, Financial Adviser
Tel. 01489 560530
Email. Mike.Shineruniquefp.co.uk
I have been a Financial Adviser since 2006 and specialise in mortgage and protection advice.

I enjoy seeing clients face-to-face and think it is vital to build long term relationships with my clients, so that I can help them through the various stages of their lives.

In my spare time, I enjoy spending my time with family, friends and travelling.
Stuart Trowbridge
Stuart Trowbridge, Financial Adviser
Tel. 01489 560530
Email. Stuart.Trowbridgeuniquefp.co.uk
I have been a Financial Adviser since 1991 and worked with the team in Whiteley since the business started in 2001.

I am a fully-authorised Financial Adviser and hold both the Financial Planning Certificate and Diploma in Professional Financial Advice and am able to advise clients on all aspects of their financial planning needs.

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.

In my spare time, I enjoy spending time with my family, playing guitar, travel and eating out.
Josh Webb
Josh Webb, Financial Planning Consultant
Tel. 01932 932000
Email. Josh.Webbuniqewealth.co.uk
Josh has a passion for his work and brings energy to his meeting – a left over from his days as a semi-professional footballer and sports teacher. Josh looks after clients from the very start of their financial journey, from mortgages right through to investment and retirement planning. When he is not chasing after his infant son, Josh still plays football and spends time with his family.

Liam Webb
Liam Webb, Financial Planning Consultant
Tel. 01932 932000
Email. Liam.Webbuniquewealth.co.uk
Liam has worked in the financial services industry since the age of 19 and has built up a strong knowledge base, starting his career as a technical paraplanner and now combines this role with advising clients. Liam’s understanding of the process from start to finish is invaluable in helping clients through all the steps of the investment and pension process.

Paul Williams
Paul Williams , Financial Adviser
Tel. 01793 784211
Email. Paul.Williamsuniquefp.co.uk
I have worked within the financial services industry since the early 1990s and hold both the Financial Planning Certificate as well as my Diploma in Financial Planning.

I enjoy meeting with new people and taking the time to ensure I understand what’s important, to gain a clear understanding of a clients aims, aspirations and future goals.

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.

In my spare time, I like spending time with my family and I am a keen sports enthusiast, although more as a spectator now!
Deborah Wilson
Deborah Wilson, Financial Adviser
Tel. 01202 650077
Email. Deborah.Wilsonuniquefp.co.uk
I have over 30 years’ experience in the finance industry, having worked in number of roles in banking and then financial advice.

I’m passionate about helping people achieve their future goals and protecting their families. I joined the practice in 2013 after working for 18 years for Nationwide Building Society.

In my spare time, I enjoy walking my dog, gardening, socialising and best of all looking after my grandson, Charlie.
Marcin Wojcik
Marcin Wojcik, Financial Adviser
Tel. 01202 650077
Email. Marcin.Wojcikuniquefp.co.uk
Working in financial services since 2010, I hold the Certificate in Mortgage and Protection Advice (CeMAP) and Diploma in Financial Advice (DipFA).

I am passionate about looking after clients’ financial needs through a life cycle, with a range of financial solutions from obtaining mortgages to enhancing wealth through retirement planning and investments.

In my spare time, I lead a very active life and openly encourage my colleagues to join me for a game of volleyball or football.
John Barden
John Barden , Mortgage and Protection Adviser
Tel. 01793 784211
Email. John.Bardenuniquefp.co.uk
I have been involved in financial services in various positions since 1994 and joined Unique in 2016.

My role within Unique is to support and give mortgage and protection advice to all existing clients of the practice, as well as maintain and grow my relationships with all of my own clients that I have serviced over the past 20 years.

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.
Simon Beesley
Simon Beesley, Mortgage and Protection Adviser
Tel. 01793 784211
Email. Simon.Beesleyuniquefp.co.uk
During my nearly 20 years in the industry I have seen many changes, especially in the mortgage and property markets. It is not just the things you would expect either – interest rates, house prices, rules and regulations; it is more fundamental than that.
The credit crunch of 2007 has changed the way that lenders and clients deal with each other forever. It has also changed people’s attitude towards their bank and vice versa and I know this better than anyone.

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 clients get the right advice. 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!
Jimmy Bower
Jimmy Bower , Mortgage and Protection Adviser
Tel. 01923 637873
Email. jimmy.boweruniquefp.co.uk
I recently qualified as a Mortgage and Protection Advisor with a view to becoming a Financial Advisor in the next 6 months.
I enjoy building long lasting relationships with my clients and firmly believe trust is at the forefront of everything I do. I am determined to give my clients the best advice possible in order for them to achieve their dream house by providing both mortgage and protection advice.
Paul Kerley
Paul Kerley, Mortgage and Protection Adviser
Tel. 01489 584944
Email. Paul.Kerleyuniquefp.co.uk
I have been in the financial services industry for over twenty-five years, specialising in the mortgage and protection market. There have been many market and regulatory changes over the years and I'm sure there will be plenty more to come. What doesn't change is my fundamental belief that all clients deserve to have professional face-to-face advice and the opportunity to build a long-lasting relationship with their Adviser.

We strive to ensure that clients can 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.

In my spare time, I enjoy nothing more than spending quality time with friends and family, having a game of golf and pottering in the garden.
Abigail Lally
Abigail Lally, Mortgage and Protection Adviser
Tel. 01923 637873
Email. abigail.lallyuniquefp.co.uk
I have been working in the financial services industry since 2018, after graduating from the University of Essex Business School with a First-Class degree in Business Management (BSc). I hold the Certificate in Mortgage and Protection Cert CII (MP) and will shortly be studying for the Certificate in Equity Release.

In my spare time I enjoy spending time with family, and socialising with friends.
Raj Rhoad
Raj Rhoad, Mortgage and Protection Adviser
Tel. 01489 560530
Email. raj.rhoaduniquefp.co.uk
I started out in the industry in 2014. I have always been hardworking and ambitious. 8 years on, I have worked my way up the ranks in to one of the most reputed professions within Financial Services.

Throughout my journey I have always approached my customer relationships with the same core values, honesty, integrity, and efficiency.

Currently, I can assist clients with obtaining their mortgages and provide well thought out protection plans to soften any financial hardship should the worst was to happen. I am always striving to progress, so this year I am studying for my Diploma in Financial Advice (DipFA). I am excited about the opportunity this brings, and more importantly excited to build amazing relationships with my clients along the way.

In my spare time, I always like trying new places to eat with my partner. Meeting up with friends and family. Also, travelling back to my home city in the West Midlands.
Martin Brown
Martin Brown , Paraplanner
Tel. 01932 932000
Email. martin.brownuniquewealth.co.uk
I have been in financial services since 2004 having worked for pension providers and made the move into paraplanning in 2018. I am currently working my way through my Diploma exams with a view to going on to Chartered status.

When not working I enjoy spending time with my family, watching football and playing golf.
Abi de Wolf
Abi de Wolf, Paraplanner
Tel. 01932 932 000
Email. Abi.deWolfuniquewealth.co.uk
Abi brings a cheerfulness to her role that keeps a smile on everyone’s face. She supports the advisers in their mortgage work and makes sure clients are kept up to date – buying a house is a stressful job and we try and make it as painless as possible. As well as this, Abi works alongside Laura and Martin in investment and pensions.
Simon Andrews
Simon Andrews, Client Support Team
Tel. 01489 584944
Email. Simon.Andrewsuniquefp.co.uk
I joined Unique three years ago and provide customer support to Ian Andrews and Paul Kerley’s clients.

In my spare time, I am interested in films, Formula 1, music festivals and spending time with my friends and family.
Sarah Avital
Sarah Avital, Client Support Team
Tel. 01923 637873
Email. sarah.avitaluniquefp.co.uk
I’ve been working in financial services for the past 20 years, providing admin support to both advisers and clients. I liaise closely with clients for their mortgage and particularly their protection needs, striving to provide an efficient service and building long lasting relationships.

When I’m not at work I enjoy spending time with my family and friends and I try to keep fit by power walking!
Sarah Butler
Sarah Butler, Client Support Team
Tel. 01489 560530
Email. sarah.butleruniquefp.co.uk
I have worked in the financial services industry since 1998 and joined the business in 2016 as an Administrator. I aim to deliver a high-level of customer service to our clients while working closely with the Advisers to ensure that it is achieved.

In my spare time, I enjoy spending time with my two children and am a member of our local running club.
Ryan Cracknell
Ryan Cracknell, Client Support Team
Tel. 01923 637873
Email. ryan.cracknelluniquefp.co.uk
I have over 8 years experience in the financial services industry during which time I have worked closely with our advisers to ensure that our clients achieve their goals and receive an excellent service.
In my spare time I play for a local rugby team and enjoy walking my dog
Coreen Kerley
Coreen Kerley, Client Support Team
Tel. 01489 584944
Email. Coreen.Kerleyuniquefp.co.uk
I have been working in the financial services Industry for Ian Andrews as a PA and Administrator since 2008. I aim to provide the highest level of service to our clients and to assure the administration within the office runs as smoothly as possible.

In my spare time, I like to spend my time with friends and family, enjoy gardening, walking the dog and socialising at our local club.
Becky Kingstone
Becky Kingstone, Client Support Team
Tel. 01489 560530
Email. becky.kingstoneuniquefp.co.uk
I have worked in the financial services industry since 2000 and in the business as an Administrator since 2015. I am a hard-working person, aiming to provide an excellent level of service to all our clients.

In my spare time, I enjoy spending time with my husband and my 3 year old son, taking him to football classes and various family days out.
Rebecca Milburn
Rebecca Milburn , Client Support Team
Tel. 01489 560530
Email. Rebecca.Milburnuniquefp.co.uk
I have worked within the financial services industry since 2013 and joined the team here 2018. I am a hard working person who strives to provide excellent customer service to all our clients, I also aim to provide a high level of administrative support to the Advisers within the office dealing with mainly pensions and investments.

I am currently studying towards my financial services qualification at present with an aim to become a financial adviser.

In my spare time I enjoy spending time with my friends and family.
Cheryl Mills
Cheryl Mills , Client Support Team
Tel. 01793 784211
Email. Cheryl.Millsuniquefp.co.uk
I joined Unique Financial Planning in December 2015 on a part-time basis, having previously been a florist. I have forty years of customer service experience and enjoy helping clients and colleagues. I aim to provide a high quality of administration support within the company.

In my spare time, I have 3 children and 5 grandchildren who keep me busy!
Holly Morris
Holly Morris , Client Support Team
Tel. 01932 932000
Email. holly.morrisuniquewealth.co.uk
I joined Unique Wealth in September 2021 as a member of the client support team, as an Apprentice.

Working in Financial Services has always been an interest of mine; I am very pleased to have been offered this opportunity and I’m hoping to continue my career with Unique Wealth on completion of the Apprenticeship scheme.

In my spare time i like to go to the gym, play golf and spend time with my family and friends
Ellie Mosley
Ellie Mosley, Client Support Team
Tel. 01202 650077
Email. Ellie.Mosleyuniquefp.co.uk
I joined the company in September 2015 as a Sales Support Administrator under the apprenticeship scheme. My apprenticeship course finished in 2016, and I am now continuing in an administrative role as part of the sales support team.

In my spare time, I enjoy going on holiday, going to the gym and going on dog walks with my boyfriend and Nelly, my French Bulldog.
Hannah Parvin
Hannah Parvin, Client Support Team
Tel. 01489 560530
Email. Hannah.Parvinuniquefp.co.uk
I have worked within customer services for ten years. I began my career within the financial services industry in 2015 and joined our business in 2017.
I aim to provide an excellent service to all our clients and I am a conscientious and hard-working person.

In my spare time, I enjoy spending time with my friends and family.
Katie Robbins
Katie Robbins, Client Support Team
Tel. 01202 650077
Email. Katie.Robbinsuniquefp.co.uk
I joined the business in June 2016 as an apprentice in a Pension and Investments administration support role. My apprenticeship course finished in 2017, and I am now continuing in my role as part of the Client Support Team.

I have successfully completed the Certificate in Paraplanning and Financial Administration (CertPFA).

In my spare time, I am a bit of a shopaholic and enjoy discovering new local places to shop. I also enjoy going for bike rides and socialising with my friends.
Sian Savage
Sian Savage, Client Support Team
Tel. 01489 560530
Email. sian.savageuniquefp.co.uk
I started working within customer services in 2009, moving into the financial services industry and joined the team here in 2016. I enjoy providing a high-level service to our clients and advisers. I am a hardworking individual and will always look to deal with queries or tasks in an orderly manner.

In my spare time, I enjoy spending time with my friends and family, eating out and singing around the local pubs.
Abbie Shepherd
Abbie Shepherd, Client Support Team
Tel. 01489 560530
Email. abbie.shepherduniquefp.co.uk
I have worked within the financial industry since 2018 and joined the team here 2022 working solely for Gavin. I am a hard working person, giving 100% in every task I undertake with excellent time management skills, also working well as part of a team in order to contribute positively.

In my spare time I enjoy spending time with my daughter and keeping fit by walking and doing gym workouts.
Alex Stephenson
Alex Stephenson , Client Support Team
Tel. 01793 784211
Email. alex.stephensonuniquefp.co.uk
Having spent lockdown studying towards my Diploma in Financial Advice, I joined Unique Financial Planning in September 2021 in the Client Support team. I am a highly motivated individual, always looking to better myself and my knowledge with the goal of being an adviser in the future; I am currently studying for my Certificate in Mortgage Advice. During my time at Unique I have gained many key skills and knowledge that enable me to support our advisers.

In my spare time, I enjoy going to the gym, spending time with friends and family, and watching sports.
Katie Trayhorn
Katie Trayhorn, Client Support Team
Tel. 01489 560530
Email. Katie.Trayhornuniquefp.co.uk
I have worked in the financial services industry since 1998 and have worked as an administrator in the business since August 2008. I am conscientious and hard-working and look to support our advisers to the best of my ability at all times.

In my spare time, I enjoy spending time with my family. I have two young children that keep me very busy. I am keen on music and fitness.

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