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. infouniquefp.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 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.



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 customers.





Catherine Barrow
Catherine Barrow, Customer Service Director
Tel. 01793 784211
Email. Catherine.Barrowuniquefp.co.uk
I have over 19 years’ experience in the Financial Services Industry. I joined Unique Financial Planning in March 2008 as Practice Manager and supported Stewart in running the business up until 2014 where I took time out to become a new mum!

I have now come back to work as Practice Manager and I am delighted to be working and supporting Stewart in this role again.







Matt Heath
Matt Heath, Financial Adviser & Governance Director
Tel. 01793 784211
Email. Matt.Heathuniquefp.co.uk
I am conscious that even for the experienced investor financial planning can prove daunting and complex. My aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standards.

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.



Andy Woodley
Andy Woodley, Customer Relationship Manager
Tel. 01793 784211
Email. Andy.Woodleyuniquefp.co.uk
I have been involved in Financial Services in various positions since 1997 and joined Unique in 2010. My role involves looking after my own clients, as well as providing an annual review service to various other clients within the Practice.

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!



Lizzie Wilson , Customer Support
Tel. 01793 784211
Email. Lizzie.Wilsonuniquefp.co.uk
Cheryl Mills
Cheryl Mills , Customer Support
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 40 years of customer service experience and enjoy helping customers and colleagues. I aim to provide a high quality of administration support within the company.

I have 3 children and 5 grandchildren who keep me busy outside of work!


Daneille Cole
Daneille Cole , Technical Paraplanner
Tel. 01793 784211
Email. Danielle.Coleuniquefp.co.uk
My career in Financial Services started in 2014 after completing my degree in Oriental Studies at Jesus College, Oxford University.

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!


Paul Williams
Paul Williams , Financial Adviser
Tel. 01793 784211
Email. Paul.Williamsuniquefp.co.uk
I have worked within the Financial Services industry for over 25 years and during that time I have obtained my Financial Planning Certificates 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 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!


Conor Patton
Conor Patton, Chartered Financial Adviser
Tel. 01793 784211
Email. Conor.Pattonuniquefp.co.uk
I have worked in the 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.

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.


Paul Zukiewicz
Paul Zukiewicz, Financial Adviser
Tel. 01793 784211
Email. Paul.Zukiewiczuniquefp.co.uk
My early career and expertise was forged in the retail industry. My job role was to manage failing shops units back into profit.
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.


Simon Beesley
Simon Beesley, Mortgage & Protection Adviser
Tel. 01793 784211
Email. Simon.Beesleyuniquefp.co.uk
During my 17 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 etc. It is more fundamental than that. The credit crunch of 2007 has changed the way that lenders and customers deal with each other forever. It has also changed peoples attitude towards their bank, and a bank’s attitude towards its customer 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 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!


Colin Brookes
Colin Brookes , Financial Adviser
Tel. 01793784211
I have been a Financial Advisor since 1982. Prior to this I worked as an accountant at a number of companies. I enjoy the problem solving and strategy building for my clients both old and new and offer both a very professional service combined with a friendly service. I like to help my clients understand what can appear complex products in a straight forward way. The advice I give is supported and fine tuned by regular reviews and recommendations, I am of course fully qualified, and enjoy my role as a Financial Advisor.

Outside of work I have a number of hobbies including classic cars but the times I enjoy most are with my family.


John Barden
John Barden , Mortgage and Protection Adviser
Tel. 01793784211
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, 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.

Andrew Harper
Andrew Harper, Financial Adviser
Tel. 01202 650077
Email. Andrew.Harperuniquefp.co.uk
Andrew thrives on helping clients secure their future financial well-being by advising them on their investments, pensions, mortgages and protection.

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 Kellock
Cheryl Kellock, Financial Adviser
Tel. 01202 650077
Email. Cheryl.Kellockuniquefp.co.uk
Cheryl has worked in the Financial Services Industry for 29 years. This wealth of experience includes having been an Area Manager for a leading building society and 11 years combining the roles of a stockbroker and previously having been an Independent Financial Adviser. Cheryl has been part of us since 2012 and is passionate about helping clients plan their financial futures to achieve their desired outcomes.

Interests
Cheryl enjoys travelling and is a keen gardener. She also has a rescued cat who is quite demanding.
Deborah Wilson
Deborah Wilson, Financial Adviser
Tel. 01202 650077
Email. Deborah.Wilsonuniquefp.co.uk
Debbie has over 30 years’ experience in the Finance industry, having worked her way through as a cashier to management and then onto advising. Debbie is passionate about advising, helping people achieve their goals for the future and protecting their families.

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.

Interests
Debbie’s interests include walking her Dog, gardening, socialising and best of all looking after her grandson, Charlie.
Ross Laughton
Ross Laughton, Financial Adviser
Tel. 01202 650077
Email. Ross.Laughtonuniquefp.co.uk
His passion is advising his clients, in a professional but relaxed manner that puts people at ease. Following his Financial Service degree, Ross spent over 9 years as a Wealth Manager with various life companies and financial institutions and is therefore extremely familiar with the issues that individuals and businesses face in terms of legislation and planning. His clients include:

People from all professions and trades
From all age groups
Financial Brokers
Business owners and executives many of whom are currently requiring assistance in establishing new company pension schemes in line with recent legislation
Interests
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.
Jason Lewis
Jason Lewis, Financial Adviser
Tel. 01202 650077
Email. Jason.Lewisuniquefp.co.uk
Jason joined in 2009, and holds the Certificate in Mortgage Planning and Diploma in Financial Planning qualifications.

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.

Interests
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 Colmer-Tanner
Josh Colmer-Tanner, Mortgage and Protection Adviser
Tel. 01202 650077
Email. Josh.Colmer-Tanneruniquefp.co.uk
Josh joined in 2014 and specialises in providing mortgage and protection advice to clients. During that time, he has successfully completed the following industry qualifications in financial protection, financial regulation and mortgage advice (R05, CF1 and CF6)

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.

Habits

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 Challis
Luke Challis, Mortgage and Protection Adviser
Tel. 01202 650077
Email. Luke.Challisuniquefp.co.uk
Luke Joined in 2017 with over 10 years of experience in the Financial Services industry with LV=, providing protection advice & managing advisers for the majority of that time. Luke specialises in protecting families to ensure that whatever should happen, there is financial support to secure the family home and provide a better standard of living for the family than the state could hope to provide.

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.

Interests
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.
Marcin Wojcik
Marcin Wojcik, Financial Adviser
Tel. 01202 650077
Email. Marcin.Wojcikuniquefp.co.uk
Marcin has worked in Financial Services since June 2010. He holds the Certificate in Mortgage and Protection Advice (Ce MAP) and Diploma in Financial Advice (DipFA).

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.

Interests
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.
Peter Betteridge
Peter Betteridge, Financial Adviser
Tel. 01202 650077
Email. Peter.Betteridgeuniquefp.co.uk
Peter has been working in the Financial Services Industry for 27 years, his career began in 1989 when he joined Pearl Assurance as an Adviser working his way up to District Manager.

He is passionate about helping clients make some of the most important decisions of their lives regarding their and their family’s financial future.

Interests
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 Young
Sarah Young, Mortgage and Protection Adviser
Tel. 01202 650077
Email. Sarah.Younguniquefp.co.uk
Sarah has been working in the financial services industry for the last 14 years and joined in July 2017. She now specialises her advice in mortgages and protection.

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.

Interests
Sarah enjoys spending time with her family and keeps herself active by running and walking the dog.
Phil Wadham
Phil Wadham, Mortgage and Protection Director
Tel. 01202 650077
Email. Phil.Wadamuniquefp.co.uk
Phil has been working in Financial Services for over twenty-five years and has been one of the driving forces of helping people achieve their goals and objectives by advising on and arranging their mortgage and associated protection needs. Together with helping make their money work harder and maximising their income in retirement.

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.

Interests
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.
Conor Knight
Conor Knight, Sales Support Administrator
Tel. 01202 650077
Mobile. 01202 650077
Email. Conor.Knightuniquefp.co.uk
Conor joined in the summer of 2018 on an Apprenticeship scheme as a Sales Support Administrator. His job role includes liaising with lenders, solicitors, estate agents and clients from application to completion of mortgages. He also carries out day to day tasks within the office which includes answering the phone, inputting all case data on the system and assisting Advisers with their needs.

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.

Interests
In his spare time, Conor likes to visit the gym and socialise with friends.
Ellie Mosley
Ellie Mosley, Sales Support Administrator
Tel. 01202 650077
Email. Ellie.Mosleyuniquefp.co.uk
Ellie joined in September 2015 as an apprentice in a mortgage sales support role. Her apprenticeship course finished in 2016, and she is now continuing in a Sales Support role as part of the Elite team.

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.

Interests
Ellie enjoys going on holiday, going to the gym and socialising with her friends.
Emma Lane
Emma Lane, Paraplanner
Tel. 01202 650077
Email. Emma.Laneuniquefp.co.uk
Emma has been working in Financial Services for 13 years and joined in 2006 as a Mortgage Adviser holding CeMap 1, 2 and 3.

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.

Interests
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.
Julie Parfett
Julie Parfett, Mortgage Administrator
Tel. 01202 650077
Email. Julie.Parfettuniquefp.co.uk
Julie has a background in sales and customer service and many years’ administration experience achieved before joining in April 2013. She has progressed within the company to become a full time Account Manager assisting the Financial Advisers in all aspects of mortgage and protection administration. Her role is varied but mainly involves overseeing the mortgage application process.
Kaitlin McCrow
Kaitlin McCrow, Investment and Pensions Administrator
Tel. 01202 650077
Email. Kaitlin.McCrowuniquefp.co.uk
Kaitlin joined in the summer of 2018 on an Apprenticeship scheme as a Pension and Investment Administrator. Her job role includes liaising with pension and investment providers, preparing review letters and general day to day administration.

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.

Interests
Outside of work Kaitlin enjoy spending time with her family and boyfriend and a lot of retail therapy!
Katie Robbins
Katie Robbins, Investment and Pensions Administrator
Tel. 01202 650077
Email. Katie.Robbinsuniquefp.co.uk
Katie joined in June 2016 as an apprentice in a pension and investments administration support role. Her apprenticeship course finished in 2017, and she is now continuing in her role as part of the Elite team.

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.

Interests
Katie is a shopaholic and enjoys discovering new shopping outlets. She also enjoys going for bike rides, and socialising with her friends.
Rachel McMullen
Rachel McMullen, Executive Assistant
Tel. 01202 650077
Email. Rachel.McMullenuniquefp.co.uk
Rachel has worked in the Financial Services Industry since 1988 and joined in 2016 after a successful career with Barclays Bank. Rachel has been both a Mortgage Adviser and Financial Adviser before spending the last 13 years in Learning & Development. She holds the Certificate in Mortgage Planning and the Diploma in Financial Planning qualifications.

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.

Interests
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 Clarke
Rhea Clarke, Administrative Services Manager
Tel. 01202 650077
Email. Rhea.Clarkeuniquefp.co.uk
Rhea joined in 2013 as an Apprentice Sales Support Administrator. She has now been promoted to Office Manager and her role is overseeing the mortgage administration team and processing protection applications on behalf of the Advisers.

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.

Interests
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.
Victoria Mount
Victoria Mount, Paraplanner
Tel. 01202 650077
Email. Victoria.Mountuniquefp.co.uk
Victoria joined in 2014 and has been working in Financial Services since 2005. Victoria previously worked as a Financial Adviser and Stockbroker. She now utilises her experience paraplanning and carrying out research within the Pensions and Investment team. She thrives on finding solutions to meet clients’ needs.

She holds a diploma in Financial Planning and Certificate in Mortgage Planning.

Interests
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.
Steve Rampton
Steve Rampton, Financial Adviser Ramptons
Tel. 01489 560530
Email. steve.ramptonramptons.co.uk
Providing financial advice to individuals and businesses alike helping to create and manage wealth whilst providing valuable protection against the unexpected. Clients benefit through maximising annual tax allowances and reducing personal taxation through a variety of tax efficient investments.

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.
Gavin Rampton
Gavin Rampton, Financial Adviser Ramptons
Tel. 01489 560530
Email. gavin.ramptonramptons.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 & pension needs. I enjoy seeing clients face to face as it is important to build relationships and gain trust when dealing with peoples financial planning requirements.

In my spare time I am a keen cyclist, I use the gym frequently and enjoy spending time with family and friends.
Stuart Trowbridge
Stuart Trowbridge, Financial Adviser Ramptons
Tel. 01489 560530
Email. stuart.trowbridgeramptons.co.uk
I have been a Financial Adviser since 1991 and with Ramptons since inception in 2001. I am a fully authorised Financial Adviser and hold both the Financial Planning Certificate and Diploma in Professional Financial Advice.

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.
Darren Butler
Darren Butler, Financial Adviser Ramptons
Tel. 01489 560530
Email. darren.butlerramptons.co.uk
Since joining Ramptons and the Financial Services industry 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

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
Mike Shiner
Mike Shiner, Financial Adviser Ramptons
Tel. 01489 560530
Email. mike.shinerramptons.co.uk
I have been a financial adviser since 2006, I'm a mortgage and protection specialist. Over my years in the industry I've accrued vast amounts of knowledge that help me find clients the right mortgage for them, currently I am working towards obtaining my Diploma in Financial Planning.

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.
Sian Savage
Sian Savage, Administrator
Tel. 01489 560530
Email. sian.savageramptons.co.uk
I started working within Customer service in 2009, begun my career in the financial services industry in 2014 and joined Ramptons in January 2016. I thrive to provide a high level service to assist all clients and advisers, in particular Steve Rampton. I am a hardworking individual and will aim to act on 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.
Katie Trayhorn
Katie Trayhorn, Administrator
Tel. 01489 560530
Email. katie.trayhornramptons.co.uk
I have worked in the financial services industry since 1998 and have worked at Ramptons as an Administrator since August 2008. I am a conscientious and hard working person. I aim to assist the advisers to my highest ability at all times ensuring that everything runs smoothly for their clients.

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.
Becky Kingstone
Becky Kingstone, Administrator
Tel. 01489 560530
Email. becky.kingstoneramptons.co.uk
I have worked in the Financial Services industry since July 2000 and have worked for Ramptons as an Administrator since July 2015. I am a hard working person who provides an excellent customer service to all our clients. I aim to provide a high level of administrative support to the Advisers within the office.
Hannah Parvin
Hannah Parvin, Administrator
Tel. 01489 560530
Email. hannah.parvinramptons.co.uk
I have worked within customer services for ten years. I began my career within the Financial Services industry in 2015 and joined Ramptons in November 2017. I provide excellent customer service to all of our clients and I am a conscientious and hard working person. I also provide a high level of administrative support to Advisors, in particular Gavin Rampton.

In my spare time I enjoy spending time with my friends and family.
Kaz Stubbington
Kaz Stubbington, Financial Adviser
Tel. 01489 560530
Email. 01489 560530
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 the clients 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 understanding way to take those worries away.

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.
Sarah Butler
Sarah Butler, Administrator
Tel. 01489 560530
Email. sarah.butlerramptons.co.uk
I have worked in the financial services industry since 1998 and joined Ramptons 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 2 children and being a member of the local running club.
Richard Rochester
Richard Rochester, Financial Adviser
Tel. 01489 560530
I joined Ramptons in June 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 an advisor, 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 I believe 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.

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.
Ian Andrews
Ian Andrews, Financial Adviser
Tel. 01489 584944
Email. ian.andrewsopenwork.uk.com
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.
Outside of work I enjoy my family, Choral singing and holidays.
Paul Kerley
Paul Kerley, Mortgage & Protection Adviser
Tel. 01489 584944
Email. paul.kerleyopenwork.uk.com
I have been in the financial services industry for 25 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.


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.
Simon Andrews
Simon Andrews, Customer Support
Tel. 01489 584944
Email. simon.andrewsopenwork.uk.com
I have recently joined Unique as a trainee Financial Adviser. I am currently licensed for Protection cases and am working towards my mortgage license via the industry recognised CeMap qualification.
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.
Coreen Kerley
Coreen Kerley, Administrator
Tel. 01489 584944
I have been working in the Financial Services Industry for Ian Andrews as a PA/ 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.
I like to spend my time with Friends and Family and enjoy Gardening, walking the dog and socialising at our local club.

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