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 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.
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.
I have now come back to work as the Client Service Director, ensuring our client service team can support our advisers and deliver top-quality service to our clients, which I am very passionate about.
In my spare time, I enjoy spending time with my family, watching live music and generally enjoying life!
I have worked in the financial services industry since 1996 and hold both the Financial Planning Certificate and the Diploma in Financial Planning.
In addition to providing financial advice to a select number of clients, I also supervise and manage the quality of the advice given by all the advisers within Unique Financial Planning.
In my spare time, I enjoy spending time with my family and am a keen sports fan.
In my spare time, I enjoy the countryside including clay pigeon shooting and am a member of the Ambassadors Big Band. I also enjoy spending quality time with my family and grandchildren.
In the last 6 years I have worked as a technical expert for all things Investments and Pensions related. I decided to broaden my horizons and I now work for Unique as a Practice Supervisor responsible not only for the compliance side of financial advice but ensuring our clients are given exactly the right solution to find their own unique situation and ultimate goals.
In my spare time I teach kayaking, love my garden and the odd 40 mile bike ride.
I am responsible for overseeing the smooth running of the Broadstone team and assisting Stewart and Philip with implementing their vision and strategy for the future growth and development of Unique.
In my spare time, I enjoy spending time with my family and friends. I also love to travel and have visited over thirty countries. I enjoy paddle boarding, the gym, interior design, gardening and spending time at my beach hut enjoying the sunshine.
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.
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.
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.
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!
Being an Adviser provides me with 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.
I have over twenty years financial services experience and have been recognised many times over the years for outstanding levels of client service.
In my spare time, I enjoy playing squash, badminton and tennis. I also enjoy supporting Ipswich Town FC and NFL.
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.
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.
I am 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.
In my spare time, I have two young children who keep me busy and I’m also a keen follower of the local football team AFC Bournemouth.
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.
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!
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.
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 adviser, I deal with clients who are looking to protect their wealth, accumulated over a lifetime.
In my spare time, I enjoy spending time with my family. I also enjoy reading about current affairs and researching historical facts.
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.
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!
I specialise 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.
In my spare time, I enjoy clay pigeon shooting, going to the cinema and seeing my football team play live.
I find the job both challenging and rewarding and gain great satisfaction from knowing I can help clients with what might be the most complex transaction of their lives. Having already been through the home buying process twice, I fully understand the complexity and stress that the journey may take.
In my spare time, I am a keen musician and music lover. I am also an avid supporter of AFC Bournemouth, holding a season ticket, and I try to get to as many matches as possible.
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.
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.
In my spare time, I enjoy spending time with my family and I keep myself active by running and walking the dog.
I am currently a candidate on the Openwork Academy Programme and am in the process of sitting exams to become a Mortgage and Protection Adviser. I am very excited to be able to help clients to purchase both their homes and the protection to go with them.
In my spare time, I enjoy going to the gym, spending time with friends and I have a very naughty cat called Poppy who keeps me on my toes!
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!
In my spare time, I am interested in films, Formula 1, music festivals and spending time with my friends and family.
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.
In my spare time, I like to visit the gym and socialise with friends.
I undertook further qualifications and became a paraplanner following maternity leave when I had my son. Working within the pensions and investment admin team, I now manage the client accounts held across the platforms, submit business on behalf of our Advisers and manage client reviews and periodic reports, together with any servicing requirements.
In my spare time, I enjoy spending time with my family, socialising with friends and regular visits to the cinema. I also actively support my local youth football team which my son plays for and my husband coaches.
I have always been interested in the financial industry and hold a certificate in financial studies. I find the job very interesting and rewarding and it has enabled me to develop further skills and knowledge.
I completed my apprenticeship in August 2019 and am looking to continue to progress my knowledge within Unique.
In my spare time, I enjoy spending time with my family and boyfriend and a lot of retail therapy!
In my spare time, I have 3 children and 5 grandchildren who keep me busy!
I work closely with Unique’s mortgage advisers and oversee the administration for each of their lending and protection cases. I have recently passed my CF6 exam in Mortgage Advice.
In my spare time, I enjoy going on holiday, going to the gym and going out for food with my boyfriend, family & friends.
In my spare time, I enjoy spending time with family and friends and enjoy attending regular Zumba classes.
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.
In my spare time, I enjoy singing, art and computer games. I am also involved with a number of charities and help organise events.
I have previous experience as a Financial Adviser and Stockbroker and now utilise that experience Paraplanning and carrying out research, specifically for Ross Laughton. I hold the Diploma in Financial Planning and Certificate in Mortgage Planning.
In my spare time, I enjoy salsa dancing and cooking healthy homemade foods! I am also the proud mum to Gabriella.
In my spare time I enjoy taking part in Theatre productions, watching Southampton FC invariably disappoint me and spending time with my family.
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.
I have nearly 25 years’ experience and enjoy helping my clients achieve their financial goals and ambitions.
In my spare time, I enjoy spending time with my family and enjoy golf and holidays.
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.
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.
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.
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.
In my spare time, I enjoy spending time with my two children and am a member of our local running club.
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.
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.
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.
In my spare time, I enjoy spending time with my friends and family, eating out and singing around the local pubs.
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.