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MEET THE TEAM

JEFF BURN

INDEPENDENT FINANCIAL ADVISER (Director)


Experience:
Worked within the Financial Services since November 1990

Strengths: Sincerity, organisation, man management, diplomacy and hard work.

Enjoys: Face to face contact, working with successful companies & Individuals, good conversation, simplicity and networking.

Favourite things: Football, Golf, Humorous People and a good old Sunday roast.

Comments: “happiness is not about having what you want, it is simply wanting what you have.”

Paul Robinson

Independent Financial Adviser (Director)

Experience: Longer than would like to admit but pre 1990

Strengths: Technical knowledge, communication, honesty and patience

Enjoys: Building lasting client relationships, new challenges, resolving client problems.

Favourite Things: Fine wine, skiing, good food, family and friends.

Comments: Whether you believe you can do a thing or not, you are right- Henry Ford.

Nik Proffitt

Paraplanner

Experience: Worked within the Financial Services since August 1999, progresing from office junior to a paraplanner with a financial diploma

Strengths: Working as part of a team, self motivation, hard work

Enjoys: Teamwork, researching financial products and funds, completing jobs succesfully, learning new things

Favourite things: Live music, good books, socialising

Comments: Put your heart, mind, and soul into even your smallest acts. This is the secret of success.

Mary McAuliffe

Administrator

Experience: Administrative background in Assurance since 1987

Strengths: Conscientious, hardworking with attention to detail

Enjoys: Meeting new people

Favourite Things: Eating out and going to the Theatre

Comments: Working in the Financial sector has changed over the years, which brings new challenges and that makes the job interesting