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.
Jim has provided advice throughout his career to both individual and corporate clients, both in the UK and overseas.
Jim grew up and was educated in Canada. He obtained a Degree in Economics from The University of Western Ontario before passing the prestigious Canadian Securities Course. His UK qualifications include The Professional Investment Certificate (AFPC equivalent) from the Institute of Financial Services (IFS), CeMAP, Pensions Simplification qualification (CF9) and in 2014 he obtained the Certificate in Automatic Enrolment from The Pensions Management Institute.
Ruth obtained the ACIB qualification whilst working for NatWest Bank. She holds CII Level 4 Diploma in Financial Planning , CeMAP, and recently obtained the Certificate in Automatic Enrolment from The Pensions Management Institute.
Outside of work Mark likes watching football particularly Liverpool, spending time with his family and dog Milo, reading and gaming.
Helen also sits as a Magistrate on the North East Wales Bench.
Helen is married to our Paraplanner Mark, and much like him, she enjoys spending time with her family which includes daughter Anais and dog Milo. She is also an avid fan of the 6 time Champions of Europe, Liverpool FC.
(Also a qualified Mental Health First Aider, which should come in handy working with this lot!!!)