Meet The Team
Wealth Managers and Financial Advisers committed to your financial well-being
Alexander House Financial Planning is a national firm of Financial Advisers and Wealth Managers who can provide advice on pensions, investments, protection and mortgage products to individuals, corporates and professionals. If you want an honest, friendly and knowledgeable advice firm to deal with your affairs we are the firm to speak to.
Nick Kelly
CEO
Nick Kelly
CEO
Favourite quote: “Do what you do so well that they will want to see it again and bring their friends” ~Walt Disney
Before establishing Alexander House, Nick held a number of Executive appointments with many of the industry’s largest Financial Advice businesses. Board positions included Sales, Marketing, Operations, Technology and Commercial remits, as well as multiple Managing Director roles. Nick eventually left the corporate world to start his own business. He is the founding director of our company, which is named after his son Alex.
Nick is full of passion and enthusiasm for the financial services industry. His goal is to build the best team of Advisers possible to deliver the best Advice we can. His knowledge of the Industry, Technology, Platforms, Product Providers and Suppliers is second to none, and this ensures we can always provide you with the best service at the best price.
Away from work Nick takes time with his family and two Golden Retriever Dogs, Alfie & Poppy.
Kath Mackenzie
HEAD OF OPERATIONS
Kath Mackenzie
HEAD OF OPERATIONS
Favourite quote: ‘Love the life you live, live the life you love’~ Bob Marley
Location: National
Kath started her career in Financial Services processing New Business applications with Liverpool Victoria before moving on to work for Swiss Re at their UK Headquarters administering Group Life & Health treaties. After a short break to concentrate on family life, Kath joined the Alexander House Financial Services Ltd in 2013, and Alexander House Financial Planning from inception in 2018 and is now overseeing the day to day running of the business as Group Head of Operations.
In her free time, Kath enjoys baking showstopper cakes and planning holidays with her family. Kath is married with two children and two West Highland White Terriers, Minnie and Cooper and although a native cockney (she was born within the sound of Bow Bells), she loves living in a small village in the Holme Valley, West Yorkshire.
OUR ADVISERS
Jean-François Rio
FINANCIAL ADVISER
Jean-François Rio
Diploma in Investment Advice (Securities)
FINANCIAL ADVISER
Favourite quote:“The best way to find yourself is to lose yourself in the service of others”~ Mahatma Gandhi.
Location: London
ABOUT ME
Diploma qualified financial adviser with a long and proven experience in the financial industry gained internationally and in London.
JF can provide advice on pension and investments and operates all over London with meeting facilities in the City and the West End.
He is a very approachable adviser who will take care and time in understanding you and your particular circumstances. Other specialist areas include Inheritance Tax, Protection and advice for Self-employed, Families and HNWI.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Paul Murray
FINANCIAL ADVISER
Paul Murray
FINANCIAL ADVISER
Favourite quote: ‘'Putting you and your finances at the centre of what we do.”
Location: North Wales
Having over 28 years experience in Financial Services and having worked for such household names such as NatWest and Prudential has given Paul a wealth of knowledge and experience and covering topics such as Protection, Savings and investments, Estate Planning and Retirement Planning (including advice on taking your pension benefits in the best manner to suit your personal circumstances).
Now working with Alexander House, Paul’s aim is to provide you with effective professional advice using the most suitable product providers from the industry to help you achieve your goals or to have the financial future in retirement that you desire.
In addition to being qualified to provide mortgage advice, Paul achieved his second professional financial planning qualification – the Financial Planning Diploma in October 2011 and was born, raised and lives in the North Wales Area.
Colin Thomson
FINANCIAL ADVISER
Colin Thomson
B.Sc(Hons), ACIB, DipPFS, CeMAP, MLIA(dip), EFPA
FINANCIAL ADVISER
Favourite quote: ‘If you are walking down the right path, and you are willing to keep walking, eventually you will make progress’~ Barack Obama
Location: Coleshill, North Warwickshire
Colin has been active in Financial Services since 1987, during which time, he has worked for a number of high-profile companies, such as Nationwide, Lloyds Bank, AVIVA and AXA in various advisory and management capacities. In recent times, he has also had extensive experience as a self-employed financial adviser.
As a result of these roles, Colin has accumulated vast knowledge and experience across a broad range of areas, including all aspects of Retirement Planning, Investments, Mortgages, Protection and Inheritance tax mitigation.
Colin is fully qualified to Diploma Level and possesses a number of other highly relevant professional qualifications.
He is passionate about delivering the highest standards of advice and ongoing service to his customers, using market leading products, to help his customers achieve their goals and financial aspirations.
Colin’s interests beyond financial advice, include gardening and following sport, particularly Rugby League and Football, as well as spending time with family and friends.
Keith Nicholson
PROTECTION ADVISER
Keith Nicholson
PROTECTION ADVISER
Favourite quote: ‘When one door closes, another one opens’
Keith is a Diploma Qualified, ex-IFA, with over 30 years’ experience as an Adviser. He has been dealing with Workplace Pension Schemes for the last few years and has a wealth of experience in all aspects of Financial Services. He has now decided to return to advising, on protection only, for businesses and individuals because the need to protect one’s way of life have never been more important in this ever-changing world.
Samantha Yaffe
Paraplanner
Samantha Yaffe
Paraplanner
Favourite Quote: “Keep your eyes on the stars, and your feet on the ground.” ~ Theodore Roosevelt
Qualifications & Experience: DipPFS, CertPFS, Cert CII (Life & Pensions). Sam has three years working in the financial services industry, originating in the banking sector working within the mortgage department. Sam is driven by progress and the sense of accomplishment that comes with delivering high-quality sustainable results whilst working in a fast-paced, high pressure environment.
Interests and Hobbies: Sam is a super keen football fan and is very passionate about her team of choice – Manchester City! Sam also has two teenage daughters and together their favourite past time is to hit the shops, and shop until they drop!
Lisa Rooney
Financial Adviser
Lisa Rooney
Financial Adviser
Favourite Quote:Learning Never exhausts the mind
Location: Scotland
Specialisms: Pensions including; Pension Switching, Retirement Income and Retirement Planning, Investment Planning and Protection
Qualifications: Diploma in Regulated Financial Planning (DipPFS) (CII) Statement of Professional Standing (SPS) (CII) CII Member
Lisa is one of Alexander House Financial Planning’ diploma qualified advisers and holds DipPFS.
With over 15 year’s experience in the Financial Services Industry, Lisa specialises in providing advice on pensions, investments and protection planning to meet both personal and corporate client’s needs. Her attention to detail, good listening skills and great empathy are symbols of her appreciation by her clients.
Lisa is supported by a highly specialised team of Financial Planners whose teamwork and professionalism help her to build long-term relationships with her growing client base and provide excellent customer service. She has a passion to continually learn, develop and deliver great customer experiences with everyone she meets.
Lisa has two lovely daughters. Away from the business, she spends quality family time and is a keep fit enthusiast
POSTCODE LOCATION FOR INDIVIDUAL &MAIN MAP ON CONTACT US & ADVISORY PAGE: PA2 7DZ
Bill Eadie
Financial Adviser
Bill Eadie
Financial Adviser
Favourite Quote: You cannot step twice into the same river, for other waters are continually flowing on - Heraclitus
Location: South Central Scotland
Bill is diploma qualified with over 25years in financial services. Bills specializes in retirement planning, investment and protection, he likes to meet clients in the comfort of their home or work if preferred.
Bill is married to Helen, they enjoy holidays abroad and on days off Bill will be down on a local river fly fishing.
Mark Gordon
Financial Adviser
Mark Gordon
Financial Adviser
Favourite Quote: “If you talk about it, it's a dream, if you envision it, it's possible, but if you schedule it, it's real.” Anthony Robbins
Location: Belfast
Mark has been an active and trusted advisor within the Financial Services industry since 1999. He specialises in Trusts, Estate Planning, Protection, Pension and Investments Advice.
Mark has a passion for bespoke Financial Advice tailored to the needs of each individual client and treats those needs as if they were his own.
Having worked in NFU Mutual for 10 years, Mark has strong experience in working within the NI Rural Community, he has also strong connections in many other industries such as Accountancy, Law, Website design and IT.
Mark conducts regular presentations and seminars with regard to Succession Planning, the importance of having a Will, Trusts and Inheritance Tax.
John Cockerell
Financial Adviser
John Cockerell
Financial Adviser
Favourite Quote: Our plans miscarry because they have no aim, when a man does not know what harbour he is aiming for, no wind is the right wind. Seneca
Location: South East, Reading
John has been working within the financial services since 2013. Mostly with families but also small businesses within the local area.
John is fully qualified to Level 4 diploma and is working towards becoming Chartered within the next 18 months. He has great knowledge into occupational pension schemes Equity release.
He has a passion for helping his clients with continued ongoing advice and prides himself on providing great customer service.
He has a number of interests outside of work including surfing and his two beloved dogs. As well as a mad Rugby Union fan.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Central Support
Siobhan Fox
Business Development Manager
Siobhan Fox
Business Development Manager
Favourite quote: “Put your head down and work hard. Never wait for things to happen, make them happen for yourself through hard graft and not giving up” ~ Gordon Ramsey
Location: Huddersfield
Siobhan has over 6 years’ experience as a Business Development Manager with a demonstrated successful history of working in the financial services industry. She is an energetic, ambitious and enthusiastic professional who has a wealth of experience of maintaining existing client relationships and generating new ones with the experience required for a successful recruitment consultant.
She is also an avid reader and like to get stuck into a good book. She also likes spending quality family time with my partner and 2 children but also likes her free time to socialise with friends
Becky Evans
Operations Manager
Becky Evans
Operations Manager
Favourite Quote: “You never stop learning in life, take in as much knowledge as you can!”
Becky has been with Alexander House for a number of years and is a key component to the smooth running of the Operations team.
A lover of the countryside, Becky has a little cottage in a beautiful hamlet near Halifax where she resides with her two cats and Cocker Spaniel, Poppy. She regularly stomps the hills of West Yorkshire daily with Poppy in tow and loves walking holidays with her family especially in the Highlands of Scotland.
Suzy Kelly
Operations Support
Suzy Kelly
Operations Support
Favourite Quote: “So keep your head high, keep your chin up and most importantly keep smiling because life’s a beautiful thing and there’s so much to smile about” ~ Marilyn Monroe
Suzy started her career working for the Murder Squad within the Metropolitan Police in London. After moving to Yorkshire with her husband, Suzy has been working in a variety of Administration roles for Banks, Call Centres and Internet Services providers, whilst bringing up her son. Now almost grown, she supports the Admin team in their endeavours and is mainly involved in Lead Generation. In her spare time, she enjoys being with her three golden retrievers and caring for her Ex Battery Hens.
