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

Nick Kelly

CEO

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Nick-Kelly

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

Kath Mackenzie

HEAD OF OPERATIONS

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Kath-Mackenzie

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

Jean-François Rio

FINANCIAL ADVISER

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Jean-François-Rio

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

Paul Murray

FINANCIAL ADVISER

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Paul-Murray

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

Colin Thomson

FINANCIAL ADVISER

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Colin-Thomson

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

Keith Nicholson

PROTECTION ADVISER

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Keith-Nicholson

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

Samantha Yaffe

Paraplanner

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Samantha

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!

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Lisa-Rooney

Lisa Rooney

Financial Adviser

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Lisa-Rooney

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

Bill Eadie

Financial Adviser

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Bill-Eadie

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.







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Mark Gordon

Financial Adviser

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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.







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John Cockerell

Financial Adviser

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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.







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Michael G. Donkor

Financial Adviser

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Michael G. Donkor

Financial Adviser



Favourite Quote: Whether you think you can, or you think you can’t–you’re right.- Henry Ford

Location: Royal Vicotoria Docks, East London

Michael has over 10 years of experience in the Financial Services, and has been providing tailored advice to private clients since 2011. He works closely with his clients to build a bespoke, structured financial plan to help them achieve their ultimate goals of financial freedom.

With a wealth of advanced financial planning tools, tax efficient strategies (both onshore and offshore) and numerous planning opportunities at his disposal, Michael is well equipped to provide the highest level of advice for his clients.

He works hard to build trusted relationships and prides himself on providing a high-quality service to his clients. His main aim is to always ensure his financial solutions are delivered with a high degree of professionalism and integrity.







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Karen Harris

Financial Adviser

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Karen-Harris-Pic

Karen Harris

Financial Adviser


Favourite Quote: Do something today that your future self will thank you for

Location: West Sussex

Having worked in the financial industry for 30 years I pride myself in listening to my client’s individual needs and building up a relationship where I come back every year to ensure that the plans laid down still suit your needs.

I enjoy becoming the trusted advisor for the family and very often I am introduced to my clients extended family to help them with their own financial requirements.

I get satisfaction in knowing that your future is protected and stays financially strong.

I am married with two children I enjoy spending weekends and holiday time together along with family walks with my dog Lilly. Exercise also plays an important part of my week.







Colin

Colin Kee

Financial Adviser

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Colin

Colin Kee

Financial Adviser


Favourite Quote: Good financial advice changes people’s lives

Location: Glasgow

I have worked in financial services for 25 years now, including spells working with Bank of Scotland and Standard Life in Edinburgh, and more recently with St James’ Place and Wesleyan Financial in Leeds.

As well as giving financial planning advice to our private clients, I also advise small businesses owners on their company finances.

Outside of work, I am a member of Rotary International, and a former Treasurer of SSAFA. I am also a keen rugby fan and squash player.







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Nick Davies

Financial Adviser

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Nick Davies

Financial Adviser


Nick is one of Alexander House’s diploma qualified advisers and holds DipPFS, along with CeFA & CeMAP.

After leaving University, he pursued a career within Financial Services working at Aviva and beginning his training. Now he has over 15 years experience within the sector and has been advising clients for over 12 of those years. Nick is friendly and approachable and believes in delivering an excellent standard of service to his clients. A financial architect who helps people achieve their financial goals in life through solid planning and the highest standard of advice.

In his spare time, Nick loves nothing more than spending time with his family – including a very lively 4 year old son and Labrador puppy. He is a keen follower of football and enjoys playing his classical guitar whenever he has the chance.

He also loves to go on family holidays to his beloved Devon and Cornwall at least once or twice a year.

Specialism & Expertise
Nick has spent his career working predominantly as a financial adviser, having qualified in 2008. He has advised in a variety of areas, from investments to life protection and mortgages. Nick’s preferred area, and one he feels he specialises in, is Pensions and Retirement Planning having spent the majority of his advising career in this area. He is dedicated to helping people to achieve their financial goals now and in retirement.

Qualifications

  • BA Honours Degree (History)
  • DipPFS
  • CeFA
  • CeMAP






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David Jamieson

Financial Adviser

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David Jamieson

Financial Adviser

Favourite Quote: 'I find the harder I work, the more luck I seem to have' - Thomas Jefferson

Location: West Midlands - Shropshire/South Cheshire/North Wales

About Me: Prior to joining Alexander House, David spent 3 years working at a national firm of Financial Advisers, managing the Shrewsbury head office for the final year of his tenure. During this time, he spent the majority of his time helping clients achieve their financial goals, which mainly involved the accumulation and preservation of wealth. Prior to this, David studied at the University of Exeter for a Bachelors degree in Economics as well as a Masters degree in Finance & Investment.

During his spare time, David enjoys watching sport, particularly Chelsea. He enjoys going to the gym and spending time with his family, whilst sneaking in a round of golf every now and then!







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Paul Cryan

Chartered Financial Planner

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Paul Cryan

Chartered Financial Planner

Favourite Quote: Good financial planning is not just about having insurance policies, pensions or investments, but having the right ones that give you financial independence and peace of mind.

Location: Northern Ireland

About Me: Working in financial services since 1979, Paul has gained an in-depth knowledge and experience of the profession, working in a wide variety of roles in firms ranging from small locally owned businesses through to national companies with household names.

Experienced in advising personal and corporate clients for over 25 years with a broad range of planning needs, Paul was one of the first financial planners in the country to be awarded the title of Chartered Financial Planner in 2005. He is interested in, and has developed particular expertise in the following areas:

  • Inheritance Tax Planning;
  • Investment Planning for individuals, corporates and trustees;
  • Retirement Planning, including advising on SIPP and drawdown schemes;
  • Tax-efficient Investment Planning and retirement strategies for business owners and directors;
  • Protection Planning for individuals and business owners.

Away from work, Paul enjoys spending time with his family, holidaying abroad, going to concerts and playing a variety of musical instruments, including guitars and keyboards when time allows.







Richard-Wood

Richard Wood

Chartered Financial Planner

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Richard-Wood

Richard Wood

Chartered Financial Planner


Location: Warwick

About Me:Richard became a financial adviser after leaving university at age 21 in 1998. He has seen many positive changes to the industry and over that time has been involved in business development, company and private client advisory and private banking. Richard specialises in private client work but is equally comfortable advising businesses. He strives to help his clients navigate an ever more complex financial landscape and hopes to improve their overall position with regards to their retirement, investment, protection and succession planning needs.

Richard is a Chartered Financial Planner and a Fellow of the Personal Finance Society. This is the highest qualification that financial advisers can currently attain. He holds many qualifications that cover pensions, investments, protection, equity release and mortgages.

Richard lived and worked in Hong Kong for several years. Throughout that time, he worked and travelled throughout Asia, Africa, the Middle East and Europe. He is married, has a young daughter, and when he can, he enjoys running.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Specialisms:

  • Pension and Retirement Planning
  • Investments
  • Inheritance Tax Planning
  • Corporate Financial Planning

Quals:

  • Fellow of the Personal Finance Society
  • Chartered Financial Planner






Central Support

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Sam Dealey

Operations Support

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Sam Dealey

Operations Support


Favourite Quote: “The important thing is not to stop questioning; curiosity has its own reason for existing.” ~ Albert Einstein

I have two years experience in the financial services industry, originating in the banking sector working within the mortgages department. I am 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.







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Siobhan Fox

Business Development Manager

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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: Halifax

Siobhan has over 8 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 Business Development Manager.

She is also an avid reader and likes 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







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Becky Evans

Operations Manager

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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.







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Suzy Kelly

Operations Support

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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.







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Connor Mackenzie

Operations Support

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Connor Mackenzie

Operations Support

Favourite Quote: Good men prefer to be accountable – Michael Edwardes

Connor is currently in his second year of a Business & Management degree and has ambitions of becoming a Financial Adviser once he graduates. He joined the Operations team last year as our Post & Scanning Administrator and is often seen surrounded by envelopes.

In his spare time, Connor likes to restore and maintain classic cars with his favourite era being the 1980s. He also manages to do some film work on TV programmes set in the 80s with his car the star of the show! Connor is also a huge fan of classic rock and is continually building on his collection of original vinyl, but he is also found playing the guitar with Queen being his band of choice.