Meet The Team

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

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

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

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

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

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

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

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

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.

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.

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

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.