Meet the Team
A Chartered Financial Planner, Tim has more than 20 years-experience advising in all aspects of financial advice. Tim was previously the Chief Executive Officer of the Personal Finance Society – the professional body for financial advisers, as well as being a pensions and investments examiner with the Chartered Insurance Institute. He has a wealth of experience and knowledge to bring to providing high-quality advice and support for all our clients.
Paul has worked within the financial services industry for over 30 years and his background has seen him work for some of the most recognisable financial companies and Government organisations within the UK whilst also co-establishing and undertaking a lead role (compliance & advisory) within an award-winning Independent Financial Advice firm for 8 years. Whilst specialising on the area of ‘life planning’ within the financial planning process, another area of his expertise lies within the field of pensions, especially around the technical and regulatory compliance areas like Pensions & Divorce, property purchase via SIPP/SSASs, transfers and post-retirement planning.
Matthew has been specialising in pension and investments for many years and has been helping and supporting clients throughout that time.
He has gained an extensive amount of knowledge with previous advice firms and has worked with all the mainstream insurance companies including Aviva, Scottish Widows, Royal London, Aegon and Prudential.
Michael prides himself on excellent customer service as well as both respecting and understanding his clients’ needs. Over the years he has developed exceptional working and personal relationships with clients and always emphasises that every client is different and needs to be treated and valued as an individual.
Michael has a wealth of experience in the Financial Services industry, both whilst working for the Royal Bank of Scotland and managing and growing a business. Outside of work he enjoys spending time with his wife and family and has a passion for football and all sports, along with a keen interest in History.
As an experienced Financial Planner, Noor is committed to maintaining the highest professional and ethical standards in financial services. Noor enhanced his skills and financial knowledge through his qualifications in mortgages, financial planning and pensions with the London Institute of Banking & Finance. Noor has also been awarded as the Young Entrepreneur and Professional Financial Planner 2018.
Progressing through to senior roles within national advisory firms, Noor experienced first-hand the wide-ranging regulatory changes within the financial services industry and developed the operational knowledge to run his successful advisory business Atrium Financial trading style of Eadon & Co Ltd, now recognised as the best top 3 financial services business in Bradford for 2 consecutive years.
William Burrows specialises in advising clients on all aspects of retirement planning and has been advising clients for over 25 years. He has written a number of acclaimed guides including; Retirement Advice; an art or a science.
William also runs the Retirement Planning Project which is a website that makes it easier for people to get help and advice about pension, annuities, drawdown and other retirement options.
William is regularly quoted in the national press and other media including the BBC.
A Chartered Insurance Risk Manager, Steve has more than 40 years’ experience advising in all aspects of financial advice but specialising in pensions and retirement income. Steve previously held senior positions with large Final Salary schemes and functioned as Trustee.
Steve has been helping people on all aspects of pensions and retirement income for decades and has given advice to FTSE100 directors as well as factory & shop floor workers.
Simon has over 35 years’ experience in financial services. He is a qualified chartered accountant, and has worked as Chief Financial Officer and Chief Executive for several major life insurers, investment managers and mortgage lenders. He is qualified to advise on pensions, investments, mortgages, equity release and long term care.
Simon’s wide financial experience and understanding is brought to bear on his clients’ needs, helping to plan their financial future. He is always happy to have informal, informative and free conversations with prospective clients before they make any commitments.