Lesley Mackintosh

Managing Director & company founder

 With over 25 years’ experience as a financial adviser, and over 20 as the leader of her own firm, Lesley has an impressive depth of experience and knowledge of all aspects of financial services. She is a firm believer that financial security and health and happiness go hand in hand and that a body of advisers dedicated to achieving this for their clients is a fabulous service. Her first love is being an expert financial adviser and helping women to achieve their financial ambitions. She works closely with her clients, maintaining long-standing relationships across industries, geographies and backgrounds.Lesley is passionate about making the industry more accessible to women and informing and empowering women to have the best financial opportunities.

Michelle Crowley DipPFS & Cert CII (MP)

Wealth Planner

Amersham

Michelle has considerable experience in financial services.Michelle provides a full financial planning service and enjoys helping people achieve greater certainty and peace of mind knowing that they have a structured approach with financial goals and targets. Michelle thrives on working closely with her clients and has formed strong relationships with key colleagues to deliver effective solutions for clients. Michelle enjoys travel, and spending time with family and friends.

Julie Mitchell

Wealth Planner

Glasgow & Edinburgh

Julie started her career in financial services with Clydesdale bank 13 years ago having graduated from Strathclyde University with an honours degree in Business Law and Human Resource Management. During this time Julie combined her studies and work with her sporting career culminating in representing Scotland at hockey in the 2006 Commonwealth Games in Melbourne. Since then Julie has always enjoyed working as a financial planner both on a self-employed basis and also as part of a team with Caledonia Financial Planning, gaining her diploma in Financial Planning and continues to work towards Chartered status. Nurtured through her time as part of sporting teams, Julie is now passionate about working hard to help others succeed and reach their financial goals. Julie’s approach is based on building long-lasting relationships based on trust and open communication. Being a working mum herself with two young boys, Julie feels the same pressures and concerns that other women will at different stages of their lives whether that is getting married, buying and moving home or thinking how to plan appropriately to ensure loved ones are adequately provided for in all circumstances.

Elise Chester

Wealth Planner

Salisbury

Elise prides herself on building long lasting relationships with all of her clients based on trust and an in depth understanding of their personal finances and objectives. This enables her to provide professional expert advice to businesses; to those in or approaching retirement and to those starting life’s journey and their families. Outside of work, Elise enjoys travel, the outdoors and generally being fit and active.

Kerry Palethorpe DipPFS

Wealth Planner

Salisbury

Kerry is an experienced Wealth Planner with over 20 years’ experience.  She works primarily with private clients, small business owners and retirees, helping them create, protect and distribute their wealth with a tailored financial plan, giving clients and their wider families, the peace of mind that they will not run out of money in old age, and they can pass on their wealth tax efficiently. Kerry lives in Dorset. She enjoys most sports including walking, running, cycling and playing tennis. Her qualifications include DipPFS, CII Level 4 in Financial Planning and CII Mortgage Advice qualification.

Clare Vickers

Wealth Planner

Salisbury

Clare has been a Financial Adviser for over 25 years and has considerable experience in wealth planning and financial services.  Clare’s key focus is to provide holistic financial advice which is tailored to each individual client and their personal circumstances to help them achieve their financial goals and aspirations. Her aim is to work with private clients to be able to provide a comprehensive wealth management service which aims to give her clients the peace of mind that they will not run out of money in old age and can potentially pass on their wealth tax efficiently.  Clare lives in Dorset and is married to Tim and they have two young children Josh and Sophie. She spends her spare time with her family and friends.

Alison King

Wealth Planner

Sheffield

Alison has worked as an adviser in the financial services industry, for more than 27 years and is a member of the Personal Finance Society. She holds the Level 4 Diploma qualification in Financial Planning. She focuses on straight forward advice, by clearly presenting the facts and the relevant options so enabling clients to make an informed decision on the various aspects within their financial planning. These areas include; individual protection against premature death, critical illness and income protection in the event of long term illness as well as planning for retirement and capital creation. These areas can then be considered holistically using our sophisticated Lifetime Cash Flow Modelling software, which can help clients plan for the events for which they need to be financially prepared: such as renovating the family home or enjoying a good retirement.  The software enables us to create possible forecast scenarios and then show how goals can be achieved, as well as looking at the potential risks that clients may face along the way and how to mitigate them. Alison is married and has 2 cats, named Pinotage & Vino Montepulciano D’abruzzo!   She enjoys running and scuba diving.

Geraldine Halpin

Wealth Planner

West Byfleet

Geraldine has been working in the financial services industry for 14 years and has been a qualified Financial Adviser for the past 7 years. She thoroughly enjoys meeting her clients on a regular basis and helping them achieve their financial and lifestyle objectives. She has exceptional attention to detail when dealing with all aspect of client’s finances. Her clients say that she makes the financial advice process clear and less stressful and she adopts this approach consistently. She is a fully qualified pension specialist and can advise clients on their long-term care need. Geraldine is an active gym goer, has an active social life and loves going to gigs and spending time with her friends and family. Geraldine holds the DIP PFS, AF3 and CF8 qualifications.