Meet the team

Director and Independent Financial Adviser

Killian is a Chartered Financial Adviser and has worked hard over the years to develop a high level of technical knowledge, providing a clear and modern view on a wide range of financial and retirement planning areas. He is passionate about what he does and along with achieving Chartered status, he has achieved a First Class Honours degree from the University of Birmingham, won the Best Diploma in Financial Planning from the Chartered Institute of Insurance for Leicestershire and Rutland (2017) and was listed in the Times and The Telegraph’s Guide to the UK’s Top Rated Financial Advisers. He is a member of the investment committee and is involved with setting and overseeing the investment philosophy for the company. When he is away from the office he enjoys cycling and has completed several charity bike rides.

Compliance Manager and Non-Executive Director

Rob has a wide range of experience within the financial services sector having been successful in a variety of positions over the last 30 years including Sales, Training and Development, Supervisory, Managerial and Directorship roles. The Knowledge gained from his time in the industry spurred him to found secure compliance in 2004, with the mindset of creating a more personalised approach to delivering compliance services. When not working, Rob Likes to spend his time enjoying the great outdoors either off-roading or walking with his wife and 4 Shih Tzu’s.

Independent Financial Adviser

Gary is an Independent Financial Adviser and has been working within Financial Services since 1978, starting his career in Banking. After undertaking various banking and lending roles, Gary became a Financial Adviser in 1991 and has since provided a quality service to both private and commercial clients. During this time, he has also gained experience in a private banking role as well as working for a large independent IFA practice. Gary holds his CII Diploma with pride and alongside this, a Mortgage and Equity Release Qualification. Gary is married with two adult daughters and in his leisure time, enjoys weight-training, cycling and is a keen Warrington Rugby League follower.

Independent Financial Adviser

Richard is a Financial Adviser with vast experience in the industry and business generally, spanning over 4 decades. As well as holding a law degree, Richard has built up a very successful career across a number of industries before settling into financial planning and brings a wealth of experience to all of his clients.  He specialises in holistic planning advice which he feels is fundamental to advising.  Richard is married with 3 children and his hobbies include Table Tennis, Golf, Chess and Cricket.

Mortgage & Protection Adviser

Sue is a qualified Mortgage & Protection and Equity Release Adviser and has been in the Financial Services Industry for over 20 years and is passionate about customer service. She prides herself in providing clear and understandable advice and building long lasting relationships with her clients. In her spare time, Sue enjoys spending time with her family and friends and loves theatre & concert trips. She also has 3 little Shih Tzu’s dogs and helps organise their walking group as well as supporting a rescue charity.

Independent Financial Adviser

Having worked within various roles in the financial industry Tom has built up a wide range of knowledge and experience. He prides himself on helping clients reach their financial goals and objectives. Through careful consideration and listening, Tom aims to ensure all clients experience a positive relationship with himself and First Service Financial. In his spare time, Tom is a keen football coach and also enjoys playing cricket and golf.

Independent Financial Adviser 

Martin has been working in financial services since 1996 and has been advising clients since 2005. Martin has extensive experience in helping clients to understand their financial position and has helped many clients to build a well defined structure for their future.  For some clients, this might be a simple investment review, for others it might be a more comprehensive overhaul of their financial position. Martin believes that financial planning should be an enjoyable experience which results in clients having more confidence and clarity about their future. In his spare time, Martin is a busy father with three boys and he also helps to coach one of his son’s football teams.  He enjoys the outdoors and likes to spend his spare time mountain biking or paddle boarding.

Independent Financial Adviser – Grange Estates Wealth Management

John is an Independent Chartered Financial Adviser with over 15 years of experience in Financial Services. John offers independent financial advice, ensuring clients are well informed and looked after. His main goal is to help clients understand the advice that is provided by taking away all of the jargon and presenting advice in a clear, easy to understand manner. John is passionate about advising on pensions, investments, protection, inheritance tax planning, later life planning and equity release. John was listed in the Times and The Telegraph’s Guide to the UK’s Top Rated Financial Advisers. In his spare time, he enjoys playing golf, watching Football and is a keen follower of Formula 1.

Find John on Linkedin

Independent Financial Adviser

Shaun has worked within the Financial Services Industry since 1989, choosing an Independent Financial Advisory route as his career choice in 1996. He enjoys supporting his clients through all stages of life and financial requirements and provides clients with optimal assistance on retirement planning, estate planning, investment advice, tax strategies, and overall support in managing their finances. Shaun holds a Level 4 Diploma (Dip4) qualification and a statement of professional standing and continues to progress his knowledge and qualifications within the industry. He provides a ‘hands on’ approach and has supported clients now for over 30 years, helping generations of his client’s families and their friends over this period. In his spare time, he enjoys making homemade wine and liqueurs and relaxing by walking and sketching.

Independent Financial Adviser

Barnaby proudly holds the level 4 Diploma in Regulated Financial Planning (DipPFS) and continues to advance his journey to Chartered status through further study with the Chartered Institute of Insurance. Before his current advising position, Barnaby spent a significant period with First Service Financial supporting other advisers as a Paraplanner. He has also played a key role as the initial point of contact for many of our new clients over recent years. Barnaby is adept at listening and engaging individuals to uncover their key priorities in building a tailored financial plan. Conscientious in his approach, he has a real passion for seeking the best solutions and outcomes for all his clients.

Outside of work, Barnaby enjoys keeping fit and is kept busy, along with his wife, looking after his young son and daughter.

Independent Financial Adviser

Victoria is a passionate Independent Financial Adviser with a strong background in the pension sector and is committed to providing clear, understandable advice. Victoria prides herself on her desire to expand her knowledge, supporting her clients through their retirement and investment planning needs. She enjoys helping clients set and achieve their financial goals, in a friendly and approachable manner. In her free time, Victoria enjoys traveling, staying active, and spending quality time with friends and family.

Independent Financial Adviser

On graduating from business and law school, Spencer held various roles in banking and corporate finance before finding his passion in financial advice. As a member of the Chartered Insurance Institute, Spencer offers financial advice in an array of areas, including pensions, investments, insurance and mortgages, as well as more complex areas such as equity release, trusts, and estate planning. Based in the South West, Spencer enjoys collaborating with clients from diverse backgrounds, tailoring his approach to meet their unique circumstances. Outside of work, Spencer enjoys spending time at the coast and occasionally enjoys a sea swim, when the weather permits..!