Meet the team

at First Service Financial

First Service Financial Ltd is a firm of independent financial advisers dedicated to delivering unbiased financial advice and doing so in the manner that is most appropriate and convenient to our clients.

Everyone’s needs and objectives are different and this is why our belief in tailor-made, personal service lies at the heart of our approach. Our team are here to help you achieve your financial goals.

Ashley Eyre DipFA

Compliance Director

Ashley started his career in financial services in 1988 and has worked at a senior level for some of the largest financial services companies in the UK and Isle of Man. Ashley qualified as a financial adviser and mortgage adviser in 2001 and 2002 respectively and completed his Diploma in Financial Advice in 2012.  Ashley strongly believes in the principals set out by the regulator, honesty, integrity and treating customers fairly to name but a few and ensures the clients are always at the centre of every decision he makes. Ashley is the designated Compliance Officer for the firm and often gets help when working from home from his two cockapoo dogs, Cosmo & Coco.

Killian Kirkpatrick DipPFS, BSc Hons

Director and Independent Financial Adviser

Killian 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 continuing to achieve qualifications towards 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 2020 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.

Frankie Hayes DipPFS, BSc Hons

Director

Frankie studied Economics at the University of Birmingham and has worked in a number of Financial Services companies since graduating allowing her to develop an overall picture of the financial advice process. She uses this experience to lead a team of administrators and paraplanners to ensure a smooth advice process from start to finish, with a focus on efficiency and team work. Frankie continues to work towards Chartered status and won the best Diploma in Financial Planning for the Chartered Institute of Insurance for Leicestershire and Rutland in 2018. In her spare time she likes to keep active and plays netball for a local team.

Gary Weilding DipPFS, Cert CII (MP&ER)

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.

Richard Hayes DipPFS

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.

Jonathan Plant DipPFS

Non Executive Director and Independent Financial Adviser

Jonathan originally set up First Service Financial and is slowly taking a step back to gradually enjoy retirement and spend more time with his family and grandchildren. He has been involved in Financial Services since 1991 and has worked for AXA Equity and Law, Jardine Financial Consultants, Hogg Robinson and LEBC Group before setting up his own IFA Practice. He is a Past Chairman of the Birmingham Region for the Personal Finance Society, the leading professional body for financial advice in the UK, and holds the Dip PFS Qualification. He also specialisies in advice to the military, and has recently retired from the Management Committee of SIAAP, the Services Investment and Insurance Advisory Panel.

Sue Maw CeMAP, CeRER

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.

Tim Carr BA (Hons) DipPFS

Independent Financial Adviser

Tim is an experienced adviser with over 30 years’ experience in a variety of roles in the Financial Services sector. Tim has a passion for working with his clients to help them achieve their financial goals and to build a long term plan with his clients. His focus is on ensuring that he has a full understanding of his clients aims and objectives and works with his clients to help them achieve their goals. Away from work Tim is married with four children and a boxer dog!! Tim plays an active role in local amateur football and cricket clubs near his home.

Gary Puffett DipFA

Independent Financial Adviser

Gary has 22 years experience in the financial services industry as a financial adviser. He started his career with the Co-operative Insurance Society which provided him with a solid foundation and the experience to develop his skills and gain the necessary qualifications before moving into banking. During the years Gary has fulfilled a number of roles across the sector and has gained further qualifications. He prides himself on sound and clear financial advice that is easy to understand, which has enabled him to build strong and long lasting relationships with his clients. Away from work, Gary enjoys spending time with family and friends. He enjoys sport, in particular football and cycling.

Jenny Brown FPFS

Chartered Financial Planner

Jenny is a Chartered Financial Adviser and a Fellow of the Personal Finance Society. She joined the profession in 1990 and during this time, has been a Financial Adviser whilst also being involved in the training and supervision of other advisers. She specialises in holistic financial planning that includes giving advice to individuals and business owners about savings and investments, retirement planning and protection. She enjoys advising and working with existing clients, their families, friends, and work colleagues. In her spare time, she enjoys being a Great Aunt to 26 (at the last count), beach holidays in the sun and some light exercise.

John Crichton DipFA CeRER CeLTCI Adv DipFA Chartered ALIBF

Independent Financial Adviser

Grange Estates Wealth Management Limited

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 2019 & 2020 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.

Kate Redfern DipPFS, Certs CII (MP & ER)

Independent Financial Adviser

Kate is an Independent Financial Adviser with over 14 years’ experience in Financial Services. Kate is a member of the Chartered Insurance Institute and has obtained her Diploma in Regulated Financial planning. In addition, Kate has also obtained the Mortgage and Equity Release Qualifications. She is passionate about helping clients to meet their objectives and provides a holistic approach when it comes to advice. In her spare time Kate enjoys spending time with her family, going on holiday and eating out.

 

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