Our award-winning team

Steve began working in financial services in 2006, joining an independent advice firm in 2018 to complete the Diploma in Regulated Financial Planning. He is currently undertaking the intensive process to become a Chartered Wealth Adviser.

Steve provides an holistic approach to financial planning to meet his clients needs and financial goals thus decreasing their financial stress.

Neil is an experienced Mortgage Adviser and has been active in market since  1993.

His can-do attitude has made the difference to helping clients achieve their financial goals and ambitions when buying or refinancing property.

Away from the day job, Neil enjoys golf, football & walking and is a long suffering Wolverhampton Wanderers fan.

Fully qualified in Mortgages and Lifetime mortgages

Louise is a highly skilled and well regarded Mortgage Broker adept providing suitable, comprehensive and tailored advice to help clients achieve property and mortgage goals.

Dean has been giving high-quality financial advice for nearly 3 decades. Having worked as a senior financial adviser at Halifax and HSBC where he gained his full financial diploma and gave outstanding customer care and advice, he transitioned to full independent Adviser status in 2012.

Dean specialises in personal, individualised face-to-face advice and takes the time to understand his client’s needs and goals. By doing this and using a whole market approach – he finds the best independent solution.

Dean is an active Board member of Hereford Academy School working with other Governors to use his fund management and financial advice to help them build community playing pitches for football and hockey for the local communities.

Craig heads up our Wolverhampton branch and is an experienced adviser and wealth planner. With over 20 years’ experience Craig is well regarded for his insights and holistic approach to financial advising and wealth management. Craig works with high net worth clients assisting with issues associated with inheritance tax planning, pensions and construction of bespoke investment solutions.

Adam has been a dedicated member of Financial Advice Centre since 2003, advancing through various roles from administrator to Company Director.

His goal is to provide a highly personalised service to his clients, offering expertise in retirement planning, estate planning, and investment advice. Adam’s extensive experience with Corporate clients has endowed him with a deep understanding of Company pension schemes and collaboration with accountants to optimise tax thresholds.

Since the company’s inception in 1999, there has been a strong focus on Public Sector pensions, a tradition Adam proudly continues. He conducts group presentations and personal reviews on all public sector schemes, ensuring comprehensive support for these clients.

In his personal life, Adam enjoys watching and playing sports, a passion he shares with his three children.

Andrew is a seasoned financial services expert with two decades of experience. His career evolution is a testament to his unwavering dedication to financial services, starting from his days providing technical support to his current role as an advisor. Along this path,

Andrew has amassed a wealth of wisdom in retirement and investment solutions, forging deep-rooted connections with clients.

Andrew attributes his success to clear communication. He believes effective advice hinges on transparent dialogue and understanding clients’ needs. This client-centric approach has not only earned him great rapport but also a steady stream of referrals, a true testament to his exceptional service.

His specialism is retirement and investment planning and he meticulously crafts tailored portfolios, utilising a diverse range of solutions to optimise returns and minimise tax burdens for his clients. His keen understanding of individual goals and aspirations ensures that each portfolio is uniquely designed to propel clients toward their financial goals.

Steve joined Financial Advice Centre in 2023 after having very successfully run his own business for 30 years.

He is recognised in financial planning as a trusted source of financial advice and has built An extensive client base which he continues to expand. He prioritises understanding clients’ unique goals, risk tolerances and long-term aspirations.

With a focus on building diversified portfolios tailored to each client’s needs, he has helped both personal and corporate clients secure their financial futures and achieve their wealth objectives.

As a seasoned financial expert with over three decades of experience, he understands the need to constantly evolve and learn, attending seminars and webinars to evolve his knowledge.

Steve believes managing money isn’t just about looking at spreadsheets and numbers but building good relationships with fund managers and regularly meets with them to keep abreast of the changing global financial environment.

Although Steve has many areas of expertise he focuses on providing pensions, investment, and inheritance tax advice. He understands the importance of clients achieving their retirement goals and preserving wealth for future generations and employs the latest cash flow modeling techniques.

His passions include cars and motorbikes – when time and weather allow the pursuit of both.

Ellie joined Financial Advice Centre in 2024, her main role is providing administrative support to the mortgage advisers in our Worcester office. With over 6 years of industry experience, she brings a wealth of knowledge and strong commitment to assisting clients and advisers.

Throughout her career, Ellie has demonstrated exceptional skills in managing administrative tasks, ensuring smooth and efficient processing of mortgage applications. Her extensive experience allows her to navigate complex situations with ease and provide insightful solutions to any challenges that arise. Her passion for helping others achieve their homeownership dreams shine through in everything she does, making her a trusted and reliable member of the FAC team.

Simon joined Financial Advice Centre in 2024.  His main role is providing administrative support to independent financial advisers in our Worcester office.

Simon completed his CII CF6 Mortgage Advice exam during lock down and is eager to advance his studies within the finance sector.

Outside of work, Simon is a keen musician who enjoys playing guitar, piano, bass, and the drums. He also loves to travel and experience different cultures, trying the food and exploring new landscapes.

Mandy re-joined Financial Advice Centre in 2024, her main role is providing client administrative support to the Managing Director.

Mandy has over 25 years’ experience within the industry in various roles of administration, sales support, paraplanning and project managing.  During this time Mandy has worked with Independent Financial Advisers and within larger corporate organisations.

Outside of work Mandy spends time with her horses, competing in low level showjumping and attending various equestrian clinics.  She has recently taken up Ceroc dancing which she really enjoys.

Nicky joined in 2015. Nicky was a Branch Manager at HSBC moving on to Financial Planning from there advising on investments, pensions, tax planning,
inheritance tax, mortgages, protection, and healthcare for 18 years.
Nicky has a wealth of financial knowledge and expertise currently supporting various advisers in the background with research, meeting preparations and ensuring clients investments are in line with the financial objectives agreed. She prepares client annual reviews along with pension crystallisation reports and
various ad-hoc projects that benefit clients.
Nicky moved to Wales to work part-time in school hours. She volunteers to help run her local community centre as well as teaching fitness classes and juggling
her home life. She has a young family with 3 children including twin toddlers and a dog. She is passionate about supporting various charities when time allows
having previously walked the Great Wall of China to raise money for Cancer Research.

Cathy joined Financial Advice Centre in 2022 and works alongside Financial Advisers at our Worcester office to ensure that client investments and objectives
are carefully researched and appropriately set up on investment platforms.
Cathy also provides support to clients throughout their ongoing investment journeys.
Outside of work, Cathy is the Treasurer for a local charity, and is working towards attaining the Diploma in Financial Planning.

Edwina joined Financial Advice Centre Ltd in 2023. She has over 11 years of experience in customer service, in both financial and non-financial sector. Her main role is providing administrative support to advisers in Worcester office.

Catherine has worked with IFAs since 1997 and joined Financial Advice Centre in November 2023.  She provides support to Steve Gore, helping clients with all
their administration queries.

Claire joined Financial Advice Centre in 2021 working out of our Wolverhampton Office. She brings a wealth of experience gained from over 14 years within the
financial services industry. Claire provides pre and post administrative support for both clients and advisers and thrives on putting clients first.

Angie’s background is in senior legal and financial support roles within a large UK corporate Plc. In 2017 she transitioned to the financial services industry providing adviser and client support. Angie joined Financial Advice Centre in 2020 working out of our Wolverhampton office.