FINANCIAL ADVICE CENTRE NEWS

 

Your Autumn Newsletter 2020

Introducing our Leadership Team

 

We are proud to announce that this month Financial Advice Centre added a Bromsgrove and Wolverhampton branch – making the Worcester Branch our new Head Office. Our business now consists of 13 advisers and 11 support staff across three local branches. Below we introduce our new leadership team.

Piers Mepsted, Managing Director

Piers joined the business in 2009 as a partner with the founder and previous Managing Director. Piers brings a wealth of experience gained from over 20 years in the financial services industry, having previous roles in bank assurance and with a corporate financial services provider. He joined the business to help implement changes driven by industry regulation within the industry. Clients have seen many benefits to this including a cost effective service based approach providing greater transparency in fee structures and Environmental, Social and Governance (ESG) investing approach. This ongoing, dynamic and future focussed approach ensures clients continue to benefit from Financial Advice Centre being at the cutting edge of client management.

“I am excited to welcome such a high calibre team to join Financial Advice Centre. We share a client centred ethos and we are already enjoying sharing insights and expertise to help clients.”

 

Adam Smith, Operations Director

Adam joined Financial Advice Centre in May 2003 as a Financial Adviser concentrating on Mortgage and Life Cover. His experience has evolved to include a vast amount of experience specialising in Pensions and Investments as well as Teachers and NHS Pension Schemes.

 

George Roberts, Mortgage Director

George has been working in mortgage advisory for 15+ years. He founded an independent mortgage and lending business that merged with Financial Advice Centre in 2019.

 

Steve Baker, Head of Bromsgrove Branch

Steve is a Chartered Qualified Planner – the highest qualification for our industry. He is a highly experienced Inheritance Tax Planner and Pensions practitioner. Steve has been involved in the financial services industry and working with clients his entire career of more than 30 years. Steve joined Financial Advice Centre in 2020 as a lead adviser and heads up the Bromsgrove practice.

 

Craig Gracey, Head of Wolverhampton Branch

Craig 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.

 

 

 

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