Luella has been in the financial services industry for 26 years and an independent financial advisor for 23 of those years.
She is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute, and a member of the Institute of Financial Planning and the Personal Finance Society.
Luella is one of only a handful of independent financial advisors in the UK to have completed the full training for Life Planning with
the Kinder Institute in the US and is now a Registered Life Planner®.
Luella previously organised the 6-monthly examination sessions for the Chartered Insurance Institute in Birmingham
for several years and contributed to the Education & Examination committee of the CII in London.
Nigel has been in the financial services industry for over 20 years
having worked for insurance companies and large national financial advisor
firms. He has been a qualified financial advisor with Keeleys for more than
In addition to the basic FPC qualification he holds the Advanced
Financial Planning Certificate and 6 advanced financial planning
examinations. He is a Chartered Financial Planner and an associate of the The Personal Finance Society.
We have a very friendly and efficient staff, all of whom have taken professional financial services examinations with a
number of them holding the advanced pensions certificate.
Each paraplanner knows all of our clients but takes great pride in being the day to day contact for a number of designated clients
for whom they take personal responsibility. Therefore, you will always feel that you are talking to someone who is familiar with
your affairs and is able to deal with administrative or technical enquiries. However, advice can only be given by one of
our authorised advisers.
Although we work as a team to ensure continuity of service, each staff member takes great pride in being personal
responsible for specific clients’ requirements.