Meet the Team

Mark McElhone bw 150px
Mark McElhone
Managing Director

Mark is fully qualified to give advice in pensions, investments, mortgages and protection, home insurance, as well as the overseeing of the business. With many years experience in financial services, Mark can offer expert advice in all areas of financial planning.


bw 150px
Simon Lister
Financial Adviser – Mortgages, Protection and Home Insurance

Simon is fully qualified and specialises in helping First Time Buyers raise enough money to be able to buy their dream home, whilst ensuring they are appropriately covered with the correct insurance should the worst happen. Simon also helps to arrange remortgages for existing homeowners whose current deals have ended or are coming to an end. Call Simon on 07812 126466 to arrange a face to face meeting


David Finnigan bw 150px
David Finnigan
Financial Adviser – Investments, Pensions, Mortgages and Protection

One of the original Magnum team, David has a wealth of financial services experience gained in retail banking and a national estate agency.  David is fully qualified to advise on pensions, investments, mortgages and protection but most enjoys steering clients through the wide range of options now available to access pensions benefits at retirement.


Rachel Brown bw 150px
Rachel Brown
Financial Adviser – Mortgages, Protection and Home Insurance

Rachel is fully qualified as a mortgage adviser, giving advice to first time buyers, home movers, and people looking for a better deal on an existing mortgage.


Sarah Cropped Image

Sarah Bailey
Administrative Assistant

Sarah is responsible for all general office admin, answering phones, taking memos and maintaining files, and also in charge of sending and receiving correspondence.