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MEET OUR TEAM

Our dedicated team will help find the right solutions for you.

Managing Director

With over 19 years experience in financial services, Mark is fully qualified to give advice on pensions, investments, mortgages and protection, home insurance, as well as the overseeing of the business. Mark builds lasting relationships with clients who appreciate his personable approach and clear, jargon-free advice on all aspect of financial planning.

Financial Adviser – Investments, Pensions, Mortgages & 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.

Financial Adviser – Mortgages, Protection & Home Insurance

Simon specialises in helping First Time Buyers secure the funds 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.

Financial Adviser – Mortgages, Protection & 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.

Administrator

Sarah is the team administrator.

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