Meet The Team...
Ian Meakin DipPFS
Qualified Independent Financial Adviser and Registered Life Planner
Director and business owner with over 26 years experience in Financial Services.
Key Expertise: Investment and retirement planning, including Pension Drawdown.
Registered Life Planner, Kinder Institute
Qualified Mortgage Adviser and Will Writer
Bob worked for 30 years for a major UK bank principally in their retail banking division, the last 5 years of which he was the account manager to 200 high net worth personal clients. Having left the bank in 2001 he carried his skills and experience into the independent market place where he has specialised in mortgage borrowing.
Bob is also a qualified professional Will writer and estate practitioner.
Married with 4 adult children, he still supports his old home town football team, Watford.
Vicki joined the financial services industry in 1997. She has had a variety of roles over the past 20 years working for insurance companies, mortgage companies and IFAs and gained a broad knowledge of financial services.
She works closely with Ian Meakin being responsible for all aspects of client services leaving him free to concentrate on seeing clients.
Client Servicing Manager
Angela joined the financial services industry in 1984 working as office manager for a major insurance Company. She set up their mortgage desk and oversaw the training of staff, compliance, and liaising with Advisers and key account management. Angela worked for a firm of actuaries in St Albans for 7 years and then came to work for Adviceworks Ltd in 2007, where she is now client servicing manager.
Angela is married with two children. Her interests outside of work include being in the great outdoors, good food and wine and then working off the excess.