Alan Clifton

Alan Clifton

APFS | Partner

Alan, a founding Partner of The Financial Planning Group, has a wealth of knowledge working as a financial planner since 1988.

He is a Chartered Financial Planner and a member of the Chartered Insurance Institute (CII), the premier professional body for the financial services profession.

Alan has experience of a wide range of personal and corporate financial planning solutions with a particular expertise in wealth management, pension transfers and long term care planning for the elderly.

Contact Details:

Direct Tel:
020 8614 4781
E-Mail:
alan.clifton@fpgonline.co.uk

 

 Tim Norris

Tim Norris

APFS | Partner

Tim is a founding Partner of The Financial Planning Group, accumulating his experience in financial planning since 1989.

He is a Chartered Financial Planner and member of the Chartered Insurance Institute (CII), the premier professional body for the financial services profession.

Tim’s knowledge extends to a wide range of personal and corporate financial planning solutions – with a particular expertise in dealing with wealth management, pension transfers and divorce related scenarios.

Contact Details:

Direct Tel:
020 8614 4780
E-Mail: 
tim.norris@fpgonline.co.uk

John McCue

John McCue

APFS |Financial Planner

John joined The Financial Planning Group in 2004, having gained solid experience as a financial planner since 2001.

He is a Chartered Financial Planner and member of the Chartered Insurance Institute (CII), the premier professional body for the financial services profession.

 John’s knowledge extends to a wide range of personal financial planning solutions with a particular expertise in wealth management, pre and at retirement planning as well as equity release.

Contact Details:

Direct Tel:
020 8614 4786
E-Mail: 
john.mccue@fpgonline.co.uk

Steve Padgham

Steve Padgham

Head of Mortgages

Steve’s career in financial services began in 1990, joining The Financial Planning Group in 1995. He is a qualified independent mortgage broker.

As head of our mortgage department, Steve’s aim is to source and arrange mortgages for our private and business clients from first time buyers through to equity releasers.

He is able to place residential, buy-to-let, business and commercial mortgages, whilst his extensive contacts in both commercial and private banks enable him to place more complex mortgages.

He has a wide knowledge and understanding of lenders and the mortgage market as a whole, with an expertise in equity release.

Contact Details:

Direct Tel:
020 8614 4782
E-Mail:
steve.padgham@fpgonline.co.uk

Rowland Rooney

Rowland Rooney

Account Manager

Rowland joined The Financial Planning Group in early 2017 having worked for two large insurance companies in the UK involved in both personal and corporate financial planning.

He is a Diploma Qualified and a member of the Chartered Insurance Institute (CII), the premier professional body for the financial services profession. Rowland’s role is to ensure that the needs and requirements of all clients are met at all times, by liaising between the client, adviser and provider

Contact Details:

Direct Tel:
020 8614 4788
E-Mail: 
Rowland.Rooney@fpgonline.co.uk

Chloe Wallis

Chloe Wallis

Account Manager

Chloe joined The Financial Planning Group in early 2016 adding further technical and administrational back-up to our team.

Chloe’s role is to ensure that the needs and requirements of all clients are met at all times, by liaising between the client, adviser and provider.

Contact Details:

Direct Tel:
020 8614 4785
E-Mail:
chloe.wallis@fpgonline.co.uk

Sarah Krelle

Sarah Krelle

Account Manager

Sarah joined the Financial Planning Group in May 2017 having previously worked for a large IFA on both private clients and Group Schemes.

Sarah’s role is to ensure that the needs and requirements of our clients are met at all times by liaising with the clients, advisers and providers.

Contact Details:

Direct Tel:
020 8614 4787
E-Mail: 
sarah.krelle@fpgonline.co.uk

 John Sykes

John Sykes

Mortgage Account Administrator

John joined The Financial Planning Group in 2002 having previously worked for a leading lender for over 4 years. His depth of knowledge of mortgages and lenders’ systems allows him to ably assist Steve in the mortgage team.

As the main point of contact for clients once their mortgage deal has been decided on, his attention to detail ensures the smooth processing of clients’ mortgages from application to offer.

Contact Details:

Direct Tel:
020 8614 4784
E-Mail: 
john.sykes@fpgonline.co.uk

FPG Financial Services LLP is authorised and regulated by the Financial Conduct Authority FCA Firm Number 713421.
The Financial Planning Group is the trading name of FPG Financial Services LLP.