Chris Wicks – Managing Director
Chris runs the company on a day to day basis. He deals with a range of clients in the UK and overseas and is a specialist pension, retirement planning and investment consultant. Chris has been a financial planner for over 30 years. He qualified as a Chartered Financial Planner, a Chartered Wealth Planner and a Certified Financial Planner, for which he is a long standing assessor. Chris also holds specialist pension (G60) and mortgage qualification (MAQ). He has worked for a number of major firms of Chartered Accountants and established a joint venture IFA firm with a firm of solicitors. He has contributed to the financial services trade press and national press on a variety of financial matters. He is also an active networker on Linkedin, Facebook, and Twitter. Chris lives in Cheshire and is married with six children. He has recently completed a History degree at Manchester University, specialising in early medieval history.
Dawn Jones – Financial Planning Manager
Dawn has been a financial planner for almost 30 years and is an Associate of the Chartered Institute of Bankers, a Fellow of the Personal Financial Society and is a Chartered Financial Planner. Dawn is a pension & retirement planning specialist and investment consultant and is currently studying for her MSc in Financial Planning and Business Management. Dawn lives in Lincolnshire with her family and numerous dogs and cats as she has a passion for rescue. Dawn is currently studying for her MSc in Financial Planning and Business Management.
David Wells – Financial Planning Manager
David has been operating in the financial industry for over 30 years, spending the majority of those with international banks across 3 continents. He now manages a significant global client base. Having switched to financial planning in 2012, David is a pension transfer specialist, holding Chartered Membership of the CISI, and aims to have completed his Advanced diploma by June 2020. He lives in Middlesex with his wife and 2 children, of whom he is incredibly proud, and lists travelling, guitar and photography as his main hobbies, as well as being a long-suffering season ticket holder for West Ham United! He is also a keen 5k park runner and can often be found pounding the pavements on Saturday mornings!
James Potts – Chartered Financial Planner
James enjoys working with his clients to make complex matters simple and easy to understand. He helps the people he works with to understand where they are now, where they want to be and will then build a plan to help them get there. James has a range of clients predominantly UK based, who rely on him for pension and investment advice on a regular basis. James lives in Sheffield and is married with three young children and enjoys spending time with family above all else. He is a Football Association Level 1 coach for his son’s team and enjoys playing football and getting to the gym as often as possible. Having spent 4 years with the Halifax, 8 years with HSBC as a Senior Financial Planner and the last 8 years as an independent financial adviser, he brings 20 years of financial planning experience with him. James is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner holding a wide range of industry qualifications.
