Meet the Team
Meet the team behind SN Financial.
Stuart set up SN Financial Services 10 years ago and is directly authorised with the FCA. He previously worked for Insurance Brokers/Independent Financial Advisors where he gained 20 years experience in the industry. Stuart provides comprehensive advice on Pensions, Investments, Protection and Mortgages. Stuart can offer advice in the office or in your home at a convenient time to suit you.
Samantha is a Director of SN Financial Services Ltd and a fully qualified Mortgage Adviser. Samantha and Stuart Neale set up the business 10 years ago, she is directly authorised with the FCA. Her previous experience was 15 years in the General/Commercial Insurance Industry.
Wealth Management Supervisor
Following several years living and working in Australia, Jack joined the company and is working closely with Stuart in all aspects of pensions and investments and often observing Stuarts meetings. Jack has passed his CF1 (Financial Services Regulation and Ethics) and RO2 (Investment Principals and Risk) and is now working towards his RO1 (Financial Services Regulation and Ethics, diploma level). Jack’s goal is to achieve Diploma in Financial Planning and is now well on track.
Mortgage and Protection Adviser Cert CII (MP)
Gemma joined us in August 2016 and has recently qualified as a Mortgage Adviser after successfully completing her studies. She is qualified to deal with all Mortgage Cases, and Financial Protection. She is now working towards her qualification in Equity Release. Alongside her training, Gemma has also taken on many other roles within the business and has proved to be an asset to the Company with her knowledge of Excel, Office Management and organisational skills.
Wealth Management Analyst
Patrick joined us in April 2017 after attending Derby University studying Architecture Technology and Practice. Patrick decided to take a different career path and we have found that his passion for graphs, charts and technical analysis has proven that he is suited to our industry. Patrick is now part of the Wealth Management Team and we have found him a highly valuable member of the team, assisting in producing reports and preparing documentation for financial reviews and meetings.
Senior Administrator/Trainee Paraplanner
After achieving great A Level results in Art & Design, Dance, Psychology and Business studies Jade gained a place at Birmingham University.
Jade graduated from Birmingham University with a 2:1 BSC (Hons) in Psychology.
Whilst attending College and University Jade was involved in various Volunteering and Charity work.
After graduation an opportunity came up at SN Financial Services Ltd for a Senior Administrator, Jade very quickly showed great potential and was chosen to train as a Financial Paraplanner, Jade has now started her training and is well on her way to becoming qualified in the financial industry.
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