Meet the Team
SN Financial Services Limited is a family run business, founded by Stuart and Samantha Neale in 2004. Since setting up, the organisation has grown to become the local, trusted financial service provider, offering advice on Pensions, Investments, Mortgages and Protection.
Stuart is the Managing Director and co-founder at SN Financial Services. Stuart is directly authorised with the FCA. He has 25 years’ experience in the industry, providing comprehensive advice on pensions, investments, protection and mortgages. Stuart can offer advice in the office, your home, or any other convenient place at a time to suit you.
Samantha is a Director and co-founder of SN Financial Services and a fully qualified Mortgage Adviser. Samantha is directly authorised with the FCA, offering mortgage and protection advice, having 14 years’ experience in independent financial advisory services, with a further 15 years’ experience in the general and commercial insurance.
MBCS CITP, MCMI
Head of Business Operations
Justin joined the company in 2018 and is responsible for the day to day management of business operations. Justin has a Level 5 Extended Diploma in Leadership & Management and is currently studying for the Level 8 Diploma in Strategic Direction & Leadership. He has over 20 years’ experience in Corporate Services, covering ICT, data, premises, health & safety, compliance and quality management.
Justin has worked in a number of large organisations, as well as being a business owner, and is delighted to be part of the family business.
Mortgage and Protection Adviser Cert CII (MP)
Gemma joined the company in 2016 and is a qualified Mortgage Adviser having passed R01 (Financial Services Regulation and Ethics, diploma level) and CF6 (Mortgage Advice). She is qualified to deal with all mortgage cases and financial protection, with the benefit of access to the whole financial market, offering a variety of tailored options for her clients. Gemma is now working towards her qualification in Equity Release.
Wealth Management Supervisor
Jack joined the company in 2016 and works closely with Stuart in all aspects of pensions and investments, supervising the Wealth Management department. Jack has passed the exams R01 (Financial Services Regulation and Ethics), R02 (Investment Principals and Risk), R03 (Personal Taxation) and R04 (Pensions and Retirement Planning). Jack is now working towards completing his Diploma in Financial Planning to become a fully qualified Independent Financial Adviser.
Jade joined the company after graduating in 2017 and has passed the R01 (Financial Services Regulation and Ethics, diploma level) exam. Jade is a Trainee Paraplanner, responsible for assisting the wealth management department in all aspects of the service, liaising with customers & product providers, preparing recommendations and maintaining client records.
Jade is training to become a Financial Paraplanner, following the associated qualification route and is currently studying for R02 (Investment Principals and Risk).
Wealth Management Analyst
Patrick joined the company in 2017 as an apprentice and has since attained a Level 2 Diploma in Business Administration. He is part of the Wealth Management Team and has a passion for technical analysis and statistics, assisting the department in producing reports, comparisons and documentation for financial reviews and meetings.
Patrick is now studying for the R01 (Financial Services Regulation and Ethics, diploma level) qualification as part of his professional development.
Office Administrator/Trainee Paraplanner
Cristina joined SN Financial Services at the beginning of 2018 as Office Administrator, responsible for assisting customers and providing support services to multiple departments.
Cristina has wide and varied experience in customer facing roles and has a degree in Marketing, Advertising and Public Relations. She is now part of the Wealth Management team, working towards her Paraplanner qualification.
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