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.
Niamh joined SN Financial in 2013 and now handles all mortgage cases and enquiries for the firm. Upon studying throughout her time at SN Financial, Niamh is qualified to advise on all aspects of mortgages, equity release and mortgage related insurances. She is working towards her final exam in order to achieve a Certificate in Financial Services, with the end goal of gaining a Diploma in Financial Services.
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.
Trainee Mortgage Adviser
Gemma joined us in August 2016 as a Trainee Mortgage Adviser, she has also taken on many other roles alongside her training. Gemma has proved to be an asset to the Company with her knowledge of Excel, Office Management and organisational skills. Gemma recently gained her R01 (Financial Services Regulation and Ethics) qualification and is now studying for her CF6 (Mortgage Advice) exam to become a fully qualified Mortgage Adviser.
Business Administration – Apprenticeship
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.
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