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.
Senior Management Team
Managing Director - DipPFS Certs CII (MP & ER)
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.
Director - Cert CII (MP)
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.
Director of Business Operations and Compliance – MBCS CITP, MCMI
Justin joined the company in 2018 and is responsible for the day to day management of business operations and organisational compliance. Justin has a Level 8 Diploma in Strategic Direction & Leadership and over 20 years’ experience in Corporate Services, covering ICT, data, premises, health & safety, compliance and quality management.
For any enquiries regarding Pensions, Savings, Investments or Retirement Planning, please get in touch with the Wealth Management team.
Independent Financial Adviser – DipPFS
Jack joined the company in 2016 working in the Wealth Management department, and has successfully completed his Level 4 Diploma in Financial Planning, becoming an Independent Financial Adviser. Jack has extensive knowledge covering pension, savings and investment strategies and is passionate about helping people plan for their financial future. Jack is currently studying to become a Chartered Financial Planner.
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.
Wealth Management Executive
Lelan joined SN Financial in 2018 and enrolled on our post-graduate scheme as a Wealth Management Executive in October 2019. After gaining a master’s degree in Physics and Theoretical Physics in 2018 at the University of Nottingham, Lelan is now studying for his Diploma in Financial Planning, having passed two exams already. Lelan supports the Wealth Management team in all aspects of financial planning whilst gaining knowledge and experience to qualify as an Independent Financial Adviser.
Cristina joined the company at the beginning of 2018 as an Office Administrator, responsible for assisting customers and providing support services to multiple departments. She has a degree in Marketing, Advertising and Public Relations. Since joining, Cristina has become an integral part of the Wealth Management department as an Executive Assistant, supporting the Independent Financial Advisers with all matters of client services.
After spending a number of years in event management, Robyn joined the company in 2019 to support the expanding Wealth Management department as an Executive Assistant. The role provides additional support to the Independent Financial Advisers, covering all manner of client requirements.
After completing a Level 2 qualification in Business and Administration, Zoe joined the company in mid-2019, providing support services to both the Wealth Management and Mortgage & Protection departments. Zoe looks after the office, ensuring our visiting clients always receive a high quality experience.
Mortgage & Protection
For any enquiries regarding Mortgages & Protection, please get in touch with a Mortgage Advisor in our team.
Mortgage and Protection Adviser Certs CII (MP & ER)
Gemma joined the company in 2016 and is a qualified Mortgage Adviser having passed R01 (Financial Services Regulation and Ethics, diploma level), CF6 (Mortgage Advice) and ER1 (Equity Release). She deals with 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 qualified to offer advice on lifetime mortgages for customers who may benefit from releasing equity in their property.
Mortgage and Protection Adviser Certs CII (MP & ER)
Astra joined the family business in 2019 after several years working in marketing, becoming a qualified Mortgage and Protection Adviser. Astra has also completed R05 (Protection, diploma level) and ER1 (Equity Release) and is qualified to offer advice on lifetime mortgages. Based at our Sevenoaks office, Astra is passionate about making financial services easily accessible to all, especially those who are just entering the property market.
Mortgage and Protection Adviser (CeMAP, CeRER, DipFA)
Charlie joined the company in 2020 and is a qualified Mortgage & Protection Adviser having completed the Certificate in Mortgage Advice and Practice (CeMAP) in 2018 and the Certificate in Regulated Equity Release (CeRER) meaning he can also offer advice on lifetime mortgages. Based at our Sevenoaks office, Charlie enjoys helping customers with their mortgage and protection needs and making the process as smooth as possible.