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

STUART NEALE

STUART NEALE

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.

SAMANTHA NEALE

SAMANTHA NEALE

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.

JUSTIN NEALE

JUSTIN NEALE

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.  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.

Wealth Management

For any enquiries regarding Pensions, Savings, Investments or Retirement Planning, please get in touch with the Wealth Management team.

JACK JONES

JACK JONES

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.

PATRICK DELEVANTE

PATRICK DELEVANTE

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.

LELAN SPENCE

LELAN SPENCE

Wealth Management Executive

Lelan started working for SN Financial in late 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.  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 PREDA

CRISTINA PREDA

Executive Assistant

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.

ROBYN JAMES

ROBYN JAMES

Executive Assistant

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.

ZOE BLOUNT

ZOE BLOUNT

Office Administrator

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.

GEMMA BROWN

GEMMA BROWN

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 (ER1).

ASTRA WILLIAMS

ASTRA WILLIAMS

Mortgage and Protection Adviser Cert CII (MP)

Astra joined the family business in 2019 after several years working in marketing, becoming a qualified Mortgage and Protection Adviser passing R01 (Financial Services Regulation and Ethics, diploma level), CF6 (Mortgage Advice) and R05 (Protection, diploma level). 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 and is now studying for the ER1 (Equity Release) qualification as part of her professional development.

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