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Welcome to our Chester office

Meet our financial planners

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate inheritance tax planning.

Contact

Old Mutual Wealth Private Client Advisers
International House
Kingsfield Court
Chester Business Park
Chester CH4 9RE
T +44(0)1244 621721
E advice@omwealthpca.co.uk

 

Sarah Waring

Sarah Waring

BSc (Hons)

Director Chester

Sarah has worked in financial services for the last 13 years, following the achievement of her First Class Honours degree in Mathematics. She started her career as a graduate trainee in 2005, and became a qualified adviser a year later. In 2008, she was awarded with the Financial Times’ ‘Newly Qualified Adviser of the Year’ award. Sarah joined Old Mutual Wealth Private Client Advisers in July 2015 as a Regional Director, with the responsibility of growing the Chester Team.

Tel: 07471 355258

sarah.waring@omwealthpca.co.uk

Michael Allen

Mike Allen

DipFA BSc Hons

Financial Planner

Mike graduated from Sheffield Hallam University with a first class honours degree in Business & ICT. With this background, Mike prides himself on building strong client relationships and enjoys helping clients realise and achieve their financial goals. Having graduated from the Financial Adviser School, Mike has a Diploma in Financial Advice and a mortgage advice qualification. Mike specialises in giving holistic financial advice to individuals on their investments and retirement planning needs.

Tel: 07384 212287

michael.allen@omwealthpca.co.uk

Michael Battersby

Michael Battersby

BA (Hons) APFS

Chartered Financial Planner

Michael is an experienced financial adviser having spent over eight years in the banking sector, advising clients in all areas of financial planning. Michael is a Chartered Financial Planner and also hold specialist qualifications in Discretionary Fund Management. Michael has particular expertise in the area of investments and estate planning, and thrives on helping clients find innovative solutions to reach their financial planning objectives. 

Tel: 07342 949481

michael.battersby@omwealthpca.co.uk

Robert Beswick

Robert Beswick

BEng (Hons) DipFA

Financial Planner

As a former aeronautical engineer, Robert uses his engineering experience to apply the same precise approach and attention to detail to his clients' finances. He holds the Diploma for Financial Advice, the industry standard qualification allowing him to advise on his main areas of expertise; retirement planning, long term investment and inheritance tax mitigation.

Tel: 07384 212286

robert.beswick@omwealthpca.co.uk

 

 

Paul Bullough

Paul Bullough

DipPFS

Financial Planner

Paul has spent over nine years meeting the financial needs of his clients, both previously in an independent capacity as an independent financial adviser and also as a senior financial planner with a large insurance company. He has a particular passion for building and maintaining lifelong financial strategies which will continue to suit his clients’ needs on an ongoing basis. In order to ensure the best possible levels of service, Paul is qualified across a range of financial disciplines and is continuing his professional development by working towards chartered status.

Tel: 07471 226578

paul.bullough@omwealthpca.co.uk

Steve Daborn

Steve Daborn

Dip PFS

 

Financial Planner

Steve started in the industry as an independent financial adviser in 1988 and he still looks after his first two clients 27 years later. He co-founded his own investment company, which expanded to employ 35 advisers and manage £400m of client assets, before selling the business in 2008. Steve’s main areas of expertise are around investment and retirement planning, including inheritence tax planning. 

Tel: 07954 401199

steven.daborn@omwealthpca.co.uk

Stephanie Dare-Edwards

BA (Hons) DipFA CeMAP

Financial Planner

After graduating from the University of Manchester in 2011, Stephanie began her career in Financial Services at Old Mutual Wealth in Southampton in 2014. She later moved across to Old Mutual Wealth Private Client Advisers in Chester to begin her career as a Financial Planner. Having graduated from the Financial Adviser School with a Diploma in Financial Advice and a Mortgage Advice qualification, she now prides herself on giving trustworthy advice and building lasting relationships with her clients.

Tel: 07384 212288

stephanie.dare-edwards@omwealthpca.co.uk

Steven Donnelly

Steven Donnelly

Dip FA

Financial Planner

Steven has extensive financial services experience gained over the past 15 years. His career began in the banking sector, later progressing to work as an adviser in private practice providing holistic financial advice. He is passionate about providing clients with the highest levels of ongoing service and specialises in advising private individuals on investment, retirement and estate planning. Steven is continuing his professional development to achieve chartered status in the near future.


Tel: 07471 226023

steven.donnelly@omwealthpca.co.uk

Teresa Dunning

Teresa Dunning

BA (Hons) DipFA

Financial Planner

Teresa has over 10 years’ experience in the financial services industry and has a solid understanding of the best ways to work with clients to deliver impressive financial solutions. Teresa prides herself on her ability to engage with people and build long-term relationships. She understands and responds to clients’ personal financial goals and needs, providing a first-class, personable service that is built on trust and integrity. 

Tel: 07464 673924

teresa.dunning@omwealthpca.co.uk

Adam Ellithorn

Adam Ellithorn

BA (Hons) MSc DipPFS

Financial Planner

Adam has worked in financial services for over 12 years and has experience in many areas of financial planning. He is a fully qualified financial consultant and has attained the Level 4 Diploma in Financial Planning, which is a well-recognised qualification that raised the bar of professional standards within the industry.

Adam deals with various clients on a daily basis and has successfully maintained a loyal client base by providing bespoke solutions to help clients meet their goals and aspirations.

Tel: 07738 120197

adam.ellithorn@omwealthpca.co.uk

David Gibb

David Gibb

BSc (Hons) CFP MCSI FPFS

Chartered Financial Planner

David joined the industry over ten years ago, soon after graduating from University. He is one of the most qualified advisers in the UK, having achieved Level 7 Chartered Wealth Manager status, and holding qualifications in long term care, equity release, and pension transfers. David’s specialism is pensions, and he excels in helping clients in making sense of complex technical arrangements. David also has strong experience with corporate clients. 

Tel: 07464 673445

david.gibb@omwealthpca.co.uk

Stuart Griffiths

Stuart Griffiths

Dip PFS

Financial Planner

Stuart has worked in financial services for 16 years and has experience in all areas of planning, with particular expertise in pensions and investments. He has achieved the Diploma in Financial Planning, which is an industry recognised qualification of excellence. He works closely with solicitors and accountants to ensure quality advice for his clients.

Tel: 07515 580464

stuart.griffiths@omwealthpca.co.uk

Jamie Hughes

Jamie Hughes

LLB (Hons) APFS

Chartered Financial Planner

Jamie is experienced in advising clients from a variety of backgrounds and has been focusing on high net worth investors for the past two years. Jamie helps clients with their pensions, investments and insurance, and believes in holistic financial planning. He is passionate about giving clients trustworthy advice and believes in building strong relationships in order to give the most suitable advice. Jamie joined the industry in 2010 as a graduate trainee after completing his Law degree at Bangor University.

Tel: 07990 004765

jamie.hughes@omwealthpca.co.uk

Niel Lingwood

Business Development - Chester

Niel has over 30 years’ financial services experience and has owned Maestro Financial Services since 1987. From small beginnings, he has built the company to become what it is today – a respected business based almost completely on client recommendations, providing a highly personalised service.

Tel: 07388 943545

niel.lingwood@omwealthpca.co.uk

 

 

Kate Manifold

Kate Manifold

BA (Hons) MA DipPFS

Financial Planner

Kate has worked within the financial services industry for the past 13 years after graduating with a degree in economics and a masters in finance and banking from the University of Wales Bangor. Wanting to follow a career in financial services Kate worked for a highstreet bank before qualifying as a financial adviser in 2006. For the past 10 years Kate has developed a broad spectrum of knowledge and experience offering clients bespoke financial planning solutions. Kate prides herself on her approachable manner and places great importance on building long-term, professional relationships with her clients.

Tel: 07471 226574

kate.manifold@omwealthpca.co.uk

Dave Morrell

BA (Hons) DipPFS

Financial Planner

David has 11 years of experience in the industry as a financial planner, based initially in the North West and for the past four years in London and the South East. He provides holistic financial advice but his main area of expertise is working with private investors on their investments, pension planning and estate planning.

Tel: 07471 354750

david.morrell@omwealthpca.co.uk

Hannah Owen

Hannah Owen

BSc(Hons) DipFA CeMAP

Financial Planner

Hannah came to the financial services industry after graduating from UCLan with a degree in Mathematics.

Having worked extensively with children and engaging them in STEM subjects, Hannah has a passion for working with people of all ages and helping them to understand and achieve their goals.

A graduate of the Financial Adviser School, Hannah holds a Diploma in Financial Advice, allowing her to provide holistic financial advice to clients.

Tel: 07741 384676

hannah.owen@omwealthpca.co.uk

Jamie Reed

Jamie Reed

DipFA CeMAP

Financial Planner

Jamie is a former professional footballer. He decided to transfer the relationship skills built up in professional football to financial services, graduating from the Financial Adviser School with a Diploma in Financial Advice and Certificate in Mortgage Advice and practice. Jamie prides himself creating a strong bond between himself and the client, helping them towards their financial goals.

Tel: 07388 380730

jamie.reed@omwealthpca.co.uk

Mark Welsh

Mark Welsh

Dip PFS

Financial Planner

Mark has over 20 years of experience in the industry in the roles of financial planner and senior financial planner. He provides holistic financial advice, however his main area of expertise is working with private investors on their investments and retirement planning requirements.

Tel: 07471 226021

mark.welsh@omwealthpca.co.uk