If you want to find out a little more about the individuals within our firm, feel free to click on the links below.
Advisers
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Tom has been in Financial Services since 1985 and an IFA since 1993. He has accumulated a significant client base and deals with all aspects of financial planning. With Financial Planning Certification parts 1,2 & 3 plus Mortgage Advice Qualification, Tom is well qualified to advise upon a broad range of products and services. Outside of work Tom is a keen runner and is a member of Seaford Striders Running Club.
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Jason, Managing Director and Independent Financial Adviser has been employed in financial services since 1988 and founded Pebble Independent Financial Services Ltd in 2006 having previously been an IFA for the previous 11 years. Fully qualified with the Diploma in Financial Planning (DipFA) having attained this advanced level of qualification in September 2010. A specialist in holistic financial planning who can advise on all aspects of your financial planning requirements - whether individual, corporate or trustee.
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Alistair joined our team in 2008 as an Independent Financial Adviser with full Financial Planning Certification, Mortgage and Equity Release qualifications combined with attaning the advanced DipFA qualification in September 2010. Alistair has a background in financial services spanning 24 years and specialises in holistic financial planning with an emphasis towards pension and investment portfolio planning. With a vast knowledge of pension and investment planning, Alistair has greatly complimented our team of advisers.
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Ross has joined Pebble Financial in November 2011. As an IFA for more than 25 years Ross has a wealth of experience as a fully qualified adviser who provides holistic financial planning to his extensive client base. This includes advice on pension planning, investments, savings, protection and mortgages.
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Richard joined us in October 2010 as an authorised and qualified Mortgage and Protection Adviser who is progressing towards acheiving full IFA status. With many years experience operating in Financial Services, Richard further compliments our team of professional advisers.
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Support Staff
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Riika is responsible for marketing, office administration and developing both existing and new client relationships.
With over 15 years experience in Conference and Event Management, Riika also co-directs our sister company – Pebble Event Management Ltd.
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Nigel manages our Estate Planning division which is Pebble Wills & Trusts Ltd. His energy, experience and knowledge are a further attribute to our expanding team.
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Dan is our Marketing and Development Manager with years of experience in this field. Dan's role is to promote our company and our services to both existing and new clients, locally and wider afield. Outside of work Dan is a Professional Tennis Coach and keen sportsman,
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Ana is responsible for our in-house accounting and client liaison. With over 20 years experience in accounting and marketing background, Ana brings a wealth of knowledge to the team.
Ana is also a co-director of our sister company Pebble Event Management Ltd.
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