Smart, straightforward and personalised advice from a team of friendly experts.
Phil is an enthusiastic and driven Independent Financial Adviser with over 25 years experience. His consultative style supports clients to achieve their financial goals. When not working Phil enjoys spending time with his wife and daughters. During the summer months when not working he can generally be found on the cricket pitch.
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Mark is a mortgage and protection adviser with over 30 years industry experience. He founded 1st Financial Group with Phil. His interests include football, reading, cinema, keeping fit and motorcycling. When he is not meeting clients at their homes or at the office can often be found spending time with his wife and 3 children.
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Matthew has 28 years experience in the financial services sector working throughout Somerset from his base in Taunton. Matthew is a keen traveller and his favourite destination to date has been exploring South America. Matthew is an experienced and confident wealth management professional.
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Jan joined 1st Financial Group in early 2016 and has been an Independent Financial Adviser since 2008. Jan can carry out work across investments, pensions, mortgages and long term care planning. Outside of work Jan enjoys nothing more than spending time with family and friends and the holiday in the sun.
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Sav is a real people person. He has great experience in interacting with people, which he has developed over the course of his career. He moved to Somerset from London and is a family man with a passion for health. He is often playing tennis with his daughter, running at local races or watching the latest healthy eating TV programme.
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Martin is a mortgage adviser with over 30 years experience in Financial Services working for Lloyds TSB and NatWest as a retail branch manager through to senior business manager. He lives locally with his wife and family enjoys golf when time allows.
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Soussan has worked in the financial service industry for over 20 years mainly as a mortgage adviser. She loves nothing more than spending time with her children (and 2 grandchildren), long walks, cycle rides and holidays in the sun.
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Gareth has have worked within the Financial Services sector for the past 20 years, with roles ranging from Senior Equity Release Adviser to Strategic Account Manager. He provides professional, courteous and confident service to each of his clients.
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Our longest serving member of staff, Kim joined 1st Financial Group in 2002. Kim is extremely efficient in handling the administration of applications and offers support to the advice team in her role as Mortgage Administration Supervisor. Outside of work Kim plays netball for Taunton, enjoys holidays and spending time with her family and friends.
Joy joined the company in 2016 and has 20 years’ experience in the financial services industry. She is passionate about client service and strives to support the advisers by researching and analysing investment and financial planning solutions. Out of work she loves travelling, exploring the wonders of good food, cocktails, wildlife, and spending time listening to jazzy vibes whilst cooking up a storm in the kitchen!
Pete joined 1st Financial Group from the construction industry in 2014, where he’s been able to use his process based skills within compliance and operations. He enjoys time with his young family and when time allows the odd round of golf or game of cricket.
Katy joined 1st Financial Group in 2008 having worked as a mortgage adviser for the Cheltenham and Gloucester for many years and fancied a change after starting a family. When not working Katy enjoys spending time with her husband and two girls. In her spare time she can often be found with her nose in a good book or in her garden.
Anne Joined 1st Financial Group in 2013 as part of the administration team. Anne brings a wealth of industry experience, having previously worked for a major lender prior to relocating to the South West. Anne enjoys spending her spare time with her granddaughter and taking walks along the beautiful coast.
Mary joined 1st Financial in 2016 to provide admin support to the IFAs. Outside of work she enjoys visiting her son at university, walking her dog in all weathers and when not doing these she likes nothing more than spending time in the great outdoors with a camera in hand.
Becky works in the administration team and provides support to the mortgage advisors and sees client applications through from start to finish offering full support to our clients where required. Becky has two young children and in her spare time enjoys regular holidays in Devon and leisurely family bike rides.
Matt joined us in 2015 as a trainee, with his current role being a business administrator. Outside of work, Matt is a keen footballer playing for a local team, he also spends time running and swimming if not doing these he’ll be studying for his exams or on his Xbox.
Jacob joined 1st Financial Group in early 2017 and is new to the industry. He assists the mortgage and protection advisers. Outside of work Jacob spends most of his time on the golf course with family and friends and enjoys playing rugby and football.
Peter joined 1st Financial Group in 2014 and is now the company’s mortgage paraplanner, assisting our mortgage team and specialising in residential mortgages and protection. A qualified Mortgage Adviser with a service industry background and when not at work, or on the golf course, enjoys spending time with friends and family!
Sam joined 1st Financial Group in early 2018 and has previously worked in business succession and financial planning in Australasia. Sam is responsible for the online marketing, creation of marketing collateral and building strong relationships with stakeholders. In his spare time he enjoys long walks, travelling and the gym.