Meet our Independant Financial Advisors
Peter Humphreys Cert PFS Cert CII (MP)
Principal and Director. Wealth of financial experience over 30 years, Independent Adviser since 1998 specialising in Investments, protection and pensions.
Sarah
L Smith (nee Beattie) joined BJB in February 2000 and
became a Director and Company Secretary in 2004. Previously
having worked for BUPA and Asprey of London, Sarah's main
role is General Manager, overseeing the office, human
resources, marketing and accounts.
Michael
Porter BA(Hons) Cert PFS Cert CII (MP)
Graduate in Politics , 30 years experience as an
Independent Financial Adviser. Specialising in
Equity Release, Pensions & Investments.
John
Moss Bsc(Hons) FCII, Cert Ed (FE) APFS Chartered Financial Planner
30 years experience as an IFA. Pension transfer specialist
who also specialises in pre & post retirement planning,
Equity Release & Long term care.
Gordon Sargent Cert PFS
Ex England and Gloucester rugby International. 25 years experience as Independent Financial Adviser. Specialises in Personal and Corporate Pensions and Investments.
Paul
Wallace DipPFS Cert CII(MP)
Having worked in
Financial Services since 1990, joined BJB in 2004
Specialises in Corporate /Individual (pre&post) retirement
planning and investments. Qualified at DipPFS level by way
of the Advanced Financial Planning Certificate, aspiring to
achieve Chartered Financial Planner status within the next
two years. Designated pension transfer specialist.
James
Fryer Cert PFS CeMap
Independent Financial Adviser, 16 years
experience. Specialises in inheritance tax planning.
Reviewing Pension performance. Investment portfolio
planning.
Mark
Stallard CEMAP
Residential, commercial and Buy To Let Mortgage Specialist,
Mark has followed a successful career with C&G and now
advises BJB clients on all aspects of the mortgage market.
Well known for his straightforward, honest and efficient
approach, he works both the house purchase and remortgage
market and keeps himself very up to date with all the
changes that are happening.
Neil
Pace-Humphreys CeMap
Specialising in Mortgages and Equity Release. Neil focuses
on sourcing mortgages and associated insurance products for
clients ranging from first time buyers to experienced buy to
let customers.
