Debbie has over 15 years experience in financial services which include Senior Financial Planning Manager at a large bank, Area Development Manager (training other advisers) and Independent Financial Adviser. Debbie has the required level 4 Diploma in Financial Planning as a minimum plus other specialist qualifications such as Long Term Care & Discretionary Investment Management.
Nick Burchall Independent Financial Adviser and Pension Specialist
Nick has over 13 years experience in financial services which include Business and Personal Financial Planning Manager at a large bank, Financial Adviser at a large insurance company and as an Independent Financial Adviser. Nick has the required level 4 Diploma in Financial Planning as a minimum plus other specialist qualifications such as Long Term Care and Pensions and Retirement Planning. Nick is also the Auto-Enrolment specialist for the business.
“I try to offer clients financial advice that is relevant and easy to understand in a world that can sometimes seem complex”.
“I try to offer clients financial advice in a friendly and professional manner firstly understanding the client’s aims and objectives before recommending solutions that will help them to achieve their goals”.
Niall MiddletonIndependent Financial Adviser
With over 9 years’ experience in financial services with two large organisations dealing with collectives, Niall joined the team in 2014 to share and expand his own knowledge of Financial Services, using his high standard of customer service gained in previous roles to ensure clients’ needs are met. Niall has been studying hard since joining Corville as it was always his ambition to be an adviser and in 2016 he gained the Regulated Diploma in Financial Planning, ensuring he is part of the advisory team.
“‘I am looking forward to meeting clients and building long lasting relationships helping them achieve their financial goals’.
Jean GarsideClient Support Manager
Jean is our Office Manager making sure the day to day administration needs are met and has worked for Corville for over 10 years. Jean is an integral part of the team, this experience and knowledge means Jean knows most of our long standing clients.
Katie WoodClient Support Officer
Katie joined Corville in 2015 having working in Financial Services for many years. As an experienced administrator Katie has a range of skills and enjoys providing clients with support in an effective and efficient manner ensuring that they continue to receive the service they expect from Corville.
Diane HoltClient Support Officer
Diane joined the team in 2014, having worked for a large insurance company for many years and gaining a broad knowledge of financial products. She is looking forward to using this experience to ensure that the administration needs are met efficiently, and that customers continue to receive excellent service.
BarneySecurity/Head of Morale
Barney arrived on the scene in March 2017. He comes into the office now and again to ensure that morale is kept high.