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Meet the team

Advisers

Jason Betteridge

Managing Director and Chartered Financial Planner

Brian Kennedy

Senior Financial Planner

David Reid

Chartered Financial Planner

Keith Roache

Chartered Financial Planner

Matthew Spence

Chartered Financial Planner

Management and finance support

Ruth Betteridge

Operations Director

Caroline South

Finance Administrator

Paraplanners

Sandra Scally

Paraplanner

Kate Thompson

Paraplanner/Trainee Financial Adviser

Administrators

Lauren MacDonald

Financial Planning Administrator

Louise Mayo

Graduate Administrator

Diane McKenzie

Senior Financial Planning Administrator

Irene Ross

Senior Financial Planning Administrator

Glynis Williamson

Deputy Office Manager

  1. When you were younger, what did you want to be when you grew up?

A racing car driver – I’ve liked cars from the age of 3.

  1. What one word sums you up and why?

In terms of character I think I am generally very patient.  In my experience, all things are difficult before they become easy so I try to remember this in whatever I face.

  1. What do you like most about your role?

Helping people become better off than they were before. It’s not necessarily about money – it’s about helping people when they don’t know what options are available, to face a new direction.

  1. If money were no object, what would you do?

I’d like to travel more. Life would become one long adventure holiday! You can’t buy time, but you can enjoy living in the moment.

  1. What’s your idea of the perfect day?

A sunny day out with my family – preferably on the bikes!

  1. What’s one thing you’d take with you to a deserted tropical island?

A solar powered iPhone so I’d never be without music.

  1. When you were younger, what did you want to be when you grew up?

A footballer. I was obsessed with it when I was young.

  1. What one word sums you up and why?

“Positive”. I try and look at everything with an optimistic frame of mind. 

  1. What do you like best about your role?

The satisfaction of creating a plan for someone. Looking at what they have, where they are and what they want to achieve, and bringing all those strands together to create a financial blueprint for them.

  1. If money were no object, what would you do?

I’d love to live in Barcelona and from there, travel the world. I’d want to mix it up a bit and go to Africa on Safari, Asia and to South America.

  1. What’s your idea of the perfect day?

It would involve spending time with my wife and kids, as well as exercise and a bit of socialising.

  1. What’s one thing you’d take with you to a desert island?

Trainers!

  1. When you were younger, what did you want to be when you grew up?

A road sweeper! When I was young I used to get a lift from one and it had dual steering, so they let me think I was driving it – great fun!

  1. What one word sums you up and why?

“Enthusiastic!” I’m passionate about life and all I really need to be happy is something to be enthusiastic about!

  1. What do you like best about your role?

Meeting clients and the relationship we build over time with them. Being able to help them pre-retirement then seeing them realise their dreams, achieve their goals while managing their cashflow, is unbeatable.

  1. If money were no object, what would you do?

I’d probably get bored! I enjoy my job and the challenge of learning and continuing to grow my business.  But I do love visiting and exploring new places – so the aim would be to balance the two. 

  1. What’s your idea of the perfect day?

A perfect day for me would be one spent on the waves with my wife and our girls enjoying sun, sea, fish and a nice glass of fizz!  That or seeing Tottenham win the league!

  1. What’s one thing you’d take with you to a deserted tropical island?

Some kind of communication tool so I could listen to the football!

  1. Tell us one random fact about you.

I once appeared on TV programme Family Fortunes! Unfortunately, I managed to call the host Les Dennis ‘Des’ and never lived it down!

  1. When you were younger, what did you want to be when you grew up?

A bus driver. As a boy I was obsessed with double decker buses!

  1. What one word sums you up and why?

“Loyal”. Whether from a career perspective for the companies I have worked for or through the personal friendships I have formed over the years, I have always been very loyal.

  1. What do you like best about your role?

I particularly enjoy the fact that you meet different people from different walks of life and I love listening to their life stories and experiences. Wherever they’ve been and whatever age they are, they all have an interesting story to tell. 

  1. If money were no object, what would you do?

I’d like to travel the world on a series of long-haul city breaks. I’ve been on many holidays but as I get older I realise I’d like to see more of the world and learn more about different cultures.

  1. What’s your idea of the perfect day?

Enjoying family time with my wife and daughter. I’d also love to see my football team win the league. There is next to no chance of that ever happening so it would be a near perfect day if it did!

  1. What’s one thing you’d take with you to a deserted tropical island?

Due to my fair skinned complexion, it would need to be a very high factor sun cream!

  1. Tell us one random fact about you. 

I met my wife on a blind date! 

  1. When you were younger, what did you want to be when you grew up?

An archaeologist – I loved dinosaurs and wanted to be Indiana Jones.

  1. What one word sums you up and why?

“Content”. I came across a quote once that said: “Life doesn’t have to be perfect to be wonderful” and I agree with that. It may not be your ideal world, you may not be driving the dream car you want to drive, but when I look at the here and now, it’s pretty good. 

  1. What do you like best about your role?

Seeing people fulfil their ambitions – which isn’t what they’re expecting when they come to see a financial adviser! 

People walk out of here with a smile on their face because they’re reassured they are able to do what’s important to them, or know what they need to do to get there.

  1. If money were no object, what would you do?

I would probably spend more time on sports and fitness. I currently coach my son’s football team, so I’d love to specialise in youth development and coaching.

  1. What’s your idea of the perfect day?

Food, drink, family and friends.

  1. What’s one thing you’d bring with you to a deserted tropical island?

A wind up radio – I’d never be without music.

  1. Tell us one random fact about you.

I was once used as a body model for Madame Tussauds!