Integrity365 Adviser Team
Matt has had a highly successful 25-year career within the financial services industry, having spent many years working at HSBC moving through the ranks as an adviser within both the private client and corporate sectors.
Prior to joining Integrity365, Matt spent 8 years building and developing an IFA business specialising both as a private client adviser, and using his extensive knowledge of the corporate sector in assisting businesses, their management and their employees with strategic financial planning and wealth management solutions.
His attention to detail and genuine consideration for his clients builds strong and trusted relationships, helping them through their financial planning journey.
Throughout Debbie’s career as a Financial Adviser, she has always been passionate about building relationships and adopting new concepts that better herself, her company and her client’s experience. She helps clients achieve their financial goals and ambitions with strategy and planning. Debbie has worked within the Financial Services industry for more than 28 years alongside some exceptional professionals.
Having spent 6 years at Bradford and Bingley as a Wealth IFA, Debbie then moved to the RBS group in 2002 as a regulated Financial Adviser, within the Private Banking Team progressing to become a Private Client Wealth Manager, looking after the top 2% of the bank’s client base.
She then made the transition to work for Mercer Jelf Financial Planning, as a Senior Financial Planner. The award-winning Jelf Group plc was founded in 1989 by Chris Jelf and was acquired by Marsh & McLennan Companies (MMC) in December 2015. Following the acquisition, Jelf Financial Planning merged with Mercer’s financial planning business, to form Mercer Jelf Financial Planning. This move gave Debbie the opportunity to work alongside Chris Jelf and continue to provide expert advice to individuals on matters relating to Tax Planning, Investment Strategy and Family Protection.
Work ethos has always meant putting clients at the centre of everything Debbie does – working side-by-side with clients as their trusted adviser to understand their needs and individual circumstances. As well as working with other industry professionals to provide the best client outcome.
Debbie is committed to delivering excellent client service and Integrity365 enables her to deliver the service, goals and quality that our clients should have come to expect.
Nick has been in the financial services sector for 32 years. The early stage of his career was spent working in the general insurance sector before making the transition to a financial planner role over 23 years ago. Nick has a wealth of experience in advising both individual and business clients, building relationships that have strong trusted foundations developed over a considerable amount of time.
Nick is incredibly passionate about providing a good service and providing financial planning advice in an easy and understandable manner. He is a firm advocate that in order to gain trust and deliver value, you need to act with honesty and integrity.
With a broad knowledge of the financial services industry, Nick is the ideal adviser for those clients looking to address their individual or family investment and overall financial planning needs including business protection.
Outside of the office, as an active individual, Nick is a family man with an avid interest in rugby following retirement from the playing field.
Coreena has been in the Financial Services profession for a total of 19 years, providing financial advice to individual and business clients for 15 of those years. Coreena is approachable, friendly and professional as well as being efficient and passionate about giving great holistic financial advice and adding value to a clients’ specific set of circumstances.
Her areas of speciality include pension and investment planning for both individuals and businesses, personal and business protection and tax planning. Coreena is a Fellow of the Personal Finance Society, and is proud to be a full member of Society of Later Life Advisers (SOLLA) , having passed her accreditation in 2021, making her an expert dealing with later life advice.
Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers (SOLLA). The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, need careful and considered advice. Financial advice should help you make clear and informed decisions knowing that you have had the information and choices presented to you in a way that helps you make the best choices and decisions for you or for a family member.
Outside of work, Coreena is married with a young son.
Specialising in Workplace Pensions, Craig has helped a wide range of clients (from SME to FTSE 100 companies) navigate the corporate pensions market in areas as such as automatic enrolment, pension scheme governance and employee engagement. Craig takes great pride in forming long standing relationships with his clients, working in partnership to understand their needs and requirements in an ever changing world.
Craig has worked in the financial services industry since 1996, starting his career with Royal & Sun Alliance before moving to Axa.
In 2000, Craig joined the Jelf Group Plc, initially as an administrator before moving into a client facing, consultancy role in 2001. Craig enjoyed being part of the success and growth of the Jelf Group prior to their acquisition by Marsh and in more recent years being part of a large corporation.
Many years of experience has helped Craig to be able to adapt his style and communication to suit his audience/clients to recognise the level of pension understanding held and try to simplify as best as possible.
Having worked for a single employer for so many years, Craig was only going to move on for the right challenge and is very excited to be part of the Integrity365 family where the client is the at the centre of everything we do when providing our services.
Outside of work, Craig is married with 2 children and enjoying having his first dog. As well as this, he is a keen golfer, runner and football fan.
Since studying Financial Services at University Douglas has dedicated himself to the Financial Planning industry with a commitment to help clients achieve the best possible outcome. Happy to challenge the status quo and with an eye for detail, he is capable of breaking down complex financial planning solutions which clients can understand.
With over a decade of financial planning experience, Douglas has worked closely with clients to build confidence in their financial planning, reaching their goals and maximising the wealth available to them. He specialises in tax, investment and retirement planning and has achieved Pension Transfer Specialist status. He continues his studies with the aim of achieving Chartered Status in the near future.
Outside of work, Douglas is a keen sportsman and enjoys keeping active, which is fortunate as his other passion is the culinary arts.
Carol’s career in the financial services industry and first involvement with mortgage applications began over 22 years ago as a Customer Adviser at the Nationwide Building Society. Carol then progressed her career to Beacon Mortgages, a private lending company specialising in mortgages for clients who were unable to obtain mortgages from high street lenders. This was where she acquired her CeMap qualifications and progressed to the position of Senior Underwriter.
Carol is a long standing employee and during that time has built up her skills and experience to progress to her current position where she assists people from all walks of life. From first time buyer to retirees, residential to buy-to-let, Carol offers mortgage, protection and equity release advice, taking clients through the process from initial enquiry, advice, and application onto completion.
Marcus joined the Financial Services sector in 2003 following his graduation from university. Having started his career as a Financial Adviser with Co-Operative Financial Services, he then moved to a South West based SME in 2006, where he later became a Senior Financial Adviser and acquired his Chartered status.
Marcus has a genuine consideration for his clients and strives to exceed their expectations by providing accurate and personalised advice, which is delivered with the utmost integrity and professionalism. Throughout his career, Marcus has honed his skills as a retirement planning and wealth management specialist. This has enabled him to build trusted, long-standing relationships with his clients, enabling him to help them achieve their financial planning objectives.
Outside of work, Marcus is a committed Dad to his son and daughter, family man and a big sports fan. When time allows, he likes to play golf now that he has retired from playing rugby, walk his two dogs, socialise and travel.
Sophie has worked within the financial services industry for 15 years, working in various parts of the UK. She is a Chartered Financial Planner and aims to achieve her Fellowship soon also.
Sophie specialises in working with business owners and entrepreneurs, and has vast expertise within the tax-efficient investment market. Using a friendly and jargon-free approach, she is thriving when conducting in-depth financial planning. Having dealt with High-Net worth clients, Sophie is highly skilled in working with complex financial situations such as SSAS work and Family Investment Companies.
Being a well-known and highly respected IFA within the industry and financial press, Sophie has been shortlisted for the Women in Finance Awards 2022, PFS Investment Advice Specialist as well the Verve Thrive Award (supporting the financial advice community).
Sophie mentors fellow Integrity365 IFA, Benjamin Beck, and together they work closely with professional connections across Oxfordshire, Surrey and London.
Outside of work, Sophie is a keen cricket fan and player, more specifically, a wicket-keeper. She also enjoys walking with her dog and is part of a health and well-being community.
Benjamin joined the financial services industry after serving in the British Army in 2018, where he worked his way through a variety of roles and graduated from the Openwork Academy. Being incredibly passionate about the profession, back in 2020, Benjamin has gone on to create a community called Financial Adviser Mentorship for other new faces to the field.
Working closely with employers, Benjamin is a keen advocate for financial well-being in the workplace. As well as this, he believes in building strong teams around his clients with fellow professionals to ensure they are supported as much as possible. Benjamin also understands the complex needs of employees and directors alike, from aligning their employee benefits packages with their wider objectives, to helping them achieve the freedom to retire when they want to.
Benjamin won the Verve Attraction Award in 2021 for attracting new talent to the profession, and was shortlisted for the same Award in 2022.
Benjamin works closely alongside Sophie Haslehurst, and together they have close links with professional connections across Oxfordshire, Surrey and London.
As Benjamin comes from Norway, he has a keen interest in Vikings as well as health and fitness.
Central to Nicola’s approach is her welcoming nature. After 8 years in the industry, she has found her personable connection enables clients to feel at ease.
Nicola started her Financial Services career at Ascot Wealth Management, initially as a Paraplanner specialising in pensions before soon developing into a Wealth Manager role, responsible for providing regulated, independent financial advice to around a quarter of the company’s clients. Here she became a trusted member of the advice team providing varied holistic planning and leading the setup of an international office.
Later joining NFU Mutual in 2018, Nicola became one of their top financial advisers. Nicola takes great pride in optimising her clients financial position and finds satisfaction in offering a greater understanding and confidence in complex areas for her clients.
With over 30 years experience withing the financial services industry, Andy has an enviable reputation within the High Wycombe area amongst both private and corporate clients. Formally of MRIB Financial Services, Andy developed long-standing client relationships, many of which he advised throughout the key stages of not just their own but also their families’ lives.
Now turning his focus to client development in a non-advisory role, Andy is supported by an excellent client service team who are closely involved with the process of making client plans a reality. The team are proactive, accessible and available to provide detailed and valuable advice across the spectrum of what true financial planning involves – namely building long-term trusted relationships that may involve working with other professionals and family members as appropriate.
Andy is a family man and has an active interest in all sports, particularly rugby and golf through which lifelong friendships and client relationships have been developed.
Ross joined MacDonald Partnership, a family firm, in January 1997 and has been running the financial services department since his father’s retirement in 2009. As a fully qualified Independent Financial Adviser and member of the Chartered Insurance Institute, he has now been looking after clients and providing financial planning advice for over 25 years.
Having been established since 1978, the firm’s aim has always been based on building long term client relationships, enabling them to meet their personal and financial goals and objectives, allowing them to look to the future with confidence.
Ross specialises in providing a highly personalised service with expert advice on a wide range of important areas such as retirement and investment planning, personal and business protection solutions, and inheritance tax and estate planning.
In order to provide a complete service to clients, Ross also works closely with several professional connections such as solicitor and accountancy firms.
Lee joined MacDonald Partnership in 2007 having previously worked as an adviser for Co-operative Insurance Services and Clydesdale Bank.
He is a member of The Chartered Insurance Institute and is a fully qualified Independent Financial Adviser, now with over 20 years’ experience in the financial services industry.
He has been advising and working closely with our clients since joining the firm, but mainly works in a paraplanning role, focussing on the technical and planning aspects that goes on in the background.
Lee’s technical knowledge of the industry has become a key part of our whole advice process, and he has become an invaluable part of the financial services team.
Mark has been working in financial services since 1990, when he first joined Commercial & Agricultural Insurance Brokers as an Independent Financial Adviser, working alongside the business founder, Lindsay Mudie. In April 2018, MacDonald Partnership took over the running of the business as Lindsay decided to phase into retirement, handing the reigns over to Mark who now runs the Arbroath financial services office, looking after all our financial services clients.
Mark is a fully qualified Financial Adviser and is a member of the Chartered Institute of Bankers. He advises on a full range of financial planning services including pension & retirement planning, investments planning, and personal & business protection solutions.
Mark’s aim is to develop close and reliable long-term working relationships with his clients, helping them to navigate through their financial journey and achieve their financial goals.
Tracey works within our Helensburgh financial advisory team and helps clients across Glasgow and the West of Scotland make sense of their life assurance, pension, investment and Inheritance Tax planning needs. With 20-plus years of industry experience, Tracey happily unravels financial planning conundrums.
Previously part of the long-established Hart Insurance Brokers financial advisory arm, Hart Wealth, Tracey joined MacDonald Partnership in 2023 following the acquisition of Heart Wealth by Integrity365 Ltd.