Financial Advisers
Jonathan buller
Financial Adviser
Hertfordshire
Jonathan started his career in 1992, working within major corporate organisations. He provides sound financial planning to both business and private clients. Jonathan joined the group in 2013, and currently holds membership with the Personal Finance Society and the Chartered Insurance Institute. Jonathan believes it’s very important to remain healthy – in mind, body, and spirit; he stays active and practices meditation and yoga.
Ken Cook
Financial Adviser
Cornwall
Ken is a native of Cornwall and has been a Financial Adviser since 1995, learning the ropes with Prudential before becoming Independent 20 years ago. He enjoys the bespoke nature of analysing clients’ individual circumstances and creating financial plans to suit their needs, aims and objectives for life’s journey. Away from the office he enjoys sports, particularly football which he played locally for many years, and generally being out and about enjoying the Cornish landscape and scenery.
Ross Dedman
Financial Adviser
Hertfordshire
Ross joined MWA in 2017, initially as a paraplanner and then as a financial adviser. He has worked in the financial advice industry for over eight years and is working towards becoming a chartered wealth manager. Ross is an avid sports fan, he studied Sport and Exercise Science, played semi-professional football, and enjoys both watching and playing, most sports which takes up most of his weekends.
Jasper De Zoeten
Financial Adviser
Scottish Borders
Jasper started his career in the financial industry as a sales broker in Germany. He then moved into international business development. In 2008, he settled in Scotland supporting private clients and Jasper was a director of Prosperity IFAS, which was acquired by MWA in 2021. Jasper is a family man, with his wife and two children and he enjoys the benefits of living in the countryside.
Mike goldsmith
Financial Planning Associate
Hertfordshire
Mike joined MWA in 2022, with previous financial industry experience. He has completed a degree in mathematics and, in 2020, completed the regulated Diploma in Financial Planning. He is now working towards becoming a financial adviser, training with our financial advisers. Outside of work, Mike enjoys following sport and makes the most of his time with his family in the New Forest area.
Malcolm Hall
Financial Adviser
Essex
After graduating from university in Canada, Malcolm joined the banking industry before immigrating to the UK in 1987 to join the financial services sector. He built a team of financial advisers with Guardian Financial Services in London. He set up his own practice in 1995, which remained until 2008, when he merged the business with CHC Wealth Management, later acquired by MWA in 2021.
Andrew Harvey
Financial Adviser
Cornwall
Andrew is a proud Cornishman, born and bred near St Austell. He has been looking after people’s money for them all his working life. Andrew is a general practitioner Independent Financial Adviser but with specialisms in wealth, estate, and retirement planning. Andrew qualified in 1998 and left his career in retail banking to become an Independent Financial Adviser, shortly setting up and foundering The Financial Advice Centre in April 2000 which was acquired by MWA Financial in August 2023. Andrew is a voluntary trustee for two local charities and is a keen musician playing in a 40-piece big band, a soul band and a quartet covers band locally too.
LinkedIn
Kevin Howard
Financial Adviser
Kent
Kevin’s career in Financial Services began in 1984. Over the years he has built relationships with a range of long-standing Individual and Corporate clients. This has led to him being able to develop a wide range of skills and knowledge in the fields of Retirement Planning, Investment, Personal Protection, Employee Benefits and both Individual and Corporate Protection.
In his spare time, Kevin enjoys playing golf, running with his dog, hiking, and watching his local hockey team, having recently retired from active play after 43 seasons.
MARTIN HUGHES
Financial Adviser
Hampshire
Martin has worked in the financial services industry for all his career, initially as a Business Development Manager with large insurance companies, before qualifying as a financial adviser himself and joining our team in 2019. He helps his clients plan financial futures in a bespoke way, which is something he finds fascinating and rewarding. Martin lives in the New Forest, where he loves going for walks.
Neil Jacobs
Financial Adviser
Northamptonshire
Neil has over 27 years’ experience in financial services and has worked for major institutions such as Barclays and Standard Life. Neil has been part of our team since 2016 and looks after a wide range of clients. His focus is on truly understanding his clients’ needs and objectives and providing personal and holistic advice. In his spare time Neil dances West Coast swing and DJs for a local radio station.
Philip Kirk
Financial Adviser
Hertfordshire
Philip became an adviser in 1997. He gained experience working with several accountancy practices and law firms in Hertfordshire and Essex.
NEIL MANNING
Financial Adviser
Essex
Neil has provided independent financial advice to clients for more than 35 years, working closely with them to achieve their financial objectives. He is a Fellow of the Chartered Insurance Institute and a member of the Personal Finance Society. Neil was a director of CHC Wealth Management, acquired by MWA in 2021. Neil is a regular at his local spinning classes to offset his penchant for Guinness and red wine!
Mark Moore
Financial Adviser
London
Mark has over 20 years’ experience in the financial services industry and he provides comprehensive and personalised advice and solutions to clients across various stages of life. Mark is known for helping clients achieve financial security, optimise wealth and plan for future events, and many of his clients have become friends. In his spare time, he loves to travel and takes a keen interest in space exploration which he finds mind-blowing.
Jono Randell-Nash
Financial Adviser
Devon
Jono joined MWA in 2022. Prior to becoming a financial adviser, he was a solicitor for ten years. Jono specialises in providing advice to legal professionals, particularly barristers and self-employed consultants/sole directors - utilising his personal experience of the legal industry. In his own time, when not with his two sons, Jono can be found playing tennis, watching rugby or F1, cycling or reading.
James Richards
Financial Adviser
Kent
James has worked in the financial services profession since 1987 and qualified as a Charter financial planner in 2013. He uses his knowledge and experience to help clients on their journey to plan for their financial objectives and prides himself on building long-term and trusted relationships. James uses innovative thinking to solve complex situations that may arise, always ensuring the best outcomes for his clients and providing effective and simple solutions. In his spare time, James enjoys swimming and playing guitar.
Mike Smith
Financial Adviser
South Oxfordshire
Mike has over 25 years’ experience in the financial services industry. He aims to deliver the best possible outcome to grow his clients’ wealth by implementing an individual bespoke financial plan for them. He believes the key to a good financial plan is the annual financial planning service that he provides each year. Mike enjoys spending his time playing golf, or watching his teenage children play football.
DANIEL STANSALL
Financial Adviser
London
After completing a Masters in astrophysics Daniel embarked on a ten-year career trading interest rate derivatives. He decided to retrain as a financial adviser in 2014 and achieved chartered status in 2019. Daniel has excellent technical knowledge and enjoys helping clients to understand their goals and helping them achieve their financial objectives. Daniel is a keen cyclist and an Arsenal fan.
David Tyler
Financial Adviser
Kent
David has over 35 years’ experience in Financial Services, including over 20 years as an Independent Financial Adviser. He assists private and commercial clients achieve their own financial plans and aspirations. From complicated tax structures to simple life assurance recommendations and everything in between, he uses his vast experience to create bespoke financial plans to ensure good client outcomes.
Outside of work David enjoys spending time with his wife and two children. If he isn’t in the garden contemplating his next landscaping project, it could be the golf course has beckoned him.
Denise Wilkinson
Financial Adviser
London
Denise is a fully qualified independent financial adviser with over 30 years of experience working in the financial services industry including advising Corporate Clients and Compliance. Denise also manages Corporate Client Group Risk strategies and Corporate Pension Schemes.
Denise is based in the Southeast and away from the office enjoys travelling and cinema going.
RONNIE ARMSTRONG
Mortgage Adviser
Northumberland
Ronnie has many years of experience in the financial services industry and has witnessed many changes over that time. Through his work, he enjoys meeting his clients and helping them solve their problems and reach their objectives. Ronnie has four teenage sons, who take up a lot of his time. He enjoys watching and coaching rugby, and tries, whenever possible, to get away skiing.
TOM COUSINS
Mortgage Adviser
West Yorkshire
Tom is a mortgage and protection adviser for MWA Mortgages. He has a wealth of knowledge which allows him to help all clients with any mortgages and protection needs they may have. Tom is currently studying to become a financial adviser. Outside of work, Tom enjoys weekends away with friends, mountain biking and hiking all around the UK with his pet dog Luther.
Coming soon
Financial Adviser
Would you like to build a rewarding career in financial advice and help people to achieve their financial goals?
Become a Financial Adviser.