Jeremy Marsh
Jeremy
Managing Director & Independent Financial Adviser

I graduated in the sciences and worked for the Worlds no1 Pharmaceutical company while obtaining my Masters in Business Administration (MBA) in 1981.

I added Financial Services to my portfolio of work after about one year.

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Gary

Director and Independent Financial Adviser

A very experienced advisor and manager who is able to assist in all of the usual aspects of advice.

Becky Knowles

Becky

Chartered Independent Financial Adviser

Becky provides advice in a number of areas including mortgages and protection but specialises in pensions and investments. Becky is a pension transfer specialist and has the ability to explain complex information in a simple way which is appreciated by her clients.

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Bill

Bill

Independent Financial Adviser

After graduation in a General Science Degree in 1970 Bill worked as an industrial chemist and laboratory manager in the reprographic surface coatings and writing instruments industries for the first half of his career.

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Gavin

Gavin

Independent Financial Adviser

I am a fully qualified Independent Financial Adviser with more than 30 years experience within the industry. I focus mainly on Investments, Protection, Retirement and Tax planning.

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Don Hooper

Don

Mortgage and Protection Adviser

Don has worked in the financial advice world in various roles starting as an adviser and progressing to management and training roles. Don specialises in Mortgages, Equity Release, Life protection for the practice and has other areas of expertise are dealing with corporate schemes and assisting clients with probate applications.

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Les

Les

Mortgage and Protection Adviser

Now in my Senior years I have a wealth of experience as my career in Financial Services started just as the Financial Services Act was ‘Kicking in’.

I enjoy meeting clients and giving advice on their most important transaction of buying and protecting their new home, which provides great satisfaction to see.

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Nicky

Mortgage and Protection Adviser

An experienced and qualified mortgage technician.

 

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Stuart

Operations Manager

Stuart has worked in Financial Services for 35 years. After a long and successful career in retail banking, he joined Butlers Wharf in 2007. He was instrumental in setting up and running a professional sportspersons group pension as well as being responsible for the relationship management of a number of high net worth clients.

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Hayley

Hayley

Income Manager

Hayley has been involved in Financial Services since 1986, having provided admin and account assistance to her late husband’s IFA business and has worked with Jeremy since 2013. Now working as part of the FGA team of admin support with her main role being accounts.

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Carol

PA to Managing Director & Administrator

Carol has been PA to the MD for more than 25 years and often assists clients with becoming familiar with our company’s ways of working like the client portal.

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Lorraine

PA to Don and Mortgage and Protection Administrator

A very experienced and capable administrator particularly in the house buying arena.

Our aim is to help our clients attain their financial goals via a mixture of :-

  1. Strategic Life Planning
  2. Fulfilment of the steps in that plan
  3. Ongoing monitoring to ensure that the goals of a changing life continue to be met
  4. All done in an easily understandable way.
  5. All done in a way that allows you to sleep easily in your bed.