Bill has a wealth of experience in Financial Services, stretching out to almost 45 years.
Having left his original occupation as an engineer in 1974 he embarked on a career with Prudential starting as an Agent in North Liverpool, and eventually working through the ranks becoming Sales Manager, and Branch Manager.Bill left the Prudential in 1998 to take up Partnership in a firm of Independent Financial Advisers (IFS’s) in Chester to form Quinn Foden. This firm later merged with Thomas Slasberg to form Quinn Thomas & Partners, the largest Independent Financial Advisers in the Chester area, and was a Partner in this firm until it was sold in 2006. Bill then worked for a National Firm of IFS’s – Buckles Investment Services Ltd which were eventually acquired by a South African Company SANLAM.
Having been a partner in the former Quinn Thomas & Partners Bill didn’t feel he was suited to this environment and left in 2008 to set up Stonebridge Financial Management Ld.
Bill is a Chartered Financial Planner which is the Blue Ribband qualification for the profession, and regularly contributes to the events, and work of the Chartered Institute of Insurance. (CII).
Bill’s emphasis within Stonebridge Financial Management is to provide a quality service to his clients along with the appropriate advice relating to their individual circumstances
Andy has more than 30 years’ experience in Financial Services having worked in Advice, Investment and Insurance companies at a senior level. Andy joined Stonebridge in 2018, to help to develop it into a modern financial planning business which continues to place its clients at the centre of everything it does, and having worked with advisers all over the UK during his time as a Director of Old Mutual, as well as in a National firm of Financial Advisers, he believes that he has seen all of the good (and the bad) elements financial planning, and how they impact on clients.
Away from work, Andy enjoys spending time with his family, and when time allows, a round of golf or a walk in the hills.
Gill's role is to continuously support the Stonebridge team and to liaise with clients, product providers, accountants and solicitors. An key part of her role is to ensure that every client is looked after efficiently and kept informed of progress from application, through completion and onwards into regular reviews.
Gill has over 10 years’ experience in office management and has lived in Chester for 40 years
Why Speak to us?
Stonebridge Financial Management Ltd, Company number 06583576, registered at Oak House, Castletown, Farndon, Cheshire, CH3 6PF, is an appointed representative of pi financial ltd, Company Number 3556277. pi financial ltd is authorised and regulated by the Financial Conduct Authority. Stonebridge Financial Management FCA Number 506586.
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