Consultants

Consultants 

Nick Flynn

Divisional Director

Qualifications

Diploma in Financial Services

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
    • K10 - Retirement Options
    • K20 - Pension Investment Options
    • MAQ - Mortgage Advice Qualification
    • CF9 - Pensions Simplification
    • SV1 - Savings & Investments
Nick Flynn

Experience

After finishing University, Nick joined Prudential in 1995 within their Final Salary pension’s team and within 2 years was promoted to Manager of the Bulk Annuities department. In 1999, Nick decided to become an IFA, joining Wentworth Rose as a Pensions Consultant specialising in Annuities, Drawdown and Pension Transfers.

Following 18 months of employment with Wentworth Rose, Nick became the Sales Manager for the Annuities department. Once Wentworth Rose was purchased by AEGON and merged with 4 other IFA’s to become Origen Nick’s role increased significantly. He grew the team from its original specialisation in Annuities to that of a full Retirement Service and taking on Account Director responsibilities for new and existing Introducers. Nick is always a regular contributor to Industry and National Press in relation to Pensions and Retirement issues.

Nick joined LEBC Group in July 2008 to create a new division, ‘The Retirement Adviser’.

Specialisation

Pension Income Options

Kirsty Turner

Branch Head

Qualifications

Diploma in Financial Services

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
    • K10 - Retirement Options
    • K20 - Pension Investment Options
    • MAQ - Mortgage Advice Qualification
    • CF9 - Pensions Simplification
    • SV1 - Savings & Investments
    • CF8 - Long Term Care
    • R04 - Pension Income Options

Experience

Kirsty joined Prudential in their Business Validation Unit part of the Compliance Department in 2000 until the closure of the Direct Sales Force in 2001. Following this, Kirsty moved on to Towry Law working as a Pensions Technician in the Retirement Options Service.

Kirsty moved into the IFA arena in 2002 securing a job within the Retirement Service at Wentworth Rose as a Pensions Consultant. Kirsty progressed within the company taking on compliance and sales management responsibilities and becoming Annuities Supervisor in 2003 and Sales Manager in 2006. Her time with this employer saw the merger of the company with 4 other IFAs to form Origen Financial Services Limited.

Kirsty joined LEBC Group in July 2008 to create a new division, ‘The Retirement Adviser’, with Nick Flynn.

Specialisation

Pension Income Options

Nicola Childs

Senior Retirement Consultant

Qualifications 

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
    • R01 - Financial Services, Regulation and Ethics
    • R02 - Investment Principles and Risk
    • R03 - Personal Taxation

Experience

Nicola has over 11 years experience in the Financial Services industry, working through administration roles prior to becoming an adviser.  Nicola joined Wentworth Rose as an administrator in 2001 and has been advising in the pensions arena for the past 6 years following joining LEBC.

Specialisation

Pension Income Options

Chris Larby

Senior Retirement Consultant

Qualifications 

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
    • J04 - Pension Funding Options
    • J05 - Pension Income Options
    • CF9 - Pensions Simplification
    • CF2 - Savings & Investments
    • CF8 - Long Term Care

Experience

Chris joined Wentworth Rose in 2003 as Pension Support within the highly successful annuity team.  Shortly after joining, Wentworth Rose merged with 4 other IFAs to form Origen Financial Services.

Chris successfully applied for a role as an Annuity Consultant in May 2006 after successfully completing the Financial Planning Certificate examinations.

Chris joined LEBC Group in April 2009 to work as a Retirement Consultant for ‘The Retirement Adviser’.

Specialisation

Pension Income Options

Dominic Davey

Senior Consultant

Qualifications 

Diploma in Financial Services

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
    • G10 - Taxation & Trusts
    • G20 - Personal Investment Planning
    • NSC Marketing 

Experience

Dominic started his career in 1987 when he joined Hogg Robinson Financial Services within their administration team. He rapidly progressed to become a general Financial Planning Consultant and worked for Hogg Robinson for 13 years by the end of which Dominic reached branch director level. He left to create a specialist Financial Planning Department within a firm of Chartered Accountants named Oury Clark where he worked until he was headhunted to join Wentworth Rose as an Executive Manager. 

During his time at Wentworth Rose he built a team of Wealth Management Consultants and only left after being headhunted again by the Jelf Group to strengthen their Corporate Services Team. He has a wealth of experience in dealing with individual and corporate clients at all levels and is proud to offer the same high standards to everything he attempts. Dominic believes in the importance of the adviser client relationship, individual or corporate and the trust and understanding that is built when dealing with long term relationships.  

Dominic joined the LEBC Group in September 2009 and works from our Reading office to broaden the services offered with this branch and the wider area. 

Specialisation

Retirement, Tax and Inheritance Planning

Mark Weber

Senior Consultant

Qualifications 

Diploma in Financial Services

  • Financial Planning Certificate
  • Advanced Financial Planning Certificate
    • G10 - Taxation & Trusts
    • G20 - Personal Investment Planning
    • G60 - Pensions 

Experience

Mark started his career at Zurich Assurance and gained a basic understanding of how a life company operate. After speaking to Independent Financial Advisers on a daily basis, Mark soon realised what career path he would prefer to follow and started to take the necessary exams to become an IFA. With the basic qualifications obtained, Mark took a job at a firm of Chartered Accounts, in a team being set up by Dominic Davey (see above). Without any real experience Mark decided to continue building his knowledge with more exams whilst working as a paraplanner for Dominic, before quickly progressing to a Trainee consultant role and dealing with clients directly. When Dominic left to pursue his career elsewhere, he saw the potential in Mark and decided to offer him a full consultant role in new his team at Wentworth Rose.

During 6 years at Wentworth Rose, Mark generally concentrated on working with individual clients with income production and inheritance tax planning a common theme. Mark believes in a personal approach to advice and is in regular contact with his clients to ensure that today's needs are met and tomorrow's objectives are planned for.

In May 2008, Mark was headhunted by a small, specialist taxation company which concentrated on advising young, high flying retail bankers in central London. It was not long before Mark realised that this was not the type of work he wanted to be involved in, and in December 2010 joined LEBC Group - once again linking up with Dominic and retaining his core clients.

With a young family behind him, Mark is aware of the need to make plans for the future, catering for certain objectives but with the need for flexibility and hard work in the meantime.

Specialisation

Retirement, Tax and Inheritance Planning

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