OUR TEAM

A group of dedicated individuals, committed to helping you with your future planning

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JOE CAREY 

Partner & Financial Adviser

Joe has been working in financial services for nearly 30 years. He enjoys getting to know clients so he can fully understand their plans and the things that matter to them.

 

Joe’s interests include photography, walking, and watching Netflix' latest movies.

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CHRIS WAUGH

Financial Planning Support Executive

Chris similarly has over 30 years experience as a Financial Adviser, mainly providing advice on Investment Planning and Protection, but also giving guidance on Pensions and Inheritance Tax Planning. 

More recently Chris has decided to focus on back office Financial Planning for the practice rather than direct to client advice. 

Chris enjoys spending time with his family and friends; he previously played amateur football on a regular basis and now enjoys watching sports, reading and being involved in church life. 

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JEWEL SIMMS

Customer Services Administrator

Jewel is a part of our administrative team; she's often the friendly face clients see first on entering the office (provided she's had a cup of tea). She has accumulated 30 years experience in client services, having worked previously for Danske Bank and PwC.

 

In her spare time Jewel enjoys walking and is a member of Whitehead Ladies Choir. She has made great strides in maintaining harmony in the office.

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RAE MOORHEAD

Administration Officer

Rae can fall back on more than three decades experience working in various administrative roles within the civil service and other organisations. She handles the day to day running of the office and facilitating clients’ needs.

 

Rae enjoys spending time on the causeway coast. 

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STEVEN GORDON

Paraplanner

Steven has been with the company now since late 2021.

He has a dog, a kayak, and an engineering degree; after a long day crunching numbers he is often then crunched playing rugby.