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Condy Mathias Financial Planners Limited - Financial Consultants
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Mike Apps Dip PFS |
Telephone: |
(01752) 664377 |
Email: |
mikea@condymathias.co.uk |
Position: |
Director |
Qualifications: |
Advanced Financial Planning Certificate (AFPC) |
Experience & Specialisms: |
Mike has been serving the Westcountry in the Financial Services industry for nearly 22 years. He is now a director of Condy Mathias Financial Planners Limited.
He was chosen by Condy Mathias because of his experience in advising the senior employees of many of the country's largest employers. He is also a specialist in conducting seminars for large companies and institutions, advising on retirement planning and general financial matters.
Mike has settled in the Westcountry having served his country in the Royal Marines for 8 yrs. He is a keen golfer and is privileged to have been Captain of Tavistock Golf Club in 2006/7. |
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Alun Pells |
Telephone: |
(01752) 663366 |
Email: |
alunpells@condymathias.co.uk |
Position: |
Director |
Qualifications: |
FPC, Cert PFS, G60, MAQ, CF9 |
Experience & Specialisms: |
Alun has been advising clients in the Financial Services Industry for over 23 years and specializes in Wrap, Investments and Retirement Planning. |
Outside work: |
Alun is a keen mountain walker and spends much of his spare time in the hills around Britain and training teenagers for Duke of Edinburgh and the Ten Tors. |
Tony Aldous |
Telephone: |
(01752) 664377 |
Email: |
tonyaldous@condymathias.co.uk |
Position: |
Financial Services Paraplanner |
Qualifications: |
FPC 1, 2, 3. MAQ. ER1. |
Experience & Specialisms: |
I joined the Financial Services Sector in 1971 and worked for a number of national companies before creating my own IFA business in 1986. I moved to Devon in 2003 and joined Condy Mathias June 2008. |
Outside work: |
I spend my spare time playing golf and gardening. |
Jackie Robertson |
Telephone: |
(01752) 664377 |
Email: |
jackier@condymathias.co.uk |
Position: |
Client Services Manager |
Experience & Specialisms: |
Jackie joined the company in June after 13 years with a national IFA. Jackie is part of a team dedicated to providing a friendly and professional service. |
Outside work: |
Jackie's interests include keeping fit, going to the cinema and socializing. |
Kirsty Biadacz |
Telephone: |
(01752) 664377 |
Email: |
kirstybiadacz@condymathias.co.uk |
Position: |
Client Services Administrator |
Qualifications: |
Degree in English Studies & History |
Experience & Specialisms: |
Kirsty joined the company in August 2006 with five years administrative experience including three years with Standard Life processing life and pension plans, specialising in investment bonds. |
Outside work: |
Films, books, walking and sitting by the sea. |
John Beatty |
Telephone: |
(01752) 664377 |
Email: |
johnbeatty@condymathias.co.uk |
Position: |
Client Services Manager |
Experience & Specialisms: |
John joined Condy Mathias in January 2005 after working for many years at AXA. More latterly he worked at AON Consulting Financial Services and Towry Law Financial Services. |
Outside work: |
John has a wide range of interests including cinema, genealogy and travel. |
Val Makovskaia |
Telephone: |
(01752) 664377 |
Email: |
valmakovskaia@condymathias.co.uk |
Position: |
Client Services Administrator |
Qualifications: |
Fully FPC qualified |
Experience & Specialisms: |
Val has joined the company after eight years of experience in a similar role in Standard Life Assurance Company. She is part of a team dedicated to providing a friendly and professional service. |
Outside work: |
Ballet, classical music, outdoor activities and foreign languages. |
Rachel Webber |
Telephone: |
(01752) 664377 |
Email: |
rachelwebber@condymathias.co.uk |
Position: |
Client Services Manager |
Qualifications: |
A Levels in Mathematics, Law, Psychology and Economics |
Experience & Specialisms: |
Rachel joined Condy Mathias in May 2008, and has over 17 years experience within the Financial Services industry, having started her career in 1990 with Legal & General. |
Outside work: |
Rachel spends a lot of her spare time making cards and paper crafting, and even has her own blog. Her other hobbies include computing and blogging, sewing, reading, photography and films. |
Lisa Willis |
Telephone: |
(01752) 664377 |
Email: |
LisaWillis@condymathias.co.uk |
Position: |
Client Services Administrator |
Qualifications: |
NVQ Level 2 in Administration and Customer Service |
Experience & Specialisms: |
Worked for a Financial Adviser for over 5 years. |
Outside work: |
Outside of work I like to keep fit, go walking, shopping and socializing with friends. |
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