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Michael Rosevear |
Telephone: |
(01752) 664377 |
Email: |
mrosevear@condymathias.co.uk |
Position: |
Director |
Qualifications: |
FPC, MLIA (Dip), MAQ |
Experience & Specialisms: |
Michael has been advising clients on Financial Services matters since 1988.
He worked for a National firm of Independent Financial Advisers for nearly twelve years, before joining Condy Mathias in 2000. He is now a director of Condy Mathias Financial Planners Limited.
His expertise lies in dealing with retired individuals, who often need specialist advice regarding Long Term Care, Inheritance Tax Planning and Investment advice.
Michael enjoys public speaking and talks regularly at retirement seminars for local corporate organisations.
He is a keen sportsman. He is the youth development coach for ‘Activate Youth Football Club’ and currently runs the Under-9’s football team. |
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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. |
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. |
Karen Green |
Telephone: |
(01752) 664377 |
Email: |
karengreen@condymathias.co.uk |
Position: |
Client Services Manager |
Experience & Specialisms: |
Karen joined us in April 2007 with six years administrative experience, including three years as a Legal Secretary and three at Standard Life dealing with Pensions and Investments. |
Outside work: |
Karen enjoys spending her free time with her two young sons, any other time is taken up with the important business of socialising and shopping. |
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