Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Mobile. 07973 204 776
As well as being a Director of Bluetrust, Chris continues to offer bespoke Financial Advice to over 200 clients, many of whom have been clients for over 2 decades.
Chris was delighted to be joined by his Daughter Chloe in 2012. Chloe became fully qualified in 2016, and together they aim to help their clients plan to achieve their financial goals, enable them to make informed decisions, and achieve financial freedom. They offer a holistic service covering all aspects of financial advice and mortgage planning, although since Pension freedoms, they now specialise in pre and post retirement planning, including pension and investment planning, and offer an on-going review service to their clients.
Chris loves playing golf, and enjoys watching football and rugby, walking, bricklaying, spending time with his family and friends, and travel. Chris especially loves spending time in Africa where he has been involved in many charitable house builds for children with AIDS.
Mobile. 07961 426 982
Simon is married and has a son. In his spare time he enjoys walking, especially in The Lake District, with his family and dog Kaiber. He also supports his local football team.
Mobile. 07973 923 002
Steve prides himself on being a family man that puts family values as standard as part of the advice and recommendation process.
Mobile. 07968 393 127
Joe entered financial services at the late age of 33 and believes that having worked in a variety of industries prior to entering financial services this gives him an insight into how client’s like to be treated as he was on the “other side of the fence” for many years.
Joe is married and has 2 adult children. He is also a keen sports fan taking a particular interest in football and both codes of rugby.
Mobile. 07876 767 090
Mobile. 07813 647 434
Away from work his interests include tennis, walking in the Lake and Peak Districts and he is a budding wine collector spending holidays exploring the vineyards of France, Spain and Switzerland.”
Mobile. 07805 201 314
Lee has been married for 12 years and outside of work, he has three sons that keep him more than busy with their sporting activities. Lee enjoys the occasional round of golf when he finds the time.
Mobile. 07976 828 369
Mobile. 07966 696 079
|FTSE All Share||4,020.38||-146.90||-3.53|
|United States Dollar|