Kelly Wheble
Financial Advisor/Director
An IFA from the age of 30, his many years in the industry has given him a wealth of experience. Kelly is still regularly called by other IFAs in the industry for his help and opinions. His pension specialism has exposed him to many more technical cases than would be seen by ordinary IFAs. Furthermore, he still retains his passion for saving clients tax and improving their overall long term financial security.
Andrew Steadman
Lead Paraplanner / Financial Advisor
Andrew has been with WFS since finishing his A levels in the summer of 2014, he has a wealth of experience and has completed the full CII RO exams. He started his practical IFA training December 2023 and is able to answer any questions clients may have. Andrew has been the lead paraplanner since 2018.
Georgia Benns
Lead Paraplanner / Financial Advisor
Georgia started with WFS in September 2018, again joining us straight from completing her A Levels. Georgia completed her LIBF in July 2022 and along with Andrew started her practical IFA training December 2023. Georgia has been in charge of workflows since April 2022 and again is available to answer any client questions.
Aaron Calthorpe
Paraplanner
Aaron joined WFS post the Covid pandemic in 2021, again shortly after completing his A Levels. He is known as the happiest member of the team as he wears a permanent smile. Aaron very quickly completed the 2 LIBF modules, finishing the second module in October 2023. He continues to consolidate his knowledge by working on a range of intricate cases.
Isabelle Marquis
Junior Paraplanner
Izzy is yet another A Level school leaver who joined the team in October 2022. She quickly made herself an important member of the team and has grasped various planning themes very quickly.
Lucyann Banks
Administrator
Lucyann joined WFS in August 2023, again after A Levels. Lucyann is progressing well through the various tasks all the team need to master.
Denise Johnson
Quality Control
Denise started with WFS in April 2013, she currently runs our aftercare department, which involves the mechanical reviewing of our clients’ portfolios on a quarterly basis. Very importantly Denise helps and supports the families of clients who have sadly passed away, by helping with probate and moving plans to beneficiaries.
Amanda Wheble
Company Secretary/Corporate Administrator
Amanda who has been around from the very start of the business in 1999 runs the facilities of the office on a day to day basis. She is exceptionally popular with all colleagues as she pays the wages each month. Amanda has been responsible for the administration of our corporate clients since 2006, whereby she works on group pensions, group protection and especially group private health.