The Team

Please meet the team below.

Kevin Douglas

Director/IFA

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Kevin joined Brian Mole IFA Limited in 1994, and is now the company’s Managing Director. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Kevin lives in Church Broughton with his wife Alison and son Matthew. Kevin enjoys all sports especially cricket having played for Ticknall and Brailsford. Kevin’s time is now split between running the company and looking after his many existing clients. Kevin is Chairman of The Brian Mole IFA Limited Investment Committee, and his role ensures that he regularly meets with Fund Managers. Kevin’s most recent highlight was being invited to lunch by Invesco/Perpetual’s most famous Fund Manager Neil Woodford. Kevin commented that Neil who manages over £25 billion “has produced exceptionally consistent returns for all his investors, from both the Income and High Income funds. Neil Woodford is incredibly knowledgeable and extremely passionate and it was a pleasure to meet him”. In Kevin’s spare time, he enjoys spending time with his wife and son, and enjoys good food and good company. Kevin is also a sportsman, and endeavours to succeed in everything he does.

Howard Greatorex

Director/IFA

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Howard is a Director of the company and joined Brian Mole IFA Limited in 2003. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Howard joined the Financial Services Industry at the young age of 22 in 1985. His career began with Co-op Insurance Services. This gave him a good insight into the industry. He moved to Britannic Assurance in 1989 and enjoyed a further 9 successful years before then deciding to join the world of Independent Financial Advisers. He set up his own company at the beginning of 1998, and created the IFA arm of a large Nottingham Accountancy company.

In 2003 he moved to Brian Mole IFA Limited as a Senior Financial Adviser and in early 2009 was invited to become a Director of the company, which he accepted with a great deal of pride, energy and enthusiasm. He is committed to moving forward, and to continue to develop Brian Mole IFA Limited.

Howard lives in Mickleover, and is married to Jane. They have 3 sons. Howard, as with many of the staff at Brian Mole IFA Limited enjoys all sports, especially football, and is a keen supporter of Derby County and Burton Albion.

Dean Woodward

Director/IFA

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Dean has worked in the Financial Services Industry for all his working life. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. He joined Brian Mole IFA Limited in 2005, and is now a Director of the company. Dean is Burton born and bred, and lives in Stretton with his wife, Kay. They have 3 grown up children. Dean enjoys the Sport of Rowing, as a member of Burton Leander, and competes whenever possible. He is also very passionate about Rugby.

Nigel Fern

Director/IFA

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Nigel has been with Brian Mole IFA limited since 2005. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. He joined the Financial Services Industry in 1992. Nigel spent 13 years with the Co-operative Insurance Society. In 2009, Nigel joined the board of Brian Mole IFA Limited as a Director. He stated “this is the highlight of my career so far!” Nigel is committed to the Financial Services Industry and cares deeply about his numerous clients. He is married to Helen and they have 3 children, Ellis, Callum and Jordon. Out of work Nigel has been heavily involved in local football, but as he is getting older, he spends his time now on the sidelines. He is also extremely competitive and enjoys all the inter office sports competitions.

Nigel West

IFA

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Nigel joined Brian Mole IFA Limited in 2004, having joined the Financial Services industry in 1994. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Nigel is working toward becoming a Chartered Practitioner and is committed to looking after his many clients. He lives locally in Stapenhill with his wife Carol and they have 2 young daughters, Isabelle and Emily. When Nigel is not being kept busy by his children, he enjoys watching most sport and he plays cricket for Winshill Cricket Club. He also enjoys keeping fit, and is a regular attendee at a local health club.

Mark Hill

IFA

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Mark has been with Brian Mole IFA Limited since 2003. He is a member of the CII (Chartered Insurance Institute) and joined the financial services industry in 1989, spending many years with the Halifax Building Society as well as HSBC and John Charcol.  Mark has spent the last few years working towards completing his advanced examinations, culminating in completion of these in 2015 and is now qualified to Chartered Financial Planner status. He has extensive experience in all areas of financial planning. Mark lives in Burton and is married to Lesley and they have 2 daughters Alana and Amelia. In his spare times he enjoys playing golf, socialising and is a follower of Everton Football.

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Peter Coulson

IFA

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Peter has been in the Financial Services Industry since 1993. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. He joined Brian Mole Independent Financial Advisers Limited in 2007. Peter lives in Derby and is married to Dawn and has 3 grown up children. Peter enjoys all sports, and is extremely competitive, especially in our own 5 aside football competitions. He previously played and coached football at a senior level. He also enjoys walking in the countryside.

Gary Smith

IFA

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Gary has recently rejoined Brian Mole IFA Limited after 5 years at an IFA practice in Derby. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. He has been in the Financial Services Industry since 1985.

Gary is married with 4 grown up children and 1 grandchild. He enjoys playing badminton and snooker in his spare time.

Phillip Edwards

IFA

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Phil lives at Church Leigh in Staffordshire with his partner Bev and their daughter Chelsea. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Phil has worked in financial services since 1981 and joined Brian Mole IFA Limited in 2004. Phil is also a keen sportsman, particularly football and is a regular supporter of Burton Albion, as well as an avid Chelsea supporter. Phil likes to relax by completing crosswords, quizzes. He also enjoys listening to all types of music.

James Bishop

IFA

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James joined the Financial Services industry in 2001 and joined Brian Mole IFA Limited as an Independent Financial Adviser in 2005. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. James is also working toward becoming a Chartered Financial Planner. His knowledge and experience in Company and Corporate Financial planning is a great asset to the company. In James’s spare time he is an all round sports “guru”, apart from being a scratch golfer, he is a tri-athlete, he lives with his partner Donna in Willington and they have 2 cats and a horse, (neigh!).

Gregg Winn

Operations & Compliance Manager

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Greg recently joined Brian Mole IFA Ltd in 2015, having worked in the financial services industry for over 25 years. He began his career working for Coventry Building Society, moving on subsequently to Cheltenham & Gloucester and later Derbyshire Building Society. He has worked as both a tied adviser and an Independent Financial Adviser, helping people make the most of their money and achieve their financial objectives in life. He is a member of the Chartered Insurance Institute (CII), qualified to Diploma level, and now looks after the Compliance function here at Brian Mole.

Greg is married to Carol, enjoys badminton, reading, the guitar and bluegrass banjo, and remains hopeful of one day being able to play a decent hand of bridge.

Terry Briggs

Business Support

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Terry has been with Brian Mole IFA Limited since 1997. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Prior to joining Brian Mole he had over 10 years experience with Pearl Assurance. Terry lives with his partner Karen and they have 2 young children Nevada and Jenson. Terry also has 2 older children Alison and Richard. Terry lives locally near Sudbury and interests include property renovation, (one of his houses was featured on a Property Renovation TV programme). Terry is a keen DIY expert and is a Bolton Wonderers supporter.

Rick Platfoot

Financial Controller

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Rick has returned to the company in May 2012, having originally spent eighteen months as part of the Reception team in 2003/04. As Financial Controller, he is responsible for managing the accounts and running the company payroll. In his spare time, Rick’s interests include travelling the world, photography, and attending concerts and live events.

Bethan Harman

Senior Paraplanner

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Bethan started her career in financial services in 2000, as a graduate when she was offered the position of a group pensions administrator, knowing nothing about pensions! She has come a long way since then, working in Administration and Paraplanning roles until she became a Financial Adviser with NatWest in 2006.  After having her second child in 2011, Bethan decided that her strengths fell in Paraplanning, which she has done ever since.

Bethan has her Certificate in Financial Planning and is working towards her Diploma.

Bethan lives in Woodville with her children, Lui and Bella and their cats. Out of work Bethan enjoys spending time with her children and goes home to Wales as often as possible to visit family. Being Welsh, she enjoys a good rugby match and can quite often be found cheering on her son on a Sunday morning while her plays rugby for Burton.

Shannon Sheedy

Trainee Paraplanner

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Shannon came into the Financial Services industry through an apprenticeship in Providing Financial Services, which she completed in April 2016. Shannon joined Brian Mole IFA Limited in October 2016 and she is keen to study further towards her Diploma.

In her spare time, Shannon particularly enjoys spending time socialising with her family and friends and listening to various types of music. She lives in Atherstone and has two cats, two dogs, two guinea pigs and chickens!

Sharon Hazard

Admin

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Sharon joined Brian Mole in September 2013 after working for another IFA practice in Derby for over 12 years. She lives in Branston with her husband Chris with whom she enjoys motorcycling. Her interests include holidays, motorsports and also more recently an interest in rugby.

Julie Robinson

Admin

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Julie has been with Brian Mole IFA Limited since 1999. She has two children, Vicky and Andrew. Julie has just bought a puppy, a Japanese Akita, and enjoys taking him for long walks in the countryside. She also enjoys meeting up with friends and shopping.

If you live or work in Staffordshire or Derbyshire and are seeking financial advice, whether you wish to speak to a mortgage adviser, investment adviser, a pensions adviser or an insurance adviser, contact us now by visiting our Contacts page.