You never get a second chance to make a first impression.
We are extremely proud of the dedicated team that has grown together over the years who deliver high levels of advice and services that have become expected from Red IFA.
We are a highly qualified group of people who enjoy working together, this is important to us as it helps us to deliver excellent service.
Every member of the team is equally important to the success of our relationship with you, and across the team, we are all dedicated to delivering the same high standards of service that will make your experience with us a rewarding one.
2014 saw Roger complete his 25th year in financial services. During this time Roger has held only 2 roles having spent 12 years offering a home service to his clients at the Prudential and now even longer as an Independent Financial Adviser here at Red IFA.
Roger has looked after a number of clients for over 20 years and enjoys the familiarity of seeing these clients grow over time as much as meeting new clients for the first time.
Roger receives regular referrals to help new clients and believes this is due to the care and thought he puts into the servicing and needs of his existing clients.
2001 saw Ewan enter the Independent Financial arena having spent the previous 10 years at Prudential as tied financial adviser. This move has allowed Ewan to offer his existing and new clients the service and advice required utilising the “Independence” available from the whole of financial market to meet their needs and requirements.
James is an independent Financial Adviser with over 14 years experience in financial services.
Originally from a banking background, James was keen to move to an Independent Adviser practice as he believes that clients should have access to products from the whole of the market. Qualified to Diploma level 4, James provides advice on Pensions, Investments & Savings as well as Mortgages and Protection.
James prides himself on giving his clients friendly, simple to understand and transparent financial advice.
Outside of work his life revolves around his three young boys as well as watching and playing as much sport as possible.
Sue is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest level of qualification awarded by the Chartered Insurance Institute (CII), and has over 20 years’ experience in the industry. In the past Sue has worked for the Inland Revenue and large accountancy firms.
Sue’s approach is to provide clear advice in everyday terms that clients can understand - ‘Sue reduces into ordinary English otherwise complicated subjects.’
She strives to help clients understand and realise the potential of all aspects of their financial affairs in order to meet their needs, achieve their goals and safeguard their financial future.
Sue lives in Nottingham and enjoys horse riding, running, travel and the Arts.
Cath Ball, Dip PFS
Vice President of the Nottingham Insurance Institute
Vice Chair of the Personal Finance Society
2015 was my 20th year in Financial Advice – but no two days are the same so it remains fresh and interesting. I believe financial advice is an important relationship between client and adviser and I gain satisfaction from working closely with clients, helping them achieve their goals both in the short term and throughout their lives and that of their families.
When advising my clients I work to the ethos that I wouldn’t do anything for that client, which I would not do for my Mother in the same situation.
On a relaxing note, when not working, I enjoy my holidays and I am trying to see as much of the world as possible. I’m not doing too badly, but there is still a lot to be explored!
I entered into financial services on Black Monday - 26th October 1987 and although it was not down to me the financial world has been extremely challenging ever since !
I worked for 14 years with the Prudential as an Adviser before becoming an IFA in 2001 and then joining Red in May 2012.
I am qualified to give advice and recommendations on Pensions and Annuities, Investments, Savings, Mortgages and protection solutions including life and critical illness cover plus Inheritance Tax planning.
With having 3 adult children I know the challenges faced by a growing family so feel I am well placed to offer financial solutions to individuals as well as companies.
Faye Lord, Cert CII (MP)
Faye is the practice manager at Red IFA and leads the Red IFA support team. Faye has over 10 years of experience within the financial services industry. She is a previous winner of the Nottingham Insurance Institute’s "Young Achiever Of The Year" award and is a very valuable asset to the business. While Faye is not at work she spends time with her young son.
Contact Faye by emailing firstname.lastname@example.org
Support Team (Apprentice)
George has recently joined Red IFA on a Business Administration Apprenticeship, he has settled in well and plays a vital role in keeping our systems and administration running to a high, efficient standard.
George enjoys attending live music events and spending time with friends and family when away from the office
Contact George emailing email@example.com
Katie Rice, NVQ Business Administration
Katie joined us in 2013 and is a hugely valuable part of the team. Katie is responsible for administration running efficiently and to a very high standard and is our office manager. Katie is currently taking her exams and is enrolled in the NMBA apprenticeship to become a financial adviser. Whilst not at work Katie's time is spent with her young family.
Contact Katie by emailing Katie@redifa.co.uk
Natalie is our specialist trouble-shooter and ensures that clients are provided with the best service possible, with the minimum of disruption and delay.
With a young family, Natalie is usually found making sure her boys have everything they need when away from the office, and is a keen runner.
Contact Natalie by emailing firstname.lastname@example.org
Lauren has joined the support team in May 2016 as part of a Business Administration apprenticeship programme, we are extremely pleased with how well she has fitted in and has become a valuable member of our team. Lauren is looking at progressing a career in financial services.
Contact Lauren by emailing email@example.com