Meet the team "We pride ourselves on a friendly, attentive & professional approach to all our clients, we are here to help when you need us" 

 

Claire Dentith APFS, Dip PFS, MAQ Director, Chartered Financial Planner 

Born and Bred in Telford, Shropshire, Claire attended Thomas Telford School & 6th Form, after 6th form, Claire took on a business apprenticeship, which lead to her first role in Financial Services at Windsor Life Assurance in 2001. 
 
In July 2003, Claire took on her first advice role and never looked back and has been advising clients on all aspects of their Financial planning needs ever since, building long standing relationships. 
 
Areas of expertise; 
Pension and Retirement Planning - personal and corporate including Director and self employed pensions 
Investment and Savings 
Estate planning and mitigation 
Mortgages 
Protection - personal and corporate Life, Critical illness & Income protection insurance 
 
Professional Qualifications; 
Advanced Diploma in Financial Planning 
Diploma in Financial Planning 
Financial Planning Certificate 
Mortgage Advice Qualifcation 
 
 
 

Leanne Tolley, CeMAP CeRER CeSRE Mortgage & Protection Advisor 

Taking on her first role in Financial Services in September 2000, Leanne has developed her knowledge and expertise of all things mortgage, she prides herself on taking time getting to know each client, ensuring they get the right mortgage deal for them. 
 
Areas of expertise; 
Mortgages - Residential purchase & remortgages, Buy to Let purchases & remortgages, Limited company Buy to Let, Right to Buy, Help to Buy, Shared ownership, Self build, Self employed mortgages, Poor credit mortgages 
Equity Release 
Protection - personal and corporate Life, Critical illness & Income protection insurance 
Buildings & Contents 
 
Professional Qualifications; 
Certificate in Mortgage Advice and Practice 
Certificate in Regulated Equity Release 
Certificate in Supervising in a Regulated Environment 
 
 

Lyndsay Taylor Pension & Investment Administrator 

Lyndsay works closely with Claire providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients. 
 

Leanne Charnley Pension & Investment Administrator 

Leanne works closely with Claire providing administration and support for our Financial Planning clients from initial contact to ongoing support for our practice clients. 
 

Amy Lewis Mortgage & Protection Adminsitrator 

Amy works closely with Leanne and Claire providing full support for our mortgage clients, chasing mortgage lenders and solicitors, keeping clients up to date at every step, helping to take the strain out of the mortgage process. 
 
 

Vacancy Administration apprentice 

 
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