MEET THE TEAM

About Us

Ian MacKendrick

Consultant & Chartered Financial Planner

Works for our Partner, Paladin Financial Consultancy Ltd.

Having trained as a Counsellor and a SOLLA accredited Chartered Financial Planner with 30 years financial expertise, Ian is uniquely positioned to specialise and advise the most vulnerable people in the UK, their families and legal advisers.

He is a Chartered Financial Planner, Dementia Friend, hold the Statement of Professional Standing and specialise in advising on the finances for the Elderly, Vulnerable and those in receipt of Damages awards. I take care to provide an honest and straightforward approach.

Outside of work, I love spending time with my daughter Fabienne and dog Lola. I keep fit’ish, play ‘veteran’ football, a bit of golf and cricket and generally love to be outside in the fresh air and going for a walk.

Stephen Farnfield

Consultant & Chartered Financial Planner

Works for our Partner, Paladin Financial Consultancy Ltd.

Having worked in the financial services industry for over 20 years and been qualified as a Chartered Financial Planner since 2012, Stephen is well positioned to specialise to advise on even the most complex of cases.

In his previous role, he helped care for over £1 bn of client assets and, within the Paladin Group, has designed a suitable
proposition for the more sophisticated investor.

Outside of work, Steve loves spending time with his wife, two daughters and three dogs.

Kerry Nash

Independent Financial Adviser and Mortgage Adviser
Kerry has worked as an adviser in the financial services industry for over 25 years, initially with Lloyds Banking Group for 14 years before working self employed in the financial services industry and building a very successful business of her own. Kerry is diploma qualified in financial advice, holds all qualifications for mortgage advice and also specialises in equity release.Whilst working with Lloyds, Kerry delivered the role of Regional Risk Manager for over 100 financial advisers. Her job was to ensure that each and every client was being treated fairly and with the utmost integrity and care. She reported to the National Risk Manager with regards to adviser recommendations and advice to maintain the highest level of care, particularly for vulnerable people. She also delivered successful, large scale projects for the role out of the Diploma qualification for all of the advisers.Kerry has attained an enormous amount of knowledge within the financial services sector while coupling that with a ‘doing what is right for the client’ attitude. Outside of work, she enjoys spending quality time with her husband and their two children Phoebe and William and walking her dog Ruby. She attends weekly dance classes and is partial to a spin class for a work out.Works for our Partner Marble Financial Planning Ltd.

Liam Nash

Independent Financial Adviser
Liam joined the industry in 2000, working as an adviser since 2002 having begun his career as an IFA with Barclays. He left the world of employment in 2009 and moved to a large Wealth Manager which soon made him realise that he needed to do things on his own terms with ethics at the heart of his approach. Liam is qualified in all areas of Financial Planning, including Pension and retirement planning (R04), Personal taxation (R03), Investment principles and risk (R02), Regulation & Ethics (R01), Equity release (ER1), Long term care planning (CF8) and Mortgages (CF6). He is also a Dementia Friend. On a personal level, his priority is his two children but when time does allow, architecture, travel, sport and the gym rank amongst his hobbies.

Ryan Davies

Independent Financial Adviser

Ryan has amassed over 10 years of experience in the financial services industry, beginning his career as a Customer Service Agent for NatWest, working his way up to become a diploma qualified Independent Financial Adviser.

Having previously worked as a Paraplanner, he has gained significant knowledge and experience in the industry, obtaining qualifications in all areas of financial planning.

Outside of work, Ryan enjoys spending time with his wife, walking his two cocker spaniels, riding his motorcycle as well as having a particular interest in field sports such as shooting and fishing.

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Mortgages by Paladin

At Mortgages by Paladin, we are an Independent Mortgage Brokerage with some of the most experienced advisers in the industry offering extensive knowledge of helping those with complex income situations.

 

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Mortgages by Paladin is a trading style of Marble Financial Planning Ltd is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority. Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515. Marble Financial Planning Ltd is registered as a Company in England & Wales No. 08624344. Registered Address: First Floor, Unit 4 Markerstudy Business Park, Whitstable, Kent CT5 3FD.

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