Our People

Shane Beardsley - Managing Director / Independent Financial Adviser - email

Shane started his career in financial services 15 years ago initially working for Prudential before becoming Independent and joining Kirk Ella Investments in January 2000, shortly after which he became a Director. He works with a wide range of clients from all backgrounds including individuals and corporate clients. Many of Shane's clients will also deal with Deana Lee who joined Kirk Ella Investments in January 2009 to assist with annual reviews, paraplanning, and to look after his mortgage cases.

Rodney Newton - Managing Director / Independent Financial Adviser - email

Rodney has over 35 years experience within the financial services sector, of which the last 10 years have been spent here at Kirk Ella Investments as an Independent Financial Adviser and Director. His affable nature has enabled him to make strong and lasting relationships with his clients over the years which has made him a valuable member of the team.

Paul Roberts - Independent Financial Adviser / Company Secretary - email

Paul has worked in financial services since 1989 following 9 years service in the Royal Navy. Since 2001 Paul has been an Independent Financial Adviser at Kirk Ella Investments Ltd where he also holds the position of Company Secretary. During his time at Kirk Ella investments Ltd Paul has taken a holistic view to financial planning for his clients and feels that it is his duty to help his clients with all aspects of their financial life, beginning with their first mortgage continuing on to the protection of their families, and helping them manage their pensions and investments and finally planning their retirement. His experience both in life and the financial world has helped his clients considerably.

Grant Dymond - Independent Financial Adviser - email

Grant is an IFA advising on Mortgages, Pensions, Investments and Protection. He has over 12 years experience in financial services having worked at Kirk Ella Investments for the last 3 years and previously at HSBC Bank for 9 years. Grant is currently working towards his Diploma in Financial Planning and is currently qualified through the CeFA and CeMAP examination certificates.

Deana Lee - Independent Financial Adviser - email

Deana is an IFA with 9 years experience in Financial Services. Much of her time is spent assisting Shane with his existing clients at review time, and as a mortgage specialist she handles the majority of Shane's work in this area. Deana's strength lies in her ability to explain the most complex of issues in plain English and the number of testimonials she receives from existing clients will serve as a guide to the level of service you can expect from her.

Peter Williamson - Business Development Manager - email

Peter has worked in the financial services sector for the last 23 years. His first 12 years were at Britannic, and the last 11 years as our Business Development Manager. Peter supports the advisers, liaises closely with clients, as well as working with Margaret to ensure the office runs smoothly.

Margaret Fielding - Support Staff - email

Margaret has worked in this industry for over 25 years having started her career with Britannic. She joined Kirk Ella Investments Ltd in September 2001 and Margaret's main duties involve looking after the smooth running of the office, administration and support for the advisers, and processing of pensions, investments, mortgages and protection applications.