Shane Beardsley - Managing Director / Independent Financial Adviser - email
Shane started his career in financial services in 1996 with the Prudential before becoming an Independent Financial Adviser and Director of Kirk Ella Investments Ltd in January 2000. 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 alongside her own clients.
Rodney Newton - Managing Director / Independent Financial Adviser - email
Rodney has over 35 years experience in financial services, 12 of which have been spent here at Kirk Ella Investments as an Independent Financial Adviser and Director specialising in mortgage and pension advice. Rodney realised many years ago that a “Personal service” is essential when advising clients on the financial products and services that are right for them, and this, along with his affable nature, has enabled him to build strong and lasting relationships with his clients over the years whether it is helping the younger members of a family with their first mortgage to the Grandparents planning their retirement.
Paul Roberts - Independent Financial Adviser / Company Secretary - email
Paul has worked in financial services since 1989 following 9 years service in the Royal Navy. Paul has been an Independent Financial Adviser at Kirk Ella Investments Ltd since 2001 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, helping them manage their pensions and investments and finally planning their retirement. His experience both in life and the world of finance has helped his clients considerably.
Deana Lee - Independent Financial Adviser - email
Deana is an IFA with 11 years experience in Financial Services. Deana advises clients on Pensions, Investments, Business and Personal Protection and she also specialises in mortgages. 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.
Paul Smith - Independent Financial Adviser - email
Paul has worked in the financial services industry since leaving school 24 years ago, the last 14 of these as a financial planner. He has a vast knowledge of the bancassurance sector having spent the majority of his career working in high street banking for Barclays, Santander & Halifax before becoming an independent financial adviser. Paul provides advice on investments, pensions, mortgages and protection.
Margaret Fielding - Support Staff - email
Margaret has worked in this industry for over 27 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.