Shane started his career in financial services in 1996 with the Prudential before becoming an Independent Financial Adviser and then 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. Since the merger with The Insurance Partnership Financial Services Ltd in 2016, he is now also a Director on the board for the group of companies. Shane specialises in providing retirement planning advice to clients, including advising on defined benefit pension transfers.
Rodney has over 36 years experience in financial services, 13 of which have been spent here at Kirk Ella Investments Ltd. Rodney realised many years ago that a “Personal service” is essential when dealing with clients on the financial services that are right for them, and this, along with his affable nature, has enabled him to build strong and lasting relationships with our clients over the years.
Paul has worked in financial services since 1989 following 9 years service in the Royal Navy. Paul has been a Financial Adviser and Mortgage Adviser at Kirk Ella Investments Ltd since 2001. 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 is an IFA with 13 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. Deana is currently studying towards Chartered Adviser status.
Judy has worked in financial services industry since 1999. She started out at CIS Ltd, and joined our team in August 2012 to assist with the implementation of the new back office system and more recently a Paraplanner. Judy provides assistance to the Advisers with annual reviews, research, reports and more complex administrative duties.
Amy started her career in financial services with Alliance & Leicester in 2007, followed by the role of Paraplanner for a firm in York before she joined Kirk Ella Investments Ltd in July 2013. Very soon after joining, Amy became a fully qualified Financial Adviser, and is currently studying towards Chartered Adviser status. During her time here, Amy has worked on some very complex cases alongside the Directors and senior Advisers in the business.
Katy has a wealth of secretarial experience dating from 2001 and also has a solid foundation in legal training having achieved her LLB Honours Degree in Law, and has almost completed her Legal Practice Course. Katy previously worked as a Paralegal for a local Law Firm and joined Kirk Ella Investments Ltd in June 2013. Katy’s main duties involve supporting the advisers in the practice.
Lyndsey started her career after leaving South Hunsley Sixth Form and becoming an Admin Apprentice with a local Mortgage Broker. She joined Kirk Ella Investments in January 2015 as an Administrator but is currently studying for the various paraplanning qualifications, with the ultimate goal of eventually becoming a Mortgage Adviser. Lyndsey is also studying for a Business Management Degree at the University of Hull part time.