The Team

Qualifications: BA DipPFS Simon has been involved with the business for over 20 years and has overseen the expansion of the business in his capacity as Managing Director. Whilst taking overall responsibility he is also an active adviser within our Financial Services side. He is married with one child. Simon enjoys most sports and professes to be an average golfer playing off 16!

Qualifications: BSc (Hons) Cert CII TechIosh Andrew has been involved with the business for over 17 years and oversees the day to day running of the General Insurance section. He actively manages a portfolio of commercial and high net worth clients. Andrew is married with two children and states 'life was simple beforehand'! He is a sports fanatic supporting Everton and St Helens RFL and was an ok rugby union player in his day. The staff also say that he doesn't make a bad brew either!

Qualifications: DipPFS Jeremy has worked in Financial Services for all of his working life and has been a Financial Adviser here since leaving Natwest in 2012. Jeremy is married with two children and enjoys playing golf, cycling, watching football (Man U!) and rugby league. He enjoys socialising going out for meals with family and friends.

Qualifications: Cert CII Kieron has worked at Insurance Management solution Group since 2000 when he started as an office junior. He has progressed through the company and now holds the position of Commercial Manager. He has been actively involved in the development of the commercial side of the business. Kieron lives with his wife and two daughters and when he isn't spending time with the family he likes watching sport especially his beloved Liverpool!

Qualifications: Cert CII Mike joined the company in 2012 having previously worked at Willis Preston. He is an experienced account executive with over 25 years industry experience. In his spare time Mike enjoys spending time with his family and actively participates in badminton and running. He has also recently become a Scout Leader.

James joined the company in June 2017 looking for new challenge. Over the past 10 years, James has gained a variety of experience and knowledge in the financial industry having worked fora number of leading pension providers and banking firms. In his spare time he enjoys; spending time with his family, a spot of carp fishing, competing in boxing matches and following Liverpool FC (the better half of Liverpool supposedly)!

I have worked in Insurance for over 25 years. I enjoy going to the theatre with friends, and at weekends I like to get out and about with the family and go walking and visiting new places.

Susan has been working for the company since 2005 but has worked in insurance for over 35 years. She is a workhorse within the Personal lines team and rarely takes a break! Outside of work she spends time with her family and has a very active social life. She is a member of Chester Zoo and makes frequent visits to the zoo at weekends.

Yvonne joined the team in August 2016 having spent many years at RSA as Personal Lines Underwriter. Outside work she enjoys spending time with family, weekends away with friends, spa days, overseas travel, walking in the Lake District and fitness and particularly Zumba.

We are pleased to announce that Jayne will join our team from 23rd February. Jayyne is an experience account handler who has spent more than 20 years at RSA - More Than. We look forward to welcoming and working with her.

Elaine has been with the business for 7 years, as well as being a personal assistant to Simon she undertakes several administrative duties and supports the other financial advisers. Elaine lives locally and enjoys spending her Fridays socialising with friends. She is married with one son, whom she spends many rainy saturday mornings cheering him on from the side of the football pitch. Elaine also enjoys visiting the theatre especially to watch musicals.