Providing a first class financial planning service requires a multitude of skills. At Sequence we have assembled a highly qualified and experienced team which prides itself on providing the highest standard of client service. Advice is provided by Financial Planners who have achieved the Diploma in Financial Planning (DipPFS) as a minimum, and our support team have a long experience of working in financial services. We adopt a team approach for the delivery of our service. Not only does this provide continuity of service while staff are away from the office but it also means that we each work to our strengths.
Rob is Managing Director of Sequence Financial Management, and has over fifteen years’ industry experience. Rob studied in Sheffield and achieved a 2:1 BA Honours in Financial Services before completing his professional qualifications while training within a financial advisory practice. Rob provides a full range of advice to both corporate and individual clients specialising in Pensions (SIPP & SSAS), Investments, Alternative Investments, Tax Planning and Finance. Rob is a Manchester United season ticket holder and his hobbies include cooking, socialising, travel, and spending time with his family.
Iain is an Associate of the Personal Finance Society (APFS) and Member of the Institute of Financial Planning (MIFP), diploma qualified and holds the full Financial Planning Certificate (FPC) as well as six Advanced FPC qualifications including ‘Business Management’, ‘Corporate Investment Planning’, 'Taxation & Trusts' and 'Pensions' (G60). Iain specialises in offering advice to business owners and directors and has practical experience of owning and managing small to medium sized enterprises having held the position of MD in two companies as well as offering executive and non-executive support to several small enterprises. He is also our designated Pension Transfer Specialist and Development Director at Sequence FM. Away from work Iain is a season ticket holder at Liverpool FC, plays bass guitar for a covers band called The Reform, is married to Caroline and has four grown-up children and two grandchildren.
Rob is a fully qualified chartered accountant with the ACCA and AAT. He is a skilled Senior Financial Management Professional with excellent experience gained managing the finance of large global organisations and SME types of businesses. He is highly focused in the development of financial services and controls, utilising technology and leveraging country specific taxation regulations to optimise returns. He is a Mentor for the Business Growth Hub in helping small business owners with their fund raising and financial planning. He also mentors AAT students and speaks at the KPMG annual graduate program meeting in promoting the AAT qualification. In addition to being a Finance Director Consultant and Business Owner, Rob is a session drummer and performs with bands live and in recording studios. He has recently finished a US tour with a UK band.
Jenna started at Sequence in September 2013 and has experience of working in financial services since 2009 having previously worked for the Co-Operative Bank and Hornbuckle Mitchell. Jenna has already completed an NVQ Level 3 in Financial Services and has completed her AAT qualification at level 2. She is now beginning her AAT at level 3 and hopes to complete this by the end of 2017. Outside of work, Jenna enjoys spending time with her young daughter Poppy. Jenna also enjoys reading, eating and socialising with her friends. She is also a massive fan of anything and everything Marvel!
Simon went to Kings Grammar School in Macclesfield before joining a local engineering company. For the past 36 years’ worked in the Financial Services industry dating back to January 1980. He spent the first 27 years working within the 'Home Services' sector, employed by Royal London then CIS and latterly as an Independent Financial Adviser.
He specialises in advising on Pensions and Investments but he has a broad experience in all areas of Financial Planning. Simon enjoys meeting with friends in his local quiz league and holidaying in warmer climates. He is also an avid Manchester United supporter going to as many games as he can. He has been married for 31 years with three grown up children and a proud Granddad.
John has worked within the Banking industry since 1990 and he undertook many different roles at NatWest before settling on Relationship Management around the year 2000. From newly qualified graduates who are embarking on their careers through to Investment Bankers of Canary Wharf, John has always strived to offer the most personable and professional finance based relationship service to all clients he has worked with.
John has BA (Hons) in Politics from the University of Leicester; the Certificate in Mortgage Advice & Practice (CeMAP), the Certificate for Financial Advisers (CeFA) and the Diploma for Financial Advice (DipFA) which means he is authorised to provide advice across your mortgage, protection and investment needs.
John lives near Southport and can be seen, when the weather is fine mind, walking his puppy, Han Solo, over the Ainsdale sand dunes. He lives with his partner, Liz, and an assortment of up to four children they seem to have picked up along the way from previous experiences. Aged between 13 and 19 its understandable he sometimes loses track! As such, John certainly sees the importance of holistic financial advice because many family lives are more complicated than in previous generations hence the even greater importance of getting the right advice.
David started working for Sequence Financial Management in March 2017, having worked previously for a Nationwide Network Service. He started working in the financial services industry back in January 2002 with Royal London, having since worked for IFA firms within client services and paraplanning roles. David holds a BSc (Hons) Degree in business / computing, along with the diploma in financial planning. David is originally from Rochdale and has been happily married to Paula for 13 years, with two children – Dylan and Ella, currently living in Stockport. His hobbies include spending time with the family, walking, cycling and motorsport.
Melanie joined Sequence Financial Management Ltd in March 2015 she has 12 years experience in the industry which she gained in Penrith and a Kendal-based branch of a multi-national stockbroker and financial advisers’ firm where she had learned her craft as an office administrator and excelled in demonstrating commitment to customer service.
Melanie is originally from Preston, though has lived some of her childhood and most of her adult life within the Cumbrian county borders. Melanie has a passion for anything motorised, enjoys riding her Kawasaki in her spare time and loves nothing better than going to the Isle of Man TT, or a British Superbike round. Her ambition is to experience the roar of the crowd at a Formula 1 race first-hand.
“I strive on a daily basis to achieve excellent client service. For me job satisfaction is all about the ‘ah’ moment, when you exceed a client’s expectations.”
Naomi has over 14 years’ experience in the Financial Services sector having worked with life, pensions and investment business before joining Sequence in 2017. She holds the Certificate in Life and Pensions and plans to continue her study here at Sequence to hopefully attain the Diploma in Financial Planning. She is aiming to become a career Paraplanner and enjoys the more technical and intricate side of the job. Naomi is originally from Cornwall and moved to Macclesfield aged 14 where she now lives with her partner Mark, cat Luna and many tropical fish. Naomi is a keen amateur digital artist, designing logos and banners by request. She is trying to learn to crochet too but that is proving problematic! She only passed her driving test in May 2016 and she has never been abroad and has never held a passport but hopes to go to Greece one day to visit Rhodes.
Justine grew up in Alderley Edge, attending Harefield High School, Wilmslow before completing a secretarial course at Macclesfield College. Justine brings to Sequence a wealth of office experience with a career to date that has included varied responsible positions all of which have required an eye for detail and working to deadlines and strict guidelines. From working within the accounts department at Kobo Transmissions; acting as Personal Assistant to 3 regulatory officers in the Regulatory Department in Astra Zeneca, to working as a Medical Secretary within the Psychiatry department at Macclesfield hospital.
Justine joined Financial Services in 2013, working with clients within both a Stockbroking office and Financial Adviser operation.
Justine has been happily married to Philip for 25 years and they have lived in Knutsford ever since. She has also managed to squeeze in having three children, Oliver, Meg and Charlie. She has various hobbies including singing in the Equali Ladies Choir, escaping for weekends away in the caravan and baking (the Bakewell tart is particularly appreciated by her colleagues!).
Lucy started working for Sequence Financial Management in March 2016 having previously worked for Nationwide Network Services. She is looking to start a financial services qualification in 2017 having excelled in her Client services role. When not in work, Lucy enjoys spending time with her partner, James, and her 4 cats, 2 rabbits, and dog. Also, in her spare time, Lucy likes to read and is very interested in a variety of sciences but in particular, microbiology.
Rob was born in Littleborough, Lancashire, however moved back to Scotland with his parents when he was five and has spent the vast majority of his life living in Edinburgh. Rob attended Napier University and obtained an upper second class honours in Hospitality Management. Rob decided to try a different career path after university and worked for the Halifax and then Standard Life. Through his 16 years at standard Life, he worked in the Life office and in the SIPP area, finally becoming a trader of external investments. Just over three years ago Rob and his young family relocated down to Cheshire from Edinburgh and Rob is now happily working for the adviser side of things in the financial services industry. Rob is currently the treasurer for his local Round Table and this keeps him very busy. When not doing Round table activities, he likes to spend time with his two children, enjoying the countryside living.
Jonathan has worked in various roles within financial services for over 15 years. He started his career working as a researcher at a Bramhall based financial advisory practice where he gained his first financial qualification (FPC1) before moving on to life insurance sales for another local firm in Alderley Edge where he later gained his FPC2. Since then Jonathan gained further sales experience working in the fast-paced financial recruitment industry before returning client side in 2010 when he began working with Sequence as a Business Development Manager. Jonathan’s role within the business is to promote and market the Sequence brand across the North West, assisting new clients both corporate and personal in obtaining the required advice they need to achieve their retirement goals. When Jonathan is not on the phone he enjoys watching his son play football, spending time with his family, keeping fit and listening to music.
Mark Holleran, is a highly experienced and well connected corporate finance and business advisor, having twice been shortlisted at the North-West Business Insider Awards as well as being a practising solicitor in England. Mark's experience in both corporate finance private practice at one of the World's leading law firms for over ten years before establishing and chairing a listed public company investment bank in an executive role has given him unique experience in micro and macro capitalised equity markets, flotations, fundraisings, transaction structuring and distressed business situations. He has experience in the financial services sector from a regulatory and operational perspective and acts as a consultant and non-executive director to a number of both public and private companies.