Meet the Team
IFA and Director
Dave has been working in financial services since 1987. He is an experienced Financial Adviser and over the years has worked with a vast number of corporate and individual clients to assist them with all their financial planning needs. With a keen eye for detail Dave prides himself on providing the highest quality service and is passionate about helping his clients to achieve their financial goals. He is also an integral part of the running of the business.
He has obtained multiple qualifications, having achieved Chartered status, the Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute.
Away from the office, Dave is a sports enthusiast and likes watching all sports, particularly cricket and football. He also enjoys the odd frame of snooker and for the last 15 years has spent a lot of his time coaching and managing sides at a local football club.
IFA and Director
Trevor became an IFA in 1988 with another local firm after working 5 years for a major life assurance and pensions provider.
He provides advice to corporate and individual clients and is authorised as a pension transfer specialist.
Married with 2 children, he remembers that he used to play golf to a reasonable standard but is more skilled now at watching his son play hockey.
IFA and Director
Shaun started his financial career working for a high street bank in 1988 and has carried out a number of roles in Financial Services since then. He has a passion for Financial Planning and in particular when clients are able to achieve their goals when they thought they weren’t possible before meeting Shaun. He has achieved multiple qualifications including Equity Release, Mortgage advice, Long Term Care planning and the full Financial Planning Certificate.
Shaun enjoys watching all sports, mostly rugby. He also likes walking, nature and the outdoors. He can also occasionally be seen browsing in antique shops
Glenn has over 20 Years in the Financial Services industry, having previously worked for over 10 years in Audit & Accountancy. His Financial Director role at F G Watts allows him to combine his Accountancy, Financial and Management experience to complement the Adviser Team.
Glenn enjoys most sports including football, rugby, golf and particularly cricket, which he still plays for Northampton Saints Cricket Club. He is also a member of the MCC. Glenn is married to Sarah with 2 children, Emily and Joe.
Brian has been in Financial Services for over 50 years and still enjoys the overseeing of F G Watts Financial Advisers. He brings a wealth of experience to the day to day running of the business and finds any excuse to visit the office.
In his spare time Brian is a sports fanatic, mainly watching cricket and rugby. He also sits on the board of a number of local sports clubs. Brian is a well respected local businessman having owned various companies in the town for a number of years.
Geoff has been in Financial Services for over 50 years. He now helps with the running of F G Watts by offering his vast experience in the industry to the boardroom.
He now enjoys spending a lot of his time in Spain, where he claims to be searching out the best wines. Geoff also played rugby for the Northampton Saints in the 1970’s.
Dave has been in Financial Services for over 50 years. He enjoys the camaraderie between himself and his clients, many of whom have now become good friends. Dave intends on taking a step back from advising shortly but will continue to offer his assistance in the short term.
Dave loves his cricket and rugby, being a season ticket holder at the County Ground and Franklin’s Gardens. He also enjoys yoga, is a history buff, a theatre goer (particularly Shakespeare), watching films (especially cowboy films) and he enjoys quizzing.
Trainee Financial Adviser
Jake has been working at F G Watts since 2021. He is currently taking his exams in financial planning, having recently passed his first in Regulation and Ethics. His ultimate aim is to become a qualified financial planner. His current roles include providing research, general administration and managing our marketing and social media.
Outside of work Jake is a keen golfer, being a member of the Northamptonshire County Golf club. He also plays cricket for the Northampton Saints.
Rick has been in the financial industry for 36 years and has covered most roles in financial services. He now concentrates on following macro-economic trends, market cycles and sector analysis. He is passionate about delivering value and performance. He has the full Financial Planning Certificate via the Diploma route.
In his spare time Rick enjoys cricket, rugby and is a table tennis afficionado. He is also a keen market technician and manages his own investment portfolio. Rick is a dedicated family man who is never happier than when he is in the company of loved ones and close friends.
Denise started her career in financial services in 1981 as an Administrator and latterly as a Consultant. Since then she has been an Administrator for two Financial Adviser firms, including F G Watts. Denise has achieved the Financial Planning Certificate. Denise particularly enjoys working with our corporate clients to ensure a smooth running of their group and pension schemes.
In her spare time, Denise enjoys cruises, painting, crafting and dancing.
Sue previously worked for one of the main high street banks for 27 years in secretarial and administrative roles. She moved over to work as a Financial Advisers Administrator in 2007 and has been with F G Watts since 2010. Sue has a Certificate in Financial Planning qualification and she enjoys dealing with new business cases to ensure client applications are dealt with in an efficient and timely manner.
In her spare time, Sue keeps fit by going to the gym. She also loves attending live music events and getting up on the dancefloor, where she can be found most weekends enjoying her Northern Soul dancing.
Julie has worked in the financial services sector since leaving college, working first for an Insurance Company and then moving on to F G Watts. Julie provides administration back-up for the Financial Advisers, which includes liaising with Life Offices and on-line submissions. She enjoys dealing with clients in order to carry out their instructions whilst working in a busy, friendly office.
Out of work Julie likes long walks, live 80’s music, yoga and spending time with her family.
Michelle has been involved in a number of roles since she started in financial services over 20 years ago. Michelle has the Award in Financial Administration. She works closely with her appointed Financial Adviser and enjoys being able to make a difference to people’s financial wellbeing.
Michelle’s spare time is mostly taken up by looking after her young children. Michelle enjoys dancing to keep fit.
Are you looking for assistance in achieving your financial goals?
If you would like to learn more about how we can assist in achieving your financial goals, we’d be more than happy to hear from you. Please get in touch with us on 01604 973400 or send an email to firstname.lastname@example.org. We treat all communication with the strictest confidence.