Meet The Team
Proudly supporting our clients since 2004. SN Financial is a trusted financial adviser for individuals, couples, families and businesses across Worcestershire and Kent.
Our Management Team
Stuart is the Managing Director and co-founder at SN Financial Services. Stuart is directly authorised with the FCA and has over 30 years’ experience in the industry, providing comprehensive advice on pensions, investments, protection and mortgages. Stuart can offer advice in the office, online, or any other convenient place at a time to suit you.
Stuart Neale
Managing Director - DipPFS Certs CII (MP & ER)
Samantha is a Director and co-founder of SN Financial Services and a fully qualified Mortgage Adviser. Samantha is directly authorised with the FCA, offering mortgage and protection advice, having over 15 years’ experience in independent financial advisory services, with a further 15 years’ experience in general and commercial insurance.
Samantha Neale
Director
Justin joined the company in 2018 and is responsible for the day to day management of business operations and organisational compliance. Justin has a Level 8 Diploma in Strategic Direction & Leadership and over 20 years’ experience in Corporate Services, covering IT, data, premises, health & safety, compliance and quality management.
Justin Neale
Director of Business Operations and Compliance
Astra joined the organisation in 2019 becoming a qualified Mortgage, Protection and Equity Release Adviser. Astra moved in to the role of Business Development Manager in 2023 and is passionate about making professional connections within the Sevenoaks and Worcestershire areas, engaging with the business communities and forging new relationships.
Astra Birch
Business Development Manager
Cristina joined the company in 2018 after attaining a degree in Marketing, Advertising and Public Relations. Cristina was promoted to Customer Support Manager in 2023 after having successful supervisory and executive roles within the company. Cristina looks after the Customer Support team, ensuring excellent customer care and client services.
Cristina Preda
Customer Support Manager
Our Advisers
Jack joined the company in 2016 working in the Wealth Management department, and has subsequently completed his Level 4 Diploma in Financial Planning, becoming an Independent Financial Adviser. Jack has extensive knowledge covering pension, savings and investment strategies and is passionate about helping people plan for their financial future. Jack is currently studying to become a Chartered Financial Planner.
Jack Jones
Independent Financial Adviser – DipPFS
Gemma joined the company in 2016 and is a qualified Mortgage Adviser having passed R01 (Financial Services Regulation and Ethics, diploma level), CF6 (Mortgage Advice) and ER1 (Equity Release). Gemma deals with mortgage cases and financial protection, with the benefit of access to the whole financial market, offering a variety of tailored options for her clients. Gemma is qualified to offer advice on lifetime mortgages for customers who may benefit from releasing equity in their property.
Gemma Brown
Mortgage and Protection Adviser Certs CII (MP & ER)
Charlie joined the company in 2020 and is a qualified Mortgage and Protection Adviser having completed the Certificate in Mortgage Advice and Practice (CeMAP) in 2018 and the Certificate in Regulated Equity Release (CeRER) meaning he can also offer advice on lifetime mortgages. Based at our Sevenoaks office, Charlie enjoys helping customers with their mortgage and protection needs and making the process as smooth as possible.
Charlie Nicholls
Mortgage and Protection Adviser (CeMAP, CeRER, DipFA)
Lelan joined SN Financial in 2018 and enrolled on our post-graduate scheme as a Wealth Management Executive in October 2019. After gaining a master’s degree in Physics and Theoretical Physics in 2018 at the University of Nottingham, Lelan subsequently passed his Level 4 Diploma in Financial Planning, qualifying as an Independent Financial Adviser in 2021.
Lelan Spence
Independent Financial Adviser – DipPFS
Zoe joined the company in 2019, providing administration support services to the Wealth Management, Mortgage and Protection departments. Zoe has since completed her R01 (Financial Services Regulation and Ethics, diploma level) and CF6 (Mortgage Advice), gaining her title as an independent Mortgage & Protection Adviser.
Based in our Droitwich office, Zoe is passionate about helping clients achieve their aspirations and puts excellent customer service at the forefront of everything she does.
Zoe Longbottom
Mortgage and Protection Adviser Cert CII (MP)
Our Customer Support Team
Ansa joined the company in 2022 and is based in the Sevenoaks office. Having extensive administrative experience for the past 20 years, she supports the advisers with their ongoing portfolio of applications, whilst assisting with all manner of everyday tasks for the smooth running of the office.
Ansa Qureshi
Customer Support Executive
Linda joined SN Financial in 2022 as part of the Customer Support team. Linda has a NVQ Level 3 in business support, coupled with a wealth of experience in customer focused environments.
Linda Evans
Customer Support Assistant
Toby joined the expanding Wealth Management department in 2021, providing additional support to the analytics team. Toby has a keen eye for detail and assists with generating key reports and data for the advisers.
Toby Nicholson
Trainee Paraplanner
