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.
Senior 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 - Cert CII (MP)
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 – MBCS CITP
Wealth Management
For any enquiries regarding Pensions, Savings, Investments or Retirement Planning, please get in touch with the Wealth Management team.
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
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
Cristina joined the company in 2018 after attaining a degree in Marketing, Advertising and Public Relations. Cristina was promoted to Wealth Management Supervisor in 2022 after having successful roles as an Office Administrator and Executive Assistant. Cristina looks after the support services team, ensuring the Wealth Management department runs smoothly whilst supporting the Independent Financial Advisers with all matters of customer care and client services.
Cristina Preda
Wealth Management Supervisor
Patrick joined the company in 2017 as an apprentice and has since attained a Level 2 Diploma in Business Administration. He is part of the Wealth Management Team and has a passion for technical analysis and statistics, assisting the department in producing reports, comparisons and documentation for financial reviews and meetings. Patrick is now studying for the R01 (Financial Services Regulation and Ethics, diploma level) qualification as part of his professional development.
Patrick Delevante
Wealth Management Analyst
After completing a Level 2 qualification in Business and Administration, Zoe joined the company in 2019, providing support services to both the Wealth Management and Mortgage & Protection departments. Zoe puts customer service at the forefront of everything she does, and has also passed the R01 (Financial Services Regulation and Ethics, diploma level) qualification as part of her professional development.
Zoe Blount
Executive 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
Wealth Management Analyst
Mortgage & Protection
For any enquiries regarding Mortgages & Protection, please get in touch with a Mortgage Advisor in our team.
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)
Astra joined the organisation in 2019 becoming a qualified Mortgage and Protection Adviser. Astra has also completed R05 (Protection, diploma level) and ER1 (Equity Release) and is qualified to offer advice on lifetime mortgages. Based at our Sevenoaks office, Astra is passionate about making financial services easily accessible to all, especially those who are just entering the property market.
Astra Birch
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)
Yiannis joined SN Financial Services in 2021 after successfully completing his LIBF Level 3 Certificate in Mortgage Advice and Practice. Yiannis has also achieved Certified Mortgage Adviser status from the London Institute of Banking & Finance. With access to the whole of the market, Yiannis is keen on helping people achieve their goals and ambitions when purchasing a property.
Yiannis Hanson
Mortgage and Protection Adviser (CeMap, CMA)
