Tel: 08000 322 966 | enquiries@policeclubsfinancial.com
Our Team
David McAuley - Principal
David has 25 years financial services experience, the past 14 of which have been specifically dealing with the needs of police officers and their families. A recent winner of Independent Financial Adviser of the year for the Tenet Group, David specialises in retirement planning and investments. Fundamental to the success of the firm is his development of relationships with senior management throughout the wider police family.
Adam Reading - Senior Financial Adviser
Adam entered the financial sevices sector immediately after completing his degree at university in 2001. Since then he has been providing hollistic financial advice to his clients and specialises in retirement planning, savings and investments. Adam works closely with David in the development of introducer relationships throughout the UK.
Timothy Stewart – Senior Financial Adviser
Tim has extensive experience in all aspects of financial planning and specialises in wealth management, investments and estate planning. He acts as Regional Chair for TenetConnect in Northern Ireland and is the direct manager for the advisers on mainland UK.
Joel Stafford-Barton – Mortgage/Protection Specialist & Paraplanner
Following a placement year with the firm whilst studying at university, Joel completed his finance degree and duly accepted a permanent position in the company. Now a fully qualified adviser, Joel has a duel role as Paraplanner and Mortgage/Protection specialist.
Mike Fawcett - Chartered Financial Planner (Northern Region)
Mike has wide and varied experience in financial services having previously advised the clients of stockbrokers and accountants. He has specialist expertise in areas of offshore investment planning, long term care and estate planning. Mike has achieved both Chartered and Certified qualification status.
Rob Blount - Independent Financial Adviser (Central Region)
Rob has worked in many roles within the financial services industry providing him with a wide range of experience. Whilst providing holistic financial advice to his clients, Rob also focuses on wealth management and estate planning, helping to protect future generations financial stability.
Stephen McCallum – Client Review Co-ordinator
Responsible for liaising with clients on a daily basis, the investment review process managed by Stephen ensures our clients portfolio’s are reviewed and maintained according to risk profile and investment aspirations.
Michelle Jackson – Adviser Support
Michelle provides support to the Financial Planning Team and is involved in the collation and preparation of client reports. Other responsibilities include new business submission and compliance processes.
Claire Martin - Adviser Support
Claire provides support to the Financial Planning Team and is involved in processing all types of business. She is in daily contact with clients as plans progress from application stage to completion.
