Paul Ray - Business Proprietor & Independent Financial Adviser Paul has over 30 years experience in financial services. As a qualified independent financial adviser (IFS Level 4 Diploma) Paul provides advice to clients on all aspects of personal financial advice, as well as assisting small to medium sized companies with their financial and insurance needs.
Andrew Summers - Independent Financial Adviser & Mortgage Adviser Andrew has spent most of his working life in financial advice, and for the last 16 years has provided independent advice on investments, retirement planning, mortgages and protection with Significant. Andrew is responsible for Significant’s investment portfolios, as well as running specialist seminars for staff in schools on the Teachers Pension and Local Government Pension scheme.
Faye Apthorpe - Para-planner Faye has worked at Significant for 18 years, gaining wide experience in all aspects of the business. Currently her main role is to provide day to day administration for the financial advisers. This includes processing support for mortgages, pensions, investments and protection. More recently Faye has been developing our Wills and Estate Planning services, offering client meetings to take Will instructions. When needed Faye also helps with insurance and accounts queries.
Kelly Mountford - Accounts Manager Kelly has worked with Significant for 12 years and deals with all aspects of our accounts, from running the business accounts to dealing with client premiums and insurer / providers. Kelly also handles personal & commercial insurance including managing claims. Kelly also supports Wills and Estate planning, being available to meet with clients to take their Will instructions.
Zoe Morgan - Personal Insurance Manager Zoe is the most recent member of the Significant team, she completed her Cert CII in Insurance in 2016. Zoe deals with all of our personal insurance clients, from arranging new insurances, to on-going account management and claims. She also acts as our receptionist, so it is likely that the first person you speak to will be Zoe.
