Yitz Jaffe FCA
Chairman | Yitz Jaffe Chairman
Yitz Jaffe has over 50 years’ experience in finance both as a chartered accountant and as a business consultant. He started practicing accountancy in Manchester in 1955 and was one of the founding partners of accountancy firm Downham, Jaffe & Co. Yitz acts as chairman and mentor to Phil. |
Phillip Rose APFS
Chartered Financial Planner
Managing Director | Phillip Rose In 2006 upon being disillusioned with large company mentality, Phillip Rose launched chartered financial planning company Independent Financial Advisor Limited, which advises a wealth of high net worth clients. Phillip launched the company with long-term business partner John Holt and several members of staff, and his entire client base, numbering some 120, loyally followed him. Phillip established and then sold his own sole trading business to AIM listed accountancy practice Numerica. He spent 3 years on the financial services board of directors earning a reputation for being something of a maverick; known for his vision, proactive approach, questioning mind and straight-talking personality. Numerica was in turn purchased by one of the largest LLP’s in the UK, BDO Stoy Hayward where he earned a place on the Executive Board of Directors and gained first hand experience on the workings of a multi-national company. Phillip is a highly respected chartered financial planner who has worked in the financial services sector for more than 20 years. Unlike most advisers, it is his own first-hand business experience that enables him to offer a comprehensive expert service in almost every scenario, with his own chain of events further enhancing his financial planning expertise.Phillip was one of the first advisers in the North West to gain the ISO 22222 which was created in 2005 with the aim of achieving and promoting consumer confidence by providing an internationally agreed benchmark for high standards of personal financial advice.
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John Holt APFS
Chartered Financial Planner
Director |
John Holt
John Holt co-founded Independent Financial Advisor Limited in March 2006, and holds the prestigious Chartered Financial Planner title. He has 15 years experience in the industry and offers clients professional holistic financial planning. He has worked alongside Phillip Rose since starting in the industry, and finished in his last role working for one of the top 5 accountancy practices. John advises clients on wide ranging issues which has provided him with a wealth of knowledge and experience, and he works closely with other professionals such as accountants and solicitors. He takes great pride in his work and his key to success is to ensure that the client relationship is a ‘long term one' rather than a ‘flash in the pan’, and he believes the key to this is to provide a ‘good level of ongoing fservice’. John was also one of the first advisers in the North West to gain the ISO 22222 which was created in 2005 with the aim of achieving and promoting consumer confidence by providing an internationally agreed benchmark for high standards of personal financial advice. |
| | Neil Hutton Neil Hutton is a Chartered Certified Accountant and Chartered Tax Adviser with 15 years experience in advising businesses about tax planning. He has specialised in tax planning for individuals and manager owned businesses. Neil has gained a wealth of experience by working within a local accountancy practice as well as being the head of tax for a national accountancy practise. |
Danielle Gregory APFS
Office Manager | Danielle Gregory Danielle Gregory over 12 years experience in the UK financial services industry and joined Independent Financial Advisor Limited when the company was formed in March 2006. She is a Fellow of the Personal Finance Society, the highest designation awarded by the Personal Finance Society. Danielle assists the directors with all aspects of the financial planning process as well as providing them with technical support. She is determined to provide a high quality service to the clients of Independent Financial Advisor Limited. Danielle has achieved the advanced Chartered Insurance Institute examinations in Taxation and Trusts, Personal Investment Planning, Pensions, Retirement Options and Pensions Investments Options. |
David Reece Dip PFS
Senior Administrator | David Reece David Reece has over 9 years UK financial services industry experience and holds a Diploma in Financial Planning.
He joined the company in March 2006 and assists the directors with all aspects of the financial planning process as well as providing technological support for the company.
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| | Jonathan Heald
Jonathan Heald has over 14 years experience in the UK financial services industry, holds the Diploma in Financial Planning and the Investment Management Certificate.
He provides technical support and assists the company directors in all aspects of the financial planning process. |
Natalie Coward CeMAP
Mortgage Adviser | Natalie Coward Natalie Coward has worked for a leading mortgage provider for 14 years and joined Independent Financial Advisor Limited in September 2006. Natalie has CeMAP and provides mortgage advice to clients helping them to choose the most appropriate mortgage deal to meet their circumstances. |
Amanda Mason Cert PFS
Administrator | Amanda Mason Amanda Mason joined Independent Financial Advisor Limited in August 2007 after working for the Financial Services department of a well-established accountancy practice. She has worked for one of the leading insurance companies and has 14 years experience in the financial services industry having gained her Certificate in Financial Planning 8 years ago. Amanda provides administration support and is committed to providing a high quality of service to clients. |
Deborah Taylor Cert PFS
Administrator | Deborah Taylor Deborah Taylor joined Independent Financial Advisor Limited in October 2006 after a couple of years out of the industry. She has recently achieved her Certificate in Financial Planning and has 7 years experience in the financial services industry. She holds her Level 2 Certificate in Book-keeping and is an Associated member of the International Association of Book-keepers Deborah provides administration support and is committed to providing a high quality of service to clients. |
| | Christopher Swaby Christopher Swaby joined the company in May 2009 having gained a degree in Business Studies he is currently working towards his Certificate in Financial Planning.
Chris provides administration support and is committed to providing a high quality of service to clients.
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| | Kate Salmon
Kate Salmon joined Independent Financial Advisor Limited in January 2010 having over 10 years experience within local financial service practices. She gained her Certificate in Financial Planning over 5 years ago.
Kate provides administration support and is committed to providing a high quality of service to clients.
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