Only once we have understood a Client's individual needs, do we bring together a team of professionals with the qualifications and experience particularly suited to meeting those needs. Each Client's team is led by a professionally qualified Manager, with responsibility for a portfolio of clients.
Niki Dunstan, FPC - Financial Services Department Manager
Niki joined Kelsall Steele in 1999 originally as a Secretary for the accountancy department. In 2000 Niki transferred into the financial services department and began training for the financial planning exams. In 2001 Niki became fully FPC qualified and now supervises and runs the administration team of the financial services department.
Chris Blackmore, F.C.I.I., DIP FPS - Independent Financial Adviser
Chris joined Kelsall Steele Ltd in June 2001 after a life-time career in the Insurance & Financial Services Industry. He has been involved in middle management positions with large financial institutions and immediately prior to joining KS had his own IFA practice in Bristol as well as holding the position of Development Manager for a major IFA Network, recruiting IFA's
Jeremy Squibb BSc (Hons), Cert PFS - Independent Financial Adviser
A business studies graduate of Surrey University, Jeremy is a qualified Independent Financial Adviser, and a member of the Personal Finance Society. After 13 years with Lloyds TSB, Jeremy joined the Financial Services department of Kelsall Steele in 2004.
As an Independent Financial Adviser, Jeremy offers advice on all areas of financial planning, including protection, pensions and investments.
