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Mansfield Financial Planning Services has been operating since 1990, and was founded by our Principal, Andre Camilleri. Andre, together with two other financial advisors, Tony and James, deal in mortgages, pensions and life assurance – both for companies and individuals. They are fully supported by their back up team, Rosie, Gail, Tony Amos and Craig and provide an honest and straightforward attitude to financial services. Although we are fully independent, we are a member of the largest financial services network in England, enabling us to have the most up to date information, and, be fully compliant. In today’s complicated pensions and investments market it makes sense to get good, sound financial advice. We have had 17 challenging years in the industry, and our client base, which is mainly from recommendations, is built on trust, fair treatment and honesty.
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Andre is the founder and Principal of the Mansfield Financial Services. He has been working in Mansfield for the last 35 years, accumulating lots of experience. His area of expertise falls within small businesses and companies, the majority of his work being from recommendations.
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James is one of our financial advisors within our company, working for us for a total of eleven years. His main areas of business are investments, pensions, inheritance tax planning and mortgages.
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Tony is a financial advisor, having worked seventeen years for the company since it formed in 1990. His main areas of business are investments, pensions and dealing with the needs of small to medium businesses.
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Gail’s role as para-planner to our advisors is to offer support and back up to them. She also has numerous years’ experience in banking and advising and is FPC and CeMap qualified, which assist her in fulfilling her role.
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Rosie is our financial administrator. She has been employed within the financial services industry for five years and is responsible for the day to day running of the office. Rosie has FP1 and is CeMap qualified.
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Tony is our main point of contact for our clients, working with us for almost seven years. He is responsible for booking appointments and organising the advisors’ diaries as well as dealing with general enquiries.
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Craig is the newest member of the team. He has joined us to develop a seamless service for our clients. He is responsible for marketing, the promotion of our website and database management. Craig is also in charge of the I.T. side of the company dealing with day to day issues.
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