Our Team
Mike Shaw - Managing Director and Compliance Officer
Mike has over 28 years experience as a financial adviser, joining Hill Samuel in 1983 after service as an RAF pilot. Dividing his time between our Cardiff and Haverfordwest offices, he specialises in client portfolio management and co-operating with other professionals including solicitors and accountants, as well as managing the all-important compliance role. He holds the Diploma in Financial Planning with advanced qualifications in pensions, taxation and trusts.
Linda Scott - Director
Linda has over 23 years experience in financial advice, and formed the present company with Mike in 1996. She is our Financial Director and is responsible for our Haverfordwest head office and our operations throughout West Wales. She is a skilled and qualified adviser caring for the financial needs of the many clients introduced to us by accountants and other professionals
David Gascoyne - Adviser and Associate
David joined the company in 2003 following service as a qualified adviser with an accountancy firm. He formed our original Swansea office in the same year, and has recently relocated to near Llandeilo. He covers the central and northern part of our region with the able assistance of his wife Elizabeth. David is highly qualified in all aspects of our profession and intends to achieve the status of Chartered Financial Planner (CFP)
Nigel Baker CFP – Adviser and Associate
Nigel joined us in 2004 bringing huge experience to the firm. Shortly afterwards he was one of the initial 200 to be awarded the coveted status of Chartered Financial Planner. He works mostly from our Haverfordwest office and covers North Pembrokeshire and Ceredigion in particular. He is a qualified member of the Society of Trust and Estate Practitioners (STEP)
Christopher Morgan CFP FPfs – Financial Planner, Adviser and Associate
Christopher is our financial planning specialist, joining Hedley Asset Management in 2008. Working with Mike from the Cardiff office, he is developing our links with the other professions and has been responsible for our firm being accredited with the Solicitors Regulation Authority to provide Continuous Professional Development (CPD) to the legal profession. He holds a variety of advanced financial qualifications now including the prestigious titles of Chartered Financial Planner and Fellow of the Personal Finance Society
Richard Stephens - Adviser and Associate
Richard has recently joined us to help form our new Swansea regional office. He is an experienced pension practitioner, holding the Diploma in Financial Planning from the Chartered Insurance Institute. He is Welsh speaking, which is a huge advantage in developing our services in our central region.
Nick Romanello - Adviser and Associate
Nick has joined us with Richard to form the Swansea team. He is another experienced adviser and he currently holds the post of Area Chairman of the Personal Finance Society, which has helped him to develop excellent links with fellow professionals in the Swansea region
Julian Scordino - Trainee Adviser
Julian joined us this year, moving from London to join the Haverfordwest office. He is working his way towards his Diploma
Edward Scott – Administration Manager
Edd qualified in IT at Pembrokeshire College and has worked his way up the firm since 1999. He holds Diploma in Financial Planning and qualifications in Mortgages and Equity Release and is progressing towards Chartered Status.
Delyth Summons - Accounts Manager
Delyth provides our vital book-keeping services and is another Welsh speaking member of the team, which is an important advantage especially in our service to the community in West Wales.
Catrin Davies - Administrator, Swansea regional office
Catrin is our latest recruit, working with Edd Scott to manage the new business we are now developing in the Swansea region
Now that you know who we are, please explore Our Services to see what we offer.
