Alan Seward |
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Alan loves the great outdoors and as such he is a keen tennis player, skier and sailor having crossed the Atlantic in recent years.
He has a huge amount of financial planning experience; he worked at Norwich Union (now AVIVA) for 20 years as their top broker consultant before setting up his own company in 1994. He holds the Chartered Insurance Institute’s Financial Planning Certificate and in addition to running the practice he is responsible for our larger corporate clients and developing our ongoing professional relationships. He also has a large number of individual clients and specialises in retirement and general investment planning. Alan is a member of Resolution, an organisation committed to the constructive settlement of family disputes and, as such, he is an expert in divorce-based financial planning. |
Paul Adams |
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Paul has been married to Karen for 13 years and has 2 energetic children, Megan aged 10 and Benjamin aged 7. He lives in a quiet village and spends many hours outside tending his garden. Lovers of the great outdoors, the ‘Adams Family’ travel the country with their caravan exploring the fabulous British countryside.
Paul has been a mortgage adviser for 15 years having worked for the Woolwich for 7 years where he was their number one adviser in the Southern Region. Since working with Alan, he has established a strong reputation locally amongst surveyors, lenders and estate agents for his extensive knowledge of the mortgage market which covers to buy-to-let mortgages, corporate lending, arranging finance on unique properties and unusual lending plans. He is passionate about providing a first class service and still gets a thrill from guiding first time buyers through each stage of their home purchase. |
Rob Porter |
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Probably the fittest member of the team, Rob is a cycling enthusiast and has recently returned from Ireland where he cycled the 410 miles from Mizzen Head in the South to Mallin Head in the North in just 7 days, raising over £700 for Dorothy House Hospice Care. He is also a keen Rotarian and enjoys watching rugby.
Rob has worked as a Senior Independent Financial Advisor with Alan Seward Financial Services for 6 years, before which he ran his own practice. He specialises in pension and investment advice and holds many financial planning qualifications. |
Matthew Rich |
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Matt enjoys watching small independent films and regularly plays squash to keep fit. He also likes to travel as often as possible; usually to Europe but occasionally to further flung destinations.
He graduated with a business degree in 1996 and became a financial advisor as it involves working with both numbers and people. Matt started his career in London working for large national firms but having been schooled in Bath he decided to return to the area for the better quality of life it offered. His numerous qualifications include the PFS Diploma and he is within touching distance of his Chartered Financial Planner qualification. His typical clients are business owners and professionals who are either planning ahead for retirement or are retired and keen to enjoy life to the maximum! |
Margaret Price |
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Margaret has many strings to her bow; she originally trained as a teacher and in her spare time now works as a voluntary counsellor as well as running her own private counselling practice. She is divorced with three children aged 16 to 23.
Margaret has worked in financial services for fifteen years, starting her career as a PA at Black Horse Financial Services before completing the full Financial Planning Certificate in 1998. She also worked for Price Gardner & Co in Bath and for Wessex Financial Planning before joining Alan Seward Financial Services as a PA six years ago. |
Linda Neil |
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Linda enjoys the theatre as well as swimming and cycling. She also loves speaking Spanish having lived there for a year whilst studying with the Open University.
Linda is our Practice Manager and the longest serving member of the team having worked with Alan since 1996. Her role within the company involves acting as a PA to Alan as well as managing the day to day running of the office. She holds a Financial Planning Certificate from the Chartered Insurance Institute and says she particularly enjoys her job for the variety it offers. |
Mary Watson |
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Prior to settling in Bath, Mary worked in Athens and London enjoying the diverse culture and entertainment on offer in both cities. She now lives in Wiltshire with her husband and they share a passion for world travel. They particularly like to visit the rainforests of the world and have done so in Sri Lanka, Costa Rica, Malaysia, Thailand and Australia. Mary also enjoys cooking, pottery, walking and growing her own vegetables.
Mary has worked for Alan Seward Financial Services for 3 years as a personal assistant to Paul and a pension’s administrator for Alan. She holds the Financial Planning Certificate 1. |
To contact any of our team please call 01225 44 88 32, or click here to book your free call back.
