Meet the team
Independent financial advisors in Bath
"After being recommended to Alan Seward Financial Solutions, we find that they always supply extremely practical information about our financial situation. They also provide easy to understand figures in a very professional manner. A member of the team is always ready to speak to us, or visit our home if guidance is needed about a new situation. We would have no hesitation in recommending Alan Seward Financial Solutions to our family or friends."
S. R. and J. Chant
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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! |
Alan Seward - Business Development Manager |
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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 develops our ongoing professional relationships. Alan is a member of Resolution, an organisation committed to the constructive settlement of family disputes. |
Paul Adams - Mortgage Advisor |
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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. 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. |
Tom Rolls - Paraplanner |
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Tom has been married to Caroline for 21 years and has two children, Annabelle and Michael. He lives in Trowbridge and, until recently, was an active member of the local Round Table. Tom enjoys swimming, cycling and golf.
With nearly 20 years’ experience in the industry, Tom holds several financial planning qualifications. Tom started his career at Prudential before completing the full Financial Planning Certificate in 1996, and then working for Lloyds TSB. He enjoys meeting new people and rising to a new challenge every day. |
Linda Neil - Office Manager |
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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 - Administrator |
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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.
