About Our Team
David Fyfe
David has been an Independent Financial Adviser for 23 years. He obtained a first class honours degree in Mathematics at Sheffield University before joining Yorkshire-General as an actuarial student in 1972. He then joined the company's sales force and became Life Branch Sales Manager at Leeds in the early eighties. David completed his Financial Planning Certificate in September 1990 before setting up his own firm in June 1993 following 7 years with a national Independent Financial Adviser. In April, 2002 Fyfe Financial Limited was formed.
E-mail David on david@fyfefinancial.co.uk
Stephen Fyfe
Stephen, who obtained a 2.1 degree in Finance at Manchester University, completed his Financial Planning Certificate in July 2001 and his Advanced Financial Planning Certificate in December 2002. In June 2004 he qualified as the youngest Fellow of the Life Insurance Association in the UK and is one of around only 2,000 advisers who are qualified as a Chartered Financial Planner, which is the gold standard for the industry.
Stephen is the firm's Pension Transfer Specialist and is also responsible for the development of Information Technology.
E-mail Stephen on stephen@fyfefinancial.co.uk
Richard Fyfe
Richard has been working in the financial services industry since 2003 and qualified as both a Chartered Financial Planner and a Certified Financial Planner in the fourth quarter of 2009. He also obtained a 2.2 degree in Mathematics and Statistics at Manchester University before joining our team,
Richard is currently the company's investment specialist and is also in charge of expanding the comprehensive financial planning and lifestyle planning services offered by Fyfe Financial Limited.
E-mail Richard on richard@fyfefinancial.co.uk
Dave Mottershaw
Dave, our Office Manager, has over 20 years' experience with Scottish Widows and became their Office Manager in Sheffield before joining us in 1995. He has overall responsibility for Group Pension Scheme administration.
E-mail Dave on dave@fyfefinancial.co.uk
Rachael Mather
Rachael, the newest member of our team, helps support David, Stephen & Richard with preparation for client meetings and the production of suitability reports. She completed her Financial Planning Certificate in March 2005 and is now studying for a Diploma in Financial Planning.
E-mail Rachael on rachael@fyfefinancial.co.uk
Mona Revels, Joanne Bosworth and Jean Fyfe complete our team which provides the necessary administrative back-up.