Our Support Team

David Mottershaw

David, 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. 

 

Our Administration Team

Mona Revels, Jean Fyfe, Joanne Bosworth, Marie Fielding and Barry Jackson complete our team and provide the necessary administrative and clerical back-up for our advisers.

Their support, along with that of David Mottershaw, is key to the smooth day to day operation of our office and ensures that our clients receive the high levels of service they expect.