We make every effort to get to know and understand our clients so we thought it would be nice to tell you a little bit about us.
Our Advisers
Esus Tella DipFA
Financial Adviser
Esus has worked in the Financial Services Industry for over 33 years. During his career he has provided face to face advice and service, as an Insurance Representative for 4 years then was promoted to Sales Manager for 12 successful years. He became an Assistant District Manager in one of the countries busiest regions.
In 2007 he left his employment and set up a business by establishing a limited company, with Tony as co-director. Since 2007 and subsequent years, he continues to provide advice.
During his time in the industry Esus has passed the Financial Planning Certificates and the Mortgage Advice Qualification. He obtained his Diploma for Financial Adviserse (DipFA).
Esus can advise on all types of Savings & Investments, Retirement Planning, Protection and Mortgages.
Away from work, Esus is enjoying his new love of being a grandparent and spending time with his family. He is a keen football fan, enjoys keeping fit and travelling to his apartment in Italy.
Tony Iannelli DipFA
FINANCIAL ADVISER
Tony has worked in the Financial Services Industry for over 30 years. During his career he has provided face to face advice and service, as an Insurance Representative then gained promotion to Sales Manager.
In 2007 he left his employment and set up a business by establishing a limited company, with Esus as co-director. Since 2007 and subsequent years.
During his time in the industry Tony has passed the Financial Planning Certificates, the Mortgage Advice Qualification and Equity Release exams.He obtained his Diploma for Financial Adviserse (DipFA).
As a Financial Adviser he can advise on all types of Savings & Investments, Retirement Planning, Protection and Mortgages.
Tony`s main passions in life, are his family, football and music and he is actively involved in his local community as well as being a former School Governor. He enjoys listening to music and taking holidays and breaks to his apartment in Italy.
Phillip Wrigley DipFA
Financial Adviser
Phill is a fully qualified financial adviser having successfully obtained his diploma for Financial Advicerse (DipFA), and the mortgage advice qualification (CeMAP).
Phill, in previous roles and during his varied career has experience dealing with clients and understands customer service is paramount. This is a quality that he now brings to the financial adviser role, within the firm.
As a Financial Adviser he can advise on all types of Savings, Investments, Retirement Planning, Protection and Mortgages.
Phill`s main passions in life, are his family, photography, track focused cars, music, and travel.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
We are financial advisers with over 30 years’ experience, having commenced our careers with the Co-operative Insurance, as representatives and subsequently progressing to managing a team of advisers. Since 2007 we set up our own financial adviser company and have traded very successfully since.
We pride ourselves in the customer service that our team and us provide, and since our inception we have built a strong client base. We receive recommendations and referrals from our existing clients on a regular basis.