Over the past few years our small family firm has developed significantly, we have a long association in the financial services industry Director Nick Rowe has some 40 years of Financial Services experience. In 1973 Nick took over from his father as the local ‘man from the Pru’, he took the step to become Independent in 1987 and since then has not looked back.
We now trade as Rowe Financial & Insurance Services Ltd but retain the family interest and personal service.
Nick remains a Director of the firm and remains involved he is a Cemap qualified Mortgage and Protection Adviser and also has an excellent knowledge of the General Insurance market particularly the needs of Business Clients. Although he is approaching his retirement years he remains actively helping clients in several areas and very much an integral part of the business.
Russell Rowe joined the Business in 1993 straight from Education and became one of the youngest in the country to complete his FPC at the age of 18. He has subsequently gone on to complete the Diploma in Financial Planning including the G60 Qualification making him a Pension Transfer specialist. He too is a Cemap Qualified Mortgage Adviser as well as holding the Equity Release requirements to provide advice in this field. He is also a now a member of the Institute of Will writers, allowing him to provide advice in the world of Will writing and probate issues.
Becky Rowe joined the team in 2010 and subsequently become a Director. She specialises in providing advice in the General Insurance market, particularly the Business and Commercial world. Her introduction has given us a wider range of products and agencies, increasing our value to Business clients. Becky is also fully qualified Cemap Mortgage and Protection Adviser.
Alexander Fry join Rowe in early 2016 whilst studying for the Diploma in Regulated Financial Planning, he completed his training and is now very much a part of the advice team. Sharing our values of providing high quality advice and always putting clients and great service first he has settled in very well.
Our office and compliance manager Jackie Bayford has been with us for 17 years, keeping us all in check . Jackie has vast administrative experience and keeps our ship very much afloat.
Our administration team of Val Britton who has been with us for 17 years, Lisa Rowe, Russell’s wife and Linda Sullivan are very efficient and are always there to help our clients with any admin issues. We have recently been joined by Helen Walker as our new paraplanner, Helen joins us with a vast amount of experience in the industry and is proving to be a excellent and valued member of the team.