Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Mobile. 07957 332786
Steve is married with 3 children and he lives and works in Birmingham.
Steve has worked in financial services since 1993. He worked for Royal London as an advsier for 11 years. After leaving Royal London Steve became an independent financial adviser and in 2004 he helped to set up Key 2 Financial Solutions Ltd.
Steve has chosen not to specialise in any specific area of financial planning and enjoys giving a broad range of advice to a diverse range of clients.
Mobile. 07916 296712
Gareth has 2 daughters and has been with his patner Sheila for over 6 years. He keeps fit by regular use of his local gym and running and he has a keen interest in football and in particular Tottenham Hotspur.
Gareth has over 28 years experience in financial services including several roles in providing financial advice to clients as well management positions. Gareth joined Key 2 Financial Ltd in 2004 after 14 years at Royal London looking after the needs and aspirations of a number of clients in North and Mid Wales and the West Midlands. Gareth is a key individual at Key 2 Financial Solutions Ltd and brings with him a vast knowledge and experience of the financial services industry. Gareth is very committed to looking after his clients and maintains regular contact on a face to face basis. Gareth is based in Shrewsbury which is central to his main client base of North and Mid Wales and the West Midlands.
Mobile. 07899 236045
Dawn is a highly qualified financial adviser who comes with a whole raft of qualifications not only in the financial services industry but also holds legal and management qualifications too. Dawn is a very kind and caring individual, who treats her clients in the same way. Dawn's clients enjoy a high level of financial skill and professionalism yet in a friendly, caring manner. Dawn is young and bright yet has over 18 years of experience in the Financial services Industry.
She is a devoted mum and family time is precious whilst together they enjoy looking after a small holding with her partner who have a small menagerie of pigs, goats, sheep, chickens, ducks and two pet dogs. She also enjoys gardening which keeps her weekends full throughout the summer.
Mobile. 07766 024346
Richard has a vast array of knowledge and experience in the Financial Services Industry and Legal Services covering a large spectrum and different aspects of financial planning. He brings a wealth of knowledge and experience to Key 2 Financial Solutions Ltd. Richard has been advising various private and corporate clients on several different aspects of financial Planning since 1986.
Richard is very determined to ensure his clients are proficiently well looked after and their needs are catered for in a professional, efficient, yet friendly down to earth manner.
Richard is also responsible for overseeing the conduct of the advisers at Key 2 and ensuring all clients are treated fairly and receive the highest standard of independent, unbiased financial advice.
A devoted father of 3 sons, Richard packs out all his spare time and rarely relaxes. Along along with his partner Dawn, he keeps a small holding where he maintains a small collection of animals including pigs, goats, sheep, chickens, ducks and two pet dogs. He spends a great deal of time with his sons who too have various hobbies. When he gets a chance he also restores old vehicles and has a small collection of classic vehicles.