Chris Winnett set up Birch Financial Solutions to offer clients financial solutions that support them on their journey through life.

Kurt Bottomley Service Coordinator

Kurt is our Service Coordinator. Having joined Birch Financial Solutions in the summer of 2017, following three years as a Wealth Associate, he is the newest member of the team. His role here is to support the advisors when reviewing clients ensuring everyone gets the best possible service. He brings a fresh new outlook to the company and is always looking for ways to improve and upgrade the procedures we follow. When not at Birch Financial Solutions, he enjoys going to see live music and supporting his football team Sheffield Wednesday.

Phil Oddy

Bob Sparrowhawk Senior Financial Advisor

"Forming and nurturing personal client relationships is the most rewarding part of my work". I began my insurance career in 1982 with Prudential and from there has gained valuable industry experience working for several UK based insurance companies. I went on to become an independent financial adviser in 1992 and have been successfully advising both individual and corporate clients ever since. I am now working as part of the Intrinsic Network with Birch Financial Solutions Ltd based in Chelmsford Essex. I now operate under the Restricted Advisor rules providing advice mainly in the pensions and wealth management markets. As part of my Advanced Financial Planning Certificate I passed both The G60 pensions exam and the G10 Taxation and Trusts exam.

Gareth Frensham Financial Planner

Gareth is our protection specialist, with experience of both personal and business protection. He is passionate about making sure clients have the correct protection for them. The policies are written using Trusts and believes insurance is the cornerstone of all financial planning. Previously Gareth worked for 10 years as a trader in London. A keen rugby player and double championship winner (with the mighty Colchester 4th team!) he also undertakes challenges for charity, in 2013 the London to Brighton Walk and in 2014 the Para 10.

Stuart Ranson Business Coordinator

Stuart is our Paraplanning Support, he started with qualifications in the mortgage sector, and is now concentrating on improving his knowledge with pensions. Stuart is efficient with his work, and is an essential part of Birch Financial Solutions supporting the Investment & Pension Paraplanners. Stuart is enjoying renovating his new home with his wife Victoria.

Kate Nash DipFA Office Manager & Paraplanner

Kate is passionate about ensuring that Birch Financial Solution's clients receive first class financial advice. By constantly understanding and analysing the changing financial products that are available she supports the financial advisers. Kate has 9 years experience in the industry and has achieved her level 4 Diploma in Financial Advice qualification. When not working, she enjoys being with her family and friends.

Kevin Wheatland Dip Financial Planner & Mortgage Specialist

Kevin has been working in financial services for over 17 years now. He started work as a mortgage adviser within an estate agents. He has subsequently worked as a financial advisor for two major high street banks before joining Birch Financial Solutions in 2013. He enjoys a challenge and loves to help people achieve their goals. When he is not seeing clients he enjoys spending time with his son Joshua aged 14 and his partner Sarah. Kevin also holds an Equity Release and Long Term Care Qualification.

Simon Gallant

Simon Gallant Dip Financial Planner & Auto Enrollment Specialist

Simon has been advising clients for over 17 years and feels strongly about building and maintaining long lasting relationship with all his clients. He prides himself on understanding the many different and varied financial goals of his clients and helping them achieve those goals. Outside work, Simon enjoys spending time with his wife Jo and two children Olivia and Louis, going for walks with his dog and has even started taking karate lessons with Louis.

Chris Winnett DipFA Managing Director and Principal Financial Adviser

Chris has been working in financial services for over 25 years following a 13 year career with the RAF. He is highly qualified and has passed his level 4 Diploma in Financial Advice. Chris spends most of his spare time with his family including his four children. Over the last 6 years he has taken up cycle challenges to raise money for various charities, and has just completed his 2017 cycle from Geneva to Lyon. This was in aid of the Dallaglio Foundation's Rugby Works, helping young people from disadvantaged backgrounds change their lives, through support, opportunities, and self belief.

Birch Financial Solutions Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718.

 

 

 

 

Tel: 01245 210 000
Email: info@birchfs.co.uk

Paraplanners

We have two teams of Paraplanners which are headed by Precision & Svensoni.

 

 

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Svenson

Svensoni was originally founded as a provider of outsourced "Traditional" Paraplanning" to advisers - but it has grown to be so much more.
Having expanded to become the largest outsourced Paraplanning provider in the UK, with 42 paraplanners, working out of 3 locations, we are not yet content to sit on our laurels.
We strive to find new and innovative ways to help and support our advisers, which in turn enables them to become more efficient, and more profitable in all areas of their business.

Precision

Precision have a combined experience of more than 100 years within the Financial Services Industry. During this time they have worked within the compliance functions of many of the leading advice networks including Zurich, Openwork, St James Place and Intrinsic gaining considerable knowledge of their systems and being integral to the design and implementation of some of their advice processes.