Meet The TeamApollo Pension & Investment Advisers | Medway, Kent
Chris Barker, AFPS
Chartered Financial Planner, Principal
Chris was one of the founding partners of Apollo in 1994. He has been in the financial services profession since 1979. Chris qualified as direct equity and foreign exchange adviser (stock broker) but found his true calling in the area of investment and pension advice. He is highly qualified in these areas and brings close to 30 years experience to our practice. He is our pension transfer specialist and drawdown/income withdrawal expert.
Marc Adams, Cert PFS
Mortgage & Protection Adviser
Marc has been advising clients since 1990 and was one of the founding partners of Apollo in 1994. Marc currently specialises in mortgage and protection advice and has over two decades of experience as an independent financial adviser.
David Elson, Dip PFS
Independent Financial Adviser
David was inspired to train and qualify as a financial adviser after a period as a software consultant to the financial services profession. He qualified as an adviser in 1993 and joined a National firm of Independent Financial Advisers in 2000. He is a welcome addition to Apollo bringing many years experience and a particular expertise in investment and estate planning. David has made a strategic decision to join a Chartered firm of professionals with a strong service ethic so that his existing clients, as well as new clients, will be well looked after.
Sam Secomb, APFS
Chartered Financial Planner, Locum
Sam has been in financial services profession since 1990. She used to advise clients as an Independent Financial Adviser but now utilises her technical skills to support the advisory staff and Managers. Sam also helps us develop new relationships with new clients and strategic business partners.
Matthew Wray, Cert CII (MP)
Office Manager, Mortgage & Protection Adviser, Paraplanner
Matt joined us from the Halifax in 2008 where he was trained in mortgage related customer services and underwriting. He furthered his financial services career by becoming a mortgage and protection adviser in July 2007. He continues to advise on mortgage and protection products and services for his clients whilst supporting qualified advisers in the other more specialist areas. Matt also is responsible for the day to day running of the business through his role as office manager.