Meet The Team
Giles has been in the financial services industry for 30 years, his career started at the Prudential and he has owned Ferris and Culverwell Financial Services since 1994. He is a well-known member of the local community and receives most of his recommendations from friends and business associates.
In his spare time his passions are sailing, hill walking and spending time with his family.
Rob has been co-owner of Ferris and Culverwell since 2016, he joined the company in 2012 as a Financial adviser with 17 years’ experience in the industry. Rob advises on Mortgages, Pensions, Investments, Protection and specialises in Business Protection. In his spare time he enjoys Motocross and family time with his wife and children.
Emma has been with Ferris and Culverwell since 2001, starting as an office junior, then gaining a qualification in Mortgage Advice and is now Manager of the Mortgage Department. Emma enjoys keeping fit, cooking and spending time with Family and Friends.
Mark has previous managerial experience in the retail industry, now a financial adviser Mark advises on Mortgages, Protection, Pensions and Investments. In his spare time Mark enjoys all sports and spending time with his family.
Deborah started her career at NatWest working her way up to Branch Manager. She has been with Ferris and Culverwell since 2014 and during her time has gained a qualification in Mortgage Advice. She is a keen walker and enjoys travelling.
Marc has over 14 years’ in the industry. He is qualified in Financial Planning Advice Diploma Level 4 and CeMAP Level 3 advising on Pensions, Investments, Tax Planning, Mortgages and Protection. He enjoys sports, particularly Football and Golf. Although his opportunities to play are limited as most of his spare time is taken up running his local Under 8’s football team.
Dan has over 15 years’ worth of experience in the industry working as a Financial Adviser, advising on Pensions and Investments. He is qualified in Financial Planning allowing him to advise on Defined Benefit/Final Salary Pensions. A keen sportsman, his passions include Swimming, Squash, Golf and Football.
Yorkshire Building Society Agency Manager
Sarah joined Ferris and Culverwell in August 2022. Throughout her career she has worked in high street banks across Berkshire and Wiltshire. This has given Sarah a wealth of experience in the financial industry. In her leisure time she enjoys home baking, welly walking and family time.
Wealth and Marketing Administrator
Jack Joined Ferris and Culverwell in June 2022 after working towards his level 3 qualification in business administration. Throughout his career Jack has worked in various industries and has built up a strong knowledge of different workplace applications. Jack has also worked on large scale marketing projects in the past and is looking to help Ferris and Culverwell expand our client base. In his spare time Jack enjoys racing his motocross bike, travelling, and spending time with his friends.
Jamie joined Ferris and Culverwell in 2019 and became an adviser in March 2022, he has completed his qualifications in Financial Planning Advice Diploma Level 4 and CeMAP Level 3, so he can advise on Pensions, retail Investment products, Mortgages and Protection. In his spare time Jamie enjoys surfing and spending time with his family.
Nicola joined Ferris and Culverwell in 2022 after gaining her qualification in mortgage advice whilst on a career break to have her children. In her spare time she enjoys walking, horse riding and spending time with her family
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Will Writing is not regulated by the Financial Conduct Authority.
Tax Planning is not regulated by the Financial Conduct Authority.