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Official IFA & Sponsor of
Bath Rugby
Authorised and Regulated by the
Financial Services Authority
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Nick Penn FPC CeMap Financial Adviser
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Office: Bournemouth
Telephone: 01202 545135
Nick lives in Bournemouth and he has been in financial services since 1995, when he worked as a mortgage adviser with Hambro Countrywide. Nick's qualifications include the Financial Planning Certificate (FPC), the CeMap mortgage qualification and ER1 (Equity Release Module) and is currently studying for his diploma. Nick joined Money Wise in July 2001 as an Independent Financial Adviser. Nick is a keen snow boarder and 'keep fit' enthusiast, regularly attending his local gym.
eMail Nick
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Denise Hope FPC CeMap Financial Adviser
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Office: Bournemouth
Telephone: 01202 545135
Denise has an adult son and lives very local to our Westbourne office, She has been in the financial services industry since 1993. Prior to joining Money Wise in October 2004 as an Independent Financial Adviser Denise was a financial adviser with Lloyds TSB and a qualified trainer for new Advisers coming into the industry. Denise's qualifications include the Financial Planning Certificate (FPC), the CeMap mortgage qualification and she is currently studying for her taxation & trusts qualification as a step towards achieving her diploma. In her own words "since my son left home and joined the real world three years ago I have re discovered my social independence and have enjoyed water skiing, parascending, water rafting and have now just started to learn to ski for a holiday on the snow".
eMail Denise
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Sarah Tremarco FPC CeMap Financial Adviser
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Office: Bournemouth
Telephone: 01202 545135
Sarah lives in Bournemouth and has been in financial services since 1999, when she worked as a financial adviser with Lloyds TSB. Her qualifications include the Financial Planning Certificate (FPC), the CeMap mortgage qualification and currently studying for the G10 module on taxation and trusts towards her advanced financial planning certificate. Sarah joined Money Wise in January 2004 as an Independent Financial Adviser. Sarah is a keen horsewomen, owns her own horse called 'Union' and is currently training for competitive show jumping, which she says keeps her motivated!
eMail Sarah |
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Nick Twist AFPC CeMap Financial Adviser
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Office: Bath
Telephone: 01225 471 100
Nick lives in Bath and joined Money Wise in August 2002 as a graduate in Business Studies and Economics from Plymouth University. Nick has the full Financial Planning Certificate (FPC) and G10 (Taxation & Trusts), JO4 (Pension Income Options), JO5 (Pension Funding Options) and the CeMap mortgage qualification. Nick is a keen sportsman and contines to play rugby and cricket for local Bath teams.
eMail Nick |
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David Underwood FPC CeMap Mortgage and Protection Adviser
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Office: Bath
Telephone: 01225 471 100
David has two grown up sons with children of their own (a polite way of saying he's a grandfather!). He has been in the financial services industry since 1987 becoming a Branch Manager with the General Portfolio Group, subsequently Groupes Des Assurances National (GAN) and joined Money Wise in April 1998. His qualifications include the Financial Planning Certificate (FPC) and the CeMap mortgage qualification. He was previously in senior management, including many years as a Director with Spillers (Dalgety Group). Email David |
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Ty Smith CeMap Mortgage and Protection Adviser
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 Office: Bournemouth
Telephone: 01202 533338
Ty joined Money Wise in August 2006 and is a specialist mortgage adviser and previously worked for Countrywide. Ty's interests include golf, squash, football and socialising. Ty is married to Lindsay, they have two children and live in Bournemouth.
eMail Ty
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Lindsay Smith CeMap Mortgage and Protection Adviser
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 Office: Bournemouth
Telephone: 01202 668412
Lindsay is a mortgage and protection specialist and previously worked with Countrywide, Friends Provident and another IFA firm before joining Money Wise in November 2006. Lindsay's interests include gym, swimming and squash. Lindsay is married to Ty, they have two children and live in Bournemouth.
eMail Lindsay
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Kevin Fairey CeMap CeRGI Mortgage Adviser
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 Office: Bournemouth
Telephone: 01202 545135
Kevin joined Money Wise in January 2008 as a Certified Mortgage specialist. He is married with three children, having lived in various parts of the country while working for Nationwide Building Society and Cheltenham & Gloucester Plc he and his family now live in Corfe Mullen, Wimborne. Originating from Northampton he still travels to Northampton as a season ticket holder for Northampton Saints Rugby attending most games. He has over 21 years mortgage and banking experience from his time with Nationwide and C&G Plc.
eMail Kevin
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