Our People

We’ll 75point3 you in the right direction. Whatever you need.

Have a chat with one of our experts today.

Stephen Jones

Stephen Jones - Chartered Financial Planner

Stephen has over 20 years’ experience in financial planning and is one of the highest qualified planners in the UK having attained both Chartered and Certified status. In addition Stephen has passed the Society of Trust and Estate Practitioners specialist examinations and is a Registered Trust and Estate Practitioner (TEP). Stephen was elected as a Fellow of the Chartered Insurance Institute (FCII) in 2010. Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry.

Stephen has been advising private clients on post retirement issues including inheritance tax planning since 1999 and has received numerous national awards for his advice via the Financial Planner of the Year Awards which are run by one of the Financial Times’ specialist publications: Money Management. Whilst Stephen’s technical expertise is second to none, he believes that it is his approachability and skill at making complicated solutions easy to understand, which makes his advice so popular.

Email: stephenjones@75point3.com

Tel: 01745 530202

Mark Bonsall

Mark Bonsall – Mortgage and Protection Adviser

Mark has worked in financial services for over 18 years and for the last 15 years he has been advising clients on their mortgage requirement. Mark has passed advanced exams in mortgages which qualify him to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation.

Mark is also qualified to provide advice for clients in later life, who wish to release value from their home via an equity release mortgage or home reversion plan. Mark uses the whole mortgage market place in providing advice and feels that this independence allows him to make sure that he not only provides the right advice, but he is also able to secure the best deals available. Mark also acts as the company Compliance Officer.

Email: markbonsall@75point3.com

Tel: 01492 877299

David Porter

David Hamilton Porter – Independent Financial Adviser

David is a Director at 75point3 and one of the founding partners. He specialises in providing both private clients and businesses with comprehensive solutions to their financial planning needs. David also works closely with other professionals, such as accountants and solicitors, to ensure that their clients’ financial objectives are met. David has over 20 years’ experience in financial services and has the CII Diploma in Financial Planning.

David believes that the financial planning process should always be focused on helping the client to identify what is important to them and what they are looking to achieve. This will involve undertaking a detailed review of a client’s personal circumstances and finances, in areas which can include retirement planning, family protection, capital investment and inheritance tax planning advice. David always aims to help clients to achieve their goals with a relaxed, personal approach.

Email: davidporter@75point3.com

Tel: 01745 530202

Kirsty Stewart

Kirsty Stewart – Independent Financial Adviser

Kirsty has over 7 years’ experience in financial planning. Kirsty has completed the CII Diploma in Financial Planning and is currently working towards her Advanced Diploma and Chartered Status. Kirsty can provide advice in all aspects of financial planning including life insurance, pension and investment solutions, specialising in corporate pension schemes. In October 2014, Kirsty gained national recognition when she was named as UK Automatic Enrolment Planner of the Year Runner up by the Financial Times’ specialist publication, Money Management.

Email: kirstystewart@75point3.com

Tel: 01745 530202

Tracy Brookes

Tracy Brookes - Chartered Financial Planner

Tracy has over 11 years’, experience in financial services. As well as achieving a First Class Honours Degree in Accounting & Finance, Tracy is a highly qualified financial adviser having attained both Chartered and Certified status in 2013, which are the highest exam based qualifications for financial advisers in the UK.

Tracy has also been elected a Fellow of the Personal Finance Society which highlights her technical knowledge and commitment to professional development, and has achieved the Certificate for Financial Services (Trust and Estate Planning) from the world-renowned Society of Trust and Estate Practitioners (STEP). Tracy specialises in providing advice to private clients and businesses across investments and pensions. Tracy is a Welsh speaker and able to offer a bi-lingual service.

Email: tracybrookes@75point3.com

Tel: 01745 530202

Nisha Hampshire-Jones

Nisha Hampshire-Jones – Mortgage and Protection Adviser

Nisha has over 12 years’ experience in financial services. Nisha has passed exams in mortgages which, qualify her to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation. Nisha uses the whole mortgage market place in providing advice and feels that this independence allows her to make sure that she not only provides the right advice, but she is also able to secure the best deals available. Nisha also advises on  protection to include life insurance, critical illness and income protection.

Email: nisha@75point3.com

Tel: 01492 536333

Carol Goodwin

Carol Goodwin – Mortgage and Protection Adviser

Carol has over 5 years’ experience in financial services. Carol has passed exams in mortgages which, qualify her to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation. Carol uses the whole mortgage market place in providing advice and feels that this independence allows her to make sure that she not only provides the right advice, but she is also able to secure the best deals available.

Carol works closely with clients specialising in new build to ensure that the transition for first time buyers and home movers into their new homes is a smooth one. Helping clients through Government Housing Schemes and assisting with their implementation. Carol also advises on protection to include life insurance, critical illness and income protection.

Email: carolgoodwin@75point3.com

Tel: 01492 536333

Sandra Davies

Sandra Davies – Mortgage and Protection Adviser

Sandra has a number of years’ experience in financial services and has passed exams in mortgages which, qualify her to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let and debt consolidation.

Sandra uses the whole mortgage market place in providing advice and feels that this independence allows her to make sure that she not only provides the right advice, but she is also able to secure the best deals available. Sandra works closely with clients, builders and estate agents. Sandra  also advises on  protection to include life insurance, critical illness and income protection. Sandra is a Welsh speaker and able to offer a bi- lingual service.

Email: sandradavies@75point3.com

Tel: 01286 674500

Martyn Wickens

Martyn Wickens – Mortgage and Protection Adviser

Martyn has over 6 years’ experience in financial services. Martyn has completed the CII Diploma in Financial Planning and exams in mortgages which qualify him to provide advice in all aspects of financial planning. However, he has chosen to specialise in providing advice on all aspect of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation. Martyn also advises on protection to include life insurance, critical illness and income protection.

Email: martynwickens@75point3.com

Tel: 01492 877299

Anthony M Jones

Anthony M Jones - Independent Financial Adviser

Anthony has over 20 years’ experience in financial planning having worked for a high street bank and a major assurance company before becoming independent in 1999. He has completed the CII Diploma in Financial Planning. Anthony  can provide advice in all aspects of financial planning, including pensions, investments, mortgages and life assurance. Anthony is a Welsh speaker and able to offer a bi-lingual service.

Email: anthonyjones@75point3.com

Tel: 01286 674500

Warren Bentham

Warren Bentham – Chartered Financial Adviser and Paraplanner

Warren has over 17 years’ experience in financial services.  Warren holds Chartered Status and is a Fellow of the Personal Finance Society and is Vice President of the Insurance Institute of Chester and Wales. Warren’s primary focus is to provide technical and financial research to  our financial advisers.  However, he can also provide advice in all aspects of financial planning including life insurance, pension and investment solutions.

Email: warrenbentham@75point3.com

Tel: 01745 530202

David Haycocks

David Haycocks – Mortgage and Protection Adviser

David has over 30 years’ experience in financial services. He has passed advanced exams in mortgages which qualify him to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation.

David  is also qualified to provide advice for clients in later life, who wish to release value from their home via an equity release mortgage or home reversion plan. David  uses the whole mortgage market place in providing advice and feels that this independence allows him to make sure that he not only provides the right advice, but he is also able to secure the best deals available.

Email: davidhaycocks@75point3.com

Tel:01472 877299

David Jones

David Jones – Independent Financial Adviser

David has over 10 years’ experience in Financial Services. He has completed the CII Diploma in Financial Planning and is currently working towards his Advanced Diploma and Chartered Status. David can provide advice in all aspects of financial planning including life insurance, pension and investment solutions, specialising in corporate pension schemes.

Email: davidjones@75point3.com

Tel: 01745 530202

Antonia Martins

Antonia Martins – Independent Financial Adviser

Antonia has over 11 years’ experience in Financial Services. Antonia has completed the CII Diploma in Financial Planning and is currently working towards her Advanced Diploma and Chartered Status. Antonia can provide advice in all aspects of financial planning including life insurance, pension and investment solutions.

Email: antonia@75point3.com

Tel: 01745 530202

Ffion Berry Evans

Ffion Berry Evans – Mortgage and Protection Adviser

Ffion has over 20 years’ experience in Financial Services. Ffion has passed advanced exams in mortgages which, qualify her to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation.

Ffion has an in depth knowledge of affordable housing and planning restrictions/conditions placed on local housing. Ffion also advises on  protection to include life insurance, critical illness and income protection.  Ffion is a Welsh speaker and able to offer a bi-lingual service.

Email: ffionberry@75point3.com

Tel: 01492 536333

Kimberley Knight

Kimberley Knight – Paraplanner

Kim has over 9 years’ experience in financial services.  Kim holds Chartered Status and is working towards becoming a Fellow of the Personal Finance Society. Kim’s primary focus is to provide technical and financial research to  our financial advisers.  However, she also assists with financial adviser training, as well as providing compliance support to the company’s Compliance Officer.

Email: kimknight@75point3.com

Tel: 01745 530202

Kimberley Knight

Thomas Durkin – Paraplanner

Thomas has over 5 years’ experience in financial services. He has completed the CII Certificate in Paraplanning and is currently working towards the Diploma in Financial Planning. Thomas’s primary focus at 75point3 is providing technical and financial research and support to our financial advisers. His specialist knowledge of pension and investment planning, means that he can work closely with advisers to ensure clients always achieve their financial and personal goals.

Email: thomasdurkin@75point3.com

Tel: 01745 530202