About Us

Our Support Team

 


 

Lesley Marshall

Office Manager & Senior Administrator

Client Services

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Stacey Smith

Junior Administrator

Client Services

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Tony Davies

Compliance

FCA Compliance Services

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Peter Seaman

FCA

Accountancy Services

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Jane Fleming

Administrator

Client Services

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Louise Cull

Client Services Manager

Client Services

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Penny Birks

Paraplanner

Paraplanner

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Laura Heal

Administrator

Client Services

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Our support team has a broad range of experience, working cohesively together to ensure a positive, professional, and informed client journey. Collectively they have upwards of 120 years experience with Barry Fleming and Partners, and personally know many of the clients having worked with them for many years or having met them at the many client events we have held. Many of our support team have financial advice qualifications or are working towards them.

 

Our support team is located in both the Newbury and Manchester offices. Clients are always very welcome at either location and, if you do visit us you will meet them – the people who carry our the administration of your financial planning needs.  Alternatively, clients can call or email us at any time and you will be put through to one of the support team who is familiar with your matters.

 

Our Northern office is conveniently located for Cheshire, Lancashire, Derbyshire, Manchester both North and South, Altrincham, Hale, Sale, Styal, Wilmslow, Warrington, and Cheadle.

 

Our Southern office is close to Newbury, Hungerford, Swindon, Oxford, Reading, Marlborough, Thatcham, Andover, Basingstoke, Winchester and Salisbury.  It is convenient for Wiltshire, Hampshire, Gloucestershire, Berkshire, and Surrey.

 

We are always very happy to host meetings with clients, planners, and the support team at either of our offices if that is more suitable for you.  We’ve been doing that for over 40 years and it has always been a pleasure for us to meet our clients face to face.