Robert has been working in financial services since 1988, initially with an insurance company and subsequently as an Independent Financial Adviser when he met Richard and formed Stringer Mann Chartered Financial Planners in 1993.
Robert is a Certified Financial Planner and a member of the Personal Finance Society and Chartered Insurance Institute.
Robert’s favourite part of the working day is meeting with his clients. His day is always varied as he is a holistic financial planner. Robert is also a long-term care specialist and a member of SOLLA which means he can assist with equity release and long-term care funding solutions. Robert enjoys advising individuals and also groups of people and is very comfortable working in the corporate sector where he may be involved with employee benefit presentations and advice.
Married to Belinda, Robert has grown up children, a granddaughter and a whole host of animals. He is co-chair of Hector’s House, a suicide prevention Charity. Additionally, he loves squash and horse riding.
DD: 01442 915757
Richard has worked within the financial services industry since 1985 and has worked for large UK insurance companies and as an assistant to a pension fund Actuary before joining with Robert and forming Stringer Mann Chartered Financial Planners in 1993.
Richard is a Chartered Financial Planner.
He specifically enjoys meeting new and existing clients and watching their careers and personal lives develop, being on hand to offer advice along the way as their needs change.
Richard says that every client’s needs are different and enjoys providing solutions to their wide ranging financial requirements. “One minute I can be talking to an individual about their pensions and investments and the next to a company about protecting their business and employees. It is this vast range than makes every day both interesting and challenging."
Outside work Richard enjoys playing football, cycling and skiing.
DD: 01442 915758
Click here to watch this short intro video from David.
David has been advising clients on their mortgage needs since 2008, and also has experience and contacts in development loans, commercial lending and second charge borrowing.
"In my view mortgages differ from other financial products since the choice and criteria across the market between providers differ greatly, making the importance of seeking good advice a real necessity.”
A mortgage is not just a loan but one of the biggest financial commitments anyone can make and often linked to an emotive need such as a new home, therefore it can be stressful without the right guidance.
I love helping clients through the process and to know that my advice & service has been a real benefit to them. I feel Stringer Mann Chartered Financial Planners offer a service which is professional and personable, with the backing of a trusted brand like St. James’s Place.
Stringer Mann Chartered Financial Planners offer a comprehensive range of those mortgages that are made available to mortgage intermediaries.
Linda has worked at Stringer Mann Chartered Financial Planners for the past 25 years. Although Linda now works part time, her role continues to be to ensure the smooth running of the office and to support the entire team. A vital member of the team, Linda has an incredible knowledge of our clients and her personable nature means that she has built a warm ongoing relationship with our clients, as she continues to ensure they are looked after personally.
Linda enjoys keeping fit, attending pilates, aerobics and walking. She also enjoys entertaining and spending time with family and friends.
Nicola joined Stringer Mann in July 2016 and has been working in Financial Services since 2004. Nicola’s main role is to support David with the efficient and timely processing of mortgage and insurance applications, liaising with clients and keeping them up to date with the progress of their applications, as well as assisting with the day-to-day smooth running of the business.
Away from work Nicola enjoys walking and spending time with family and friends.
Charli is a Diploma Qualified Paraplanner. She has spent over years in Financial Services in a variety of client support roles and is only too familiar with the importance of delivering first class client support and service. Charli's role is to assist Robert and Richard in all aspects of the client experience, completing back office processes including research, collation of data and processing of applications.
Charli's spare time pursuits consist of grabbing some exercise, getting out and about with family and friends, walking her adored Standard Schnauzer and finding any excuse for a trip to the beach and a glass of wine!
Alison has joined our team to develop our marketing activities. She is a Chartered Marketer and Fellow of the Chartered Institute of Marketing.
Alison successfully delivers sound marketing strategies and campaigns along with creative management services. Alison previously worked in the motor industry, with experience in sales and marketing, event management, finance and account management giving her multi-level skills and a solid commercial background.
Outside work, Alison loves nothing more than to walk her Shih Tzu. She is a keen supporter of animal welfare and enjoys arts, crafts and gardening.