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Practice Advisers 
Mike O'Horan B.A.(hons) Cert.P.F.S. - DirectorBawtry Office Mike has been in the industry since 1987, having seen the investment and property markets through boom and bust twice over. He has passed the AF3 pension qualification which is the highest current pensions advice accolade. Although Mike specialises in pensions and investments he is equally happy giving advice on other matters. He holds a broad range of qualifications that enable him to do this. Mike is local to Doncaster having lived there most of his life apart from his formative years at University, and is married with one child. 
Chris Rogers Cert.P.F.S. - DirectorBrigg Office Chris has worked as an adviser in the industry since 1990, gaining a broad spectrum of knowledge in all areas. He holds the G60 pensions qualification which precedes AF3 as the industry's highest pension advice accolade. His main field of expertise is retirement planning which includes annuities, income drawdown, pension transfers (U.K & overseas pension schemes), inheritance tax planning and investment for growth or income. Chris is married to Victoria and they have four children; all girls! He is also keen tri-athlete & completed his first "Iron Man" competition for charity in 2009. 
Sally Mallinson ACII, LLB (Hons) dip P.F.S. Chartered Insurer
- Adviser
Sally has worked in the industry since 1987 and graduated from Nottingham Law School with an honour's degree in Law where she specialised in taxation and trusts. Sally also holds Chartered Insurer status, which includes the G60 qualification and works predominately with individuals at retirement. Her areas of expertise are; annuities, pension planning, income drawdown, equity release and inheritance tax planning as well as catering for clients investment needs. Sally has lived in Dronfield most of her life and is married with 3 children. She is a member of the "England fans +club" which takes her all over the world to watch football and fits in nicely with her love of travel. 
Garry Dawber Cert.P.F.S.
- Adviser
Garry joined Financial Strategies in early 2010 with almost 30 years experience in Financial Services. He has worked in areas such as Savings & Investments and Mortgage lending at Leeds Permanent Building Society, Individual & Group Pension planning at Royal Life (now Royal Sun Alliance) and most recently has been working for the U.K.s largest insurer, AVIVA, for 18 years. Whilst there he has acquired a depth of knowledge of Life Assurance, Annuities, Investments and Pensions. Garry has joined us to be an 'at retirement' specialist, advising on Annuities, Income Drawdown, Equity Release, Long Term Care and Inheritance Tax Planning. Originally from Liverpool, Garry has made his home in Yorkshire since 1994 and lives in Sheffield with his partner, Melanie. Garry has 3 grown up children aged 25, 23 and 21. Outside of Financial Services he is a keen Liverpool FC season ticket holder and plays cricket for Woodkirk CC in the Central Yorkshire League. 
Kerry Johnson Cert.P.F.S.
- Adviser
Kerry has worked in the financial services arena for 13 years having gained considerable experience in Insurance, Banking and as an Independent Financial Adviser, initiating the development of a former practice a few years ago. Her clients often comment on her enthusiasm and desire to find solutions to their financial planning needs in a clear and concise manner, whether it's saving tax, inheritance tax mitigation or planning for a comfortable retirement and/or addressing income requirements. She is committed to ongoing development in order to meet the needs of her profession, having recently passed an advanced qualification in retirement income options. She lives in Derbyshire and is a keen equestrian, owning her own horse. 
Ricky Barton Cert.P.F.S.
- Adviser
Sheffield born Ricky had been in the Financial Services Industry for over 10 years. Starting his career as a final salary pension scheme administrator he quickly progressed up through the ranks and qualified as a Financial Adviser in 2007. He is now studying towards Chartered Status. Ricky has a diverse workload which includes Retirement Planning, Annuities, Investments and Protection. Now living in Tadcaster with his wife and daughter, Ricky is a keen DIYer having renovated several houses. He also has a love of cars and in his free time can generally be found outside tinkering away. 
Bob Harper-Smith B.Sc(Hons) Cert.P.F.S.
- Adviser
Bob joined the team in 2007 and works with Chris Rogers in the Brigg Office. He is a graduate of Newcastle University and is currently studying to attain Chartered Status. The majority of his work is in Retirement Planning, including Equity Release and Long Term Care. Bob is married with 3 children and his interests include Rugby Union, which he coaches at Under 7 Level. 
Mike Vickers Cert.P.F.S.
- Adviser
Mike has been in the Financial Services Industry since 1972 and for the last 20 years had his firm of Independent Financial Advisers in Bawtry and near Worksop. It was a natural development for Mike to close his practice in 2008 and join Financial Strategies (North) Ltd. During the time since 1972 Mike has gained experience in most aspects of financial planning. His main activities through from the "Reserve Pension" scheme in 1973 to the latest "Pensions Simplification" in 2006 has been in the field of individual and group pension arrangements. The natural consequence of this is that Mike now spends most of his time on retirement planning for his existing clients. Mike is married, lives near Worksop and has been known to have a round of golf from time to time. 
Jim Bryan Cert.P.F.S.
- Adviser
Jim joined Financial Strategies in 2008 as the Office Manager at Brigg and is a fully qualified IFA in his own right. His main field of expertise is the Mortgage planning and related protection products, Equity Release and Long Term Care planning. Jim lives in Doncaster and has 2 children with his partner Debbie. Outside of financial services he enjoys coarse fishing and is an avid follower of Everton football club. 
Tom Ogley, Cert.P.F.S.
- Adviser
Steve Page
- Quotations Manager
Steve joined Financial Strategies in 2009 and works exclusively on our annuity desk helping clients choose from the wide range of options currently available in this product area. He works from our Bawtry office and lives locally with his wife and one teenage son. Whilst not at work he enjoys watching football and rugby, and indulges in the culinary joys of good food and real ale. 
Di Richardson
- Quotations Manager
Di has been in the financial sector since 1982. She joined the Halifax on their trainee management program, became a branch manager in 1992, also qualified as a Mortgage Adviser and left in 2001. Since then she has been a partner/PA in her husband’s Mortgage Broking business, as well as graduating in 2007 with an Open University BA in Science and Literature. Di joined Financial Strategies in 2010 as a part-time Quotations Manager. Born in Sheffield, Di now lives near Retford with her husband and their five year old son. Always busy, she enjoys climbing, mountain biking, ashtanga yoga, running and writing, as well as being a mum. |
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