Andrew Tait dipPFS
Andrew founded Independent Pilots Financial Services in 1997 and joined forces with Aspect8 in 2013. He provides holistic financial planning for individuals specialising in investment and pre and post retirement advice. Andrew has passed all three elements of the financial planning certificate and also holds the DipFA diploma for financial advisers reflecting his expertise in providing bespoke, holistic financial planning for individuals. Andrew is a martial arts enthusiast and enjoys watching cricket and football.
Mike Arias FPFS
Mike is one of the most highly qualified advisers in the country, a Fellow of the Personal Finance Society, and a Chartered Financial Planner with over 15 years’ experience advising clients. Mike is generous in sharing his expertise with other professionals and dedicated to improving standards to elevate the financial advice industry. Away from the office Mike enjoys running and spending time with his young children.
CII (MP + ER)
Gaynor is a qualified mortgage adviser who also advises on protection and equity release products. She has over 20 years industry experience and, having worked for several estate agents and Independent Financial Advisers, Gaynor has a detailed knowledge of the property market, mortgages and mortgage related protection. In her spare time, Gaynor enjoys gardening, walking her dog and spending time with her family.
Phil Quinlan dipPFS
Phil has had a long and successful career in financial services starting with the Prudential as an agent at the age of 21. Phil was promoted 4 times by the age of 30 and then went on to start his own business in 1982 in conjunction with the Alliance Building Society. Phil went on to manage a business with 16 advisers spread over two offices before changing to a fee based advice model in 2005. Phil has been with Aspect8 since November 2011.
Phil is a keen golfer in his spare time and runs a charity golf day every year in support of various cancer charities.
Joseph Taylor dipPFS
Joseph read Economics at the University of Leicester and has since built up over 15 years of financial services industry experience. This started with Legal and General in a support role before becoming an in branch financial adviser at Lloyds Bank.
Joseph subsequently became an independent financial adviser and started JMT Wealth Management in 2010 working together with Henry Bulteel. Joseph joined Aspect8 in 2014.
Joseph is a keen sports fan and follows Brighton and Hove Albion and Sussex County Cricket Club.
Nick Upton dipPFS
Nick has many years of experience in financial services having originally worked for General Accident and Lloyds Banking Group. He subsequently became an independent financial adviser in 1998. Nick gives advice to individuals and companies in all aspects of financial planning. In his spare time Nick enjoys going to the gym, playing tennis and windsurfing.
Chris has been working in financial services since 2010 when he joined Joe Taylor at JMT Wealth Management. Since joining Aspect8 in 2014, Chris has become a Trainee Financial Adviser and is currently working towards chartered status. In his free time, Chris is a keen golfer and previously worked as an Assistant Professional.
Calum has been with Aspect8 since 2014. During his time in the Financial Services industry, Calum has obtained the Chartered Insurance Institute Diploma in Regulated Financial Planning and is always looking to enhance his skill set further by completing further exams. Outside of work Calum enjoys travelling, is a keen rugby player and likes to go to the gym.