Steve Martin CFP™ Chartered MCSI
Director
Chartered Wealth Manager
Certified Financial Planner
Steve, 44, is originally from Ayr in Scotland but moved to Altrincham in 2003 now spends a lot of his time in Spain. He is a Chartered and Certified Financial Planner (CFP™) as well as a Chartered Wealth Manager, a holder of the Investment Management Certificate and is a former Assessor of the CFP™ licence.
Steve founded Smart Financial Planning Limited in 2008 and serves as it chief executive. He also founded Smart SSAS, a pension trustee business in 2011 and Smart Divorce, a divorce specialism in 2018 and released the Change The Future programme in 2020.
He was Chair of the Manchester branch of the Institute of Financial Planning for 5 years before standing down in 2015.
Steve is married with two children, is an Ironman Triathlete, a keen runner and a CrossFit level 1 coach and is a committed fund raiser for the CF Warriors and the Cystic Fibrosis trust.
Steve has over 20 years’ experience in the profession, having been a Partner and Managing Director of previous firms.
Steve specialises in advising business owners as both a financial planner and a business consultant.
Steve and Damien host the Financial Life Coach Podcast
Damien Rylett
Director
Chartered Financial Planner
CEO, Brunel Capital Partners, Pilgrim Financial Planning and CEO of IronBright Investment Management.
A former IFP Branch Manager and Conference Chairman who has spoken at a number of events on Practice Management.
Damien established Brunel Capital Partners, a Bristol based financial planning firm in 2011. He is responsible for mentoring and developing the firm’s young, upcoming financial planners. Having acquired Pilgrim Financial Planning, a Somerset based IFA practice in the summer of 2016, Damien is overseeing the firm’s transition from a traditional model to a comprehensive financial planning offering. Damien is also CEO of IronBright Investment Management, a DFM built by financial planners for financial planners. Both Brunel and Pilgrim are Chartered Financial Planning firms.
Damien has been delivering Lifestyle Financial Planning for the past 16 years and now uses his wealth of experience to coach and train other advisers and financial planners.
An experienced sports coach, Damien is able to transfer the skills acquired in this arena to the financial planning world to help advisers and planners be the best they can be and deliver their service with passion, integrity and empathy.
Damien and Steve host of the Financial Life Coach Podcast
Tamsin Caine MSc., CFPTM Chartered MSCI
Trainer
Head of Financial Planning – Smart Financial
Tamsin joined Smart Financial in January 2015. She had 15 years’ experience in financial services in businesses from a small family company to a large PLC. Since meeting Steve Martin about 10 years’ ago, during his time as chair of the local IFP branch, Tamsin had wanted to work with him, providing lifestyle financial planning to clients. Having secured her dream job, she soon discovered that transforming from a traditional transactional IFA to a lifestyle financial planner was not as easy as she had anticipated. However, 2 years’ on and too many role plays to count, she is now helping others through the academy and mentoring several new and existing planners.
Having completed a Masters in Financial Planning and Business Management at Manchester Metropolitan University in 2015, Tamsin now works as an Associate Lecturer at the university in the Accounting and Finance department.
She now uses a combination of teaching at the university and coaching skills developed on the rugby field to help to develop successful lifestyle financial planners.
Brian Hill DipFA MIFS
Trainer
Brian is a Diploma Qualified Independent Financial Adviser, with a specialist focus on pensions and investments. Brian has been rated as one of the top 200 Independent Financial Advisers in UK. Brian is the principal Independent Financial Adviser at Jones Hill .
Prior to joining The Financial Planning Training Academy, Brian joined the Army and attended the Royal Military Academy Sandhurst (Sovereign’s Platoon, for those who are familiar). Unfortunately Brian was War Pensioned off after suffering knee injuries in the Final Term, just 8 weeks away from Commissioning.
His knee injuries didn’t stop Brian from training and qualifying as an Alpine Ski Instructor and Brian takes time out each ski season to teach in Bavaria.
Over the years he’s become well known for his integrity and down to earth approach, with his clients prepared to travel long distances to see him. Brian’s specialist area is helping those who have served and their families.
When not spending time with his young family, Brian can be found at his local Crossfit gym or Southwick Parkrun, training for endurance events such as the gruelling 24km FanDance (twice across Pen-y-Fan peak, whilst carrying up 35lb-60lb of extra weight). The FanDance is used as part of SAS Selection.
A little well known fact is that Brian used to be a Church organist. Nowadays he would probably play all the right notes but not necessarily in the right order.
David Crozier CFP™
Trainer
David Crozier is a Certified Financial Planner and Chartered Financial Planner with Navigator Financial Planning.
He is one of the UK’s most experienced financial planners when it comes to working with those who have suffered serious personal injury, having worked in this challenging market since 2001.
As well as advising clients, he has worked with the legal profession, social services and charities to help achieve the best outcome for his clients.
James Mousley Bsc. DipPFS
Trainer
Senior Financial Planner – Paradigm Norton
James is the newest member of the Financial Planning Training Academy trainer team. Being a glutton for punishment he has attended and supported at more training days than Steve and Damien care to recall! The benefit of this has been his rapid advancement from a traditional Independent Financial Adviser (IFA) to a leading financial planner at the London Office of the multi award-winning Paradigm Norton.
His continual curiosity and desire to improve his client facing communication skills has set him apart from many of the attendees of the Financial Planning Training Academy first meeting trainings; so much so we wanted to bring him onboard as part of the team.
He has experienced and delivered financial advice and financial planning (some firms more than others!) at several financial services business from a large PLC to a boutique financial planning business that was awarded the coveted Chartered Financial Planning Firm of the Year.
Having seen the value Lifestyle financial planning could deliver to clients within the first few months of advising clients, he has evolved his skills over several years to deliver a high-end service to a small group of families and private individuals in London. Therefore, he is in a great position to support and pass on his experiences to date.
Passionate about helping the next generation he hosts regular networking events for new entrants in the profession. This led him to launch The Adviser Gap Podcast with the mission to support as many individuals transition from non-advisory roles (such as paraplanners and career changers) to financial advisers. Having bridged the Adviser Gap himself he wanted to highlight the challenges that individuals will need to overcome in order to make that successful transition.
Having been a half-decent athlete in the past, he spends time in the gym (or the occasional CrossFit session) reminiscing on past days and usually training for whatever charity challenge he has been roped into. In his spare-time he can often be found on a walk with his better half or if the weather is good walking a fairway or three.
Host of The Adviser Gap Podcast
Sam Sloma
Trainer
Chartered Financial Planner
Managing Director – Engage Financial Services
Sam’s route into financial planning is rather different to most. After a career as a professional footballer, he retired at 26 and set his sights on a new vocation. That vocation was Financial Planning.
In 2016, just six years into his new career, Sam became a Chartered Financial Planner.
Before setting up Engage in 2017, he gained experience working for a large financial institution and a smaller independent practice.
Sam’s goal is to help his young, high earning clients develop great financial behaviours. His vision is to be a trusted partner throughout their lives, there to help through the difficult times and appreciate the good.
Neil Bailey CFP™ FCSI
Trainer
Chartered Wealth Manager
Chartered Financial Planner
Neil is a director of multi award winning Fortitude Financial Planning Ltd.
A long time advocate of Financial Planning, Neil has served as an IFP Branch Chairman and member of the IFP Board. More recently he was a member of the CISi Financial Planning Forum Committee during the period leading to the launch of the level 7 CFP™ qualification.
Neil has been involved in training and assessing the CFP™ for around 20 years including delivering the training to Steve Martin in 2004 via the original IFP Fast Track course
Jacqueline Lockie CFP™ Chartered FCSI
Trainer
Chartered Wealth Manager
Jacqueline has worked in financial services since 1988 in both technical and client facing roles.
Jackie started her financial planning career in 1999 when she joined the Institute of Financial Planning as the Director of Training and Education. She wrote the first Paraplanner training manual, the first job description and delivered the very early paraplanner training courses. She was also the caretaker of the Certified Financial Planner™ standards for the UK for three years. During her time at the IFP she developed a foundation course in financial planning helping hone spreadsheet and planning skills of those advisers who attended, was a CFP assessor and trained the four-day CFP fast track courses.
Jackie also spent 10 years at the AIC where she wrote and delivered both face-to-face and online training for wealth managers and financial advisers.
Latterly, Jackie spent over 4 years at CISI as deputy and head of financial planning overseeing the re-engineering of the new CFP pathway as well as working with the international financial planning community to develop a guidance note for all CFPs on vulnerable clients.