Angela

Having joined the team to support both Caroline and the practice, Angela has a wealth of analytical, administration and project management experience. Angela previously spent over 20 years in the Logistics Industry so understands how time critical business can be.

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Sarah

Sarah has worked in Financial Services for nearly 20 years in a variety of roles enabling her to develop a wealth of knowledge and skills. These roles have been with both Financial Advisers and Financial Advice software firms. Sarah takes

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Sonia Foxall Dip PFS, Cert CII (MP& ER)

Sonia has been a financial adviser for over 14 years and thrives on seeing her clients achieve their financial goals. Most of Sonia’s work comes from existing clients recommending her to their family and friends. As a financial adviser she

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Neo

One-year old Weimaraner puppy Neo is the newest member of the team. Neo can often be seen in the office, rummaging through bins after lunch time & helping with the shredding of confidential waste! Neo loves running and playing ball,

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Bernie

Bernie recently joined as our operations manager. She looks after compliance for Mercia, keeping advisers updated on the latest changes, ensuring we meet the needs of our regulators by always putting our clients first. Before joining Mercia, Bernie worked in

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Rachel

Rachel is the newest member of Mercia since joining the administration team as the business continues to expand. After running her own successful business for 15 years she has a wealth of experience working with the public and knows how

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Lisa Varley DipFa Cert CII (MP)

Lisa has been a financial adviser for over 10 years and is passionate about ensuring her clients not only get the best solutions but that they fully understand them and regularly review them. She prides herself on her down to

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Abigail Keenan

Despite being the youngest human member of the Mercia team, Abbie has worked for over 8 years in customer facing roles and provides invaluable administrative support to the advisers and their clients. In the time that Abbie has been with

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Simon Millward BSc Hons DipFa Cert CII

Simon is an Independent Financial Adviser with over 10 years’ experience in the industry. Originally form a banking background, Simon was keen to move to an Independent Adviser practice as he believes that clients should have access to products from

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Caroline Cook LLB (Hons), DipPFS

Before becoming an Independent Financial Adviser, Caroline had a detailed knowledge of financial services having worked in a compliance and technical role in the head office of a major pension and life company. Caroline is currently working towards achieving Chartered

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