As Client Services Director, Kevin’s role covers responsibility for the overall direction and management of Ashtree whilst still providing Investment Services and Inheritance Tax planning advice to a wide range of clients.
With over 30 years’ experience in Financial Services, Kevin says it’s the more challenging and complex cases which now bring the most satisfaction. He firmly believes high levels of client service build long term relationships and have been key to Ashtree’s growth.
Outside of work, Kevin is a keen music fan. Bowie and the Stones are high on his list of favourites, but he still longs for a Smiths reunion. A lifelong lover of Spurs and Italian cars, Kevin claims these build character and resilience for the day job!
‘Don’t’, ‘can’t’ and ‘won’t’ are three words not in Gordon’s lexicon. With over 30 years’ experience in the Financial Services sector you’ll struggle to find a more knowledgeable mortgage expert anywhere.
It’s Gordon’s job to guide his clients every step of the way through the increasingly complex mortgage world. Whether they’re first-time buyers, property investors or someone looking to move further up the ladder, he delights in helping clients find a mortgage that’s right for them.
A Chartered Financial Planner with over 30 years experience in Financial Services, Gary oversees Ashtree’s Corporate division which provides pension and employee benefits solutions to small and medium-sized businesses.
Gary strongly believes that the personal touch is vital when dealing with businesses. He recognises the importance of listening to employers and directors in order to deliver cost-effective and tax efficient solutions that meet their objectives.
In addition to harbouring a passion for 80’s music, Gary likes getting out and about and is a keen walker and cyclist. However, as a big car nut if he was given the choice he’d rather take his Mazda MX-5!
For Ann Marie, the best thing about her role as Senior Financial Adviser at Ashtree is that ‘lightbulb moment’, when clients who mightn’t have previously felt in control of their finances suddenly “get it”.
With over 20 years’ experience in Financial Services, Ann Marie works with both personal and corporate clients, and liaises with accountancy practices to provide tax planning and investment strategies.
Ann Marie is an Arts School graduate and a self-confessed fitness fanatic. She has a wide range of interests and hobbies including music, cooking and art, which she believes helps bring a unique perspective to her work at Ashtree.
Operating out of Ashtree’s office near Omagh, Eileen caters to a broad range of both personal and corporate clients across the North West. For her, no two days are the same but that’s just the way she likes it.
In addition to her 20 years financial advisory experience Eileen stresses the importance of offering a personal, professional service to all clients at all times, and believes they can rest easy knowing that she’s never more than a phone call away.
A trained actress and fiddle player, Eileen has a strong passion for drama, music and the arts. Outside of work she serves as a committee member for a local Theatre School and helps lead its fundraising and finance departments.