James Inglis

Independent Financial Planner

T: 02476 388911
M: 07834 451166
E: [email protected]

Building on his prior Financial Planning role at HSBC, Jim joined the company in 2012 specialising in pension and investment advice as well as business and personal protection. 

Jim holds the Level 4 Diploma in Regulated Financial Planning.

Jim coaches his eldest son’s football team and for the last few years has used marathon running to keep fit and to support his chosen local charity with fundraising. 

Mike Bates

Independent Financial Planner

T: 02476 388911
E: [email protected]

Mike has worked in the Financial Services industry for over 23 years and specialises in Personal and Corporate Pensions and Investment advice. Mike is also able to advise on any Corporate protection requirements.

 In addition to achieving the Diploma in Financial Planning, Mike also holds the Pension Planning AF3 qualification required by pension specialists.

 Outside of work Mike enjoys clay pigeon shooting, anything to do with classic car restoration, walking in the Lake District, as well as being one of the coaches on his son's Sunday football team.

Tom Sykes

Independent Financial Planner

T: 02476 388911
E: [email protected]

Tom has worked in Financial Services since graduating from university a decade ago, joining us in 2016 from Mattioli Woods.

Tom holds a Level 4 Diploma in Regulated Financial Planning and is working towards chartered status, with an industry background in holistically advising business owners and high net worth individuals on their corporate and personal financial planning matters.

Tom is committed to ensuring his clients receive the best possible outcome and service regardless of the financial matter in question, and spends time building and maintaining strong professional relationships with other financial professionals such as fund managers, solicitors, accountants, insurance brokers and specialist mortgage advisors to this end.  

Outside of work, Tom loves to spend time with his young family. He also has a passion for driving (spending free evenings on track where possible), and keeping fit.

Patrick Oakman

Independent Financial Planner

T: 02476 388911
E: [email protected]

With 36 years’ experience in the Financial Services sector, Patrick's areas of expertise include; pension and investment advice, business and personal protection, mortgage lending, equity release and long-term care planning.

In addition to achieving the Diploma in Financial Planning, Patrick also holds the Certificate in Equity Release the CeMap qualification required by mortgage specialists, and the accredited Qualification in Long Term Care.

Outside of work Patrick enjoys keeping fit, plays hockey and cricket, and is also a qualified netball umpire.

Frankie Bates

Independent Financial Planner

T: 02476 388911
M: 07710 095269
E: [email protected]

Frankie joined the company in 2018, having worked in Financial Services since graduating from University in 2014.  

As a qualified Independent Financial Planner, Frankie holds the Level 4 Diploma and is currently studying towards achieving Chartered status. With her area of expertise being Inheritance Tax planning, she offers specialist advice around Trusts and Tax Planning solutions, but also having a depth of knowledge in more generalist areas such as retirement planning and investments. 

Outside of work Frankie enjoys spending time with family and friends, walking the dog, travelling and ticking off the bucket list as well as avidly supporting Leicester City Football Club.

Balpreet Dhillon

Independent Financial Planner

T: 02476 388911
E: [email protected]

Balpreet has been working in Financial Services since 2016, having come from an accounting background and achieving her Association of Accounting Technicians (AAT) qualification, she has worked her way up through the financial services industry gaining a wealth of experience along the way.

This was recently recognised when she was named a finalist of Coventry & Warwickshire First’s Young Professional of the year 2020 award.

In addition to achieving the Diploma in Regulated Financial Planning, Balpreet also holds the Certificate in Mortgage Advice, Personal Tax and Trust Planning qualification.

As a qualified Independent Financial consultant, Balpreet has a holistic approach, which means she will consider both your financial and personal position to provide trusted advice.

Outside of work Balpreet has developed a keen interest in gardening and enjoys spending much of her time outdoors taking care of her kitchen garden.

Tim Collis

Independent Financial Planner

T: 02476 388911
E: [email protected]

Tim joined the IWS team in May 2023, having worked in the financial services industry since 2003 for household names such as CIS and NatWest, he holds the Level 4 Diploma in Financial Planning and brings with him a wealth of knowledge and experience.  Tim enjoys getting to know his clients so that he can build a clear understanding of their needs and goals, with many of them becoming friends over the years.

Outside of work, Tim enjoys spending time with family and friends with the majority of his free time being spent with his children and walking the family dog.  He’s also an avid supporter of Leicester City Football Club and watching Formula 1.

Daniel Rowberry

Independent Financial Planner (Associate)

T: 02476 388911
E: [email protected]

Dan joined the company in May 2018 after obtaining the Level 4 Diploma for Financial Advisers.

His hobbies include gaming, going to the gym, knife throwing (target based - no spinning human targets!), a bit of gardening, playing the guitar, quiz nights, airsoft and learning as much as he can about…anything really.

Emily Hanmer

Executive Assistant

T: 02476 388911
E: [email protected]

Emily joined the team in 2016 after working in Estate Agency for over 15 years. As Executive Assistant, Emily provides support to Martin and the other Directors as well as helping to maintain employee wellbeing.

Emily is also a member of the Management Team alongside Louise, Ginette and Curtis, together they work to promote an effective and enjoyable working environment for all IWS staff members.

Outside of work Emily enjoys trips to the theatre, travelling and spending time with friends and family.

Ginette Ellard

Training & Compliance Manager

T: 02476 388911
E: [email protected]

Ginette has worked in the financial services industry for over 30 years and joined the team in 2017. She has progressed to Training and Compliance Manager which involves providing training support to all staff and supporting the Compliance Director.

The financial services qualification that Ginette has achieved is the Level 4 Diploma in Regulated Financial Planning amongst other financial services exams.

Outside of work Ginette spends her time with her family in particular her two boys and loves travelling.

Louise Cottrill

Paraplanning Manager

T: 02476 388911
E: [email protected]

Louise has worked in the financial services industry for over 15 years and joined us in July 2014 since then she has progressed to her current role of Technical Manager. This role includes her leading the Paraplanning Team whilst assisting with any technical queries.

Louise has a degree in Geography and Business Studies and has passed numerous financial services exams.

Outside of work Louise enjoys travelling and experiencing new countries as well as spending time with her family and friends. Louise also enjoys walking.

Sian Greenhill

Paraplanner & Operations Executive

T: 02476 388911
E: [email protected]

Sian began working with us at the beginning of 2016 and has progressed to working within the Paraplanning Team. Her current role involves writing the reports for all Defined Benefit Pension evaluations. Sian is also on the Firm's Investment Committee.

Sian has a degree in Psychology (BSc) and has recently attained the Diploma in Regulated Financial Planning.

 Outside of work Sian enjoys exercising and visits the gym regularly. She also enjoys visiting different places and walking with her dogs, Olly and Dougie.

Amy Ellis

Paraplanner

T: 02476 388911
E: [email protected]

Amy started with us in February 2019 as a member of the Administration Team, she progressed to working within the Paraplanning Team in 2022 and is looking forward to furthering her technical knowledge. Amy has a BSc (Hons) degree in Psychology and is keen to develop her understanding of the Financial Services industry. 

Outside of work Amy enjoys baking, theatre and running.

LUCY BRYDON

Paraplanner

T: 02476 388911
E: [email protected]

Lucy has worked in the Financial Services industry for over 5 years and re-joined us in April 2022 as a member of the Paraplanning Team. Lucy has a BA (Hons) degree in Business and Finance and is progressing towards completing the Diploma in Regulated Financial Planning.

Outside of work Lucy enjoys spending time with family and friends and walks with her dog Barney.

JESSICA FLEMING

Trainee Paraplanner

T: 02476 388911
E: [email protected]

Jessica has been working in the Financial Services Industry since 2015 and joined us in June 2022 as a Trainee Paraplanner.  Jessica is currently working towards completing the Diploma in Regulated Financial Planning.

Outside of work, Jessica has a 3 year old and two step children who keep her busy, but when she does get any spare time, she enjoys spending it with her family, playing the guitar, making cakes and renovating houses.

Curtis Moreton

Admin Team Leader

T: 02476 388911
E: [email protected]

Curtis joined the team in November 2017 and has worked in both the admin and the paraplanning teams. He has since progressed to Admin Team Leader which involves managing the admin department and supporting the management team.

Outside of work Curtis enjoys spending time with family and friends.

Heidi Bartram

Client Account Executive

T: 02476 388911
E: [email protected]

Heidi joined the company in February 2019 and is enjoying learning all about her role and the wider Financial Services sector. 

Heidi has two young boys who keep her pretty busy with their keen interest in all things football related. 

ALANA SUTTON

Client Account Executive

T: 02476 388911
E: [email protected]

Alana has over 21 years’ experience in the Financial Services industry and has passed numerous financial exams. She joined the team in January 2019 and her current role sees her providing administrative support to Mike Bates, working closely with all of his clients.

Alana enjoys days out with her two young children and socialising with friends.

SAGAR LIMBU

Client Account Executive

T: 02476 388911
E: [email protected]

Sagar joined the IWS admin team in April 2022, with some background in mortgage administration, Sagar is looking forward to learning everything there is to know about the Financial Services Industry.

Outside of work Sagar enjoys spending time with family and friends, going on a hike, camping, or anything out in the nature.

Sagar also has a passion for travelling to new places and experiencing new cultures.

LOVENEET SIDHU

Client Account Executive

T: 02476 388911
E: [email protected]

Loveneet joined our admin team in May 2022, with some background in pension administration. Loveneet has a LLB Law Degree (Bachelors) and is now looking forward to this new chapter in her life gaining knowledge in the Financial Services Industry.

In Loveneet’s spare time she enjoys spending time with her family, watching movies and TV together. She also enjoys visiting the gym and having a good shopping spree.

Joe Arnold

Client Account Executive

T: 02476 388911
E: [email protected]

Joe joined the company in July of 2023, having worked in the financial industry since 2022. He is currently working towards achieving a Level 4 Diploma in Financial planning. Joe previously studied Business Management where he achieved an extended diploma, this course is what sparked his interest in the financial services.

In Joe's spare time he enjoys spending time with his friends and family, listening to music and attending his local gym.