Our Team
Managing Director
I have over 35 years experience in the Industry and specialise in Estate Planning, Investments, Inheritance Tax Planning and Pensions. We have now introduced our Wealth Management Programme and I run and co-ordinate the large investment accounts. All of our Clients are offered a personal service when trying to cater for their needs.
Director & Office Manager
My chief responsibility is the smooth running of the office. The administration department has three members of staff apart from myself and all business comes through us to be checked, submitted and recorded. My other areas of responsibility include dealing with all salaries on PAYE, including monthly and annual returns to the Inland Revenue, commission payments for all Consultants, and book-keeping and accounting, along with maintaining supplies for the office and paying the bills!
Compliance Officer
As well as providing Mortgage advice my main role within Ample Financial Services is as Compliance Officer. As a Company we consider it important to conduct our business with integrity and within the rules and guidelines laid down by the Financial Services Authority. It is our belief that by treating our customers fairly and always acting with their best interests at heart, they will stay loyal to us over the long term, having had a positive experience.
Consultant
Married with grown up children, I have worked in financial services since leaving school, being an IFA since 1985. I deal with all aspects of financial planning, but I specialise in pensions, retirement and Inheritance Tax planning, investment planning and life assurance. I always look at a Client's requirements and problems from a personal point of view and ask the question 'how would I deal with the requirements if they were mine?' Client personal service is considered to be of the utmost importance.
Tony Lobato CertPFS, CeMAP
Consultant
Financial Consultant Whilst dealing with all aspects of financial planning my main focus is on providing clients with a financial plan for life. To assist my clients with this planning I use lifetime cash flow forecasting software which gives a picture of clients’ financial situation both now and throughout the rest of their lives This is then reviewed on a regular basis. This enables my clients to make highly informed decisions on their financial plans. I also intend to complete my studies to have achieved Chartered Status by the end of 2010.
Financial Consultant
I have 20 years Financial Services experience and believe in quality customer service, supported by quality products and providers. My area of expertise in the last five years has been providing advice to business Clients on Commercial Loans, Business Protection and Retirement/Tax planning. I also provide advice on all other areas of Financial Services including Mortgages, Family Protection, Investment/Savings and Retirement planning.
Estate Planning Practitioner
Having more than twenty five years experience in financial services, I am the prefereed Business and Personal Estate Planning adviser for a number of high profile Law and Accountancy firms. I am an associate member of the Society of Will writers and Estate Planning Practitioners and a life member of MDRT, the premier association for financial professionals. My primary focus is business and Personal Estate Planning. Through Wills, Trusts and agreements I minimise or eliminate inheritance tax, prevent enforced sale of essets for care home costs, protect children against intestacy, arrange power of attorney and enable business succession should a director/shareholder die or become critically ill.
Financial Consultant
Currently working towards advanced qualifications in financial planning, I work closely with my clients and specialise in advising on Protection, Investments/Savings, Retirement and Estate Planning. I offer a highly personalised service and strive to achieve the best possible financial planning solutions for all clients, based on their individual needs, objectives and aspirations.
Administrator
I am a part of the Administration team and have been working with the Company since its formation in 2000 working on a part time basis. I deal with all aspects of administration including telephone calls, filing, typing of letters and processing of new business. I also have the sole responsibility of liaising with the Advisers on Will writing for our Clients.
Paraplanner
Having worked previously as a fully qualified Financial Adviser I now provide support for advisers on our 'Standard Life' WRAP platform. Along with administering new business I am responsible for the smooth operation of the WRAP and maintaining client portfolios
Administrator
I am a member of the Administration team, answering and dealing with telephone calls, typing and processing new business and have been with the Company since June 2009 on a part-time basis. I have just moved on to full-time hours and I am now studying for my financial exams to enable me to move on to eventually become a fully qualified Adviser.
Administrator
I have worked within the Finance Industry for more than 12 years and have recently joined the Administration team. I am currently studying all the products the company provides to its clients but my main focus for the next six months will be on the Ample Wealth Management System.
NETWORK SUPPORT
I come from a telecoms background and also have 15 years experience in the computer industry. I have two Microsoft qualifications - 'Implementing Microsoft Windows Professional and Server' and 'Administering a Microsoft SQL Server 2000'. I design, build and maintain small to medium business pc's and networks and have provisioned many voice over IP (VoIP) telephone solutions. I believe in providing a valuable and professional service to all businesses however large or small, giving that extra care in providing them with the latest and best technology available.
web/graphic designer
I have 16 years experience as a skilled and qualified web/graphic designer. I cover a range of areas in this field including design for print and design for web and have specialist skills in e-commerce and web marketing. I produce a variety of marketing media including websites, brochures, digital presentations, logos, display stands etc and am able to see design projects through all the way from start to finish. I pride myself on producing quality material and see this as extremely important in my field of work along with keeping my skills up to date.
Your home may be repossessed if you do not keep up repayments on your mortgage
AMPLE FINANCIAL SERVICES is the trading name of AMPLE (HOLDINGS) LIMITED and is a company registered in England and Wales with Company No. 03916974
AMPLE (HOLDINGS) LIMITED is Authorised and Regulated by the Financial Services Authority.
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