Position: Company Principal
Chris has worked for many years in Financial Services and assists in the everyday running of the business. Chris has a Certificate in Marketing from the Chartered Institute of Marketing. She has previously been an Exports Shipping Manager for Unilever and Shell for 15 years. More recently she has set up two small businesses in the retail sector.
Within the company, Chris has taken over the management of personnel and financial administration of the company.
She has three children: Lewis, Laura and Lloyd. They between them have three children, Chris’s grandchildren: Emilia (9), Ollie (2) and Florence Beau (1). Chris spends lots of time caring for her family and is number one childminder in her family.
Chris’s interests include gardening, cooking, travel, dancing and yoga. She is a devout Roman Catholic and takes an extremely active part in her local church community at St Mary and the Angels in Hooton.
Dean has worked in the financial services industry for over 9 years. After working for UK Advisors Ltd earlier in his career as an insurance adviser, he then trained to become a CeMAP qualified mortgage adviser. Dean has been an independent financial adviser for over 6 years and really enjoys working with the team at Simon Kershaw and Associates Ltd. He is also a qualified equity release adviser.
As well as looking after his ever expanding portfolio of insurance and mortgage client base, Dean is currently studying to become a CII qualified pension adviser.
Aside from Dean’s hectic working life, Dean has a great wife and family to support. He is a keen footballer, supporting Everton. He is also a ‘trying’ golfer as he approaches his older age.
Emma has a background in finance working as a supervisor in the Risk department at MBNA in Chester. She has had a career break to bring up her 4 children and support her husband in his army career.
She is a fully qualified as a CeMAP mortgage adviser and equity release adviser.
Aside from running round after her children, Emma loves socialising and playing tennis and is a great new addition to the close team at Simon Kershaw & Associates.
Position: Insurance Adviser
Position: Investment and Retirement Planning Specialist
We are proud to announce the newest member of the Simon Kershaw’s and associates Ltd family, Andrew Kelly.
Andrew is a fully qualified adviser and specialises in Investment and Retirement planning. He’s been an advisor since 2016, after a 15-year career in banking and insurance.
Andrew focuses on providing a holistic approach to financial services and assists clients by providing tailored solutions that fit their personal circumstances and objectives.
Andrew thrives on ensuring clients achieve their objectives and their financial well-being, which he achieves by working closely with clients to understand their circumstances.
Andrew is also experienced in helping self-employed professionals and business owners establish and successfully manage an investment or pension portfolio.