Our Team

The team can be contacted by email or mobile as detailed below

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The Financial Conduct Authority do not regulate auto enrolment.

 

Doug Young – Financial Adviser

Doug has worked in financial Services for over 30 years and set up Wealth Planning Associates with the belief that clients require quality informed advice from an experienced team of professional advisers.  As a Financial Planner, Doug provides advice to clients on a wide range of topics including investments, Inheritance tax planning and provides older clients with advice on equity release mortgages to ensure they can make an informed decision

Doug is passionate in developing a business culture that ensures Wealth Planning Associates provide a truly excellent service to their clients.

Mob: 07976 687016

Email: Doug@wealthplanningassociates.co.uk

 

 

Rob Monckton – Financial Adviser

Rob has 25 years of experience in banking and financial service having worked initially with a couple of large corporate companies.  As the financial planning director, Rob provides professional advice to both individual and corporate clients.  Rob is qualified to provided advice on pension transfers including final salary schemes.  Other financial advisers and professionals often refer Rob this type of work as his knowledge allows clients to consider their options as they near or are at retirement.  

Rob always agrees an ongoing service strategy with his clients to ensure their objectives are regularly updated to ensure they continue to achieve their goals.  

Mob: 07736 073110

Email: Rob@wealthplanningassociates.co.uk

 

Amy Webb – Mortgage Adviser

Amy has been working in financial services for over 10 years. The first part of her career was as a mortgage adviser working for the Halifax before progressing her career as a mortgage and protection specialist for Wealth Planning Associates.

Amy provides clients with advice on mortgages from the whole market and her clients love her professional and caring attitude to her work which is rewarded by great customer feedback and ongoing referrals from both existing clients and professional connections.

Mob: 07837 371141

Email: Amy@wealthplanningassociates.co.uk

 

Sue Eaton – Financial Adviser

Sue has enjoyed over 20 successful years in banking and financial services where she is recognised for providing her clients with excellent quality of service.  She specialises in providing her clients with a full range of financial planning advice including investments, pensions, protection and mortgages.

Sue provides our corporate clients with advice on Auto enrolment and sets up schemes for companies to ensure they meet their legal obligations.

Sue believes that everyone’s financial and personal situation is unique, and that providing a personalised, professional service along with regular review meetings is essential to help her clients secure their aspirations for the future.

Mob: 07886 030406

Email: Sue@wealthplanningassociates.co.uk

Lisa Howes – Mortgage Adviser

Lisa has a background in Financial Services working in the city for investment and asset managers.  Following the birth of her daughter, Lisa decided to complete her mortgage exams so she could work locally and Wealth Planning recognised that her caring attitude to people will ensure that clients get a great service when looking for a mortgage.  Working within the team has enabled Lisa to quickly develop her knowledge and her professionalism to ensure that clients get the very best advice.

Mob:  07795 594758

Email: Lisa@wealthplanningassociates.co.uk

Dan Philpott – Mortgage Adviser

The latest member of our team brings experience of providing mortgage advice from his banking background supported by some time working with a local estate agent.  Dan is keen to look after his clients for their long term benefit, providing them with whole of market mortgage advice along with professional insurance advice.  His knowledge of the house moving process and the financial implications involved enables Dan to support clients through the process.

Mob: 07873 592515

Email:Dan@wealthplanningassociates.co.uk

 

Katie Young – Office Manager

Katie has over 25 years of experience, working within the financial industry.  15 years was spent with Lloyds TSB working both as a manager and a mortgage and investment adviser throughout various branches in Kent.

The last 10+ years Katie has helped Doug with the running of the business and her current role of office manager enables her to provide valuable back up to all of the advisers, ensuring a high standard of customer service is always delivered.