ABOUT THE TEAM
Managing Director – Stephen Heathcote
Marketing Director – Vera Jezkova
Introducing Stephen Heathcote
The Owner and Lead Financial Adviser
Independent Financial and Mortgage Adviser with 25+ Years Experience
Stephen, a Chartered Independent Financial Adviser, brings over 25 years of expertise in financial services. Specializing in pensions, investments, mortgages, and insurance, Stephen prioritizes minimizing charges to maximize client returns.
With personal oversight on every case, Stephen offers tailored advice backed by extensive industry knowledge. He is committed to innovation, ensuring clients benefit from optimal financial solutions.
Throughout his career, Stephen has assisted diverse clients in navigating both straightforward and intricate financial matters. Renowned for his patience, he dedicates himself to delivering tailored solutions that meet each client’s unique needs.
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Introducing Vera Jezkova
Marketing Director
With more than two decades of experience in commercial and marketing roles, primarily in London, UK, Vera offers extensive traditional and digital marketing expertise.
Her dedication to comprehending clients’ needs and leveraging psychological insights in marketing remains a cornerstone throughout her career.
Vera excels in devising innovative solutions, thriving even in the most challenging scenarios, and finds genuine fulfillment in engaging with people.
Beyond her professional capabilities, she is adept at collaborative problem-solving and maintaining a constructive perspective. Recognized for her vibrant personality and wit, Vera tackles challenges with calmness and unwavering resolve.
Administrative support
We collaborate closely with an experienced team that supports us daily with administrative tasks.