About Us
Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business.
Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising.
To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.
We constantly strive for excellence in all we do, ensuring your experience with us is as streamlined as possible, and that our strategies are focused on being delivered to the highest of standards.
To stay abreast and at the forefront of the industry, we embrace new technologies, systems and products, ensuring our clients receive the most innovative solutions.
Directors
Davina Olson FPFS,
Cert CII (MP)
Cert CII (MP)
Managing Director
Chartered Financial Planner
Chartered Financial Planner
Jake Blackmore DipPFS CeMAP
Director
Independent Financial Adviser
Independent Financial Adviser
Rachel Fortescue DipPFS
Director
Senior Team
Tom Crowther BA (Hons) FPFS
Associate Director
Chartered Financial Planner
Chartered Financial Planner
Ann Wilson
Finance Manager
Compliance & Marketing
Michael Shemming CertPFS (Paraplanning)
Compliance, Training & Procedures Officer
Melissa Cox
Marketing Assistant
Independent Financial Advisers & Consultants
Dan Fox MCSI DipPFS
Independent Financial Adviser
Liz Barker Dip CII, Dip PFS
Independent Financial Adviser
Micky Lawton DipPFS,
BSc (Hons)
BSc (Hons)
Pension & Employee Benefits Consultant
Chris Alcock Dip PFS Cert II (MP,ER)
Independent Financial Adviser
Shawn Pearce DipPFS
Independent Financial Adviser
Administration
Alison Matthias Cert CII (FS)
Senior Financial Services Administrator
Beth Pender
Senior Financial Services Administrator
Clive Osborne Cert PFS
Senior Financial Services Administrator
Jade Rohlfing
Financial Services Administrator
Jane Grimwade
Senior Financial Services Administrator
Aidan Monteith
Senior Financial Services Administrator
Wendy Bones
Client Support Administrator
Theo Wills
Apprentice Financial Services Administrator
Accounts
Judith Farthing
Accounts
Tina Bartlett
Accounts
Accredited
We strive to always meet the highest professional standards laid out by industry standards. Investing in staff translates to a better service.
Established
We’re a business with history dating back to 1982 when we set out with the intention of becoming an industry leading financial advisor.
Personable
We pride ourselves on the personable service we deliver to all clients regardless of service. Our clients are our number 1 priority.