The Team

Kevin joined Brian Mole IFA Limited in 1994 and is now the company’s Managing Director. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Kevin lives in Church Broughton with his wife Alison and son Matthew. Kevin enjoys all sports especially cricket having played for Ticknall and Brailsford. Kevin now spends every other Saturday through the football season watching Burton Albion. Kevin’s time is split between running the company and looking after his many existing clients. Kevin is Chairman of The Brian Mole IFA Limited Investment Committee, in this role he regularly meets with Fund Managers and analysts in order to ensure he has a great understanding of the investment world. Away from the office Kevin enjoys spending time with his family, he loves good food and good company and has a passion for travel. On a recent holiday, Kevin and his son enjoyed a sailing taster session with Matthew showing a great deal of enthusiasm and skill. As a result, both Kevin and Matthew took RYA sailing courses and are now adjudged to be competent dinghy sailors, in reality, it is Matthew who is competent with Kevin simply trying to avoid getting wet!

Dean has worked in the financial services industry for all of his working life. He is a member of the Chartered Insurance Institute, and fully qualified. He joined Brian Mole IFA in 2005, and is now a Director of the Company. Dean is passionately committed to the concept of ’independent’ advice, and is proud that Brian Mole IFA has remained truly independent and impartial. He is Burton-born and bred, and now lives in Church Gresley. Dean likes to be active, enjoying running, working out, and climbing. He is also very passionate about Rugby

Nigel has been with Brian Mole IFA limited since 2005. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. He joined the Financial Services Industry in 1992. Nigel spent 13 years with the Co-operative Insurance Society. In 2009, Nigel joined the board of Brian Mole IFA Limited as a Director. He stated “this is the highlight of my career so far!” Nigel is committed to the Financial Services Industry and cares deeply about his numerous clients. He is married to Helen and they have 3 children, Ellis, Callum and Jordon. Out of work Nigel has been heavily involved in local football, but as he is getting older, he spends his time now on the sidelines. He is also extremely competitive and enjoys all the inter office sports competitions.

Greg joined Brian Mole IFA Ltd in 2015, having worked in the financial services industry for over 25 years. He began his career working for Coventry Building Society, moving on subsequently to Cheltenham & Gloucester and later Derbyshire Building Society. He has worked as both a tied adviser and an Independent Financial Adviser, helping people make the most of their money and achieve their financial objectives in life. He is a member of the Chartered Insurance Institute (CII), qualified to Diploma level, and now looks after the Compliance function here at Brian Mole.

Greg is married to Carol, enjoys badminton, reading, the guitar and bluegrass banjo, and remains hopeful of one day being able to play a decent hand of bridge.

Bethan started her career in Financial Services in 2000 and worked within various Administration and Paraplanning roles until she became a Financial Adviser at NatWest Bank in 2006. After having her second child in 2011, Bethan returned to Paraplanning, and now heads up our Paraplanning and Administration teams.

Bethan lives in Woodville with her family. Out of work Bethan enjoys walking the dog and playing netball with a local netball club.

Natalie joined Brian Mole in June 2022 as a Financial Controller. She has worked as a management accountant in previous roles prior to joining Brian Mole and has 25 years worth of finance experience culminating in her working her way to this position.  Natalie looks after all things finance related within Brian Mole both internally and externally to ensure our internal accounts are kept at acceptable levels. Outside of work Natalie has her own clothing business which keeps her busy as well as her rescue dog Teddy.

Mark has been with Brian Mole IFA Limited since 2003. He is a member of the CII (Chartered Insurance Institute) and joined the financial services industry in 1989, spending many years with the Halifax Building Society as well as HSBC and John Charcol. Mark spent a few years working towards completing his advanced examinations, culminating in completion of these in 2015 and is now qualified to Chartered Financial Planner status. He has extensive experience in all areas of financial planning. Mark lives in Burton with his wife Lesley and daughter Amelia. In his spare time he enjoys playing golf, socialising and is a follower of Everton Football.

Peter has 27 years’ experience in financial services and joined BM in 2007.Lives in Derby,Married to Dawn with grown up family. Enjoys most sports,(only as a spectator now) Music and coast and country walks.

Gary joined Brian Mole IFA Limited in 2012, having been in the Financial Services industry in 1985. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status.
He lives in Derby and is married to Barbara with 4 grown up children and several grandchildren. When Gary is not busy, he enjoys watching most sport, playing snooker and walking in the countryside with his wife and their dog.

Nigel joined Brian Mole IFA Ltd in 2004 and has over 30 years’ experience in financial services. He lives locally and has 2 daughters Isabelle and Emily.

When not looking after his many clients Nigel loves to keep fit and he is also a group exercise instructor. He enjoys watching most sports and he plays cricket for Winshill Cricket Club.

Phil lives at Church Leigh in Staffordshire with his partner Bev and their daughter Chelsea. He is a member of the CII (Chartered Insurance Institute) and qualified to Diploma status. Phil has worked in financial services since 1981 and joined Brian Mole IFA Limited in 2004. Phil is also a keen sportsman, particularly football and is a regular supporter of Burton Albion, as well as an avid Chelsea supporter. Phil likes to relax by completing crosswords, quizzes. He also enjoys listening to all types of music and keen on walks in the countryside.

David has been working within financial services since 2013 and started providing advice to clients in 2017. Over this time, he decided to work towards completing his advanced examinations as he wanted to learn and understand the more technical aspects of Financial Planning to give him more confidence and knowledge with more complex areas. This resulted in him gaining both his Level 6 Advanced Diploma and becoming a Chartered Financial Planner under the CII (Chartered Insurance Institute) in 2022 which he was very proud of. David is now working towards completing his Fellowship with the CII.

David is able to help clients in a range of areas from tax efficient investing, retirement planning, inheritance tax advice and many other matters. Ultimately what David cares about most is that he helps his clients to both understand and utilise their finances in the most efficient way for their circumstances for the things that are most important to them.

Outside of work David lives with his partner Harriett in Etwall along with their 2 cats and 2 dogs. David ‘s main interest is in Brazilian Jiu-Jitsu and he’s competed both nationally and internationally for over 15 years and is something he’s very passionate about.

Leighton has over ten years of experience working within the finance industry, having first trained as an accountant, before moving into financial services. Leighton first obtained his regulated diploma from the Chartered Insurance Institute (CII), before continuing his studying for his advanced exams. Leighton now holds his level 6 Certificate in Advanced Financial Planning with the Chartered Institute for Securities & Investment (CISI). He now hopes to complete his level 7 Certified Financial Planner qualification with the CISI in 2024, to become a Certified Financial Planner (CFP).

With his background in tax and financial planning, Leighton has a keen interest in helping clients transition into retirement and by using modern cash flow systems, wishes to help clients to get the most out of their retirement.

Leighton lives local to our office with his Fiancée and has been a keen rugby player since the age of four.

Michael joined BMIFA in 2023 after being introduced to the directors by Sharon. He had been working for a regional Wealth Management company advising on pensions, investments and estate planning as the practice specialised in inheritance tax planning.
He is a member of the Cii (Chartered Insurance Institute) and qualified to Diploma status and currently working towards becoming Chartered. He also holds mortgage and equity release qualifications having provided mortgage advice in previous roles.

Michael Lives in Branston with his wife Katie. They enjoy good food and wine and always look forward to getting away either with their dog for a staycation or enjoying some sunshine on a Greek island.

Outside of work, Michael is back in the gym trying to get fit. He enjoys most sports having played cricket and rugby for Barton in the past. In recent years he has started cycling, completing London to Paris bike ride for charity in 2022.

Shannon came into the Financial Services industry in 2015 through an apprenticeship in Providing Financial Services which she completed in April 2016. She joined Brian Mole in October 2016 and during her time here she has gained the Diploma in Regulated Financial Planning qualification.

Shannon lives in Atherstone with her partner Ryan and golden retriever Lenny. In her spare time, she particularly enjoys spending time outdoors walking the dog, exploring new places and socialising with her family and friends.

Juliet joined Brian Mole IFA in March 2023 after previously working for another independent firm for 2 years as a financial services administrator/PA. Before that, she worked as an accountant for 5 years, gaining lots of experience working with tax and year-end accounts, whilst completing her AAT exams. Juliet enjoys working in financial services and plans to work towards her Diploma in Regulated Financial Planning this year.
Outside of the office, Juliet lives with her Fiancé Leighton. She enjoys going on holiday to visit new places, eating out, and going to the cinema. She also enjoys spending time with her friends and family, especially her younger brothers.

Sharon joined Brian Mole in September 2013 and has over 30 years’ experience within Financial Services.

She lives in Branston with her husband Chris and dog, Walter.  Her interests include holidays, motorsports and rugby.

Amelia joined Brian Mole in April 2022 and is very keen to expand her knowledge within the business. She has worked in administration for a number of years and undertook a role within the mortgage sector of financial services before joining BMIFA. She is looking forward to taking her first steps into qualifications In November 2022 with the view to eventually become an IFA at Brian Mole.

Amelia lives in Burton and has two children, Miles & Gracie. She enjoys watching live music and loves football, she is a keen Aston Villa fan.

Kelly joined Brian Mole in 2024 after working in administration for many years, and is enjoying expanding her financial service knowledge.

Kelly lives in Swadlincote with her husband Gareth and labrador Mila. She loves all things Disney, Christmas and holidays.

Terry has been with Brian Mole IFA Limited since 1997. He is qualified to Diploma status. Prior to joining Brian Mole, he had over 10 years’ experience with Pearl Assurance.

Terry is also the Vice Chairman, Club Secretary and Assistant Coach for Dove Valley Amateur Swimming Club in Uttoxeter where both his children Nevada and Jenson, are competitive swimmers.