The Directors of Pool House Professional Advisers have both had careers in Financial Services for over 30 years. The company was established in September 2005 and has grown from strength to strength. However, it is very much a ‘Team’ effort and each member of staff brings different skills to the Company, which enables us to provide an exceptional level of personal service.
Meet the team:
David is the Founder and Managing Director of Pool House Advisers and has been in the Financial Service Industry for more than 30 years, working as an Independent Financial Adviser for 18 years.
He specialises in dealing with SME’s / Owner managed businesses advising on a range of taxation and technical issues. He works closely with Accountants and Solicitors in providing a bespoke service to his clients.
He is a member of the firm’s investment committee making key decisions in managing clients investments on their designated platform.
David also acts as a Professional Trustee and Adviser to clients with Small Self Administered Schemes, (SSAS) specialising in Commercial Property Purchase and flexible benefits of such schemes.
David has the following qualifications:-
- Diploma in Financial Planning
- G60 – Pensions Specialist
Jonathan is the co-owner and Director of Pool House Advisers, and has been in the Financial Service Industry since the inception of the Financial Services Act in May 1988, working as an Independent Financial Adviser throughout.
He specialises in dealing with SME’s / Owner managed businesses advising on a range of taxation and technical issues including pension planning, wealth management and Inheritance Tax mitigation. He works closely with Accountants and Solicitors in providing a bespoke service to his clients.
Jonathan holds the Personal Finance Society’s J06 investment principles, markets and risk paper, as well as the Investment Management Certificate paper I. He is a member of the firm’s investment committee making key decisions in managing clients investments on their designated platform.
Jonathan has extensive knowledge of self-invested pension schemes (both SSAS and SIPP) having acted as a Pensioneer Trustee pre A-day (April 2006) and now also as a Professional Trustee and Adviser to clients with Small Self-Administered Schemes (SSAS) within Pool House Trustees. The business was heavily involved in the implementation of Memorandum 58, which is widely accepted as the HMRC guidance issued in 1979 that established SSAS as a recognised directors occupational pension scheme. Jonathan is a Director of Pool House Trustees Limited, which acts as an Administrator and Practitioner approved by HMRC.
Jonathan has the following qualifications:-
- Masters in Financial Planning and Business Management
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- G60 and AF3 – Pensions Specialist
David B Collins
David B Collins is an Independent Financial Adviser who began his career in Financial Services in 1960, becoming an Insurance Broker in 1970. He formed his own practice in 1982 advising clients on all aspects of Life Assurance, Investments and Pensions. David’s business D C Wealth Management was acquired by Pool House Advisers in October 2014 and David continues to be actively involved in advising his long standing clients.
David has obtained the Diploma of Financial Advisers.The FCA requires that all Retail Investment Advisers now hold a Statement of Professional Standing (SPS). This confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities that they undertake and has completed appropriate CPD (continued professional development) you can view David's certificate in the following link - David B Collins SPS Certificate
- Diploma in Financial Planning
- CeMAP – Mortgage Advice
Fiona is the Operations Director for Pool House Advisers, she is responsible for all office issues, including accounts, compliance and training. She joined the company in February 2007 and has significantly accumulated industry knowledge and experience and is an expert in all of Pool House’s systems.
She holds the CII Level 3 Certificate in Financial Services qualification to formalise her Compliance and Administration knowledge
- Diploma in Financial Planning
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
Julie joined the team at Pool House Advisers in May 2013, and has worked in the Financial Services Industry for over 25 years.
Julie holds the following qualifications
- Certificate in Financial Planning qualification
- Certificate in Mortgage & Advice Practice (CeMap) qualification
- R01 exam
Julie deals with the day to day running and administration of the Auto Enrolment Pension Schemes and also deals with the administration of all mortgage applications from enquiry to completion
Julie assists the administration team with all client queries.
Jan has a wealth of financial services experience, having more than 23 years’ industry experience working with various IFA’s.
During her time with the IFA’s, her role has included researching of products and obtaining quotations for new business. She also processed new business from outset to completion including pensions, investments and life cover. She has also been instrumental in the training of new staff.
She now looks after more than 70 SSAS’s through Pool House Trustees Ltd, which includes property purchases, Lease and rent reviews/renewals, record keeping, member benefit payments, and all the usual day to day administration of a pension scheme.
Jan also holds the FA1, FA2, R01, R03, R04, R05, R08 qualifications, and an Award in Pension Trusteeship (Defined Contribution Schemes).
Julie assists all advisers with administrative support, also working within the Company’s Accounts Department.
She joined the Company in 2015, previously having worked in the Property industry for nearly 25 years.
Angela joined Pool House Professional Advisers in May 2017 and provides administrative support to David and Jonathan. She brings with her 15 years administration experience in the Financial Service industry and prior to that 17 years in the Banking industry.
Karen works closely alongside David & Jonathan and provides administration assistance to all of Pool House’s clients.
Karen has recently joined the Company bringing 27 years of Financial Services experience with her.
Christine joined Pool House Advisers in October 2014 when D C Wealth Management was acquired by them. She has acted as Personal Assistant to David B Collins for 28 years and has a wealth of industry knowledge. Christine’s role is processing new business, dealing with all ongoing servicing queries, liaising with clients, insurance companies and investment houses.