Stephen Gleeson
Chartered Financial Adviser APFS Stephen is a Chartered Financial Planner who’s been helping people make sense of their finances since 2001. Over the years, he has worked across all areas of financial planning, including time spent with a large multinational financial institution, giving him a broad perspective and a down‑to‑earth approach to supporting clients. What […]
Natasha Sedge
Independent Financial Adviser, Head of Paraplanning & Research BA Hons DipPFS Natasha is a fully qualified Independent Financial Adviser and also heads up our Research and Paraplanning Team. Having joined the firm in 2015 after working for two years with a pension provider, Natasha worked her way up the ranks building and developing her existing […]
Ben Coddington
Independent Financial Adviser DipFA CeRER CeMAP Ben has been actively working in the Spalding area for many years. He became a fully qualified adviser in 2016, working for a local firm where he provided independent financial advice on mortgages, pensions, investments and protection products. He joined the BDWM team in September 2024, where he will […]
Alex Don
Chartered Financial Planner APFS Certs (MP & ER) Alex started his career in financial services in 2007 and qualified as a financial adviser after working for a large building society and a firm specialising in retirement annuities. This gave him an excellent start with all-round knowledge in a wide product range and he can now […]
