Liz Bloomfield - Independent Financial Adviser

Liz joined us with a wealth of experience in the financial services industry. Her broad experience across the spectrum of financial advice enables her to take a truly holistic approach with her clients to ensure the best financial outcome is achieved. In her spare time Liz enjoys travelling, music concerts and spending time with her friends and family.

t. 01872 309413

Henry Clayton - Independent Financial Adviser

With over 30 years’ experience, Henry joins our team after running his own IFA practice. He enjoys working with wealthy individuals and corporate clients. When away from the office he enjoys spending time with family and friends. He enjoys walking and travel when time allows.

t. 01872 309410

Dexter Cockle - Head of Financial Planning / Chartered Financial Planner

Dexter is our Head of Financial Planning at KSIS and is also a Chartered Financial Planner. Dexter is responsible for our financial planning team and brings a wide range of experience to the firm which enables him to help support the team to add maximum value for our clients.
As a financial planner Dexter takes an objective view when working with his clients, helping them on the journey to achieving financial security. Dexter holds a first-class degree in Accounting and Finance from UWE and is now working towards becoming a fellow of the Chartered Insurance Institute (CII). Outside of work Dexter enjoys spending time with family and friends, as well as enjoying keeping fit and active.

t. 01872 309419

Tracy Wood - Independent Financial Adviser

Tracy joined Kelsall Steele in December 2022 as a Financial Adviser and enjoys providing personalised holistic advice to her clients in simple terms without all the jargon.  Currently studying towards becoming a Chartered Financial Adviser, Tracy loves spending time with her daughter, husband and 2 dogs exploring Cornwall.

t. 01872 309421

James Edge - Independent Financial Adviser

James joined KSIS with over 25 years experience in the Financial Services Industry, having worked with some of the biggest IFA companies in the UK. He enjoys working with individuals, business owners and Company Directors to navigate the complexity of their unique financial situation. James’ emphasis is on maintaining long-term relationships with clients by providing them with a source of trusted advice as their financial needs evolve over the years.

t. 01872 309422

Marc Bohanna - Paraplanner

Marc is our dedicated Paraplanner at KSIS, having joined us with 14 years experience within the financial services industry. Marc has developed a wealth of knowledge across a broad spectrum of financial products during that time and prides himself on his attention to detail. Marc is a member of the National Trust which enables him to spend his spare time visiting beautiful places in Cornwall with his family. He enjoys a good film and has a very quirky sense of humour!

t. 01872 309410