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.
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.
Dexter Cockle - Independent Financial Adviser
Dexter joined us in September 2022 as a Financial Adviser and brings a wide range of experience to the firm that he has gained over the last 7 years of working in Financial Services. This has enabled Dexter to take 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 working towards becoming a Chartered Financial Planner. Outside of work Dexter enjoys spending time with family and friends, as well as enjoying keeping fit and active
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.
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.
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!