Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Mobile. 07841 513136
Peter’s consultancy time at Excel 121 remains his main interest and he enjoys interacting with clients helping them achieve their financial goals.
His qualifications include the Diploma in Financial Planning from the Chartered Insurance Institute (DipPFS) as well as additional qualifications in Later Life Planning, Mortgage Advice, Equity Release and Home Reversion Plans. He holds a current Statement of Professional Standing.
Available for meetings at our main office in Bletchley Park, our shared office in Victoria or if preferred, and by arrangement, your home or your office if that is more convenient.
Mobile. 07947 081021
He now concentrates on business development in Excel using his experience and wide range of connections to grow our client database and brand.
Bill helps to grow the business by introducing clients to financial solutions and ideas that our specialist team of advisers can arrange to help them achieve their financial planning goals.
Mobile. 07970 205715
Peter offers a full service that covers mortgages and financial protection for you and your business.
Mobile. 07958 800930
Sam is qualified to Diploma level and holds a Statement of Professional Standing. She is quite a linguist being able to speak Japanese, German and thankfully English.
In her freetime, Sam enjoys cycling, running and spending time with her family.
Mobile. 07802 530396
Marc has over 13 years experience in the Financial Services industry ranging from various roles within the Banking sector. These include; Branch Management, looking after high net worth Private Banking clients, managing a team of 12 Mortgage Advisers within Specialist Banking and Business/Commercial Lending & Account Management.
This experience has given him a wealth of knowledge to support clients from all backgrounds to allow him to ensure they receive the best service and advice.
His first career was as a recording engineer and he worked with many leading pop artists from the 70’s. He became an IFA in 1985 and likes to work with families and business’s to help them meet their goals and develop their understanding of best holistic financial practice.
He enjoys playing Bridge, DIY and gardening.
Mobile. 07931 585926
Annabel also is proficient in photography and photoshop skills.