Managing Director
Alan Bone
Alan has worked in the financial sector since 1969 both in the UK and overseas. He is the Managing Director of Asset and passionately believes in Asset’s ability to provide financial planning and wealth management services to client.
Independent Financial Advisor
Brian Dobson
Brian has worked in financial services all his working life and has been providing all aspects of financial planning since 1988. Brian is qualified to Advanced Diploma status and is a Chartered Financial Planner.
Independent Financial Advisor
Anna Kerr
Anna joined the industry in 2000. Her personal approach has built strong relationships with clients, offering expertise in wealth management, retirement planning, and mortgages.
Independent Financial Advisor
Andy Johnson
Andy joined Asset in 2000. He is looking forward to becoming a Chartered Financial Planner later this year. His friendly approach and expertise have aided corporate and private clients alike.
Independent Financial Advisor
Claire Davidson
Claire builds strong relationships with her clients, based on her sound knowledge of pensions, investments, business, personal protection, and mortgages. She is working towards being a Chartered Financial Planner
Pension Administrator
Natalie Dobson
Natalie joined Asset early 2016 as one of the pension team providing administration and support in this key area. She has since passed her exams and become fully qualified as a Financial Adviser and is available to provide financial advice across all areas.
Independent Financial Advisor
Malcolm Cuthbert
Malcolm joined the industry in 1982 and works with private and corporate clients providing all aspects of financial planning but with particular expertise in retirement planning and counselling.
Independent Financial Advisor
John Leak
John joined Asset in 1999 having worked in pensions for more than 20 years. He works with a wide range of personal clients providing advice on investments, pensions and life assurance protection.
Mortgage Advisor
Ceylan Bakici
Ceylan is our mortgage advisor. With her strong knowledge and friendly approach, she builds strong relationships with all her clients. She is looking to become a qualified financial advisor.
Finance & Office Manager
Lisa Leaming
Lisa has worked in the industry since 1998. She started her career as a Financial Advisor and joined Asset in 1999 as PA to MD Alan Bone. She has been Finance & Office Manager since 2003.
Administrator
Lee Stephenson
Lee joined Asset in 2006 and is a PA to a number of our advisors. Her duties include administration and support, as well as processing pensions, investments, mortgages and protection applications.
Administrator
Danny Birkett
Danny joined Asset in October 2016 and is part of the admin team. He is new to financial services and plans is take his qualifications to become a Financial Advisor.