Who We Are

Jason Crane

APFS, CFP^CM
CHARTERED FINANCIAL PLANNER
CHARTERED WEALTH MANAGER
CERTIFIED FINANCIAL PLANNER^CM professional

Director of the company who is one of an elite group to be a Chartered Financial Planner, Chartered Wealth Manager and Certified Financial Planner making him one of the most qualified financial planners in the country. Jason holds advanced qualifications in Personal Tax and Trust Planning, Investment Planning and Business Financial Planning. Jason often works alongside Solicitors and Accountants to provide comprehensive Financial Planning advice to mutual clients.

Jason lives in the village of Holme with his wife and son. His hobbies include cycling and football and he is Treasurer for the local junior football team.

Dan Birch

Dip PFS
FINANCIAL PLANNER

Dan’s financial career began in banking before following his passion into financial services. He holds the Diploma in Financial Planning and is on course to join an elite group by becoming a chartered financial planner later this year. Dan provides holistic financial planning advice to individuals, trusts and business owners and specialises in investment planning, retirement planning, estate planning and inheritance tax. Dan prides himself on tailoring individual financial plans whilst building long lasting and trusted relationships.

Dan lives in Kendal with his partner Steph and their daughter. He is a lover of the outdoors and enjoys fell walking in The Lakes.

Ian Hartley

CFP^TM Chartered MCSI
CHARTERED WEALTH MANAGER
CERTIFIED FINANCIAL PLANNER^CM professional

Ian is a director of the company and has worked in the financial services industry for over 20 years. He holds the distinction of being both a Chartered Wealth Manager and Certified Financial Planner. Ian provides holistic financial planning advice to individuals, trusts and business owners specialising in investment planning, retirement planning, estate planning and inheritance tax. He works closely with his clients to understand their financial needs and objectives and creates long term strategies to help them achieve their goals.

Ian lives in Kendal with his long term partner Debra and they have two daughters.

Chris Hill

CFP^TM Chartered MCSI
CHARTERED WEALTH MANAGER
CERTIFIED FINANCIAL PLANNER^CM professional

Chris lives in Kendal and has worked in the financial services industry for over 20 years. He holds the distinction of being both a Chartered Wealth Manager and Certified Financial Planner. Chris provides holistic financial planning advice and specialises in investment planning, retirement planning, estate planning and inheritance tax. Chris prides himself in tailoring individual financial plans, whilst building long lasting and trusted relationships.

Chris lives with his wife and two sons and enjoys fell walking in the Lake District.

Leigh Hornby

BA(Hons), IMC
CHARTERED WEALTH MANAGER
CERTIFIED FINANCIAL PLANNER^CM professional

Founder and Director of the company who graduated from the University of Durham in 1991 with an Honours Degree in Accounting and Economics, qualified as a member of the Chartered Financial Analyst Society of the UK (formerly the Institute of Investment Management and Research) in 1995 and qualified as a member of the Personal Finance Society by Diploma in 2004. Holds the distinction of being both a Chartered Wealth Manager and Certified Financial Planner.

Leigh is married and lives in Yealand Conyers. He is a keen climber and mountaineer and spends much of his spare time walking the Lakeland fells.

Gary Richardson

FCIB, APFS
CHARTERED FINANCIAL PLANNER
CHARTERED WEALTH MANAGER
FELLOW OF THE CHARTERED INSTITUTE OF BANKERS

Founder and Director of the company who is one of an elite group to be a Chartered Financial Planner, Chartered Wealth Manager and Certified Financial Planner making him one of the most qualified financial planners in the country. Gary also achieved national accreditation when qualifying with Distinction as an Associate to the Chartered Institute of Bankers in 1996 and later achieved the honour of being elected as a Fellow to the Institute.

Gary is married and lives in the village of Underbarrow with his wife and four daughters. He enjoys fishing, running and walking.

Andrew Troughton

APFS
CHARTERED FINANCIAL PLANNER
CHARTERED MCSI

Director and Chartered Financial Planner with over 20 years experience in financial services. Andrew has been an independent financial planner for more than 15 years in the South Lakes and North Lancashire area and holds advanced qualifications in Investment Planning, Inheritance Tax Planning, Personal Tax and Trust Planning and specialist Pensions Planning. Andrew works alongside Solicitors and Accountants to provide comprehensive Financial Planning advice to clients.

Andrew lives in Kendal with his wife and two children. His hobbies include football, golf, mountain biking and has been a football coach for 14 years, managing a local junior football team and county representative sides.

Will Wilson

APFS
CHARTERED FINANCIAL PLANNER

Will graduated from the University of Lancaster in 2018 with an Honour’s Degree in Biomedical Science. He then followed his passion for finance and investment by moving into the financial services industry. Will is a Chartered Financial Planner, which is the gold standard in the profession, and holds advanced qualifications in Investment Planning, Inheritance Tax Planning and Pensions and Retirement Planning.

Will provides holistic financial planning advice to individuals, trusts and business owners and specialises in investment planning, retirement planning, estate planning and inheritance tax. Will prides himself on tailoring individual financial plans whilst building long lasting and trusted relationships.

Will lives in Kendal and his hobbies include running, walking in the Lake District and football.

Angela Airey

DipPFS
Team Leader

Angela is the firm's Paraplanner Team Leader with many years financial services industry experience. She qualified as a member of the Personal Finance Society by Diploma in May 2015 and is working towards Chartered status.

Angela lives in Kendal with her husband and daughter. She enjoys travelling and spending time with family and friends.

Diane Loftuse

FPC

Diane is one of the firm’s paraplanners with over 20 years’ industry experience and proudly holds the full Diploma in Regulated Financial Planning.

Diane lives locally and enjoys walking and mountain biking in the Lake District with her family.

Richard Percival

APFS

Richard is one of the firm's paraplanners and has over 20 years' financial services industry experience and holds the prestigious Chartered Financial Planner status.
Richard is the Treasurer for two local charities.

Richard is married with two children, lives locally and enjoys fishing and cycling.

Charlotte Anderson

Charlotte joined IIA in 2022 and has a wealth of administrative and customer service experience. Holding an Honours degree she has a background in event management and hospitality.

Charlotte lives locally with her husband and two dogs. In her spare time she enjoys keeping fit, running, reading and exploring the Lake District with her dogs.

Julie Cowperthwaite

Office Manager

Office Manager with many years financial services industry experience.

Julie lives in the village of Preston Patrick with her husband and her son is at University. A keen traveller Julie enjoys walking and has a keen interest in most sports.

Julie Chester

Julie has worked in the financial services industry for over 25 years, where she has gained a wealth of knowledge and invaluable experience.

She lives in Kendal with her husband, two children and cocker spaniel. Outside of work, she likes nothing better than family walks in the Lakes, stopping off at a nice pub on the way home!

She also enjoys baking, travelling whenever possible and socialising with friends and family.

Sarah Douthwaite

Sarah is a Client Services Administrator with over 20 years’ experience in financial services. She has completed CII Financial Planning Certificates 1 & 2 and gained a wealth of knowledge and experience in the industry, joining IIA in 2016

Sarah lives in Kendal with her husband and two children. She enjoys running and spending time walking in the Lakes with her family.

Karen Staveley

Karen has worked in financial services for over 25 years and has built up a wealth of industry knowledge and skills.

She lives in Kendal with her husband and 2 children and enjoys walking, reading and catching up with family and friends.

Libby Troughton

Libby joined IIA in 2022 and is keen to further her career in the financial services profession.

Libby lives in Kendal and in her spare time she enjoys socialising with friends, keeping fit and skiing.

Helen Walling

Helen has worked in the Financial Services Industry for over 20 years where she has gained a wealth of knowledge. Helen holds the CII Financial Planning Certificates 1 & 2.

Helen lives in Kendal with her husband and two daughters and enjoys keeping fit, walking and socialising.