Advisers

Chris Caswallader

Chris is our Oxfordshire connection with a broad range of clients living in South Oxfordshire and Wiltshire, again offering the full range of investment advice.

Andy Carter

Andy joined EFP from another local Broker to look after a retiring advisers client base, and has 16 years experience in advising clients in all aspects of Financial Advice.

His career started with Allied Dunbar where he stayed for 5 years before becoming independent adviser.

Andy works in all areas of financial advice but prefers to work in Pensions and Investments where he has a wealth of experience working with individuals and companies.

Peter Styles

Peter is a former branch manager with L&G and has been in Financial Services for many years. He is a mortgage specialist with access to a range of quality products for Right to Buy, and adverse credit situations.

Sarah Watch

Sarah, who has much industry experience, is one of our mortgage specialists and joined EFP early in 2005. Another mortgage specialist Sarah also works in the investment and pension areas.

David Webb

David has been in the industry 35 years in various roles, set EFP up in October 1992 and has operated as an IFA ever since. David is the company principal and compliance officer working mainly in the investment and pension markets now.

David White

David is our Devon connection and has been with us since 2003. David is another qualified mortgage adviser but also advises on all other aspects of our industry.

Administration

Marie Paoletta

Marie Paoletta and Gerry Meale offer us all an excellent administration back-up. Using high quality IT systems they provide support, can give basic information to you as clients, and monitor your products to ensure efficient processing.

Gerry Meale

Gerry provides vital administrative support to our remote adviser David without which David would not be able to operate efficiently in the current market.

Gordon Mitchell

Gordon manages a project to introduce computer archiving of our older records to further enhance the service offered to the advisers.