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Email: advice@cestrianifa.co.uk
www.cestrianifa.co.uk

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Meet the team

David Brassington – Managing DirectorDavid Brassington – Managing Director

David combines the responsibilities of being Managing Director and advising clients. He is a Chartered Financial Planner, an Associate of the Chartered Insurance Institute and an Associate of the Society of Financial Advisers, qualifications he believes give him a wider perspective when advising clients.

He specialises in investment and estate planning though retains a keen interest in pensions. Outside work he enjoys skiing, mountain biking and motorsport and is an active member of Round Table. He lives in Sandiway with his wife and son.

Keith Brassington – Chairman & FounderKeith Brassington – Chairman & Founder

Keith founded the firm in 1980 and, having retired from the day to day activities of the practice in 2004, now acts in a consultative capacity. He is a Chartered Insurance Practitioner, a Fellow of the Chartered Insurance Institute and an Associate of the Pensions Management Institute.

He has also served as Vice Chairman of the I.F.A. Association (the body responsible for representing Independent Financial Advisers nationally) and has appeared before the House of Commons Select Committee to inform M.P.s considering Financial Services Regulation. He enjoys cycling, playing the piano and is currently learning to speak Spanish.

Paul Lappin – Chartered Financial PlannerPaul Lappin – Chartered Financial Planner

Paul has 35 years' experience in the Financial Services industry and is a Chartered Financial Planner which is the highest designation that can be achieved in the profession.

He has particular experience in pensions and retirement planning, as well as the specialisms of investment and estate planning. He deploys this knowledge to good effect to help clients achieve their goals. Paul is also involved with forging closer links with other professional practices including solicitors and accountants.

Paul lives in Chester, is married to Jo and when not working he has taken on the role of chauffeur to his two teenage sons.

Anna Williams – Chartered Financial PlannerAnna Williams – Chartered Financial Planner

Anna is a Chartered Financial Planner and an Associate of the Personal Finance Society.  She has successfully completed extensive financial services examinations, and has experience advising clients on a wide range of financial planning areas including investment, protection, tax and mortgage planning.

In 2011 Anna was awarded Newly Qualified Independent Financial Adviser of the year, and was highly commended as Protection Independent Financial Adviser of the year, at the Financial Adviser Life and Pension Awards.  She joined Cestrian in December 2015.

Anna attended the University of Sheffield where she gained a joint honours degree in Economics and Politics and currently lives in Mold.  Outside of work, she enjoys walking and reading, and is a keen runner who has completed several half marathons.

Sandie Gilbert - ParaplannerSandie Gilbert – Financial Services Paraplanner

Sandie has over 20 years experience of working in the financial services industry. She is a member of the Chartered Insurance Institute and having obtained her Financial Planning Certificate, is currently studying towards her Diploma in Financial Planning.

She joined Cestrian in 2004 and works as a Paraplanner alongside the Chartered Financial Planners, preparing financial plans for clients by researching appropriate investment, pension, insurance and tax planning solutions. Sandie lives in Shropshire with her husband Andrew and enjoys sport and travelling.

Janet Pritchard – Financial Services AdministratorJanet Pritchard – Financial Services Administrator

Janet joined Cestrian in 2010 having previously worked in financial services for over 10 years.  Janet particularly enjoys dealing with investments and trusts and this led to her passing the Chartered Insurance Institute examinations ‘Financial services and their regulation’ and ‘Investment and Risk’.

She also helps to look after our corporate clients. Janet has a dry wit and believes client care and service is paramount to her role as administrator. 

Janet lives in Chester with her husband Dave. In her spare time you will find Janet and her daughter walking their dogs. 

Julia Parry - Financial Services AdministratorJulia Parry - Financial Services Administrator

Julia grew up in Ruthin, and gained her Degree in American Studies at the University of Wolverhampton, but has spent much of her financial services career in London. She has now moved back up north to be nearer her family and joined Cestrian in October 2015.

Julia has over 15 years of experience in financial services, she has successfully completed the Financial Planning Certificate and has passed additional financial services examinations. She has extensive experience in both private client work and employee benefits for large corporate schemes which will strengthen Cestrian’s services in both areas. 

Julia lives in Chester but enjoys going back to London to visit her friends.  In her spare time she enjoys reading and going to the theatre.

Helen Ralphs – Office ManagerHelen Ralphs – Office Manager

Helen comes from a legal background having worked as a legal secretary prior to entering financial services in 2007.

Starting as a financial services administrator, Helen then moved on to paraplanning, and in 2013 joined Cestrian as Office Manager. She holds Chartered Insurance Institute qualifications and has most recently achieved the Certificate in Financial Services. 

Helen lives in Wrexham with her partner Adam and enjoys reading, gardening, walking and swimming. She is also a keen albeit inelegant skier.