meet the team
Since 1994, our Yorkshire-based Firm has been providing individual and corporate clients all over the country with high quality independent advice. We believe in the personal touch when dealing with our clients, which sets us apart from more impersonal, larger Firms. We are passionate about developing long-term relationships with our clients and we want to help achieve your life goals through careful and bespoke financial planning.
Helen O'Connor - Director DipPFS, BA Hons
Helen has been in the industry since 2004 and has worked for a number of large IFA firms as an Adviser and Compliance. In 2011 Helen went into financial services compliance due to the nature of the industry as new regulatory pressures were put on Advisers she wanted to help. She started her own compliance consultancy in 2015 and looked after many large practices across the UK. In 2020 Helen returned to advice and in 2021 took over Minster Financial. In the last few years the team has grown and we aim to continue to grow over the coming years. Helen has a BA Hons in Business with Financial services as well as an MA in Law as well as her industry qualifications. Helen lives in Beverley, is a keen gym goer and loves a hike to spot a sunrise or sunset!
Amy Bates - Adviser DipPFS
Amy has been an Independent Financial Adviser since 2016, working for various size companies until finding her place within Minster in 2019. Specialising mainly in retirement planning, Amy looks after clients’ financial needs at all stages of their lives, covering all areas of advice they require. Amy Also has her own Beauty Therapy Business she has worked hard to build, qualified in massage therapy and beautification procedures which she likes to to in her spare time.
Paul Roberts - Adviser DipPFS, MAQ
Paul has been a Financial Adviser since 1989 and Independent since 2001. His wide range of specialities include: Pensions and Retirement Planning, Investments, Key Person/Director/Partner and Shareholder Protection, Inheritance Tax Planning, Life Cover/Critical Illness and Income Protection, Residential and Buy to Let Mortgages. When Paul isn’t playing golf or watching sports he loves spending time with his grandchildren and planning his next holiday.
Emma Mozley - Admin
Emma has recently joined the team at Minster Financial Management as an administrator. Having worked in financial services administration for around 10 years she is currently working towards her Diploma in Financial Planning. Emma previously studied fashion and design and still creates one off designs in her spare time. She also enjoys cooking, yoga, pilates and spending time with family and friends.
Jonjo O'Connor - Admin
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