Meet the team

Since 1994, our Yorkshire-based Firm has been providing our 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. 

 

Whilst the final decisions are of course yours, we are here to recommend the most suitable course of action to fit with your specific present and future objectives.

Qualifications – BA Hons, DipPFS

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 is a keen horse rider and loves a hike to spot a sunrise or sunset!

Qualifications – 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.

Qualifications – 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.

A lifetime company accountant and finance director, Dave has worked with Minster since its inception, both as an introducer of business and with the bookkeeping and accounting processes. Outside of business hours Dave is heavily involved with several countryside preservation groups and still socializes and attends matches with his former rugby and cricket team mates.

Qualifications – BA Hons

Over the last few years Phil has completed his diploma in financial planning. With expertise in investment principles and risk, pensions and retirement planning, and financial protection, he is passionate about helping people feel more confident and in control of their finances.

His aim is to make a genuine difference in people’s lives — whether that means helping them work towards their ideal retirement, protect their family, plan for the future, or leave a lasting legacy. Approachable and client-focused, Phil is committed to building trusted relationships and providing advice that feels personal, practical, and reassuring.

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 is currently completing her qualification to become a mortgage adviser, and also undertaking an apprenticeship in mortgage advice to expand her knowledge further.

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 was employed as an admin assistant at Minster on an ad hoc basis for the past few years, and his tasks usually consisted of filing scanning and postal work. He studied Illustration at Hull School of Art and Design and became a self employed designer over the past ten years while working in bars and cafes.

After rejoining the minster team over a year ago he took on more responsibility in an administration role, while also work on graphic design/layout for the company and consulting on creative concepts and social media marketing. Illustrating, drawing and painting have always been a great passion of his, and after working in high end coffee shops and bistros for the last few years he has become quite the coffee snob! Always trying out new blends and different brewing processes. 

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 is a keen horse rider and loves a hike to spot a sunrise or sunset!

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 is a keen horse rider and loves a hike to spot a sunrise or sunset!

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.

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 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.

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.

Jonjo was employed as an admin assistant at Minster on an ad hoc basis for the past few years, and his tasks usually consisted of filing scanning and postal work. He studied Illustration at Hull School of Art and Design and became a self employed designer over the past ten years while working in bars and cafes.

After rejoining the minster team over a year ago he took on more responsibility in an administration role, while also work on graphic design/layout for the company and consulting on creative concepts and social media marketing. Illustrating, drawing and painting have always been a great passion of his, and after working in high end coffee shops and bistros for the last few years he has become quite the coffee snob! Always trying out new blends and different brewing processes. 

Jonjo was employed as an admin assistant at Minster on an ad hoc basis for the past few years, and his tasks usually consisted of filing scanning and postal work. He studied Illustration at Hull School of Art and Design and became a self employed designer over the past ten years while working in bars and cafes.

After rejoining the minster team over a year ago he took on more responsibility in an administration role, while also work on graphic design/layout for the company and consulting on creative concepts and social media marketing. Illustrating, drawing and painting have always been a great passion of his, and after working in high end coffee shops and bistros for the last few years he has become quite the coffee snob! Always trying out new blends and different brewing processes. 

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 is currently completing her qualification to become a mortgage adviser, and also undertaking an apprenticeship in mortgage advice to expand her knowledge further.

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.

Having worked in financial services administration for around 10 years, Emma is now working towards her Diploma in Financial Planning. She is also currently completing her qualification to become a mortgage adviser, and also undertaking an apprenticeship in mortgage advice to expand her knowledge further.

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.

Over the last few years Phil has completed his diploma in financial planning. With expertise in investment principles and risk, pensions and retirement planning, and financial protection, he is passionate about helping people feel more confident and in control of their finances.

His aim is to make a genuine difference in people’s lives — whether that means helping them work towards their ideal retirement, protect their family, plan for the future, or leave a lasting legacy. Approachable and client-focused, Phil is committed to building trusted relationships and providing advice that feels personal, practical, and reassuring.

Over the last few years Phil has completed his diploma in financial planning. With expertise in investment principles and risk, pensions and retirement planning, and financial protection, he is passionate about helping people feel more confident and in control of their finances.

His aim is to make a genuine difference in people’s lives — whether that means helping them work towards their ideal retirement, protect their family, plan for the future, or leave a lasting legacy. Approachable and client-focused, Phil is committed to building trusted relationships and providing advice that feels personal, practical, and reassuring.

A lifetime company accountant and finance director, Dave has worked with Minster since its inception, both as an introducer of business and with the bookkeeping and accounting processes.

Outside of business hours Dave is heavily involved with several countryside preservation groups and still socializes and attends matches with his former rugby and cricket team mates.

Helen O'Connor - Director Qualifications - BA Hons, DipPFS

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 is a keen horse rider and loves a hike to spot a sunrise or sunset!

Amy Bates - Adviser
Qualifications - 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
Qualifications - 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.

David Cook - Accounts & Finance

A lifetime company accountant and finance director, Dave has worked with Minster since its inception, both as an introducer of business and with the bookkeeping and accounting processes. Outside of business hours Dave is heavily involved with several countryside preservation groups and still socializes and attends matches with his former rugby and cricket team mates.

Philip Gibson - Trainee Adviser
Qualifications - BA Hons

Over the last few years Phil has completed his diploma in financial planning. With expertise in investment principles and risk, pensions and retirement planning, and financial protection, he is passionate about helping people feel more confident and in control of their finances. His aim is to make a genuine difference in people’s lives — whether that means helping them work towards their ideal retirement, protect their family, plan for the future, or leave a lasting legacy. Approachable and client-focused, Phil is committed to building trusted relationships and providing advice that feels personal, practical, and reassuring.

Emma Mozley - Paraplanner & 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 is currently completing her qualification to become a mortgage adviser, and also undertaking an apprenticeship in mortgage advice to expand her knowledge further.

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 - Marketing & Admin
Qualifications - BA Hons

Jonjo was employed as an admin assistant at Minster on an ad hoc basis for the past few years, and his tasks usually consisted of filing scanning and postal work. He studied Illustration at Hull School of Art and Design and became a self employed designer over the past ten years while working in bars and cafes. After rejoining the minster team over a year ago he took on more responsibility in an administration role, while also work on graphic design/layout for the company and consulting on creative concepts and social media marketing. Illustrating, drawing and painting have always been a great passion of his, and after working in high end coffee shops and bistros for the last few years he has become quite the coffee snob! Always trying out new blends and different brewing processes. 

Contact

Call us for a friendly chat today...

Tel: 01482  864409
Email: info@minsterfinancial.co.uk

Speak to an Adviser