Since financial investment is a matter of trust, our principle is to work in partnership with our clients.
Paul co-owns the business with Frank Levins and specialises in Pension and Investment planning as well as advising charities and private sector companies on their Employee Benefits Schemes. He worked for Scottish Widows for 14 years and became an Independent Financial Adviser over 20 years' ago. He is very approachable and able to explain complex issues in plain English.
Paul is a Liverpool FC season ticket holder and a patron of his local rugby club. He loves travelling, particularly in South East Asia. You can tell he likes cooking and eating out!
Although he doesn’t look that old, Frank has been involved in the Financial Services sector for nearly 50 years and has spent 40 years as an
Independent Financial Adviser. Part of that time was as an adviser to Hambros Bank and their clients and he now specialises in bespoke investment solutions for individual and corporate
Frank continues to try and improve his golf without success and has a strong interest in following the investment markets as he just can’t switch off!
Robert joined the company in 2008 having spent 2 years at Halifax Bank of Scotland, where he gained experience in the Commercial Banking environment and also the mortgage market. Robert is a fully qualified adviser, having achieved exceptional results in the investment part of the advanced financial planning examinations. He primarily deals with private clients, providing advice on a wide range of subjects.
Robert is a keen visitor to the gym, enjoys playing golf and is a mean blues guitarist.
Chris joined us in 2012 having spent over 10 years working for 2 of the largest pension and investment providers in the UK. Chris’ friendly and professional approach has helped him to become an essential part of the team. He possesses a strong knowledge of pensions, particularly in relation to the new Automatic Enrolment regulations and how these affect corporate clients.
In his spare time, Chris likes to spend time with his 2 young sons and occasionally supports Hibernian football club. Don’t ask him about
Sharon is our Office Manager and oversees all the administration functions as well as being the mathematical genius within the Company, having achieved a Degree in this subject.She provides techincal support for Frank and Robert.
Sharon is a member of a local bridge club and supports the Cat Protection League. She enjoys watching England cricket, especially when we became world
Accounts & Compliance Manager
Ann joined the Company in 2010 having spent 19 years at Cheltenham and Gloucester where she gained experience in the mortgage market, training and the banking industry. Ann is the friendly voice at the end of the phone and keeps everyone organised.
Ann enjoys cake decorating, travel, theatre and walking her dog.
Simon was appointed as he has a wealth of technical knowledge and administrative experience, particularly in the employee benefits area, having spent 10 years working for a national firm of independent financial advisers. Prior to that, he worked for two insurance companies. He tries to keep Paul organised, which he claims is the most demanding part of his role! Simon holds the Diploma in Financial Planning.
Simon enjoys swimming and travelling and is affectionately known as The Legend by his colleagues.
Tel: 01992 586000
Barbican IFA Ltd
50 St Andrew Street
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Life has so many surprises it's best to be prepared and have a partner you can count on. See our Financial Planning section to find out more
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