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01943 871788 info@vfmg.co.uk

Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.


Terry Lambert, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07710 344756
Email. terry.lambertvfmg.co.uk
Darren Stevenson, Independent Financial Adviser
Tel. 01943 871788
Mobile. 07811 262474
Email. darren.stevensonvfmg.co.uk
I started working in the Financial Services industry in 1990 and became an Independent Financial Adviser in 1997, along with some of my colleagues at the time. We set up Vista Financial Management in 2007 and have built the company to having 12 advisers. I work as an Independent Financial Consultant advising on Pensions, Investments, Protection and Mortgages. Working with 11 other advisers gives us as a company a large wealth of knowledge especially for complicated cases.



Sean Gilks
Sean Gilks, Independent Financial Adviser
Tel. 01943 871788
Mobile. 07775 737778
Email. sean.gilksvfmg.co.uk
Sean has been a financial adviser for over 20 years and is a founding Director of Vista Financial Management. Down to earth and direct, Sean combines his technical ability and concise approach, providing a clear and honest financial planning service for his clients. This is borne out by the simple fact Sean still looks after many clients now that he looked after over 20 years ago.

Out of the office, Sean is a keen sports fan, taking trips skiing in Europe and playing cricket and watching rugby of both codes. He also is a keen supporter of Leeds United and The Rhinos and loves Mallorca.



John Mallinson
John Mallinson, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07711 420481
Email. john.mallinsonvfmg.co.uk
I have been a mortgage adviser since 1991 and pride myself in treating every client equally, always offering the best advice for their personal circumstances and helping them through the whole complex process of sorting a mortgage out. I think it is essential to have rapport with the clients which I do by asking “open” questions.

I pride myself on getting many referrals from existing clients, even dealing with some client’s children who were very young when I first started. I always provide what is best for the client, and recently I have been doing a lot of first time buyer mortgages, where the clients are wholly dependent on me offering sound professional advice throughout. I am always looking to offer what is best for the client and recommend a lot of long term fixed rates if that is most suitable. This is done by both extensive research of the whole market and personal experience.

I can also put clients in touch with conveyancers and general insurance brokers. I can help you if you are wanting a purchase or a remortgage on a residential or buy to let basis.

I am also able to provide independent protection advice for both individuals and corporate bodies. I particularly specialise on life plans with and without critical illness and also income replacement.



Alan Parkin
Alan Parkin, Independent Financial Adviser
Tel. 01943 871788
Mobile. 07973 748742
Email. alan.parkinvfmg.co.uk
I was awarded a VouchedFor Top UK Adviser Award in the Sunday Times on 10th April 2016; The Mail on Sunday 27th September 2015 and awarded VouchedFor Top UK Adviser in the Sunday Telegraph 29th March 2015. My Review Score is currently 4.8 out of 5 for customer satisfaction.

I have been in this business for 30 years and predominantly Advise clients and work with Accountants on Savings, Pensions and Investments. I Advise those wanting to Save for their Retirement; those approaching Retirement and those in Post Retirement, along with the New Pension Freedoms that came into force in April 2015. I also advise on Auto Enrollment Pensions for Employers.

I also Advise on Shareholder Protection and Partnership Protection for businesses to help them achieve an exit or succession strategy for the family. I also Advise on Relevant Life policies for Directors.

I Advise on Family and/or Business Protection; also Mortgage Protection such as Life cover, Critical illness cover and protecting your income in the event of Illness or an accident that prevents you from working.

Vista Financial Management Ltd are Independent Financial Advisers, and are Whole of Market Advisers; and NOT Restricted Advisers.

I like to talk in language that people understand without all the technical jargon that's about; i draw pictures rather than use the laptop to offer a friendly professional service proposition, with many satisfied clients. If you like the way i conduct myself; then leave a review and tell others............ Kind regards to all who view me. Alan



Simon Horsfall
Simon Horsfall, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07841 709633
Email. simon.horsfallvfmg.co.uk
I joined Vista Financial Management Limited as a Mortgage Administrator when the company was initially set up in 2007, having previously worked for the Skipton Building Society. I qualified as an Independent Mortgage Adviser CeMAP – DipFA in 2009.

Throughout Vista there is approximately 200 years’ worth of financial experience. Vista is also a member of the Sense Network providing you with additional levels of compliance.

I provide advice on the whole of the market, offering impartial advice, guiding clients throughout the process from finding a property to finally having the keys in their hand.

If you are a first-time buyer, moving home, or looking to re-mortgage and save money, my role is to take the time needed to understand your circumstances, so that I can recommend the most suitable mortgage and protection for your needs.

Buying a house or refinancing can be complex and a stressful time with lots of variables to consider, and I will help you negotiate from start to finish as efficiently as possible.

With all of my clients, I take the time to ensure that they fully understand the whole process and the various types of mortgages that are available to them, together with the deposit they will need, the rates that are likely to be available, as well as the associated costs that are required for solicitors and other related fees.

As an experienced and qualified mortgage and protection specialist, I help clients across the country face to face or via telephone or the internet.


Jude Riley, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07737 075658
Email. jude.rileyvfmg.co.uk
I am an independent mortgage adviser with over 25 years’ experience. A mortgage is one of the biggest financial commitments you will ever make, and I have access to almost every lender in the UK. Our sourcing systems are updated daily to make sure we always have current mortgage rates and products, and I make the process stress free by helping clients from application to completion.

My clients vary from first time buyers, home movers, portfolio landlords and clients looking to buy their first investment property. I know many contacts in the specialist buy to let market and I have clients all over the UK who regularly recommend me. My client base is mainly built from happy clients who feel more like friends.

Please contact me for an initial chat to find out more.

Nash Mistry, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07971 153973
Email. nash.mistryvfmg.co.uk
Manu Ahir, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07976 694839
Email. manu.ahirvfmg.co.uk
I have been in financial business for 25+ years, whether you are a first-time buyer, moving home, or looking to re-mortgage and save money, my role is to take the time needed to understand your situation and circumstances, so that I can recommend the most suitable mortgage for your needs.
For mortgage lenders, I have access to whole of the market, and will find you the right deal from different schemes available.

Get in touch to discuss how I can help you without any obligation or charge.

Janet Sobanska, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07770 583814
Email. janet.sobanskavfmg.co.uk
I came back into the financial market from an overseas corporate role some 10 years ago and now specialise in Mortgage and Protection services whilst taking an all-round inclusive view of your situation.

Off Set and Help to Buy mortgages are a speciality and I look at the whole of the market to identify the best product for you. Purchase and re mortgages including the best way to utilise your equity or repay your mortgage sooner.

I am happy to have a no obligation conversation initially to establish your requirements.

Jake Smith
Jake Smith , Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07808 522355
Email. jake.smithvfmg.co.uk
I have worked at Vista Financial Management since 2015 and I offer my clients straight forward, honest advice and I like to take my time to ensure that the information I am providing is understood.

I offer advice to first time buyers trying to get onto the property ladder, customers wishing to remortgage onto a new competitive rate and customers who are wishing to move house. I offer guidance and support through all aspects of the mortgage process.

Being an Independent Mortgage/Protection Adviser, I have access to the entire UK mortgage/protection market to find the best deal for you from many different schemes based on your situation.

I am always looking to build relationships with new clients and ensure that their mortgage and protection needs are met in a efficient manner. Please feel free to contact me and I will be happy to help.

Reviews and Ratings for Financial adviser Jake Smith, Leeds




Rachel Spiers, Independent Mortgage Adviser
Tel. 01943 871788
Mobile. 07925 348034
Email. rachel.spiersvfmg.co.uk
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 05/12/2019 at 12:01 PM