Lee Jones - Mortgage Manager
Lee joined COBRA Financial Services as Mortgage Manager in 2006 to establish and build the companies Mortgage proposition. Lee has over 20 years experience in the financial services industry, and has previously worked for various Insurance companies managing sales forces within their retail sales, IFA and Appointed Representative divisions.
Lee has also operated as a Corporate and Personal adviser within a bank and as an IFA. His most recent experience includes establishing and developing his own online mortgage brokerage.
Lee's qualifications include the Financial Planning Certificate, the Advanced CeMAP mortgage qualification, the CeRER Equity Release qualification, the CeRCC Regulated Customer Care and the Supervising in a Regulated Environment exam.
lee.jones@cobrafs.co.uk
Martyn Lodge, Dip. PFS - Business Development Manager
Martyn has in excess of 22 yrs of experience in the Financial Services Industry, having worked with AXA for 10 years, reaching the position of Area Sales Manager, where he was responsible for the Management of an Adviser Team. The remainder of this time has been spent working as an Independent Financial Adviser, the role in which he is currently employed.
Having passed the Advanced Financial Planning Certificate in 1994, Martyn then worked with the Chartered Insurance Institute in helping develop further the benchmark Financial Planning Certificate and was involved in item writing, editing and marking of the examination. He has also added personal examination successes in the Pensions and Long term Care areas.
In his role as Business Development Manager, Martyn was involved in the establishment of a Joint Venture with a leading firm of Chartered Accountants, gaining valuable knowledge for our business on the needs of the Professional Introducer and is now working with one of the South's leading Law firms as part of a new Joint Venture, set up to provide Financial Services advice to their clients.
Martyn advises across a range of Financial Planning issues but with a main focus and expertise in the areas of Pensions and Investments.
martyn.lodge@cobrafs.co.uk
Doug Albrow, Cert PFS - Senior Consultant
Doug has over 35 years experience of financial services, and has previously worked as an Area Sales Manager with Barclays Financial Management, where he developed and supervised a large number of sales staff and advised many High Net Worth clients on constructing Investment Portfolios, Inheritance Tax planning as well as Corporate Business. Prior to this, Doug was Regional Sales Manager at the Life Association of Scotland, responsible for all the branches and staff in Southern England.
Doug is heavily involved with Professional Connections, and advises across a range of Financial Planning issues. He specializes in Pensions, Investments, Inheritance Tax and Trust work.
doug.albrow@cobrafs.co.uk
Paul Stevens, Cert PFS - Senior Consultant
Paul joined BKG Financial Services in April 1997. Paul achieved The Financial Planning Certificate in early 1998, and obtained the Mortgage Advice Qualification the following year. Prior to BKG, Paul worked for AXA for 5 years and has over 15 years experience in the industry. Paul is now working towards obtaining further qualifications at the Advanced level demonstrating his ongoing commitment to the financial services industry.
Paul advises across a range of financial planning issues with particular emphasis on pensions for both individual and corporate needs and employee benefit packages.
paul.stevens@cobrafs.co.uk