meet the team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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    David Newham

    Director

    David Newham, director, is responsible for the general management of the company. He has over 25 years of experience in the financial services industry.

    David worked as a Financial Consultant at the Prudential for 7 years and then moved to give advice to the clients of the Newcastle Building Society working for Aviva for 7 years.  He then decided after working for two of the biggest...

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    Brian Mulvain

    Independent Financial & Mortgage Adviser

    Brian is an Independent Financial Adviser with over 25 years of  experience in  financial services. Brian has obtained his full Financial Planning Certificate and Mortgage Advice Qualification  and is now a member of the Personal Finance Society. Brian offers full financial planning, Pension, Saving, Investment, Protection & Mortgage Advice. He is involved in giving advice in the corporate...

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    Andrew Wintrip

    (BA) Hons.DipPFS

    Andrew completed a degree in Financial Services in 1999 Andrew starting work for the Newcastle Building Society. Subsequently Andrew has gained experience working as a financial adviser with Lloyds Bank, Santander and AXA wealth, before moving on to work as an independent financial adviser. Andrew now has over 15 years industry experience.  Andrew specialises in financial advice for private...

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    Lisa Thompson

    Office Manager

    Lisa is the Office Manager and oversees the day to day operations of the firm. She has over 25 years experience in financial services. Lisa`s early career was at the Prudential where she was looked after the day to day running of a qualified team of Financial Consultants. Lisa has also been on various administrative courses to keep her knowledge of the industry always up to date.

    Lisa...

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    Allison Newham

    Company Secretary

    Allison overseas the relationship between Advanced IFA Ltd and the various courses & events the staff need to attend. Allison also arranges travel to see clients across the UK.

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