Who we are / Financial Advisers…
Phil Frapple - Partner / Director.
Phil has worked in the Financial Services Industry since 1990. He worked for many years as a sales manager for a leading National Life Company before setting up his practice as a franchisee’ with Allied Dunbar in 1999 with his business partner Chris. In 2002 he became an Independent Financial Adviser working as a general practitioner, Phil also holds the Ce-MAP qualification that allows him to advise on mortgages and holds the Cert PFS qualification awarded by the Personal Finance Society.
Chris Rigby - Partner / Director.
Chris has worked in the Financial Services Industry since 1991. He worked for eight years, running a local Life and Insurance agency for a National Life Company then, when looking for a fresh challenge, formed his practice in 1999 with his business partner Phil, as a franchisee’ with Allied Dunbar, later taking the decision to become Independent in 2002. As an Independent Financial Adviser, Chris works as a general practitioner and holds the Mortgage Advice Qualification (MAQ), which permits him to advise on mortgages. He also holds the Cert PFS qualification awarded by the Personal Finance Society. It is a testament to the value placed in his advice that many clients have retained Chris’s services and continue to recommend him to friends, family and colleagues.
Both Phil and Chris are committed to continuing professional development, despite running a busy practice, and are working towards Chartered Financial Planning status.
They currently hold The Chartered Insurance Institutes (CII) Diploma's in Financial Planning qualifications in;
Phil Frapple
- CII - J01 Personal Tax.
- CII - J02 Trusts
- CII - R06 Financial Planning Practice
- PII - Ce-MAP, Mortgage qualification.
- CII - Level 4 Diploma in Financial Planning
Chris Rigby
- CII - J01 Personal Tax.
- CII - J02 Trusts
- CII - R06 Financial Planning Practice
- CII - MAQ Mortgage Advice Qualification.
- CII - Level 4 Diploma in Financial Planning
Who we are / Financial Administrative Staff….
Sharon Bridge - Senior Practice Administrator.
Sharon worked for many years within the Travel Industry before moving to a regional IFA practice progressing to a role of their administrative manager and holds the Financial Planning Certificate level 1. Sharon joined our practice in 2003 working closely with Phil and Chris as their assistant. In addition her role is to liaise with both clients and product providers putting her experiences and negotiating skills to good use. Over the years, Sharon has developed a very good relationship with our clients and is usually their first point of contact.
Kirsty Hill - Practice Administrator.
Kirsty joined the practice in January 2009 after working for many years in various local IFA practices. Kirsty has a vital role, working closely with Sharon to ensure that on a day-to-day basis the office runs to her exacting standards.
Emma Webb - Practice Administrator .
Emma joined the practice in September 2011having spent two years at college following a HND in business studies. Her willingness to learn has helped her become a valuable member of our team.
Carol Wiley - Para Planner / Administrator.
Carol is the most recent member of the team having joined in November 2011.Her previous experiences having worked as a Para Planner for a large IFA practice followed later for many years as an IFA for a national company Her wealth of experience,expertise and support having already proved invaluable to our busy practice
Fran Rigby - Partner / Director - Head of Accounts
Lisa Frapple Partner/Director- Relationship Manager
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