Our People

Gareth is our Financial Planning Consultant, he can help advise you on various areas to help with your finances which include advice on investments, pensions and mortgages along with the associated insurances such as life insurance or buildings and contents insurance.

Gareth established Lodestone Financial Planning in 2012 and initially traded with other local firms before opening our first office on 2017. Since then, we have moved to a larger premises and seen the number of advisers grow in order to allow us to help more clients and offer additional services.

Previous experience for Gareth includes working as an Estate Agent for both local and national agencies before moving to provide clients with mortgage advice from 2008.

Jo is one of our mortgage and protection advisers. She is here to help you understand the process of buying your home, reviewing your mortgage and ensuring that you, your family and your home are suitably protected in the event anything unexpected were to happen.

Jo works hard to ensure her clients secure the most suitable mortgage for their needs taking her time to research the marketplace to find not just an appropriate lender but at a suitable product at a competitive rate.

Joining us at Lodestone Financial Planning in 2020, Jo went on to complete her qualifications soon after. In her past, she has worked within, as well as owned, her own Estate Agency which giver her a wealth of knowledge in the homebuying process to help you through the maze of buying your property.

Emily, is a Mortgage and Protection adviser specialising in helping you find the most suitable mortgage. Always happy to help, Emily can help you whether you are buying your first home, moving up or down the ladder or buying for investment, Emily will also be able to help review your existing mortgage to ensure that it always remains suitable for your needs.

Using the various tools available, Emily is able to find a lender suitable to your individual requirements as well as then researching to make sure that you have the most suitable, most competitively priced product for your mortgage or protection requirements.

Emily joined us in 2021 starting out as an Apprentice, she achieved her qualifications in order to provide advice and initially moved in to a support role within the office so that she could learn as much as possible about the lenders, best practice and providing support in order to then move in to an advice role.

Tracey is the administrative extraordinaire in the office, working in a vital support role she helps the advisers as well as undertaking the vast majority of administration to ensure your policies, mortgages and investment details are all being kept up to date, progressed efficiently and making sure that our advisers are as prepared as possible when working with their clients.

Working to support Gareth mostly, she is able to ensure that he has all of the up to date information when meeting with his clients, prepares the documents needed for your applications and keeps him in order generally!

Tracey has a wealth of experience within the in Financial Services sector having previously worked within large institutions such as NatWest/RBS and has then also worked within a company offering self-build finance supporting borrowers throughout the build process and making sure they have their finance in place when needed.