Meet the Team
Warwickshire Independent Financial Services was formed in 2000 by Director Malcolm Farley, who was joined by Jonathan in 2004. Jon became a joint Director when the Company moved to Limited status back in September 2006. Warwickshire I.F.S. Ltd. take great pride in their ethical approach and, are able to provide an exceptional service, which is backed by highly qualified specialists with many years of experience.
Jon has worked within the Financial Services sector since 1996, when he began his Financial Adviser training with C.I.S.
He progressed to the position of Area Manager before the opportunity to work at Independent level was offered by Malcolm, whom he met via a mutual friend.
They joined forces in November 2004 and, Jon became a partner within the Company in September 2006 following the decision to move to Limited status.
Jon covers all areas of financial planning, including mortgages and, offers extensive knowledge and expertise in the areas of pension, investments and inheritance tax planning.
Malcolm has worked within Financial Services since 1987. having previously worked for Prudential Assurance for some 13 years.
He made the decision to become an Independent Financial Adviser in 2000 and, Warwickshire Independent Financial Services was born.
Malcolm specialises in all areas of financial planning and offers extensive knowledge in the areas of investments, pensions and inheritance tax planning.
Beth is the most recent addition to the team. She has an extensive background in Estate Agency but, was keen to expand her horizons and leapt at the chance of training in a completely different field, when a role with WIFS was offered to her in June of last year.
Beth currently provides administrative support to Malcolm where her organisational skills have proved invaluable. Alongside this she continues to train in all areas of the business in order for her to reach her full potential.
Vikki has worked for WIFS Ltd. since January 2005. She has an extensive financial background, having worked for many years with Barclays Bank and the Environment Agency Finance Dept. Vikki is responsible for the day-to-day management of the company, together with all aspects of client servicing and, is the go to person for any compliance related queries.