• Adam Stubbings

    Adam Stubbings

    Director and Principal

    Adam Stubbings set up Compass Financial in May 2009, having worked as a financial adviser in the North West for several years and previously London for ten years. Educated at TS Indefatigable, a Naval College on Anglesey, North Wales, where he was Head Boy, Adam later moved to London, where he met Katy, his now wife. Katy came from Ruthin, North Wales, and this is where they have settled with their two daughters. ...

    Earlier in Adam’s working life, he was a professional diver where he taught diving to Instructor Trainer level. He also made underwater documentaries for companies such as Channel 4 and the Discovery Channel specialising in underwater cave systems and deep ship wrecks. Adam has also competed in a number of full distance Ironman competitions and crossed Baffin Island as a member of an Arctic expedition team. Adam also has a passion for horology. He is fascinated by the detail and workmanship involved in designing and creating top quality watches and has been known to advise clients and friends on their watch purchases!

  • Tom Perry

    Tom Perry

    Managing Director

    Tom joined Compass Financial in March 2020, having spent 14 years in senior financial and operational roles. Following his degree in Accountancy & Finance at Newcastle University, Tom joined managed services provider Aramark on the graduate scheme and qualified as a chartered management accountant before moving into senior finance roles with Begbies Traynor plc and Manchester based Airline Services. Tom then moved to the legal business DWF plc, working as Operations Director for the International division and most recently as Corporate Development Director before joining Compass. ...

    Tom was brought up near Chester and currently lives in south Manchester. He has travelled extensively with work and lived in Australia for three years while growing up. Outside of work, Tom enjoys keeping fit through mountain biking and running, as well as spending time with friends and family. He also enjoys travelling abroad, sampling new cultures where possible and is a long-suffering Crewe Alexandra fan.

  • Rebecca Green

    Rebecca Green

    Finance Director

    Rebecca joined Compass Financial in December 2020, having spent over 15 years in senior finance roles. After achieving her degree in Accounting and Finance at Manchester Metropolitan University she then went on to gain her Chartered Status with CIMA in 2007. Rebecca has worked across multiple sectors, supporting dynamic, growing and unique businesses adding to the varying experience across the Compass board.

  • Andrew Winstanley

    Andrew Winstanley

    Financial Adviser

    Andrew joined Compass Financial in November 2019 as a Financial Adviser. Andrew has CII Level 4 Diploma in Regulated Financial Planning. Andrew has 15 years industry experience having worked for both large and small firms during his career. ...

    Prior to joining Compass, Andrew worked for Schroder Personal Wealth formerly Lloyds Private Banking as a Personal Wealth Advisor. This experience has given Andrew a firm base and extensive training with which to progress onto more bespoke advice expected through Compass. Andrew lives in South Manchester with his wife and 2 young children. He is a keen runner and enjoys spending time with his family.

  • Keely Oldham

    Keely Oldham

    Financial Adviser

    Keely has LIBF Level 4 Diploma in Financial Advice (DipFA) and is continuing her studies in specialised areas. Keely has a broad knowledge and experience in all levels of wealth and investments along with overseeing several of the Compass corporate clients. Keely entered the financial world eleven years ago through her Father in law who runs his own business. In her early days she aspired to be a financial adviser and her motivation has driven her ever since. ...

    Born in Manchester, she has since lived in Australia where her mum, dad and little brother still reside and gets out to see them once a year. Outside of work, Keely enjoys spending time with her family, going on nice walks and going to the gym.

  • Blaise Davies

    Blaise Davies

    Senior Financial Adviser

    Blaise joined Compass Financial in July 2020 following the acquisition of Powell Financial Management where he had been a shareholding director since 2007, forming part of a Management Buy Out team to secure the purchase of the business.Graduating from the University of Leeds with a degree in Business Studies and then an MBA, Blaise embarked on an initial career in media which included journalism, public relations and internet marketing before spending time with change management consultant, Gerard Egan, in Chicago. ...

    However, for the last twenty years Blaise has been a Financial Adviser delivering holistic advice to high net worth and corporate clients throughout the UK building on strong alliances with solicitors, accountants and other advisory professionals. Blaise’s main areas of specialism include retirement planning, investments, exit strategies and tax planning for both businesses and private individuals. Away from work, Blaise’s time is spent following his sons’ sporting pursuits as well as coaching junior cricket. In addition Blaise acts as a mentor for young people from socially challenging backgrounds who are engaged in the Wirral Youth Zone as well as providing a support role within the UK for the St Lucia Football Association. Blaise is a lifelong supporter of a well known north west football club…but for commercial reasons he won’t disclose which one!

  • Jack Lord

    Jack Lord

    Financial Adviser

    Jack joined Compass Financial initially as a paraplanner in March 2019. Jack became a mortgage adviser from October 2019 and then qualified as a Financial Adviser in August 2020. Jack has LIBF Level 4 Diploma in Financial Advice (DipFA), and Certificate in Mortgage Advice and Practice (CeMAP). His knowledge of various areas of wealth and investments means he can put clients in the best possible position to meet their objectives. Prior to joining Compass, Jack worked for AJ Bell, one of the UK’s largest investment platforms where he started his studies with CII and CISI. ...

    Having specialised in arranging off-panel investments for the advisory arm, Jack later led a customer service team and was also responsible for the dedicated IPO team prior to the company’s successful listing on the main market. Born in Rochdale, he has since lived in France and New Zealand before settling in Cheshire with his wife. Outside of work, Jack enjoys the great outdoors and from time to time, clay pigeon shooting.

  • Paul Nelson

    Paul Nelson

    Senior Financial Adviser

    Paul joined Compass Financial in April 2013, having spent more than 30 years in the Financial Services industry. He worked previously at managerial level for both Nat West Bank and The Halifax in the North West of England, moving on when the banks moved away from offering financial advice – Paul's specialist area. ...

    In 2015, Paul gained a Certificate in Regulated Equity Release, and in 2018 attained the Certificate in Long Term Care. This has given us the opportunity to offer client advice in these areas. Married with a grown up son and daughter, Paul lives on the Wirral. A lifelong Everton FC supporter and season ticket holder, he played football himself when he was a little younger and also coached his local junior football team for seven years. Of late he plays walking football at Connahs Quay Nomads to keep himself fit. He also enjoys watching rugby league and he follows Warrington Wolves.

  • Anthony Buckley

    Anthony Buckley

    Financial Adviser

    Anthony joined Compass Financial in December 2020, having spent more than 30 years in the Financial Services industry since leaving school. He worked previously at Senior Managerial level for both Halifax and Nationwide before re focusing on giving advice to clients with Prudential and Aviva. Anthony has a broad knowledge of Financial Services and feels giving advice is a privilege . Married with a young son Harrison, Anthony lives in Cheshire. A keen supporter of all sports he enjoys lots of family time and loves to visit and stay in Anglesey where you will find him most weekends.

  • Maddy Holt-Garner

    Maddy Holt-Garner

    Head of Operations

    Maddy joined Compass Financial in August 2020 as Head of Operations. Maddy started her career in Brewin Dolphin working as an administrator in 2010, working her way up she helped to run the re-pricing project for the company. Maddy then moved across to Cheetham Jackson to pursue her career and become a Practice Manager. ...

    Within this firm she went from manager of all administration staff to Process Improvement Executive, to Business Transformation Lead and finally ended up as Head of Central Operations. With her years of experience within the company and industry she strives to make the work place an enjoyable environment for all the staff, as well continue to improve the client journey and customer service at Compass.

  • Bethan Jones

    Bethan Jones

    Senior Paraplanner

    Bethan joined Compass Financial in April 2017. With nearly 20 years experience in the Financial Services industry, Bethan holds the CII Diploma in Regulated Financial Planning along with the CII Mortgage Certificate and Long Term Care qualification. Bethan enjoys all aspects of her role at Compass and is working towards achieving Chartered Status. ...

    Bethan lives on a Farm on the outskirts of a small village in North Wales and enjoys a busy family life with her husband and four boys aged between 2 and 18.

  • Amy Gosse

    Amy Gosse

    Senior Paraplanner

    Amy joined Compass Financial in July 2013 after graduating with a 2.1 degree in History and Politics from Lancaster University. Amy is currenting studying towards achieving Chartered Status. Outside of work, Amy enjoys spending time with her partner Ben and their one year old son Milo. They enjoy family days out include long walks in the North Wales countryside where they live.

  • Lyndsay Gray

    Lyndsay Gray

    Senior Paraplanner

    Lyndsay joined Compass Financial in April 2017 having worked in financial services since 2001 (with a couple of shorts breaks to look after payroll and HR) with roles spanning administration, report writing and advising. Lyndsay has an IFS Level 4 Diploma and has also gained R05 Financial Protection, the IFP Level 4 Certificate in Paraplanning and is qualified in CeMAP 1-3. At some point in the future she would also like to work towards achieving Chartered status.

  • Marlena Masel

    Marlena Masel

    Group Financial Controller

    Marlena joined Compass Financial in May 2019, having worked in Accountancy for 20 years. Marlena is new to Financial Advice Services and is very excited to be on board. Marlena has previously worked in the Financial Industry for American Capital One Bank for 10 years based in Nottingham. Following her ACCA Chartered Accountant qualification in 2015, she moved back home to be near family in North Wales, where she then spent 3.5 years as a Management Accountant.

Our team

Our team have over 100 years experience in the financial services industry, so you can be confident about the advice you receive. We offer a tailored personal service from investments to retirement planning to wealth management.

  • Kasia Robuta

    Paraplanner

  • Alex Brockley

    Paraplanner

  • Adam Cherry

    Trainee Paraplanner

  • Catriona Harrington

    Resource Coordinator

  • Isabelle McInnes

    Administrator

  • Melissa Cowgill

    Administrator

  • Tom Shepherd

    Administrator

  • Sarah Picton

    Administrator

  • Greg Davies

    Administrator

  • Tom Quealy

    Administrator