Our leadership team provides strategy and oversight for the firm as a whole.
Jason became a Financial Adviser in October 1992 and has advised clients on all aspects of their finances. From there he went on to train new advisers, eventually setting up his own business. In 2006, he merged his business with Radcliffe & Newlands where he became the Managing Director.
Jason is responsible for corporate client development and account handling for some of our employee benefits. He is also involved in our employee benefits and engagement portal, Zahara.
Qualifications: Chartered Insurance Institute Financial Planning Certificate (Cert PFS), Certificate in Mortgage Advice and Practice (CeMap).
Christian has been in financial services marketing since 1997. His experience spans both consumer investment products and trade marketing.
Christian has responsibility for marketing but is involved in everything at Radcliffe & Newlands from new product development to business strategy and planning. He is also responsible for developing communication strategies to work with employers who want to ensure their employees understand and appreciate their employee benefits package.
Gill’s financial services experience begain with 14 years at Halifax Plc. During her time with the Halifax she headed up a mortgage applications team, dealing both directly with clients buying homes and with mortgage brokers dealing on behalf of their clients. Having extensive experience within the mortgage area, she has an excellent understanding of how mortgage lenders operate. That, combined with a focus on customer service, means Gill is ideally placed to manage the mortgage administration team.
Gill previously worked for 2 other financial advisers/mortgage brokers and so has seen the house buying process from all sides, developing a thorough knowledge of all aspects of the business.
Gill is also responsible for training new staff members, setting up new processes, managing suppliers and keeping the accounts in order.
Scott has been an adviser since 1999. Initially a financial planner dealing in all aspects of finance, Scott later specialised in mortgages and is responsible for our mortgage department.
Scott is a big fan of property and helping people at all stages of their property journey. He takes great pleasure in anything from giving first time buyers guidance on how to get on the ladder to helping seasoned property investors to expand their portfolios.