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INSPIRATION IN WEALTH MANAGEMENT

Meet The Team

 

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Philip  Luckett

Having joined the Financial Services industry in 1976, Phil has many years of experience in advising clients how to manage their wealth effectively. His career spans employment with leading companies including Guardian Royal Exchange and Clerical Medical prior to him moving on to become a senior consultant, and subsequently a director, at Moorgate House plc where he played a large part in developing key relationships with leading firms of solicitors and accountants. This resulted in a rapid growth in the company and ultimately its sale. Subsequently Phil became a Executive Board director at a national IFA firm prior to joining forces with Colin to form Inspire Wealth Management. Phil has qualified as an Associate of the Institute of Financial Planning and Diploma level of the PFS. Throughout Phil’s career many of his clients have remained with him reflecting not just the care and attention he brings to looking after their financial well-being but their trust in him. Phil enjoys spending time with his family, listening to music, motor sport and power boating. 

 

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Sharon Corke

Sharon has over 20 years of industry experience, holding various roles with major Insurance Companies, National Independent Financial advisors and Compliance and Technical Support Companies. These roles include Sales Support, Paraplanner, Pension Transfer Specialist and Technical Manager. She is a Chartered Financial Planner, an Accredited Paraplanner and gained the Investment Management Certificate in January 2008. She is a member of the Chartered Insurance Institute, Chartered Financial Analyst (IMC member) UK and the Institute of Financial Planning.

Sharon joined Inspire Wealth Management in June 2012 as an Investment Consultant and Paraplanner. Her primary role has been to implement and maintain the companies investment process, including the assessment and performance of fund managers used within the investment strategies and client portfolios.

Sharon is a member of the British Horse Society and enjoys competing at local equestrian events.

 

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Colin Hanrahan

Having obtained a BSc (Hons) degree in Accounting and Financial Management, Colin commenced his career in 1987 working for Gartmore Fund Management in the City of London. His role immersed him immediately in advising clients on their investments and this role continued when he moved to Fidelity Investment Managers where he was one of the senior advisers on the Private Client team. Colin then moved north to work for Marlborough Financial Management where he became Managing Director in 1995. In the eleven years that followed he oversaw significant growth both in the company and the client funds under influence. In 2006 Colin was invited to become an Associate Director at Cavanagh Financial Management working from their Manchester office. Colin has extensive qualifications having obtained Associate level and beyond in the Personal Financial Society. Client loyalty and trust has been evident throughout Colin’s career with numerous clients who started working with him in 1988 still clients to this day. 

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Helen Seed

Helen has worked in the Financial Services Sector for 10 years and began her career at a Support Network for IFA’s where she was a Team Manager.

Helen then joined Marlborough Financial back in 2007 and has worked alongside Colin, Philip and Sharon since this date. Helen’s current role is to assist Sharon with the Paraplanning duties. Helen holds the Diploma in Financial Planning.

During her spare time Helen enjoys spending time with her young family, swimming, reading and sightseeing.

 

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Suzy Kendrick

Suzy started working in financial services in 2001, initially with a large insurance company. She has since worked for two national IFA companies, gaining experience supporting consultants and looking after their client’s.

Suzy joined Inspire in February 2012 to deal with the administration duties, providing support to Colin and Phil, and working closely with Helen and Sharon servicing client portfolios. She is currently studying towards her exams, and hopes to pass the Diploma in Financial Planning in the future.

Suzy is a keen baker and often brings treats in to the office, she also enjoys roller skating and watching films in her spare time.