Stuart Mehrtens is our Operations Manager. With over 20 years’ experience in financial services, he holds an array of relevant Certifications including Advanced Mortgage Diploma and qualifications in Group Risk and Long Term care. Married with two daughters he enjoys hiking and biking across the Northamptonshire countryside.
Anne-Marie Donaldson, PA to Neil Wright, Managing Director, has been with us for 5 years. She started her career in financial services with Sun Life of Canada in 1994, holds the CII Certificate in Mortgage Planning along with other industry qualifications. She is, therefore, experienced and knowledgeable about the industry and your needs.
Katie Sarjant, PA to David Ford, Director, started in financial services with a large stock broking firm after graduating from Loughborough University in 2011. She is currently working towards her Diploma in Financial Services and in her spare time renovating her new home.
Sarah Hall has worked within the financial services industry for more than 2 years and is thoroughly enjoying her time with MoneyDoctor. She is also keen to develop her understanding further by completing the relevant CF qualifications. In her spare time Sarah enjoys horse riding, dancing, rock climbing and white water rafting!
Helen Cartwright, PA to Colum McNabb and Jim Sparrow, has been in financial services since the age of 16. Having worked for the Midland Bank and Coventry Building Society, she moved to the IFA sector in 1994. Helen has gained her Certificate in Financial Planning and now has over 20 years’ experience in the industry and has worked for MoneyDoctor since 2014. In her spare time she enjoys spending time with her husband and two teenage children, cookery and rock music.
Tracey entered into financial services in January 1981, initially working for life insurance providers and moving onto an IFA in 1987. She became an Associate of the Chartered Insurance Institute (ACII) by examination in 1990, completing further examination to complete the Diploma in Financial Planning (DipPFS) and being awarded Chartered Financial Planner in 2006.Tracey’s career was primarily focused on pensions, though she has since broadened her experience to encompass the corporate marketplace and personal financial planning.