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Danny McFarlane
Director
Danny has been advising clients since 1994. He started his career at City Financial Partners Limited where he was made a Partner within 18 months of joining the firm. In 2000 he left to set up a practice within the Zurich Adviser Network which quickly became the number one firm within the network.
Tired of the restrictions of tied agency and feeling very strongly that his clients deserved the benefits of a fully independent advisory service, he set up McFarlane and Partners in 2004, becoming directly regulated in 2006.
Danny is a keen follower of sports, in particular his beloved Chelsea FC. Other interests include travel, cooking and spending time with wife Abbie and children Rosie and Samuel.
danny@mcfarlaneandpartners.com |
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Emma Spence
Executive Assistant
Emma graduated from Salford University with a degree in French and German in 1990 and has worked in Financial Services since 1995. She originally worked in Compliance before training as a Paraplanner at Bates Millfield in 2001. Since then, she has worked with various teams of advisers at Bates Millfield as a Paraplanner and Personal Assistant, coming to work at McFarlane and Partners in January 2006.
Emma enjoys socialising with friends, going to the gym and listening to music in her spare time.
Emma@mcfarlaneandpartners.com |
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Craig Walker
Financial Advisor
Craig moved to London to build both a financial services career and a referral based client book at the start of 1998. Having worked within three different professional organisations he felt strongly that his clients deserved a holistic market offering. He was happy that McFarlane and Partners had the same working philosophy as he did in terms of providing a transparent, professional and bespoke service for his clients.
He currently splits his time seeing clients in Exeter where he lives and London. Craig’s fiancé works as a doctor at the local hospital, they have a great love of the outdoors and are in the midst of planning a wedding next year.
craig@mcfarlaneandpartners.com |
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Ross Innes
Financial Advisor
After receiving an Honours Degree in History Ross joined McFarlane and Partners as a trainee in 2007. He was then fast tracked to become a financial advisor within the firm.
Ross’s work experience before university was with Norwich Union where he worked in insurance, and as such he became as specialist in 2003. Ross has now successfully added mortgage, investment and pension knowledge to his portfolio of skills and his time is mainly spent servicing Danny’s clients in all financial matters.
ross@mcfarlaneandpartners.com |
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Bhavika Patel
Financial Services Administrator
Having studied Psychology with Criminology at Kingston University, Bhavika started work as a Lettings Administrator. Having acquired as many administration skills as possible from this role Bhavika then joined McFarlane and Partners as a Financial Services Administrator with a view to completing the CII exams and evolving within the company to reach her full potential.
Bhavika is an ambitious person, always looking to develop her skills whilst planning how to achieve her next goal! In her spare time Bhavika enjoys cooking and catching up with friends and family.
bhavika@mcfarlaneandpartners.com |
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Abbie McFarlane
Company Secretary
Abbie started her career within the Financial Services industry in 1995 where she ran the payroll and commissions department. From there she moved into Financial Recruitment where over the course of eight years managed two different offices specialising in Corporate Finance.
In 2005 Abbie took a break from work when she and Danny started their family with the arrival of Rosie. In 2006 she then joined McFarlane and Partners where she controls the financial running of the company.
Abbie enjoys running, fine dining and shopping!
abbie@mcfarlaneandpartners.com |
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McFarlane & Partners Ltd.
Registered Office: Clerkenwell House, 67 Clerkenwell Road, London EC1R 5BL T: 020 7400 7190 F: 020 7400 7191
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© McFarlane & Partners 2008
McFarlane & Partners is a trading name of McFarlane Associates Limited which is an appointed representative of Westminster Wealth Management address of Clerkenwell House, 67 Clerkenwell Road, London, EC1R 5BL which is authorised and regulated by the Financial Services Authority 490519. Registered in England No. 05300595 Registered Office: 21 Hollingbourne Road, London, SE24 9NB
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