About Us

Jack has been in the financial business for over 15 years and worked within every sector of The Halewood Group. With a passion for customer service and making money simple, Jacks mission is to make Halewood the ultimate one stop shop for everything financial. In his spare time Jack is a family man who loves sports, whilst he tries to play most, he will admit he’s better at watching!

Having worked within both traditional and digital practises, Josh is well placed to help all our clients. Josh’s friendly and simple approach has been key to our success of building fantastic relationships with our clients.
In his personal time, he attempts to play golf, whilst also having 10 years’ experience, we can safely say he’s better at accounting.

David has over 20 years’ experience in the Accountancy industry but more recently has been imperative to the growth of our digital offering. David has a keen interest in learning and developing his knowledge to making our clients lives easier by using technology. David is a golf and porridge enthusiast who spends most of his weekends trying to explain to his two young Children about his recent tech discovery!

Having started her career in an Accountancy practise following University, Laura has worked within all the areas of Accountancy and recently progressed from an Office manager to taking on her own clients. Laura is based in our Ilkeston Office and in her spare time enjoys hiking and tidying up after her kids!

Laura combines her bubbly personality with her great customer service to provide a bespoke Mortgage & Protection service to our clients. Laura will go above and beyond to ensure her clients are looked after. Understanding the deadlines and stress of getting a Mortgage, Laura has a personal approach to advising and works around clients’ schedules so we can provide the best support! Laura enjoys walking her dog, Barney and the occasional Gin & Tonic.

Rich covers all the area of Financial Services at Halewood, from Pensions to Protection. His friendly but professional approach allows our clients to feel comfortable when investing for the future or planning your retirement. Rich’s flexible working means our clients can get the best advice from their own home or in our offices. In his spare time, you can find Rich BBQing or at badminton!

Laura whilst working as a Will Writer is completing further financial qualifications so she can offer more services to our clients. Laura works alongside Richard & Jack offering a full suite of Wills & Estate planning combining Financial Advice with Will Writing to give our clients the best outcomes. In her spare time, you can find Laura at any Chesterfields soft play with her twins!