Meet the team

It’s the people at Stonewater Wealth Management who have the shared aim of giving clients the very best service.  Going the extra mile makes us the company to help clients achieve their financial goals and aspirations.
Our clients tell us that we help them to feel confident and give them the financial flexibility to survive whatever life and investment markets may throw at them.
It is also comforting for them to know that they have trusted financial professionals on hand, who really understand their family’s circumstances and goals, and who will monitor their finances over time and help them to make the big decisions they will inevitably face along the way.
That’s the true value of financial planning. That’s the value of our team to our clients.
Geoff Catterall
Geoff
Catterall

Geoff Catterall

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About Geoff

Director and Financial Planner

Having built up 28 years’ experience in the industry, Geoff has worked for some of the UK’s most prolific financial organisations, including Clerical Medical, Bradford and Bingley and Scottish Widows. With his knowledge of financial services combined with a passion for personal and business growth, Geoff prides himself on the delivery of a cutting edge and ambitious service through which his clients receive maximum benefits.
Geoff enjoys working with clients of all ages and backgrounds and his personable approach, vast experience in financial planning and an informed knowledge of behavioural finance equip him with the tools to help individuals achieve their financial goals. He specialises in pre and post retirement planning advice and investments.

Outside of work Geoff lives with his partner, Melanie, and he has a daughter, Charlotte. Geoff loves to entertain friends and family and he also enjoys walking, gardening and holidaying throughout Europe over long weekends.

Jeff Noblett
Jeff
Noblett

Jeff Noblett

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About Jeff

Director and Financial Planner

With 38 years of experience in the industry, Jeff is the senior advisor and most experienced founder director. Having worked for some of the UK’s most recognised financial organisations, such as Halifax, Scottish Mutual Assurance & Abbey National, his knowledge of both the traditional and modern day industry has enabled him to become an authority on financial matters and as such, he is ideally placed to provide advice and direction in the most complex of scenarios.

Jeff’s unique approach to business compounds straightforward and proficient guidance with a specialist knowledge and technical expertise of pensions. His confident and likeable manner ensures that his clients are provided with a solid financial planning service as well as an all-encompassing approach to future financial success and security. He has been a Financial Planner since the year 2000.

Jeff has a specialist qualification in Taxation and Trusts and is working towards becoming a Chartered Financial Planner. He loves to spend time with clients and is proficient in re-educating and advising them about the benefits and implications of their decisions regarding pensions.
Jeff has two children and is married to Donna. He is a keen walker with a passion for the Lake District.

Gary Lea
Gary
Lea

Gary Lea

01772 287778

About Gary

Director and Financial Planner

Gary has amassed more than fifteen years’ experience in the financial services industry and as the youngest of the founder directors, his passion for new approaches, methods and technologies helps to maintain Stonewater’s cutting edge position in the market.

His up to date approach engages a varied clientele and he is especially well positioned to provide financial and lifestyle planning that caters for clients and their ever changing requirements. He is actively involved in retirement planning and investment advice for individuals and also provides pension and life assurance advice for businesses.
Gary graduated from Liverpool John Moores University in 1996 with an honours degree in Politics and he also holds the Diploma in Financial Planning. Gary is currently studying to become a Chartered Financial Planner. His specialist areas include pensions and investment planning.

Outside of work, he is married to Sarah and the couple have two children, Evie and Harry. He is a keen cyclist and is passionate about travelling and seeing the world.

Lesley Robinson
Lesley
Robinson

Lesley Robinson

01772 287778

About Lesley

Client Liaison Manager

Lesley joined Stonewater Wealth Management in January 2009.

She has over 20 years’ experience within the financial services industry and has recently gained a Diploma in Business Administration.

Her main duties include liaising with advisers, clients and insurance companies, preparation of research, client portfolio valuations and reports, obtaining illustrations and processing new business along with office administration duties.

Lesley lives locally with her husband Ian and has a daughter Sam who lives close by with her boyfriend.  In her spare time Lesley enjoys going to the gym, concerts and football matches. She also enjoys spending as much time as possible with family and friends.

Jenny Rae
Jenny
Rae

Jenny Rae

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About Jenny

Client Liaison Manager

Jenny joined Stonewater Wealth Management in July 2010.

After gaining an HND is Business and Finance, Jenny has gained 22 years’ experience within the financial services industry and has worked for several insurance companies and Independent Financial Advisers.

Her main duties include, liaising with advisers and insurance companies, preparing client portfolio valuations, client reports, obtaining illustrations and processing new business applications.

Jenny lives in Southport with her partner Danny and her 2 daughters, Alicia, and Annabelle.  In her spare time she enjoys walking, reading and spending as much time as possible with family and friends.

Allison Freeman
Allison
Freeman

Allison Freeman

01772 287778

About Allison

Accounts Manager

Allison joined Stonewater Wealth Management in September 2009 and she is responsible for the accounts and fee income reconciliation of the business.  She previously ran a family business for many years, based in Kirkby.

In her spare time Allison enjoys cake making and decorating and anything equestrian. She also loves to look after her granddaughter, Eve.

Want to know more?

Call us for a friendly chat on 01772 287 778 or email: info@stonewaterwm.com