Keith has been a financial adviser since 1985 and, having set up Archway in 2006, he has expanded the business from just him and his wife, Janet, to the team we have today.
Keith’s interests outside of work include being with his grandchildren and photography.
He is also branching out into filming with his drone and enjoys flying in his small aeroplane which he has a share in.
Keith’s niche is based with his clientele of the over 60’s. He can help with Equity Release, Long Term Care, Investments and Inheritance Tax Planning*
*Please note that the Financial Conduct Authority does not regulate taxation
Janet is a founding partner of Archway Financial Solutions.
Janet set the business up with her husband, Keith, in 2006 and has been integral to the growth and success of the company.
In her spare time, Janet loves spending time with her grandchildren and reading books. She also loves travelling.
Michelle joined the family firm in June 2006 and has worked her way up from administrator to Senior Manager over the years. She is the Compliance Officer and helps run the business and enjoys the day to day challenges that this brings.
Before joining Archway, Michelle earned a degree in Psychology. Deciding by the end that she did not want to pursue this long term, she decided to join the family firm and has never regretted the decision.
In her spare time Michelle enjoys spending time with her husband and two daughters, and likes travelling when she gets the chance. Australia, Italy and the Caribbean are her most treasured holiday memories.
Daniel joined us as an Independent Financial Adviser in January 2014. Daniel advises on mortgages, pensions, investments and equity release.
His enthusiasm, out of tune singing and terrible jokes keep us all entertained throughout the day!
Before joining Archway, Dan worked in financial services for over 25 years, and was previously an IFA in Bournemouth for Burgess & Lee.
Outside of work, Dan’s family are his life, with two daughters, two dogs and his wife, Jude.
Dan enjoys volunteering for a food bank, going on holiday and relaxing in the sun, reading a good book.
Dave is a Senior Financial Planner and joined the Archway team in September 2014.
He is our resident spreadsheet whizz as well as having many years of experience as a wealth adviser.
Dave enjoys looking at his client’s overall goals and aims to help them achieve them earlier than they thought possible.
Before joining Archway Dave joined Gresham Life in 1983 and advised his first client on 6th March 1987 as they watched the Zeebrugge ferry disaster unfold on TV together.
Dave qualified in 1990 and became an IFA in 1992 with David Sheppeard (L&P), achieving Chartered status a few years later. He later moved to Burgess & Lee in 2003 where he was a director for 10 years before moving to Archway in 2014.
Outside of work Dave loves football, holidays and football holidays! Dave and his wife have avidly followed AFC Bournemouth home and away for 30 years through the good and the bad times.
Carly is our Operations Manager and joined the team in November 2017.
We recognised early on that we could really benefit from Carly’s skillset and it was obvious how well she fitted in with the team.
Carly spends most of her time working on keeping everyone focussed on the end goal and brings a positive and supportive feel to the workforce.
Before joining Archway, Carly worked for a Serviced Office Provider for almost 10 years, starting as a Business Centre Manager for 5 years running the day to day operations, before being promoted to a Regional Manager supporting multi-site locations across the South of the UK.
Spending time with her family is Carly’s priority outside of work. She and her husband like to fill their weekends with fun activities with their young daughter, so much so that she comes back to work on a Monday for a rest!
Lisa is our Trainee Paraplanner and has a background of several years working in financial adviser offices. She brings a level of expertise to our administration team that is second to none.
Lisa’s knowledge of Fantasy films and books makes for some entertaining conversations in the office.
Before joining Archway, Lisa studied Acting and Drama at college and university, followed by working in retail for a couple of years.
She then started working for another IFA company and has worked in the financial industry ever since.
Outside of work Lisa thoroughly enjoys singing and acting. She is a member of a local theatre group that puts on a pantomime each year to raise money for charity.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements
Archway Financial Solutions LLP is a Limited Liability Partnership.
Registered in England and Wales No. OC316476. Registered Address: 3 Pine Close, Ferndown, Dorset, BH22 9QX.
Authorised and registered by the Financial Conduct Authority. We are entered on the Financial Services Register No 448076 at https://register.fca.org.uk/.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123.
Address: 17 Headlands Business Park, Salisbury Road, Ringwood, Hampshire, BH24 3PB
Phone: 01425 600616 (All calls to and from our landlines and mobiles are recorded to meet regulatory requirements)
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK