The Team
Bryan Hodges
Director and founder of MJB(Partnership)
Ltd, Bryan has been in Financial Services since
completing
an Economics degree in 1986. Since then,
mostly as an IFA, he has helped 100’s
of clients with various financial needs and built
up vast
experience
covering almost any financial circumstance that you
can imagine.
Consequently Bryan is confident dealing
with large investments and Inheritance Tax planning
for the wealthy, but also experienced in mortgages
for First time buyers or Equity Release. He also handles
several Group Pensions schemes for small to medium
sized employers and some larger Directors Pension
Arrangements.
As well as the Financial Planning
Certificate, Bryan has the Mortgage Advice Qualification
together with Equity Release and the AFPC paper in
Taxation and Trusts.
Mark Gordon
Mark graduated in Business Studies
1996 and since then worked for a large pensions
and investments
company before joining MJB in 2006. This investment
background has proved successful in incorporating
sophisticated financial techniques when advising
clients. Mark has a flair for explaining complex
financial
matters in a language his clients understand. 'If
a client does not know what to expect from their
investments,
how can they value what advice is given?'
Keith Henderson
After many years as a Bank Manager,
Keith became an Independent Financial Adviser in 1990.
From 1994 he ran his own business, Finnan & Co
in Bognor Regis, before merging with MJB in 2002 and
relocating to Chichester. Keith also has many years
experience and has dealt with most areas of financial
planning.
Keith enjoys dealing with those approaching
retirement and ethical investments. He has the AFPC
Pensions paper and the AFPC Taxation and Trusts.
Mike Johnson-Cadwell
Mike worked as an adviser and branch
manager for a large Insurance Company for 20 years
before becoming an IFA in 1996. He has vast experience
in dealing with peoples’ pension, protection
and investment needs.
Paul Davis
Paul has a comprehensive background
in financial services having worked in several management
and customer roles in UK banking. He holds the specialist
qualification in Long Term Care fees planning.
His main areas of interest are:
• Advisory portfolio management using tax efficient
savings & investments
• Planning for the cost of Long Term Care Fees.
Qualifications:
Certificate in Mortgage Advice; Certificate in Financial
Planning and Long term Care; Certificate in Securities
& Regulation.
Jonathan Dawson
Jonathan has joined the team in 2008,
bringing his experience of having worked for a reputable
pension provider and Gissings who are a blue chip
company based in the city.
Jonathan provides advice on a wide
range of areas from financial protection right through
to estate planning throughout the financial planning
process to provide clients with bespoke advice which
is tailored to every different need.
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