Our People

Alastair Whitehead LLB (Hons) FRSA

Alastair Whitehead LLB (Hons) FRSA, Chief Executive

Tel: 01628 300230 , Mobile: 07771 503632 Email: alastair.whitehead@ergowealth.com

Alastair’s professional career has embraced experience within both large institutional environments with Lloyds and Nationwide as well as the dynamic world of the SME having twice participated in successful business start-ups with Countrywide Independent Advisers and Defaqto. As a consequence he is experienced in all aspects of business establishment, development and disposal. Including; strategic evaluation, business planning, capital raising, mergers and acquisitions, sales and marketing, and financial reporting and control.

Alastair is responsible for corporate affairs, strategic planning and business development.

Brian Page DipPFS

Brian Page DipPFS, Operations Director

Tel: 01628 300230 , Mobile: 07973 746657 Email: brian.page@ergowealth.com

Brian is a qualified Financial Planner with over 30 years’ experience in the industry. Having previously held management positions with Prudential and Norwich Union, he established and built up a successful independent financial advisory practice based in High Wycombe.

Brian is responsible for both day-to-day management and business development. In particular the development of relationships with local firms of accountants and solicitors for whom we provide an outsourced financial advisory service to their clients. 

Sean Walsh FPFS

Sean Walsh FPFS, Investment & Advice Director - Chartered Financial Planner

Tel: 01628 300230 , Mobile: 07973 518413 Email: sean.walsh@ergowealth.com

Sean has spent his entire professional career in financial services and has held both management and business development roles with Allied Dunbar, Norwich Union and Sun Life of Canada. He is also a highly qualified Chartered Financial Planner with many years’ experience dealing with high net worth individuals, professionals and corporate clients. 

Sean is responsible for developing Ergowealth’s client-facing services which includes our centralised investment proposition and the technical infrastructure which supports this.

Nick Hutchings DipPFS

Nick Hutchings DipPFS, Financial Planner

Tel: 01628 300230 , Mobile: 07715 559420 Email: nick.hutchings@ergowealth.com

Nick is passionate about providing clients with the appropriate financial peace of mind that they seek. This then enables and reassures them that they can spend more quality time doing the things that they enjoy. Whether retired, approaching and planning their retirement or accumulating their wealth and assets Nick will commit time getting to know you and what is important to you.
 
Nick spends most of his time outside of work with his young family or outside on his bike or walking with the dog.
 
Of course Nick is fully qualified and also has advanced qualifications in Pension Planning and Investment Planning and has over 20 years experience in the industry.

Charles Burchhardt DipPFS

Charles Burchhardt DipPFS, Financial Planner

Tel: 01628 300230 , Mobile: 07956 411603 Email: charles.burchhardt@ergowealth.com

Charles’s career in financial services started in 1983, with Confederation Life Insurance Company. Since then, he has created successful client relationships across the UK, Europe and Asia. His core business principles are the belief in face to face advice and embracing technology and innovation for the benefit of his clients. Charles is passionate about clients receiving a value based, high level professional service.

Outside of work, Charles is a keen fitness fanatic who loves running and keeping fit. Charles follows his boyhood team of Sheffield Wednesday and looks forward to the day when The Owls finally win something…

“Joining the Ergowealth team has been a breath of fresh air. The enthusiasm within the firm is both infectious and motivating.”




 

Lesley Mansfield APFS

Lesley Mansfield APFS, Chartered Financial Planner

Tel: 01628 300230 Email: lesley.mansfield@ergowealth.com

Lesley holds the Advanced Certificate in Financial Planning and has been awarded the title of Chartered Financial Planner.

She has been a Financial Planner for over 20 years, advising in all areas of retirement planning, inheritance tax planning, investment planning and pension reviews. Many of her clients have come to her following redundancy or divorce or at times when their finances need to be reviewed following a major change in their life. She also has a number of elderly clients to whom she provides advice a in the area of equity release and long term care planning.

"Job satisfaction comes from knowing my clients really well and helping them through the maze and complexity of financial planning, so that they can achieve their goals. After working with many of them for such a long time, I really understand how financial planning needs to be flexible enough to cope with the changes and challenges that life can throw at you".

Prior to becoming a Financial Adviser, Lesley spent 10 enjoyable years in the RAF in an air traffic/operations role which was both demanding and fun.

Anthony Miller

Anthony Miller, Head of Administration

Tel: 01628 300230 Email: anthony.miller@ergowealth.com

Anthony has worked in financial services since leaving college in 2002. Originally training as a financial paraplanner with a small regional firm of financial advisers, he chose to specialise in business administration and joined a large financial planning / discretionary management firm where he spent 5 years as senior administrator before joining Ergowealth as Head of Administration.

Anthony has passed papers 3, 4 and 6 of the Certificate of Financial Planning and is currently studying for the Certificate in Financial Administration.

Tom McPartlan

Tom McPartlan, Junior Technical Analyst

Tel: 01628 300230 Email: tom.mcpartlan@ergowealth.com

Tom Completed a foundation course in Business Economics at Leeds Beckett University in 2016 before deciding he wanted to go straight into the business world and start work to gain early experience in this field. He had completed his foundation degree in his chosen course before deciding to leave, as he wanted to learn about the business world and the knowledge he gained will help him in learning the ways of our business. He is starting out on the same course as Duncan by completing his financial planning exams.

He has a keen analytical mind and wishes to continue to learn more about the financial world whilst embarking on completing his financial planning exams with the help of the CII apprenticeship scheme. When Tom is not studying for his exams he likes to spend his time in the gym and playing football.

Riz Din ACCA

Riz Din ACCA, Intern

Tel: 01628 300230 Email: riz.din@ergowealth.com

Riz is a qualified accountant with a degree in Economics. He has a background in risk management, trading and market strategy, and has worked for Barclays Investment Bank and Centrica Plc. Keen to develop a career in financial planning, Riz joined Ergowealth in January 2018 and is studying for the Diploma for Financial Advisers (DipFA). 

Outside of work Riz enjoys spending time with family, keeping fit, going for walks and the occasional spot of golf and tennis. 

 

Idris Shaffiq

Idris Shaffiq, Intern

Tel: 01628 300230 Email: Idris.Shaffiq@ergowealth.com

Idris graduated with an Accounting & Finance degree from the University of Essex in 2017. Joining us as an intern with the intentions to progress through the business, learning the ins and outs of our firm. He also intends to achieve the Diploma in Financial Planning through the CII apprenticeship scheme and to gain a greater understanding of the financial planning industry.
 
Outside of work, Idris enjoys his sport, is an extremely keen cricketer, whilst also being a regular 5-a-side footballer.



 

Justine Baker DipPFS

Justine Baker DipPFS, Compliance Manager

Tel: 01628 300230 Email: justine.baker@ergowealth.com

Justine has spent her entire working career in financial services. First with HSBC where she obtained her diploma qualification in her role as a financial adviser, before moving into the independent sector in 2012 as the paraplanner to Brian Page a director of local advisory business. In 2014 Justine followed Brian into Ergowealth when the new business was launched at the end of 2013.

Justine is a member of the Personal Finance Society and the Chartered Insurance Institute.

Tracey Bishop DipCII

Tracey Bishop DipCII, Head of Technical Analysis

Tel: 01628 300230 Email: tracey.bishop@ergowealth.com

Tracey has worked in Financial Services for over 25 years predominantly within the retail banking sector with Barclays and HSBC where she held both financial advisory, relationship management and technical support roles.

Tracey obtained her Financial Advice Certificate in 2000 and became Diploma qualified in 2011 and is a member of the Chartered Insurance Institute.

Amy Wing

Amy Wing, Junior Technical Analyst

Tel: 01628 300230 Email: amy.wing@ergowealth.com

Coming soon...

Michelle Raeburn

Michelle Raeburn, Senior Administrator

Tel: 01628 300230 Email: michelle.raeburn@ergowealth.com

Michelle has enjoyed a successful career in Customer services and Administration spanning over 25 years. Her experience has included time as a customer services section manager reporting to the General Manager at John Lewis and, since 2006, working within the finance industry with HSBC and Nationwide in a variety of customer support roles.

Michelle holds the City & Guilds 7302 qualification in delivering learning.

Sue Platt

Sue Platt, Office Administrator

Tel: 01628 300230 Email: sue.platt@ergowealth.com

Sue has had a very varied career from head veterinary nurse after leaving school to purchase ledger controller and head of HR for Platts of Marlow. Having worked in various office environments over 30 years, she embraces any new challenge, especially those involving customer service and supporting other team members in their roles.

Duncan Love

Duncan Love, Technical Analyst

Tel: 01628 300230 Email: duncan.love@ergowealth.com

Duncan graduated from the University of Bath in the summer of 2015 with a Mathematical Sciences Degree. The financial services instantly appealed to him with the prospect of building relationships and the technical challenge of providing financial advice in a fast changing world. He is eager to continue discovering the spectrum of financial products available and benefit learning from an experienced, professional team. He intends to embark upon a Diploma in Financial Planning, and hopes to take on further responsibilities within the company as his knowledge and experience grows.
 
Duncan is a keen supporter of Scottish Rugby, and enjoys cycling.