Our team has many decades of experience in financial planning and advice.

We believe that all financial planning and strategy benefits from real, honest relationships. That’s why we remain committed to personal, face-to-face meetings, clear and simple communication, and treating our clients as individuals with unique stories.

That, combined with our technical expertise and industry know-how, means you can trust us to keep your best interests at the forefront of everything we do.

All good teamwork begins with an introduction. You can click each photo below to meet the members of your financial planning team.

Meet Your Team

Steve Walwyn

Director

I co-founded Workplace Advice Group in 2013, after three decades of experience in banking and financial services. My aim every day is to use that experience to support the team in providing the best possible advice to our clients, as well as the wider business.

Kevin Bodger

Governance Manager

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Amanda Hunt

Operations Manager

I’ve worked in operations management for many years and I enjoy nothing more than assisting the practice in providing the highest level of service and helping to build lasting relationships with our clients.

Joshua Stock

DipPFS – Financial Planner

Having worked in the Financial Services industry for the past 8 years, I now have a wealth of experience in financial advice and planning. This ranges from advising corporate clients on their company pension schemes and employee benefits, to helping Individuals achieve their personal financial goals.

Andrew Parmenter

DipPFS – Financial Planner

I have spent my entire career in the financial services industry. This includes over three decades years working with an international banking group in both their retail and corporate sectors.

Mark Heil

Ce-Map – Mortgage & Protection Advisor

I have thirty-five years of experience in the financial services sector, providing advice to both private and corporate clients. Now, I feel the need for our service is greater than ever before, and our personal approach allows us a real insight into our client’s situation.