Always Here For Our Clients | We Never Close | Keeping Calm and Carrying On
Operations Director Toni Turton joined us in 2011 as Neil’s personal assistant, aged just 19, having been introduced to us via a Facebook connection. Toni has progressed with our company and was appointed a Director in January 2020. Toni is in charge of all our administration as well as looking after our front desk.
Adviser Nikita Kyle joined us in 2016 from a logistics firm, never having worked in financial services. We figured that if she was smart enough to be organising complex road haulage operations at age 20, she was smart enough to learn this profession. Nikita has since passed every single exam at the first attempt and qualified as an adviser in 2018.
Trainee Financial Advsior
Administrator Millie Spargo joined in March 2020 and is also training to be an adviser. Millie joined us from a planning consultancy, has learned the job in record time and is proving herself an increasingly valued and competent member of our small team. Millie is first in line handling incoming telephone calls, so it’s probably her you’ll speak to first if you call our office.
Neil & Linda Liversidge
Neil and Linda Liversidge met in 1992. They have three children and live near the office in Great Preston. Neil started in financial services in 1980 and is an elected Council Member of PIMFA, the UK’s Personal Investment Management & Financial Advice Association. His previous experience includes five years in a major UK merchant banking and life assurance group, ten years in private client investment management, two years in logistics and seven in charge of investments at what was then the UK’s largest national adviser network, DBS Management PLC. At DBS, as the ‘advisor to the advisors’, Neil provided research and guidance to more than 4,000 individual advisors throughout the UK. Linda previously worked in a major Leeds law firm before founding West Riding with Neil in 2004.