Our People
Dedicated to your financial needs
Marc Allsopp: Director of Financial PlanningAs a Chartered Financial Planner, Marc has reached the pinnacle of the financial planning profession (of over 60,000 registered financial advisers in the UK, less than 1,000 have been granted Chartered Status). A graduate of Aston Business School, Marc has over 20 years financial services experience. During this time he has worked for some of the biggest names in financial services, such as Norwich Union and AXA. |
![]() |
Catherine Allsopp: Operations DirectorHaving graduated from Nottingham University with first class honours, Catherine went on to work for HSBC and Friends Provident. Catherine is a fully qualified financial adviser with advanced level taxation and pensions qualifications. |
![]() |
Robert Fee: Mortgage & Insurance AdviserAs a fully qualified Mortgage Adviser, Robert offers first class advice on all mortgage related issues. With over 7 years banking and broking experience, Robert has excellent knowledge of the residential, commercial and buy-to-let sectors. Previous financial services employers include Capital Homes Loans. |
![]() |
Linley Cross: Private Client Services ManagerLinley is responsible for Client Services, ensuring that anyone dealing with Allsopp Financial Management receives the highest level of customer service. Previous employers includes Post Office Financial Services |
![]() |
Lisa Pietrzak: Private Client Services AdministratorLisa is a bright and skilled Financial Services Administrator. After studying A levels at Bishop Vesey’s Grammar School, Sutton Coldfield, Lisa went on to work in the Human Resources Division of Marks & Spencers. |
![]() |






