About us
Tower 12 Financial Services Ltd is a company created by Wakeman & Stearns Ltd and Friend & Grant Ltd. They have had a close working relationship for many years.
Mark Friend and Andrew Grant from Friend & Grant Ltd have been in the accountancy sector for over 50 years, so have plenty of experience in dealing with clients and their money. Guy Edmeades-Stearns and Graham Wakeman from Wakeman & Stearns Ltd bring with them a significant network of contacts and Guy has had extensive experience in growing a financial services business.
Mark has worked extensively with Guy and Graham for many years, and they share his desire to build a firm giving individuals and companies the best possible independent financial advice.
In addition to the directors we have a team headed by Heath McFarland, an experienced independent financial adviser, who we have worked with for several years and will already be known to many of you. The team also includes Jo Fenton, our administrator, who is currently training to become an independent financial adviser.
We are also an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.
Meet the team
Greg Hannah
DipFA, CeMAP, CeRER
Financial Adviser and Mortgage Broker
Having spent over 20 years working in IT Account Management honing skills such as tact, awareness, communication and discretion, Greg is now applying these talents as a financial planner and mortgage broker.
“If my clients are happy, so am I. It is a perfect fit for my customer service style”.
Wherever you are on your financial journey Greg can help you. From buying your first house or developing your property empire, through to growing your wealth portfolio and inheritance tax planning.
Outside of work Greg tries to keep busy with the family, tennis and swimming.
Greg holds qualifications for financial planning, mortgages and equity release.
Heath McFarland
DipPFS Certs II (MP & ER)
Independent Financial Adviser
Heath has worked in the financial services industry for over 20 years now and he’s extremely proud of the relationships he has built up with his corporate and individual clients over this time.
Heath likes to offer guidance and reassurance throughout, with a view to becoming their trusted and long-term adviser. Heath is also a firm believer in operating an open-door policy, giving people peace of mind that he is always available should they need to discuss any financial matter.
Providing easy to understand solutions, in what can be considered a complicated area, is at the forefront of Heath’s approach to advice.
Outside of work, Heath is a father of three and enjoys camping with his family and friends. Heath has also recently taken on the role of assistant Coach of his six-year-old son’s football team!
How we work
Our financial advice process is broken down into six stages
1. Free Consultation
Come and meet with us with no obligations, to find out how we might be able to help you and your financial situation.
2. Fact Finding
Good financial planning begins with a preliminary financial advisory process that includes an initial fact-finding stage.
3. Research
Your adviser will begin to form a picture of your situation and prioritise what actions need to be made with a strategy that will form the basis of our recommendation.
4. Recommendation
We will present to you our carefully constructed recommendation that will have been thoroughly researched to meet your needs and attitude to risk. If you choose not to go ahead, then there will be no fee payable.
5. Implementation
Once our recommendations have been presented to and agreed with you, we will get everything set up and running.
6. On-going review
We use annual reviews to ensure your investments are staying on track and are still appropriate for your risk tolerance. We are able to make adjustments in line with any requirements that come up along the way.
We’re here to support you with financial advice you can trust, helping secure your financial future.
Get in touch if you have any questions or wish to book a free initial consultation.