Howard Coleman is the Managing Director of our company and has been trading from our current office since 1970. Howard is a qualified pensions expert and also holds the mortgage qualification. Howard has a wealth of experience and has been successfully advising clients in both general insurance and financial advice for over 40 years. He currently holds the Diploma in Regulated Financial Planning. Outside of the office Howard’s interests include playing tennis, snooker, keeping fit and gardening.
Jonathan Sidlin joined the business in 2011 and is a qualified Financial Planner holding the Diploma in Regulated Financial Planning. Jonathan covers most arears of the Financial Planning process; including Pensions and Investments, Tax efficient products and Estate Planning Solutions for his clients. Jonathan also assists on the General Insurance side of our business and in particular our Commercial Property Insurance clients. Outside of the office Jonathan is a keen golfer and has interests in football and keeping fit. Jonathan holds a BA Honours degree in Journalism from the University of Leeds.
Mortgage and Life Consultant
Alan Thomas is a certified Financial Planner and is our Mortgage and Protection Specialist. Alan has over 40 years’ experience in Financial Services. His hobbies include Travel, Football and Opera.
General Insurance Manager
Ron Opreshko is our General Insurance Manager and has been with our company for thirty years and is experienced in all aspects of general insurance including property liability, motor and household. Ron prides himself in providing our clients with a personal service, some who have been with our company for many years. Ron has a strong interest in Welsh rugby and is a keen follower of Swansea City Football Club which is his hometown team.
Carla Coleman is a Director of the company and along with Howard is responsible for the day to day running and has been in the business since its inception. Together with Sakthy she also ensures the smooth running of our Accounts department. Carla has many interests which include Art, physical fitness and music as well as spending time with her family.
Sakthy Sriskandarajah has been with the firm for over 25 years and is our Accounts Manager. She ensures that our back office requirements are met and that all our accounts are kept to a very high standard. She studied ACCA at Kingston Further Education. Sakthy spends her spare time with her family, in particular her grandchildren and enjoys travelling around the world, whilst also having a keen interest in aerobics and swimming.
IT and Administration assistant
Daniel assists with our IT and general administration in the company. Daniel has a degree in Business Economics and has previously taught IT at a local college. Outside of working hours Daniel is a keen hockey player and a movie buff.