Meet The Team
Mr John W Roberts
W Roberts LLB (Hons) Cert PFS – Practice Principal
Years in Financial Services: 30+
John’s financial career started as a Bank Manager with NatWest. In 1996 however this business was established and has gone from strength to strength. Now a leading and award winning practice noted for its excellent customer care and service.
Outside of work John’s interests include cycling, football, dog walking
Areas of expertise: Pensions, Retirement Planning, Investments, Tax Planning
Mrs Katherine Hopkins
CeMAP – Practice Manager
Years in Financial Services: 20+
Kathy joined the practice in 2000. Originally as a Personal Assistant to John but later qualified to advise on mortgage and protection products.
Outside of work Kathy is a keen horsewoman playing polocrosse regularly. In addition, she also likes travelling and spending time with her family.
Areas of expertise: Mortgages and Protection
Mr Justin Yang
LLB Hons – Customer Relationship Manager
Years in Financial Services: 20+
Justin joined the practice in 2006 and his key responsibilities include keeping in touch with John’s clients and managing John’s diary, appointments and travel arrangements.
Outside of work he spends most weekends as an umpire for Southampton Hockey Club.
Mrs Katie Double
Personal Assistant
Katie joined the practice in 2011. Her key responsibilities are managing John’s appointments and dealing with pensions and investments.
Outside of work she enjoys going on dog walks, socialising with family and friends and travelling.
Miss Rebecca Brumpton BA
Administration Assistant
Rebecca, our newest recruit joined the practice in 2021.
Rebecca has five years of experience in finance, starting in Skipton Building Society before working as a pension administrator for Mercer. She is currently studying for her Diploma in Financial Advice.
Outside of work she enjoys football, musicals and spending time with her family and friends.
Mrs Carley Young
Administration Assistant
Carley joined the practice in 2013. Her key responsibilities are assisting with both the preparation and afterwork of John’s appointments. She has worked within the financial industry for over 17 years.
Outside of work she enjoys going to the gym and plenty of shopping and socialising with her friends and family.
