01905 764162 | enquiries@slaifa.co.uk

Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Stephen Atwell DipFA, CeMAP, MIFS, Cert PFS, CeLTCI, CeRER
Stephen Atwell DipFA, CeMAP, MIFS, Cert PFS, CeLTCI, CeRER, Practice Principal and Independent Financial Adviser
Tel. 01905 764162
Email. stephenslaifa.co.uk
Stephen has worked in Financial Services Industry since 1981 where he began his career as a Sales Representative with Pearl Assurance.

Following management positions with Pearl and other leading companies within Financial Services, Stephen set up his own practice as an Independent Financial Adviser in 2001 providing financial advice to both private and corporate clients.

Alongside his role as an Independent Financial Adviser Stephen was an Executive Director on the board of a nationwide IFA network with over 350 members.

Stephen strongly believes in providing a personal and individual service to his clients offering advice in all areas of financial planning and has built his business by providing independent advice tailored to each individual.

Specialist Areas of Advice:
Probate Guidance,
Long Term Care
Tax Mitigation
Inheritance Tax planning
Linda Atwell Aff.SOWW
Linda Atwell Aff.SOWW, Practice Principal and Legal Documents Adviser
Tel. 01905 764162
Email. lindaslaifa.co.uk
Following a successful management career, Linda joined the company as Practice Principal in 2007.

Whilst Stephen continued to gain experience in his role as Executive Director Linda continued to oversee the practice and its development.

In 2011 Stephen and Linda officially became business partners, both bringing different skill sets to enable the practice to strengthen and grow.

As part of the development of the practice, during 2011 Linda completed her training to become a Legal Documents Adviser and is now an affiliated member of The Society of Will Writers.

Working closely with S.T.E.P. qualified will writers we offer our clients a personal and professional service to enable them to both organise and protect their estates for future generations

Specialist Areas of Advice:
Trust Wills
Power of Attorney
Advance Directives (Living Wills)
Estate Protection Trusts
Probate Guidance
Charlotte Lewis-Merry DipFA, CeMAP,MIFS
Charlotte Lewis-Merry DipFA, CeMAP,MIFS, Independent Financial Adviser
Tel. 01905 764162
Email. charlotteslaifa.co.uk
Charlotte joined Stephen L. Atwell IFA in 2013 and soon discovered she had an aptitude for Financial Services.

Working alongside Stephen and his clients for the last 3 years Charlotte has increased her knowledge and strengthened her belief that the independent sector is the best option for her clients

Charlotte passed the first part of her Diploma in 2014, qualified as a Financial Adviser in 2015 and In 2016, qualified as a Mortgage Adviser.

With a great deal of studying behind her Charlotte is quickly building a strong relationship with her own clients

Working closely with an established local estate agent Charlotte is establishing herself with both individual and professional clients.

Specialist areas: