About Us

Meet our friendly staff at Gill Financial Services

Gill Financial Services

At Gill Financial Services, we prioritise building long-term relationships with our clients based on trust, transparency, and exceptional service. Our mission is to provide the highest level of financial expertise and assist you in achieving your financial goals.

Stephen Bain​

Independent Financial Adviser

Stephen joined the Gill Financial team in 2019 and has been a qualified adviser since 2007. He has spent his entire career in client facing roles including 10 years as an adviser at Santander.  This has led him to understand the benefits of building relationships and providing a quality level of service. He works well in the ethos of Gill Financial where we strive to provide excellent client service and results to enhance clients’ positions.

Laura Rose

Mortgage & Protection Specialist

Laura has been a qualified Mortgage & Protection Adviser since 2002, when she worked with the Bank of Scotland. Laura has over 40 years’ experience in financial services and joined Gill Financial in 2008, as a self-employed Mortgage Adviser. She then became directly employed in 2019 in preparation for the company becoming employee owned in 2020. Laura offers a full suite of Mortgage & Protection options to clients to ensure they get everything they need on their property journey.

Tayler Gill

Independent Financial Adviser

Tayler joined the firm in July 2017 when he was taken on as a Trainee Financial Adviser. He then achieved Diploma Status in April 2021 & his next aim is to build up experience and hopefully to achieve Chartered Status one day! He likes to keep things simple for clients to understand & gets satisfaction when he can help a client to retire earlier than expected. In his spare time he takes a keen interest in playing & supporting football.

Roy Gill

Director

Roy Gill the Director & Independent Financial Adviser of Gill Financial has been in Financial Services since 1991 and in 2011 enhanced his qualifications by studying and passing the Chartered Insurance Institutes Diploma in Financial Planning. Roy has retired from his customer facing role in 2023 but remains an active part of the business as a director.

Bev Waterson

Administrator

Bev joined Gill Financial in 2015 in a complete change of career path from 20yrs in various aspects of the Property Industry.  Over the years her role has undergone some changes but has always remained enjoyable.  She is extremely proud of the high level of Customer Service that we provide and is focused in maintaining that high level and continuing to build strong relationships with clients.  Away from the office she loves being outdoors and do lots of walking and hiking.  She has two grown up daughters and one grandson who never fails to keep her entertained.

Lorraine Sutton

Administrator

Lorraine joined the company in 2017 in an administrative role to provide support to the Advisers after many years working in an office environment and 9 years in retail banking, 3 of which were spent on secondment travelling around the UK offering support to branches when installing a new platform. We are a small team at Gill Financial and pride ourselves in working with our client’s to provide a great service which is both professional and efficient to suit their needs and requirements with a personal touch, ensuring that our clients’ can contact us at any time by giving us a call, sending us an email or indeed popping into the office.

Employee Ownership Trust

In December 2020 the company set up an Employee Ownership Trust which meant that the Staff now own the Company having bought out the shares of Roy & Lesley ensuring continuity for clients and staff and offering the same high standards of service.

Pensions/Investments (CashCalc)

They offer a holistic Financial Planning service.

Mortgages/Insurance (Smartr 365)

They offer a holistic Financial Planning service.

Contact us today to schedule a consultation and take the first step toward a brighter financial future.

Pensions/Investments (CashCalc)

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