Meet the Team
Kieron has over forty years of experience working in the financial services industry. He started off working for banks and building societies but decided that he wanted to help the local community by offering more personalised independent advice. Therefore in 1989 Kieron opened Kieron Bassett Financial Services in Morecambe town centre, and the business has been successfully serving clients individual financial needs from day one. Kieron holds both the CII Diploma in Regulated Financial Planning and also the CII Certificate in Advanced Mortgage advice. He is a member of a local book club and quiz team, and enjoys spending his spare time with his family. Kieron follows Morecambe Football Club and also plays football every week.
Jenny joined the team in 2005 and as the most experienced member of staff she knows many existing clients by name. Jenny holds the CII Certificate in Mortgage Advice as well as the CII Certificate in Equity Release. She has extensive experience of all areas of administration, as well as a broad knowledge of the mortgage market. Jenny also enjoys walking her dog Henry, socialising and is an avid football follower.
Sam joined the team in 2019 and currently advises on mortgages, equity release, investments, pensions and protection . She currently holds the CII Diploma in Regulated Financial Planning, the CII Certificate in Mortgage Advice as well as the CII Certificate in Equity Release . Outside of work she enjoys visiting family, baking and crafts.
Tracey joined the team in 2022 as an administration assistant. Outside of work Tracey enjoys walking, reading and baking.
Shanice joined the team in 2023 as an administration assistant. Outside of work, she enjoys walking in the Lake District and along the Morecambe promenade, taking in the scenic views. She has an interest in fashion and antiques and likes to stay up to date with trends. In her free time, she enjoys staying active through gym classes and any opportunity that involves cuddling a cat.