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.
Jason joined the team in 2006 and became an Independent Financial Adviser very early in his career. He gained the necessary qualifications to become the first Chartered Independent Financial Planner in the firm and he is a Fellow of the Personal Finance Society. Jason prides himself on keeping up to date with all current changes in the financial services market. He enjoys spending time with his family and dining out locally.
Pam started working for Kieron in 1997 as an administrator, playing a big part in laying the ground work for what Kieron Bassett Financial Services is today. She came up with lots of ideas while the business was still fairly young, and created some of the systems we still use on a daily basis. In 2006 Pam was motivated to complete a training course in Sage accounts and has since gradually moved from being an administrator to her current accounts manager role. Pam enjoys spending time socialising with friends and family, reading and going on lots of holidays exploring many different places over the world.
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 in Equity Release. She has extensive experience of all areas of administration, as well as a broad knowledge of the mortgage market. Jenny also writes articles for the local newspapers and advises mortgage clients. She enjoys walking her dog Henry, socialising and is an avid football follower.
Sammy joined us in 2012 after graduating from Lancaster University. She holds the CII Certificate in Mortgage Advice as well as the CII in Equity Release. Sammy writes articles for the local newspapers and advises new mortgage clients. She enjoys cooking and days out with her family.
Daniel joined in 2015 after graduating from Lancaster University. He currently holds the CII Diploma in Regulated Financial Planning, CII Certificate in Advanced Mortgage Advice and the CII Certificate in Equity Release. Daniel currently advises mortgage and equity release clients, and is in training for advising clients on investments and pensions. He writes articles regularly for the local newspapers and enjoys playing board games, walks with his family as well as watching TV and films in his spare time.
Tiffany joined the team in 2017 after gaining a First Class Honours Degree from the University of Cumbria. She currently deals with administration within the company and is working towards the CII Certificate in Mortgage Advice qualification. Outside of work she enjoys samba drumming, camping trips, and has recently renovated a campervan.
Josh joined us in 2018 after completing his A Levels at Ripley St Thomas Academy. At present he is training on all aspects of administration and is planning to sit the necessary exams in order to become a Chartered Independent Financial Adviser in the future. Outside of work he enjoys attending concerts and listening to music.
Sam joined the team in 2019 as an accounts and administrative assistant. She works independently as an accounts administrator managing the PAYE systems and business accounts as well as general administration within the business. Outside of work she enjoys visiting family, sewing and baking.