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.
Sammy joined us in 2012 after graduating from Lancaster University. She holds the CII Certificate in Mortgage Advice as well as the CII Certificate in Equity Release. Sammy advises mortgage and protection clients and equity release clients. She is currently working towards the CII Diploma in Regulated Financial Planning whilst working part time in the office. Outside of work she enjoys spending time 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 on mortgages, equity release, investments and pensions. Daniel also enjoys playing board games, walks with his family as well as watching TV and films in his spare time.
Sam joined the team in 2019 and currently deals with administration within the company. She holds the CII Certificate in Mortgage Advice and outside of work she enjoys visiting family, baking and crafts.
Ellen joined the team in 2021 after gaining a First Class Honours Degree from Manchester Metropolitan University and is an administrator within the company. Ellen is also working towards the CII Certificate in Mortgage Advice qualification. Outside of work she enjoys going on walks, watching films and spending time with family and friends.
Emma joined the team in 2022 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 spending time with her family and friends, eating out and outdoor activities such as kayaking, paddle boarding and walking in The Lakes.