Alexander Grace Limited Chartered Financial Planner

Client Services

Laura Merriman

Client Services Manager

Laura has over 10 years’ experience in financial services, joining the team in 2015 and until recently she looked after Rob King’s clients. Following the exciting expansion of the company, Laura’s role is now that of Client Services Manager where she uses her extensive knowledge and organisational skills to manage the day to day duties and ongoing training of our expanding client management team. Establishing client relationships, supporting clients through their journey and ensuring the client management team shares this ethos is very important to her.

We are lucky to have Laura running this team supporting the advisory work we do in a seamless manner. She has great respect in the team and keeps the engine running with no little dexterity.

Outside work Laura likes all sorts of sport – football, boxing and tennis to name a few and is an Aston Villa supporter. She also enjoys gardening, cooking and the guilty pleasure of a good Netflix binge watch!

Matt Padget

Client Services Manager

Matt has worked at Alexander Grace for five years since graduating from Aston University with a Degree in Business Management. Initially Matt was responsible for the completion of client reviews where his knowledge and experience is invaluable but following the expansion of Alexander Grace, Matt is now a Client Manager and is working towards his Diploma in Financial Planning.

In our business, Matt is the ‘go to’ for our administrative team with a high level of understanding of products and providers. He supports our operations manager too.

Outside the office, Matt is an Aston Villa season ticket holder and enjoys various sports.

Ashleigh Jones

Client Manager

Ashleigh joined us in 2021 as Client Manager having previously worked in pension administration for three years. She is currently studying for the Diploma in Regulated Financial Planning.

When not at work Ash plays football in a local 5-a-side league (in goal; running is the enemy), she enjoys going camping and watching films.

Dan Hopkins

Client Manager

Dan joined us in 2021 as a Client Manager and has three years’ experience in the industry. He graduated from Aberystwyth University with a degree in English Literature in 2015. Dan takes pride in providing the best possible service to our clients and he is looking forward to continuing to learn and grow with the company.

When not at work, Dan is usually catching up with friends in person and online and will always find a way to talk their ear off about football or the television.

Danielle McNulty

Client Manager

Danielle joined us in January 2023 as a Client Manager and has over 10 years’ experience in Financial Services having previously worked in a similar role. Danielle holds the Certificate in Financial Services and plans to study towards the Diploma in Financial Planning soon.

Outside work, Danielle enjoys going on long walks with her dog Hugo, socialising with friends and family and going on nice holidays.

Debbie Kelly

Financial Services Administrator

Debbie has been with Alexander Grace for almost 20 years and is a valued member of the team. She has over 34 years’ experience in Financial Services and provides administrative support and reception/telephone duties on a part time basis.

She is married with three grown up daughters and enjoys spending time with family and friends and planning and taking holidays.

Didi Parker

Personal Assistant to CEO

Didi has worked at Alexander Grace since October 2019 having previously worked in a school for nine years. Prior to that she worked as a financial planner for Aviva for many years. Didi is Personal Assistant to our CEO and is critical to the functioning of the Management team. Her organisation is second to none and when Didi calls we all listen!

In her spare time, Didi loves to bake – regularly filling us all up with her delicious treats, going on long walks in the country and making trips to the cinema.

Emily Rose

Client Manager

Emily completed a Degree in Politics and a Master’s in International Relations before moving into a career in Financial Services in 2019. She joined us as Client Manager in 2022, and now works with the advisers, collating information and preparing reports to provide the best outcome for our clients.

Outside work Emily enjoys reading, travelling, and spending time with family and friends

Eve Davies

Client Manager

Eve joined Alexander Grace in April 2023 as a Client Manager. She previously worked for an Independent Financial Adviser, assisting in all aspects of financial services. Eve intends to study for the Diploma in Financial Planning shortly.

Outside the office, Eve enjoys spending time with family, friends and her cockapoo, Daisy.

Jackie Daly

Client Manager

Jackie has recently joined Alexander Grace as one of our Client Managers. She has over 17 years’ experience in Financial Services and enjoys working with the Advisers to help them provide the best possible service to their clients.

She is married with three grown up children and enjoys baking in her spare time and spending time with family and friends.

Jo Shaw

Financial Services Administrator

Jo joined us as Financial Services Administrator in 2021. Her role is very varied with no day ever being the same. She is passionate about providing first class customer service both face to face and over the telephone.

She is married with two daughters, a dog and a cat. Jo enjoys a G&T and spending time with family and friends.

Katie Cox

Client Manager

Katie has recently joined Alexander Grace as one of our Client Managers. She has over 5 years’ experience in Financial Services and enjoys working with the Advisers to help them provide the best possible service to their clients.

In her spare time, Katie loves nothing more than spending time with her family and baking for her friends and colleagues.

Kelsie Dumbleton

Client Manager

Kelsie joined Alexander Grace as a Client Manager in April 2021, having previously worked at a large financial advisers for four years. She plans to start studying for her financial exams soon.

When at home, Kelsie enjoys spending time with her family and going on long walks with her dogs.

Lauren Cassidy

Client Manager

Lauren joined us as Client Manager in January 2021 having previously worked in Corporate Pensions for five years. Prior to that she graduated from university in 2014 with a degree in History. She has plans to study for the Diploma in Regulated Financial Planning shortly.

Outside work, Lauren is kept busy babysitting her nieces and nephews, and enjoys watching documentaries, reading and dog walks.

Liz Turner

Client Manager

Liz is our most recent Client Manager to join Alexander Grace, she has worked in Financial Services for the last three years.

Outside of work Liz lives with her partner and dog Bertie, a cockapoo. She has two grown up children, and two beautiful granddaughters. In her spare time, she loves walking and going on family bike rides.

Luke Padget

Client Manager

Luke joined us as Client Manager in March 2021 having previously worked in an account management role for a national distribution company. Prior to that he graduated from Birmingham City University with a degree in Business Management and has recently started studying for the Diploma in Regulated Financial Planning. Luke enjoys the challenges Alexander Grace brings and the constant learning opportunities.

Outside work Luke is a keen Aston Villa supporter and plays competitive hockey twice a week.

Moreen Holmes

Client Manager

Moreen is a Client Manager who joined us in July 2021. She has many years’ experience within financial services and loves learning new skills and taking on broad new challenges.

Moreen is an avid Wolves fan and can be heard for miles cheering her team on. She enjoys socialising, gym classes and generally having fun.

Sarah Warren

Client Manager

Sarah joined us as Client Manager in 2020 and has over 15 years’ experience in Financial Services. She completes detailed tasks and reports, and enjoys working closely with the advisers to provide the best outcome for our clients.

Sarah is also a semi professional musician and outside work enjoys spending time with family, friends and her pets.