Unizone

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Consultants

Angela Beeton - Senior Financial Consultant

Angela has had 24 years of experience in the financial services industry and prior to joining Unizone worked for Cheltenham & Gloucester for 16 years as a Branch Manager. Angela advises on all areas of financial planning but her specialist area centres around the property market including mortgages and equity release. This proves to be a technical and ever changing market for which Angela’s experience is invaluable to the business.
Angela Beeton

Rick Patmore – Senior Financial Consultant

Rick has industry experience dating back to 1984 gaining a wealth of experience working for large insurance companies before becoming an Independent Financial Adviser with a locally based firm in 1990. In his advisory capacity Rick specialises in advising corporate clients and Individual clients on all aspects of financial advice including pension planning and portfolio management.
Rick Patmore

Bob Sparrowhawk – Senior Financial Consultant

Bob started his insurance career in 1982 with Prudential and from there has gained valuable industry experience having worked for several UK based Insurance companies.

He went on to became an Independent Financial Adviser In 1992 and has been successfully advising both individual and corporate clients ever since.

Bob brings with him his existing client base and is a welcome addition to the Unizone team.

Bob Sparrowhawk

Mark Bond – Employee Benefits Consultant

Mark is responsible for providing specialist advice to our corporate clientele covering all aspects of Employee Benefits. This includes Group Pensions, Group Life Assurance, and Group Income Protection arrangements. Having spent 7 years of his career with a large UK based insurer, Mark then moved on in 1998 to become an Independent Financial Adviser with a local firm specialising in the provision of Employee Benefits.
Mark Bond

David Mercer – Senior Financial Consultant

David joined Unizone in 2005 and advises both corporate and individual clients on all areas of financial planning including pension and investment planning. David’s early career was spent with a large UK based insurer prior to him becoming an Independent Financial Advisor in 1995 with a local firm. David brings a wealth of experience to our team.
David Mercer

Andy Frettingham – Financial Consultant

Andy has gained industry experience dating back to 1981 and has worked for both large and small UK based insurers up until he joined Unizone in 2006. In an advisory capacity Andy provides advice to corporate and individual clients on all aspects of financial planning with a particular bias to pre and post retirement planning solutions. He also works closely with the board in a strategic capacity and undertakes project work in tandem with them.
Andy Frettingham