Experienced Financial Advisers

A comprehensive professional financial service tailored to you

meet the team profile image

Get to know more about the people that drive Compass Financial

Adam Stubbings profile picture

Adam Stubbings set up Compass Financial in May 2009, having worked as a financial adviser in Stockport for 3 years and previously London for ten years. He started the business with 40 clients and £4 million of clients' money under advice, before going on to acquire the portfolios of six retiring financial advisers, bringing client numbers to over 750 with £130 million of clients’ money under advice. In September 2018 Adam acquired Aqua Financial from retiring principals Shaun and Lorrain Dunne adding a further 750 clients and an additional £120 million of clients’ money under advice.

Educated at TS Indefatigable, a Naval College on Anglesey where he was Head Boy, Adam later moved to London, where he met Katy, his now wife. Katy came from Ruthin, and this is where they have settled with their two daughters. Both girls are students at Rydal Penrhos School in Colwyn Bay and are enjoying all the opportunities there including participation in sports teams.

Earlier in Adam’s working life, he took a four year career break to pursue his passion for Scuba Diving at a professional level where he taught diving to Instructor Trainer level. He also made underwater documentaries for companies such as Channel 4 and the Discovery Channel. In 2013and twice in 2015 Adam competed in a full distance Ironman competition and in 2014 crossed Baffin Island as a member of an Arctic expedition team.

Adam also has a passion for horology. He is fascinated by the detail and workmanship involved in designing and creating top quality watches and has been known to advise clients and friends on their watch purchases!

Ceri Philipson DipPFS profile picture

Ceri joined Compass Financial in March 2010, initially as a Financial Paraplanner progressing more recently to Operations Manager with responsibility for overseeing the day to day running of the company and making sure things run smoothly.

Following her degree in Accountancy and Finance, Ceri joined a leading advisory firm in North Wales as a graduate trainee adviser where she gained a Diploma in Financial Planning. After nearly five years, she left to work for Conwy Council for a short time before joining Compass.

Ceri is continuing to study with the Chartered Insurance Institute and hopes to achieve Chartered Status in due course.

Born and brought up in Pentrefoelas, Ceri now lives in Clawddnewydd with her partner Rob and two young children.

When not at work, she enjoys a busy life with regular trips to Pembrokeshire to visit family. She enjoys shopping and attempting to play golf – her partner, who is a member at Conwy Golf Club, is teaching her to play.

Paul Nelson profile picture

Paul joined Compass Financial in April 2013, having spent more than 30 years in the Financial Services industry.

He worked previously at managerial level for both Nat West Bank and The Halifax in the North West of England, moving on when the banks moved away from offering financial advice – Paul's specialist area.

He now has his own client portfolio in Compass Financial and supports Adam with his clients too. In 2015, Paul gained a Certificate in Regulated Equity Release, giving us the opportunity to offer client advice in this area.

Married with a grown up son and daughter, Paul lives on the Wirral. A lifelong Everton FC supporter and season ticket holder, he played football himself when he was a little younger and also coached his local junior football team for seven years.

Paul regularly goes jogging and he plays an occasional game of golf. As well as being an Everton FC enthusiast, he also enjoys rugby league and he follows Warrington Wolves.

Paul Nelson profile picture

Claire has worked at Aqua for 16 years and is known by many of our clients. She is an experienced Financial Adviser and holds Chartered status. She has always liked to improve her qualifications and knowledge so that she can do the best job she can for her clients.

Claire’s expertise is in the area of pensions and she looks after a number of our group plans and gives advice (and is referred to by other Advisers) on defined benefit transfers.

Originally from Bristol, Claire has now been in the Stockport area for 30 years and lives locally with her partner Mike and youngest son who is at college. Previous to joining Aqua Claire’s career was at a bank where she held a regional management role as well as in compliance for a large company where she checked defined benefit transfer pensions advice given.

She has a busy home life. She is involved in her local Church where she helps out whenever she can and is the Treasurer. She frequents the cinema at least weekly, goes to concerts and loves to watch all sport.

Lyndsay Gray profile picture

Chris joined Compass Financial in May 2018 as a Financial Advisor having worked for Halifax, Bank of Scotland, prior to it becoming the Lloyds Banking Group for the last 10 years. During his time with the Lloyds group, Chris amassed experience in the Private Banking, Bancassurance and Retail sectors of the business.

Chris has an LIBF Level 4 Diploma & has also gained an Equity Release Qualification (CeRER) & Mortgage Qualification (CeMAP 1-3) & Long Term Care Insurance (CeLTCI); he is aiming to become a Chartered Adviser within 2019.

Chris resides in the village of Wistaston, near to the town of Nantwich with his fiancé & their 2 children; he spends his spare time running, swimming & generally being outdoors with his family and their dog. He loves taking part in charity events such as Born Survivor (like Tough Mudder).

Jonathan Gallagher profile picture

Jonathan joined Compass Financial in July 2018 as a Financial Advisor having worked for Lloyds Banking Group in various roles for over 11 years. Jonathan has a wealth of experience helping clients to achieve their financial goals. His most recent experience has seen Jonathan specialise in the needs of Private Banking and high net worth clients. Jonathan enjoys building long-term relationships with his clients and working closely with them to make their financial aspirations a reality.

During Jonathan’s career he has gained a plethora of qualifications ranging from a Diploma in Regulated Financial Planning (DipPFS), Certificate in Equity Release (Cert Cii(MP & ER) and Award in Long Term Care Insurance to name a few. These qualifications have given Jonathan the knowledge and expertise to effectively help his clients to maximise opportunities and avoid pitfalls. Currently Jonathan is studying towards gaining Chartered Financial Planner status and plans to eventually reach Fellowship Status.

Home for Jonathan is in Whitchurch, Shropshire where he lives with his wife Rachael. One of Jonathan’s passions is music and regularly attends live shows across the country. Jonathan also enjoys running and taking on challenges such as the National and Yorkshire Three Peaks.

Chris Shield profile picture

Chris joined Compass Financial in September 2017 and is currently working as a Financial Adviser.

Chris has an LIBF Level 4 Diploma in Financial Advice (DipFA), and also holds the Certificate in Mortgage Advice and Practice (CeMAP). This qualification allows Chris to advise our clients on their Mortgage needs, providing a holistic approach to meet his clients’ objectives.

Prior to joining Compass, Chris previously worked in numerous management roles for the UK’s largest retailer.

Chris was born and brought up in Wrexham where he currently resides.

Outside of work, Chris spends his time relaxing and socialising with friends; enjoys playing golf, squash and is also an avid Newcastle United fan.

Marlena Masel Profile Picture

Marlena joined Compass Financial in May 2019, having worked in Accountancy for 20 years. Marlena is new to Financial Advice Services and is very excited to be on board.

Marlena has previously worked in the Financial Industry for American Capital One Bank for 10 years based in Nottingham. Following her ACCA Chartered Accountant qualification in 2015, she moved back home to be near family in North Wales, where she then spent 3.5 years as a Management Accountant.

Outside work golf is her passion and is a member of Padeswood & Buckley Golf Club where she plays and practises a few times a week. Marlena has also gained a Baking Diploma from Peggy Porschen in London Academy and she bakes cakes for our team. Her other hobbies are gardening and keeping fit.

Amy Gosse profile picture

Amy joined Compass Financial in July 2013 after graduating with a 2.1 degree in History and Politics from Lancaster University.

Amy has recently completed the CII Level 4 Diploma in Financial Planning and has started studying towards achieving Chartered Status.

Outside of work, Amy enjoys going to the gym, country walks and spending time with her friends and family. Amy has lived in Ruthin since childhood, and, as her home is near to Adam and his family, she has become a reliable (and very popular) babysitter for Adam’s daughters.

Lyndsay Gray profile picture

Lyndsay joined Compass Financial in April 2017 having worked in financial services since 2001 (with a couple of shorts breaks to look after payroll and HR) with roles spanning administration, report writing and advising. Lyndsay has an IFS Level 4 Diploma and has also gained R05 Financial Protection, the IFP Level 4 Certificate in Paraplanning and is qualified in CeMAP 1-3. At some point in the future she would also like to work towards achieving Chartered status.

Travelling each day from Rhyl on the north Wales coast, Lyndsay thoroughly enjoys her job as no two days are the same, keeping life very interesting.

Outside of work, much of Lyndsay’s time is spent looking after her young daughter Freya. She also likes to relax and socialise with her wider family and friends. She used to enjoy horse riding, but says she has less time on her hands for that these days.

Bethan Jones profile picture

Bethan joined Compass Financial in April 2017.

Bethan has more than 15 years’ experience in the Financial Services industry and holds the Diploma in Financial Planning. She is keen to continue her studies and aims to achieve Chartered Status in the next 2 years.

Married with three sons, Bethan lives on the outskirts of the small village of Llanfihangel GM and enjoys a busy family life. When she has time her interests include reading, keeping active and spending time with family and friends.

Jack Lord Profile Picture

Jack joined Compass Financial in March 2019 and is currently working as a Trainee Financial Paraplanner.

Jack is studying for the LIBF Level 4 Diploma in Financial Advice (DipFA), and Certificate in Mortgage Advice and Practice (CeMAP). Once achieved, these qualifications will allow him to advise our clients on their mortgage needs, providing a holistic approach to meet his clients’ objectives.

Prior to joining Compass, Jack worked for one of the UK’s largest investment platforms where he started his studies with CII and CISI.

Born in Rochdale, he has since lived in France and New Zealand before settling in Cheshire with his fiancée.

Outside of work, Jack enjoys the great outdoors and from time to time, clay pigeon shooting.

Lyndsay Gray profile picture

Lois joined Compass Financial in February 2018 as a financial administrator.

Previously worked as a Fleet Administrator in Deeside for three years, after completing an apprenticeship with an NVQ in business administration in 2014.

Moved from home to Denbigh last summer with boyfriend Dion, originally from Broughton but moved to Llanrhaeadr in 2005 because her dad had seen a barn there which he wanted to convert.

Outside of work she enjoys going on long country walks and spending time with her friends and family.

sion-williams profile picture

Sion joined Compass Financial in April 2018 as a Trainee Paraplanner.

Having previously worked in a local estate agency for over 6 years, he felt it was time to further his career and enter into the Financial Services industry..

He has lived in Ruthin all his life and has spent the last three years renovating his first house and hopes to be able to move in very soon!

Outside of work, Sion enjoys socialising with friends together with going for walks up Moel Fammau on nice evenings.

Charlotte Evans profile picture

Lotty joined Compass Financial in August 2018 as a financial administrator and previously worked in sales.

Lotty graduated from Sheffield Hallam University with a first-class degree in Tourism and Business Management in 2017 and is looking to start to the CII qualifications in the near future with the ambition of becoming a fully qualified Financial Paraplanner.

Outside of work she enjoys socialising with friends and is a keen traveller having completed a summer at Camp America she hopes to visit her brother in the future who is currently living in Australia

Huw Selby Profile Picture

Huw joined Compass Financial in February 2019 as a financial administrator after working for over 12 years in the financial sector in Wrexham.

Married to Amy, Huw lives in Ruthin with their 2 daughters Phoebe and Megan and two cats Poppy and Indy.

Outside of work Huw enjoys long distance running and has taken part in several half marathons including the Great North Run and also has competed in the London Marathon. As a new challenge Huw has taken up trail running and has been persuaded by members of the NightCrawlers running group to take part in off road ultra-marathons. Huw is also a season ticket holder at Wrexham AFC and attends all Wales home fixtures as well as a few away games from time to time.