About Us

Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business.

Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising.

To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.

We constantly strive for excellence in all we do, ensuring your experience with us is as streamlined as possible, and that our strategies are focused on being delivered to the highest of standards.

To stay abreast and at the forefront of the industry, we embrace new technologies, systems and products, ensuring our clients receive the most innovative solutions.

Directors

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Davina Olson FPFS Cert CII (MP)
Managing Director
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Julie Dyer
Financial Director / Company Secretary
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Toni Vincent-Panich
Director - Sales & Marketing

Managers

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Rachel Fortescue DipPFS
Financial Services - Office Manager
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Ann Wilson
Finance Manager
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Emily Hearnden
Compliance, Training & Procedures Officer

Independent Financial Advisers

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Mark Barr FPFS
Chartered Financial Planner/STEP Affiliate
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Liz Barker Dip CII, Dip PFS
Independent Financial Adviser
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Jake Blackmore DipPFS CeMAP
Independent Financial Adviser
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Tom Crowther BA (Hons) FPFS
Chartered Financial Planner
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Dan Fox MCSI
Independent Financial Adviser
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Micky Lawton Dip PFS, BSc (Hons)
Independent Financial Adviser

Support Staff / Administration

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Stephanie Burgess
Financial Services Administrator
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Oliver Holmes
Financial Services Administrator
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Jade King
Financial Services Administrator
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Alison Matthias
Financial Services Administrator
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Clive Osborne Cert PFS
Financial Services Administrator
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Rachel Smith DipPFS
Financial Services Administrator
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Jane Grimwade
Financial Services Administrator
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Kane Theobald
Financial Services Administrator
Accredited

We strive to always meet the highest professional standards laid out by industry standards. Investing in staff translates to a better service.

Established

We’re a business with history dating back to 1982 when we set out with the intention of becoming an industry leading financial advisor.

Personable

We pride ourselves on the personable service we deliver to all clients regardless of service. Our clients are our number 1 priority.

Want to find out more?

Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL


Woodward Markwell Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website www.fca.org.uk/register. The firm’s reference number is 146449.
Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078