Our people

It's the people that make the business

Our overriding aim is to provide you with the best possible professional advice through a highly personal service. We can only do this as a result of the people in our team. We all believe in going the extra mile for our clients (you’ll see just how apt that is when you read about Lee!) and love to see the results of our recommendations, whether that’s providing peace of mind or helping someone fulfil a lifelong ambition.

Have a look at the short biographies about each of us here.

  • Lee Hughes Director / Chartered Financial Planner

    Lee Hughes

    Director / Chartered Financial Planner

    Lee is a Chartered Financial Planner with over 20 years experience in Financial Services. Lee advises clients within the business community throughout the North West where much of his work involves advising clients up to and throughout their retirement. Outside of work Lee is a keen marathon runner having run under the 3 hour barrier, he is also a UKA Qualified Coach in Running Fitness.

    “Lee has set up and run all our investments for over 10 years from establishing the ISA’s to helping me with my workplace pension scheme”
    S Round
    Hartford

    “I first met Lee several years ago…he now helps manage the finances for all members of the family”
    J Seddon
    Bolton

    “As MD I needed the business to insure me in case something happened allowing the Company to continue, Lee put this protection in place for us”
    P Carragher BISN Oil Tools
    Runcorn

    “Lee helped guide me through the pensions maze ensuring I chose the right scheme for me”
    I Antrobus
    Warrington

  • Joanne McLaughlin Financial Planner

    Joanne McLaughlin

    Financial Planner

    Joanne has 15 years of experience working in financial services and provides independent financial advice to clients from a range of backgrounds including sportspeople, young professionals and retirees. She ensures that they continue to meet their objectives and adapts their planning to their changing circumstances throughout all stages of life.

    Joanne also has additional qualifications to provide advice in connection with mortgages, equity release and long term care planning. Outside of work she enjoys spending time with her family and friends and can often be found at the gym at a spinning or Pilates class.

    “Jo understands my needs despite my ever-changing circumstances! She simply adapts our financial plan and always goes that extra mile”
    J O’Brien
    London

    “Jo immediately put me at ease…. she took the time to understand my needs and developed a clear plan”
    S Davies
    Manchester

    “Jo gives us peace of mind that our investments are looked after so we can enjoy our retirement!”
    R & P Taylor
    Derby

    “With Jo’s help we finally got on the property ladder! She helped every step of the way and made the whole process less daunting”
    S Bell
    Cheshire

  • Anthony Gabbott Certified Financial Planner

    Anthony Gabbott

    Certified Financial Planner

    Tony is a Certified Financial Planner with 30 years of experience in the industry. Tony focuses on Investment planning and has an active interest in this area outside of work. Away from the office Tony is Chair of his Parish Council but also enjoys spending time with his family at home and during frequent visits to Cornwall. He is also actively involved with the charity UgandAid, visiting Uganda each year to supervise projects such as housing and the provision of clean water.

  • Steve Kirby Client Manager

    Steve Kirby

    Client Manager

    Steve began his career with Barclays Bank where he spent nearly fourteen years before taking a position with Aviva. Since 2006 Steve has worked for well established wealth management companies and has completed several industry qualifications.

    He has been at Tatton Financial Planning since December 2015 and thoroughly enjoys working in an enthusiastic, challenging and friendly environment.

    Outside of work Steve is an avid Manchester City supporter and attends all home and some away games with his son Thomas.

    Steve enjoys cruise holidays and seeing new places. To relax he likes reading and spending time with his family.

  • Learn More about our Chartered Status

    Learn More about our Chartered Status

    The title “Chartered Financial Planners” was awarded to us by the Chartered Insurance Institue (CII) in 2013.

    This title is only granted to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.

    Chartered firms must follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of the advice they give.

  • Mike Clarke Financial planner

    Mike Clarke

    Financial planner

    Mike is a Financial Planner with over 30 years of experience in the industry.  Mike is a holistic financial planner, but has specialist experience and qualifications around the area of retirement planning.

    Outside work Mike enjoys spending time with his family and volunteering with Buxton Mountain Rescue Team.  In the past Mike has served with the Army and latterly as a RAF Reserve Officer, where he was a co-founder and Adjutant on a highly acclaimed leadership course.

  • Anna Abbott Client Manager

    Anna Abbott

    Client Manager

    Anna has worked in the Client Services industry for 12 years, beginning her career at a High Street bank; then as a Personal Assistant to financial advisers within Asset Management. Anna joined us at Tatton Financial Planning in November 2018 in the position of Client Manager and enjoys working as part of our close-knit team. Anna is also our Marketing Manager.

    Outside of work Anna frequently visits the cinema and music concerts. Anna is focused on her well being and fitness. She practices yoga and attends dance classes twice a week. She works out most evenings at the gym in order to achieve her fitness goal. Anna enjoys city and spa breaks when she has the opportunity.

    She also has two border terriers and has recently discovered a passion for baking.

  • Wendy Minshull Financial Planning Administrator

    Wendy Minshull

    Financial Planning Administrator

    Wendy has worked in administrative roles throughout her career, starting in W.R.N.S. Wendy provides administrative support to our advisers.

    Wendy likes to keep fit by doing weekly 5k park runs and Pilates classes. She has also recently become a grandmother.

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