Our Team
Our family-run business has over 35 years' experience in financial services, offering knowledgeable and impartial advice on retirement & investment planning and fund management.
Through face-to-face meetings, our team will tailor comprehensive financial plans to meet the needs of clients, with two of the team acting as Wood Kirkbride IFA Ambassadors to ensure clients receive first-class service and advice.
The role of the Ambassador is to provide an additional layer of service to ensure clients receive prompt responses to any non-advisory questions and to refer to a suitably qualified adviser should it be advice that is needed by the client.
David Wood
Independent Financial Adviser
David has more than 34 years’ experience in the industry, advising and assisting clients to achieve their personal financial goals.
“I take great pride in the work I do and the relationships I have developed with clients over the years.
"I do not take for granted the trust and faith placed in myself by existing and new clients.
"This has been hard won because of my track record of being measured on what I deliver not on what I promise.”.
Lois-Eryn Kirkbride
Independent Financial Adviser
Lois has been at Wood Kirkbride for over 9 years, having worked as an administrator throughout her studies.
She is now a Level 4 qualified Independent Financial Adviser.
“I’m passionate about building relationships with clients and achieving the best possible outcomes to reach their goals”
Graeme Richardson
Independent Financial Adviser
Graeme began his career in financial services at Pearl Assurance in 1987.
Later setting up as an independent financial adviser, he has been providing advice on pension investments, protection and mortgages for the last twenty years.
“Having 35 years in the industry, I have vast experience and pride myself on providing a quality service for clients.”
Neil Marshall
Ambassador (Non Advisory)
Neil has over 32 years’ experience in the industry helping clients achieve their financial goals.
"The greatest enjoyment I got from being a financial adviser is building relationships and friendships with clients.
"I regarded people putting their trust in me, to help them plan their futures and achieve their goals, as a great privilege."
John King
Ambassador (Non Advisory)
John has over 40 years’ experience in financial services, starting his career with Pearl Assurance in 1981 before becoming an Independent Financial Adviser in 2003.
"I have built a large and very loyal client base by offering my best possible level of service and consider many of my clients to be close personal friends.
"I take immense pride in having looked after some of them for well over 30+ years and in doing so I have helped them achieve their financial goals and objectives."
Abbie Taylor
Independent Financial Adviser
Abbie began working at Wood Kirkbride in 2022 as an administrator and has since qualified to become a Level 4 Independent Financial Adviser.
“I look forward to meeting existing and new clients of the firm and building relationships to help achieve their financial goals."
Jackie Patterson
Business Manager
Jackie has more than 30 years' experience within the Financial Services Industry. Having started at the age of 20 at Canterbury Life Assurance then moving on to Royal Insurance for 10 years, she then moved to the Independent Financial Advice sector where she has had a varied career in administration, management and compliance.
"David and I have worked together for over 20 years. Now, at Wood Kirkbride IFAs, I am committed to making sure our customers receive fair value via our products and services and ensuring our advisers are supported in helping clients pursue their financial objectives."
Sheena Liddle
Administrator
Sheena joined the Wood Kirkbride team as an administrator in August 2023 and provides a wide range of support to the entire advisory team.
"I have a vast experience in administration roles and over a number of years I have worked within the NHS, Police and Education sectors before joining David and the team at Wood Kirkbride Independent Financial Advisers.
"If you have any queries and you contact the office, then I look forward to speaking to you"