Get to Know Our Financial Experts
About Appletree FInance
Appletree Finance is built around a close and collaborative team that works together with a shared commitment to client care. We place great importance on ensuring that every client feels informed, confident and fully aware of each stage of the financial journey they undertake with us.
Whether you are arranging your first mortgage or accessing your pension benefits, we provide clear guidance and ongoing support throughout the process.
To help you become more familiar with our team, we have included further information about the people who will be supporting you.
David Gallagher
Director
Where are you from? – Blackpool
What’s the best thing about Blackpool/Fylde? – Entertainment available across the whole Fylde Coast
Favourite Book: Time to breathe by Dr Bill Mitchell
Favourite drink: Red Wine
Favourite movie: Godfather 1
If you weren’t an advisor what would you have liked to be? – Professional Footballer
Mark A Colgan
Financial Advisor – Diploma in Professional Financial Advice
Where are you from? – St Anne’s
What’s the best thing about Blackpool/Fylde? – Lytham Green
Favourite Book: The Alchemist by Paulo Coelho
Favourite drink: Gin and Tonic or Red Wine
Favourite movie: The Matrix
If you weren’t an advisor what would you have liked to be? – Helicopter pilot
Jason Alderson
Financial Advisor – Diploma in Professional Financial Advice
Where are you from? Thornton Cleveleys
What’s the best thing about Blackpool/Fylde? Beaches / Walks along Promenade
Favourite Book: Jack Reacher Series
Favourite drink: Australian Red
Favourite movie: Shawshank Redemption
If you weren’t an advisor what would you have liked to be? Chef
Joanne Markham
Financial Advisor – Diploma in Professional Financial Advice
Where are you from? Thornton
What’s the best thing about Blackpool/Fylde? The coast/seaside
Favourite Book: Don’t have one, although when I was a kid I used to love a book I read over and over called ‘Victor the Vulture’ – Don’t laugh!
Favourite drink: A sensible drink would be a cup of tea, a naughty drink would be a vodka & diet coke
Favourite movie: Don’t really have one, but if I had to watch one over and over – Pretty Woman
If you weren’t an advisor what would you have liked to be? A Teacher
Mike Shaw
Financial Advisor- Diploma in Professional Financial Advice
Where are you from? – Born in Southampton, grown up in Winchester and then to Cambridge before landing in Lytham St Anne’s.
What’s the best thing about Blackpool/Fylde? – Met my fantastic Partner Lou here. Moved here to have the beach on my doorstep.
Favourite Book: Don’t get to read much but I would recommend ‘Who moved my cheese’
Favourite drink: Good Red Wine (the more expensive the better)
Favourite movie: Split between Starwars or Guardians of the Galaxy
If you weren’t an advisor what would you have liked to be? Already done that but if I wasn’t an Adviser today I would own Pub/Restaurant/BB in the Lakes
Nicola Brannigan
Financial Advisor - Diploma in Regulated Financial Planning
Where are you from? Blackpool
What’s the best thing about Blackpool/Fylde? Stanley Park/Anchorsholme Beach/Blackpool Rock
Favourite Book: Hunchback of Notre Dame
Favourite drink: Beaujolais
Favourite movie: Muppets Christmas Carol
If you weren’t an advisor what would you have liked to be? A chef
Kathryn Haycock
Mortgage and Protection Specialist
Where are you from? Born in Blackpool, Lived in Cleveleys, Spain, St Annes, Blackpool & finally settled in Poulton ?
What’s the best thing about Blackpool/Fylde? There’s no way you will ever be bored! So much to do!
Favourite Book: The Secret, The Magic or The Power! I am all about positive energy!
Favourite drink: Prosecco! Or Iced Coffee if it’s a weekday ?
Favourite movie: I am a sucker for a love story!
If you weren’t an advisor what would you have liked to be? I love planning things so events would probably have been a good option!
Leanne Jeffery
Office Manager
Where are you from? Originally Seaford, East Sussex but grew up in Cleveleys (Don’t tell Mike I used to be a Southerner too,haha!)
What’s the best thing about Blackpool/Fylde? The beautiful places available to go, The beaches inc Cleveleys, Blackpool and Fleetwood so basically the whole prom, Stanley Park, Stannah country Park.
Favourite Book: My Sisters Keeper- Jodi Picoult
Favourite drink: Pino Grigio-Obvs!
Favourite movie: Blown Away
If you weren’t an advisor what would you have liked to be? CSI Investigator or a lady of leisure although I’m sure I’d get bored pretty quickly! ?
Christina Addison
Client Account Support
Where are you from? Born in Prestwich Manchester
What’s the best thing about Blackpool/Fylde? Love the beach and piers and watching families enjoy themselves in our seaside resort. Also we have great shows and the Opera House and Grand Theatre
Favourite Book :Tattooist of Auschwitz by Heather Morris
Favourite drink: ANYTHING but I would have to go for Myers Rum
Favourite movie: Dirty Dancing
If you weren’t an advisor what would you have liked to be? Pathologist
Hannah Anderson
Mortgage & Protection Specialist
Where are you from? Blackpool
What's the best thing about Blackpool? - You can never be bored. There's always something to do!
Favourite book - The Harry Potter Series
Favourite Drink - Vodka & Tonic
Favourite Movie - Sweet Home Alabama
If you weren't an advisor, what would you be? - PE Teacher.
Samantha Chadwick
Client Account Support
Where are you from? – Blackpool but now live in Poulton-le-Fylde
What’s the best thing about Blackpool/Fylde? – The countryside and the seaside are on our doorstep
Favourite Book: Extreme Motherhood by Jackie Clune – it gave me an honest insight into becoming a mum of triplets!
Favourite drink: A crisp, dry white wine with lots of ice
Favourite movie: The Holiday
If you weren’t an advisor what would you have liked to be? Chef – love cooking and food!
Carol Graham
Client Account Support
Where are you from? Born in Blackpool, Lived in South of France, Whitstable Kent then eventually moved back to Blackpool
What’s the best thing about Blackpool/Fylde? Lovely walks along the prom and lovely views looking over to the nearby lake district
Favourite Book: I am not currently reading anything
Favourite drink: Sauvignon Blanc (Only New Zealand ) also partial to a Bacardi and Coke
Favourite movie: The Tattooist of Auschwitz
If you weren’t an advisor what would you have liked to be? Private Investigator
