fbpx

Meet The Team

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

Here at Appletree Finance, we are a close-knit team, more of a family than simply colleagues. We do our utmost to ensure that our clients are happy and fully understand every aspect of the process that they’re undertaking with us.

Whether you’re getting your first mortgage or drawing down your pension we’re here to support you.

We’ve given you a little bit of information about us all, hopefully, to help you get to know us.

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

 

Mark Clayton

Mortgage and Protection Specialist

Where are you from? Bury

What’s the best thing about Bury? Bury Market and Bury black pudding

Favourite Book? Any autobiography

Favourite drink? Coffee or pint of real ale

Favourite movie? Pulp Fiction

If you weren’t an advisor what would you have liked to be? Dance Music Producer

Nicola Brannigan

Mortgage & Protection Specialist

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

Leanne

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! 😊

 

Natalie Days

Client account support

Where are you from? Poulton Le Fylde

What’s the best thing about Blackpool/Fylde? Beaches and Tourist Attractions

Favourite Book The Da Vinci Code was great, but I love reading something new.

Favourite drink Amaretto Sour

Favourite movie Independence Day is a classic

If you weren’t an advisor what would you have liked to be? Scientist

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

Lindsey Yates

Client Account Support

Where are you from? – Thornton

What’s the best thing about Blackpool/Fylde? – Having both the Countryside and the Seaside on the doorstep

Favourite Book – Don’t have a particular one, I like reading Celebrity Autobiographies

Favourite drink – Rose or White Wine

Favourite movie – I have loads but my all-time favourite movie is Dirty Dancing

If you weren’t an advisor what would you have liked to be? A Primary School Teacher