Financial Advisors

Mark Adams (DipPFS)
Managing Director & Financial Planner

markadams@cambournefp.co.uk

Mark began his career in Financial Services in 1983. He started his first independent advisory business in 1987 just two weeks after the great stock market crash—certainly an interesting time to start!

For Mark, his career has always been about forging meaningful long-term client relationships in order to foster confidence and mutual trust. He believes that the highest level of integrity is the key to maintaining these relationships and Mark is enjoying business life working with his clients and his colleagues.

In his spare time, he likes to spend time with his family; he also likes trying to keep fit, by running, or visiting the gym. He is content to be an avid spectator of most sports, but his favourites are Rugby Union and Football.

Mark Loydall (FPFS FCSI MSc)
Director & Chartered Financial Planner 

markloydall@cambournefp.co.uk

Mark’s career as an Independent Financial Adviser began in 1990. He is a Director of Cambourne and has an operational role within the business. Mark is busy, in his main remit, as a Financial Advisor; he also has an operational company/business role, as well as managing Cambourne’s IT department.

Mark has chartered qualifications from both the Chartered Insurance Institute and Chartered Institute for Securities and Investment. He became a Chartered Financial Planner many years ago and also has an MSC in Financial planning and Business Management. He enjoys working with his clients, helping them to plan their financial futures in order to achieve their life-time aspirations.

Outside of work, Mark is married with three grown up children. He has a variety of interests from keeping fit, including cycling to building up his small-holding in South Scotland where he breeds alpacas, sheep, and chickens. Mark is also a trustee of a local Loughborough charity which helps people with hearing loss.

Mark has decided to take on the challenge of cycling from Lands end to John O’Groats in September 2020 to raise money for Pathfinder Dogs. If you’d like to know more or to sponsor mark, please click here to read more.

Orlene Palmer (DipPFS)
Financial Planner

orlenepalmer@cambournefp.co.uk

Orlene has worked in the financial services sector since 1986. Initially working for Clerical Medical, she joined Cambourne in 1997 in a technical support role before becoming an adviser in 2003. She enjoys building relationships with her clients and providing them with an ongoing source of trusted advice, as their financial needs evolve.

During her career at Cambourne Orlene has been proud to see the business grow into a well-respected practice, which continues to attract both corporate and personal clients, throughout the UK.

Married with two children, Orlene has a variety of interests to keep busy outside of work, including family, socialising, keeping fit, cooking and growing produce.

Richard Wilkinson (APFS)
Chartered Financial Planner

richard@cambournefp.co.uk

Richard began his career in financial services in September 1984, spending several years working for various large life offices. He joined Cambourne in September 2001, as a specialist technical support in pensions, becoming part of the adviser team in 2003. Richard achieved Chartered Status in 2016.

During Richard’s career, many aspects of the job have changed and progressed, but one area which has remained constant is that clients’ best interests remain his focus.

He achieves job satisfaction by building lasting relationships to help clients put in place a financial plan for their longer term needs and security.

Richard is married with three children. He enjoys running and has taken part in many half and full marathons. Alongside this Richard enjoys spending time with his family and tending to his allotment.

Faith Wignall (Cert CII MP)
Mortgage & Protection Specialist

faith@cambournefp.co.uk

Faith began her career at Cambourne in 2013 and has recently achieved her ambition of becoming both a qualified Mortgage and Protection Adviser. Faith believes that her in-depth knowledge of these two areas of financial advice complement each other, and allow her to offer a comprehensive level of service. She is proud to be part of the Cambourne team whose tradition for delivering a professional service to clients spans almost a quarter of a century.

After recently purchasing her first home, Faith is busy renovating the property whilst finding the time to travel as much as she can. She prefers the outdoors and is at her happiest when out walking with her partner; one of her favourite spots is Dovedale in Derbyshire.

Joshua Lowe
Trainee Financial Planner

joshua@cambournefp.co.uk

Joshua began working in financial services following completion of his A-Levels in 2015. He joined the Cambourne team in March 2019 where his current role is technical support. He is assisting Cambourne’s financial planners with their client advice work while he transitions into a fully qualified adviser. Joshua is currently studying towards achieving his Diploma status before moving on to study towards becoming a Chartered Financial Planner. He is proud to be part of the Cambourne Team who share a common goal of always choosing the best options for their clients.

advisors

The Adviser Team

The individual staff within this team all adhere to the ethos and supportive culture of the business. Each individual is encouraged to share ideas; and in many cases, we draw on each other’s expertise and work together where necessary to ensure best outcomes for our clients.

There are three other important support teams within the business who work alongside the advisers:

technical-support

Our Technical Support Team

Comprises specialists in; pensions, investments, protection, mortgages, annuities and long term care.  This team supports all aspects of the advice and planning process; they constantly carry out detailed research on an ongoing basis on the wider financial market place as well as undertaking detailed analysis of both new and existing client’s existing policies and investment portfolios.

client-servicing

Our Client Servicing Team

Work with the “everyday” aspects of administering and managing client’s portfolios including; preparing valuations, dealing with ad hoc queries and maintaining accurate records of investments and policies.

our-business-support-team

Our Business Support Team

Provide an essential back-up in the areas of; compliance, oversight, accounting, information technology and data management. This team perform vital support functions, to facilitate the smooth running of the other teams, and the ultimate delivery of our advice.

“Cambourne handled our company SSAS pension scheme very successfully for over 20 years. Upon retirement they converted this to individual SIPPs, plus an annuity. Since retiring in 2005, my personal SIPP has been excellently managed. We have regular reviews and Cambourne also advise on some of my personal funds, in addition to the SIPP. Cambourne monitor various funds and keep me informed on all issues and understand my individual needs”

Mike Southwell

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