Meet The Team at Forest hall Financial

At Forest Hall Financial, our team is dedicated to helping you navigate the world of financial planning with clarity and confidence. We believe that every individual and business deserves personaliseda, expert advice to achieve their financial goals, whether you’re planning for retirement, managing investments, or building a solid financial foundation for the future.

Our team combines decades of industry experience with a genuine passion for helping clients succeed. We’re here to guide you with practical, tailored strategies that align with your unique vision, values, and aspirations.

Jordan Roundhill

Operations Director

John Wain

Managing Director

Sam Rudd

Sales Director

James Homer

Mortgage & Protection Adviser

Donna Pickles

Mortgage & Protection Adviser

Jonathan Dawkins

Mortgage & Protection Adviser

Scott Cree

Administrator

Amina Nur

Trainee Mortgage & Protection Adviser