Client Portal
S4 Financial

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Meet The Team

Steven Vallery – Managing Director

Steven is a law graduate, who has over 20 years’ experience in the financial services industry. As a founding Director of S4 it has been Steven’s role to drive the business forward and to develop and adapt the business to meet the ever-changing landscape of the financial services industry.

His strong connections with other industry professionals allow him access to the best opportunities for our clients.

Steven Vallery

Tim McKechnie – Investment Director

Tim has extensive experience of financial planning for High Net Worth Individuals, celebrating 20 years in investment management in 2019. Tim has a hands-on approach to client management and maintains a strong personal relationship with each of his clients and many other S4 clients.

Tim provides a strong steering judgment for the company both with business strategy and investment allocation for client portfolios.

Tim McKechnie

Ronald Elder – Non – Executive Director

Ron brings a wealth of knowledge and experience to S4 in his capacity as non-executive Director. His vast experience is drawn from financial services and manufacturing sectors where he has worked in senior financial and business leadership positions over the last 27 years.


Nick Cole – Senior Financial Consultant

Nick joined S4 as a Consultant in February 2009 after 6 years at Board level with a local wealth management company. Prior to that Nick spent 20 years in the City working exclusively in the private client arena for Coutts & Co, Merrill Lynch International Private Bank and Credit Suisse Private Banking.

As well as being a member of the Personal Finance Society Nick is a member of the Securities Institute with qualifications in Private Client Investment Management, Regulation & Compliance and Fund Management.

Nick Cole

Diane Wagland – Finance Manager

Diane Wagland has been Finance and HR Manager for S4 Financial since November 2004 having previously worked in a variety of management roles within Education and as a Financial Advisor for a large Financial institution. 

Diane has responsibility for all areas of the corporate accounts, their management and supervision within S4 Financial.  Diane also heads up our Corporate Accounting Team offering a full corporate management package to our clients. Diane is a qualified member of the AAT.

Diane Wagland

Emma Cornish – Finance Assistant

Emma joined S4 Financial in 2013 as a Finance Assistant.  Emma has since transitioned into the role of Finance Officer and is a member of the ACCA having successfully obtained the title of Certified Accountant.

Emma works with Diane in the preparation of the S4 corporate accounts.  In addition, Emma also works within our corporate client team.

Emma Cornish

Mary McDonnell – Senior Paraplanner & Pension Transfer Specialist

Mary joined S4 Financial Limited from a customer services background in 2006 as a client researcher and transitioned to the role of Para-planner in 2009.

Mary holds the Diploma in Financial Planning and the Certificate in Pension Transfer Advice and is working toward the Advanced Diploma.

Mary manages the Paraplanning team and performs the technical aspects of our service including research, technical analysis and report writing as well as providing an additional support service to clients.

Mary McDonnell

Annie Bryant – Paraplanner

Annie joined us in May 2017 as a Trainee Paraplanner  with a strong background in Financial Services.  She has since transitioned to  the role of Paraplanner having obtained her Certificate in Financial Planning.  She is currently working towards her Diploma and is a valuable member of the Support Team.

Annie Bryant

John Dean – Paraplanner

After graduating from Brunel University John has had a strong background of 14 years in Financial Services as a Paraplanner and advisor in Final Salary pension schemes.  He joined S4 Financial in December 2019.  John holds the Diploma in Financial Planning along with AF7 Pension Transfers and working towards the Advanced Diploma.

john

Yvette Anthony – Trainee Paraplanner

Yvette joined S4 Financial in 2019 as an administrator and in 2020 starting her training to become a Paraplanner.  She is currently studying with the Chartered Insurance Institute to obtain qualifications in Financial Services. Yvette works within the Paraplanner team, providing an administration support service to clients.

yvette

 

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