Meet The Team

Luis Jackson

Director
Insurance and
Risk Management Consultant

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Since working in the financial services sector for over 10 years, Luis has established himself within the Insurance and Risk Management industry.

In addition to consulting on both corporate and private clients’ insurance requirements, Luis manages the firms day to day operations and responsibilities. Luis is also a member of the Chartered Institute of Insurance.  Together with Matt, Luis has established Beesure so that clients can benefit from combined knowledge of both the financial services and insurance industries.

Matt Jackson DipFA

Director
Independent Financial
Adviser

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Matt qualified as a financial adviser back in 2016 and has since worked for two of the largest professional practices in the country in both the legal and financial services industry.

In addition, Matt is a member of the London Institute of Banking and Finance and is working towards being a Chartered Financial Planner. After months of planning, Beesure was formed and granted FCA authorisation so that Matt can continue to provide clients with financial advice.

Raffaelle Castaldo
DipFA PETR

Independent Financial Adviser

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Raff has been working in the financial services sector since October 2016 bringing a high level of experiences to the team.

He is a member of the London Institute of Banking and Finance where he achieved his financial adviser and pension transfer specialist qualifications. Raff’s in-depth knowledge and charismatic personality are a benefit not only to his clients but also the firm.

Raff joined the Beesure team in July 2020 and brings with him a vast knowledge of the industry and understanding of clients needs.

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Alex Palmer
DipPFS

Independent Financial Adviser

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After achieving a degree in Mathematics, Operational Research & Statistics, Alex studied to become a regulated Independent Financial Adviser and helped with the formation of his previous firm in 2016.

Over the years Alex has developed long lasting relationships with his clients, whilst continuing to complete further qualifications on his path to becoming a Chartered Financial Planner. As an investment, pension transfer and retirement income specialist, Alex puts his mathematical background to good use, helping clients understand and reach their goals.

Out of hours, Alex enjoys all things triathlon, training for his first Olympic distance in 2021. He enjoys skiing, visiting Spain, tapas and his new best friend ‘Roo’, his Maltipoo puppy.

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Alex O’Neill
DipPFS

Independent Financial Adviser

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Having worked in the financial services industry since 2012, Alex has an impressive CV as a qualified Financial Adviser & Pension Transfer Specialist in addition to holding a degree in accounting and finance.

Alex is committed to providing clients with comprehensive financial planning solutions using cashflow modelling and explaining financial products in an easy to understand way, helping individuals and their families achieve their goals.

Alex is currently working to further develop his qualifications with study towards his Chartered Financial Planner status.

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Steve Tutton

Steve Tutton
DipPFS

Independent Financial Adviser

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Steve has joined our team of advisers and brings a great deal of experience & technical knowledge to the table. During his time in financial services he has worked for some of the largest financial institutions in the industry such as Lloyds Bank, Bank of America and Citi Financial and has been in the financial services industry for over 10 years.

Steve is level four Diploma qualified and studying to become a ‘Chartered Financial Planner’, he  prides himself on taking the holistic financial planning approach  to assess every aspect of client needs to implement the correct strategy to achieving their objectives.

Outside of work Steve spends a lot of time with family, travelling or taking part in fundraising events such as cycling or other fitness challenges.

Jonathon Williams
DipFA CeMAP

Independent Financial Adviser

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Jon is qualified to advise on a wide range of Wealth Management services including Investment Planning, Retirement Planning, Mortgages and Protection needs. He strongly believes that finances are personal and that most clients want to build a long-term relationship with someone who they trust and respect.

Since graduating in 2011 Jon has worked in the financial services industry gaining essential experience in retail banking. In 2017 whilst working full time, he self-funded his Diploma in Financial Advice and achieved a Distinction through the London Institute of Banking and Finance.

In his free time, you will find Jon either playing rugby, 5 a side football or playing golf with his close friends. One of his proudest moments came when he won a charity boxing match, raising £2,000 for a friend’s cancer treatment.

Our Team of Financial Advisers have many professional connections, with accountancy firms, solicitors and will writers amongst others.

We are always looking to connect with other professionals so feel free to get in touch with us to learn more.

Gemma King

Director & Marketing Consultant of King’s Creative

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From a sales, events & marketing background and creative to the core, Gemma brings a new dimension to the marketing industry.

She has worked in the sales industry for 14 years from retail, recruitment, direct sales and hospitality, which led her into managing the digital marketing for these sectors back in 2014.
Design, planning and creativity are what she does best, couple that with the ability to understand a business’ needs and her natural sales ability, Gemma began working with Beesure to bring the brand alive in digital form in October 2019 when Beesure first launched.

Speak to one our team for a free no obligation initial consultation.

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Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417.
Beesure Limited is a company registered in England and Wales. Company number: 10551333.
Registered office address: Ground Floor, Rowan House, Hazell Drive, Newport, NP10 8FY.

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