Financial Liverpool

We are a society for professionals in the financial services industry in Liverpool. We provide a number of educational and social events which should give you an opportunity to improve your skills, learn new things, and network with fellow professionals.

We’re open to anybody, whether you work for a financial advisor, investment bank, pension provider or a law firm, we have something to offer everyone!

Meet the team!

Nicky Snow

Nicky is Business Development Manager for 7IM in the North West of England and has over 35 years of financial services experience, across Administrative, National Account & Business Development roles.  She is now focused on open-architecture investment platforms and bespoke investment options, for holistic financial planning. Nicky is a keen horsewoman and spends most of her free time outdoors, whether that be with her horse or her two dogs!

Carly Dunningham

Carly is a Director and Chartered Financial Planner at Verso Wealth Management in Liverpool, where she has been helping clients achieve their life goals as well as being actively involved in the running of the business. She is a Chartered member and Fellow of the Personal Finance Society and Chairs the Financial Planning Forum at the Chartered Institute of Securities and Investments. Outside of work, Carly enjoys hiking, meditating, and tapping into her passion for dance

Tom Calland

Tom is a Chartered Financial Planner with over 10 years’ experience in wealth management. He is a Fellow of the Chartered Insurance Institute (FPFS) and a Member of the Chartered Institute for Securities & Investment (MCSI). Alongside practice, he teaches at Liverpool Business School, specialising in financial planning, risk management and investment strategy, and is a Fellow of the Higher Education Academy (FHEA).

Michael Battersby

Michael is a Chartered Financial Planner and Fellow of the Chartered Institute of Insurance, and he is the Director of MHB Financial Planning based in Formby. With nearly 20 years of experience, including roles at a major high street bank and a FTSE 250 investment business, he specializes in pension transfers, investments, and estate planning. Outside of work, Michael enjoys traveling, playing tennis, exploring coastal areas, and spending time with his wife and young daughter. 

David Gibb

David has been advising for over 17 years and has qualified as a Certified Financial Planner,  a Chartered Financial Planner, as well as a Level 7 Chartered Wealth Manager and is qualified to give advice on all specialist areas of advice including Long Term Care, Equity Release and Defined Benefit Transfers. David is a Holistic planner who has vast experience in complex estate planning, as well as detailed investment and pension planning and deals with all relevant generations of families where this is required

Helen Thomas

Helen is a Chartered Financial Planner and Fellow of the Personal Finance Society. Helen also holds the Certified Financial Planner accreditation. Helen has worked in Financial Planning in the UK for the last 10 years and has been a committee member of Financial Liverpool for the past 7 years. Helen now advises expats living across South East Asia and is based in Malaysia.