Meet the Team
Just as we believe it's important for us to know who you are and how you approach your business, we also believe it's important for you to know who we are and how we approach ours. Here you'll learn about the people, culture and capabilities that make our company unique.
David Hall DipPFS
Mobile: 07850 012194
David Hall has worked successfully as an Independent Financial Advisor since 1987. In 1992, David formed a long lasting business partnership with Paul Bailey, and together they traded successfully for 8 years as Baileyhall.In the year 2000 David and Paul created Fundworks as a limited company, with a view to taking the business forward in a professional and ethical manner into the 21st century.As a director of the company David continues to offer advice on all areas of financial planning, but specialises in Pensions and Investments. Fundworks, as a company are very much in favour of progressive education and professional qualification, and David holds a Diploma with the Chartered Insurance Institute. David also holds an advanced qualification in pensions via the Chartered Insurance Institute and can now advise on Defined Benefit plans.
Gordon McNeil DipFA
Mobile: 07901 603663
Gordon McNeil has worked in the Financial Services industry for over 20 years, becoming an Independent Financial Adviser in 1989. Throughout his years in the industry Gordon has specialised in Investments and Pensions, as well as having experience of all other Life Assurance and Protection products.After 13 years as an IFA with the same company, Gordon took the opportunity to join Fundworks Ltd in 2009. Gordon quickly became an important part of the team and was delighted to become a director of the company in 2011.As part of Fundwork's philosophy of education and professional qualification, Gordon completed his Financial Diploma in 2011.
Mobile: 07850 012195
Paul Bailey has been in the Financial Services Industry for over 25 years having started his career in 1990. After 2 years, Paul formed a lasting business partnership with David Hall, and together they traded successfully for 8 years as Baileyhall. In the year 2000 Paul and David formed Fundworks Ltd, with a view to taking the business forward in a professional and ethical manner into the 21st century.As a director of the company Paul continues to offer advice on all areas of financial planning, but specialises in Pensions and Investments. Fundworks, as a company are very much in favour of progressive education and professional qualification. Paul holds a diploma in financial planning with the Institute of Financial services. Paul also holds an advanced qualification in pensions via the London Institute of Banking and Finance and can advise on Defined Benefit plans.
Paul Goddard DipFA
Mobile: 07769 692908
Paul has worked as an Independent Financial Adviser since 1989 after leaving college with qualifications in Dispensing Optics. He has acquired extensive knowledge of the industry providing bespoke financial planning solutions to a wide range of clients in the Sheffield area.
Paul has attained the Chartered Insurance Institute Financial Planning Certificate and over the last few years has built up a wealth of experience in the corporate market, advising on pension schemes and protection cover policies for a host of local companies. This is in addition to the full range of advice he can offer private clients. Paul joined us in July 2011 and is a welcome addition to the team.
Joanne Wright CeFAP
Tel: 0114 2903645
Joanne has been managing the office for over 5 years. She has responsibility for the smooth running of all administrative matters
Joanne holds the certificate in financial administration and planning, and has built up a wealth of experience in all aspects of financial services.