Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.


Yvonne Cooper
Yvonne Cooper, Director
Tel. 01777 700026
Email. yvonne.cooperb-independent.co.uk
Yvonne has worked within IWMC Ltd, and the companies which preceded it for over 28 years and carries responsibility for the day to day operation of the office and the staff within it. Having worked alongside our founder and former CEO Tim Davison for many years Yvonne has seen and been an integral part of IWMC’s evolvement over that time to the service proposition we now offer. Yvonne holds an HNC in Business, has an Award in Financial Administration, Certificate in Financial Services and continues to study towards further financial services qualifications to endorse the extensive knowledge she has gained from her time in the industry. Yvonne is also an Affiliated member of the Society of Will Writers providing Will and Lasting Power of Attorney Services to our clients.
Kerry Lee
Kerry Lee, Director
Tel. 01777 700026
Email. kerry.leeb-independent.co.uk
Having joined IWMC Ltd in February 2006 Kerry worked closely with Tim and Yvonne to develop and implement our current service proposition. Kerry is our senior consultant, resident pension’s specialist and in her capacity as Compliance Director endeavours to ensure that everything we do is in accordance with our ideals, company ethos and of course, within the guidelines set by our regulator. Kerry also mentors all our consultancy personnel to ensure that the service models we have built and re proud of are maintained throughout our business.
Dean Heaps, Consultant
Tel. 01777 700026
Email. dean.heapsb-independent.co.uk
Dean is diploma qualified and holds a number of years of experience within the financial services industry, he is currently working towards Chartered status.
Curtis Hambly, Consultant
Tel. 01777 700026
Email. curtis.hamblyb-independent.co.uk
Curtis is diploma qualified and is currently working towards Chartered status.
Andrew Cooper
Andrew Cooper, Technical Support/ Corporate Administrator
Tel. 01777 700026
Email. andy.cooperb-independent.co.uk
As a partially qualified adviser Andrew provides technical support to our advisory team and administration support to our Corporate Department and clients. Andrew is currently working towards Diploma status.
Shelley Hookings
Shelley Hookings, Office Supervisor/Personal Assistant
Tel. 01777 700026
Email. shelley.hookingsb-independent.co.uk
Shelley is responsible for the day to day management of our Support Team and is also Personal Assistant to Dean Heaps and Curtis Hambly. Shelley holds an Award in Financial Administration, Certificate in Financial Services, Certificate in Regulated Financial Services Operations, Certificate in Investment Operations and and is continuing her study to gain further financial services qualifications.
Denise Griffin
Denise Griffin, Personal Assistant
Tel. 01777 700026
Email. denise.griffinb-independent.co.uk
Denise is Kerry’s Personal Assistant and has achieved an Award in Financial Administration and is currently working towards the Certificate in Financial Services qualification.
Faith Edgington-Mole
Faith Edgington-Mole, Personal Assistant
Tel. 01777 700026
Email. faith.edgington-moleb-independent.co.ul
Having joined us to expand our support team in early 2017, Faith has adjusted to life in our back office and acts as Personal Assistant to Dean Heaps. She has achieved an Award in Financial Administration
Kate Beamish
Kate Beamish, Support Team Administrator
Tel. 01777700026
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Email. kate.beamishb-independent.co.uk
Having joined our Support Team in 2018, Kate has settled in well and is currently working towards an Award in Financial Administration.
Ellis Porter
Ellis Porter, Support Team Administrator
Tel. 01777700026
Email. ellis.porterb-independent.co.uk
Having joined our Support Team in 2018, Ellis has settled in well and is currently working towards an Award in Financial Administration.
Gaby Satchell
Gaby Satchell, Receptionist
Tel. 01777 700026
Email. gaby.satchellb-independent.co.uk
Gaby is the voice of IWMC and probably one of the first people you will have contact with. Gaby also provides administrational assistance to our support team and is an excellent ambassador for our ethos of service.
Elaine Depledge
Elaine Depledge, Team Support and Administrator
Tel. 01777 700026
Elaine is tasked with not only general office duties but the never ending task of managing the client files and archives. Elaine is known within the company as “our star” and I am sure that once you meet Elaine you will agree.