Kellyhill Financial Planning Limited

Alex Hill – Director

Alex is an experienced Financial Adviser with over 15 years in the financial industry and a Diploma in Financial Planning.

After 5 successful years as a manager with Prudential Financial Planning, Alex was delighted to establish his own financial advice business, Kellyhill Financial Planning, as part of M&G Advice.

Alex helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Alex provides sound, personal and expert advice.

Brad Davis – Business & Project Manager

Brad joined Kellyhill in September 2024 to provide strategic planning support to Kellyhill in addition to having oversight of the day-to-day business operations. With over 20 years of financial industry experience with Barclays in various leadership roles including performance optimisation and relationship management, Brad is well positioned to help Kellyhill operate and grow in the most optimal way – keeping our clients at the heart of everything we do.

Outside of work, Brad enjoys playing and watching sport including football and golf. He is married and lives in Coventry with his wife Carly, two children Lauri and Georgie and their Romanian rescue dog Larry.

Lee Andersen – Financial Adviser

Lee is an experienced Financial Adviser with a Diploma in Financial Planning who helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances. As a former secondary school teacher and leader, Lee has built a career out of helping others. Quite simply, Lee provides sound, personal and expert advice.

In his spare time, Lee enjoys spending time with his wife, Nicky, and two-year old daughter Hattie. He’s a keen runner who also enjoys watching sport and also has a growing vinyl record collection. He enjoys playing the guitar in his spare time having self-taught himself during lockdown.

Jake Manderfield – Financial Adviser

Jake joined the financial industry in 2013 and spent the first 7-8 years working for HSBC, where he spent time in the retail, business and wealth parts of the bank. Jake then spent 3 years working as a mortgage broker before starting life as a financial adviser.

Jake is passionate about providing financial advice and especially enjoys making the seemingly complicated world of finance make sense to everyone. Jake understands that it’s not financial products that excites people, but rather the successful approach to planning to help people achieve their dreams. The emotional side of advice, such as deciding where to go on a cruise in retirement or helping people get their children on the property ladder, rather than figuring out how much to put into an investment, is what makes Jake tick.

In his spare time Jake likes paddleboarding when the weather is kind (or rock climbing if not) and is partial to a spot of DIY. If Jakes not involved in these activities, and not walking the dog, he’ll probably be glued to his PC!

John Marshall – Financial Adviser

John has over 16 years’ experience in the financial services sector, having worked at Prudential, HSBC and M&G while obtaining his finance degree and a diploma in regulated financial planning prior to becoming a financial advisor.

John’s experience and knowledge makes him ideally suited to ensuring clients can meet their financial goals, supporting them throughout any stage of their financial planning journey.

In his spare time, John enjoys spending time with his partner Ruth, their two children Lucas and Isabella and their golden retriever Riley. He is also an avid golfer and coaches a local youth football team.

Emmanuel Oganla – Financial Adviser

Emmanuel is a Financial Adviser with a Diploma in Financial Planning and almost 10 years of experience working in the industry. 

After nearly a decade in the financial industry, Emmanuel was delighted to establish his own financial advice business, EO Financial Advisory, as part of M&G Advice. 

Emmanuel helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Emmanuel provides sound, personal and expert advice. 

In his spare time, Emmanuel enjoys spending time and making memories with his wife Marianne, whether it's scuba diving in Cyprus or ordering takeout and watching a movie indoors. He is a health and fitness enthusiast, enjoys writing spoken word poetry and watching football and educative podcasts in his spare time.

Kelvin Cery – Financial Adviser

Kelvin Cery is an experienced Financial Adviser with a BSc Hons in Economics, and a Diploma in Regulated Financial Planning. 

With a background in advertising and marketing, Kelvin spent many years consulting with businesses to help them achieve their growth goals.  He now utilises that consultative experience to help people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances.

Quite simply, Kelvin provides sound, personal and expert advice. 

In his spare time, Kelvin enjoys playing competitive padel matches and along with his family, shares a lifelong passion for Swansea City Football Club.

Rachel McPhee – Team Administrator

Rachel is an experienced financial services administrator with over 14 years in the industry. She has supported advisers and clients across leading firms such as Prudential, St. James’s Place, Scottish Widows, and Prudential Financial Planning. With a strong eye for detail and a commitment to providing efficient, high-quality support, Rachel plays a key role in ensuring smooth day-to-day operations and excellent client service.

Outside of work, Rachel enjoys staying active at the gym and spending time with her husband Sean and their daughter Bella.

Joan Mayes – Team Administrator

Joan brings a wealth of experience to our administration team having worked in the Financial Services industry for over 20 years, supporting advisers and clients at firms such as Policy Services, St James’s Place, State Street and Prudential Financial Planning.

With a keen eye for detail, Joan is committed to providing high-quality support to ensure adviser and clients expectations are always met, if not exceeded!

Outside of work Joan enjoys spending time with family, primarily with her grandchildren as well as taking long walks with her three dogs.

Stephen Lyttle – Financial Adviser

Stephen Lyttle is an experienced financial adviser and holds a Diploma in Financial Planning. Prior to his current role, he worked in the motor trade for 6 years. In his role as Business Manager he was involved in many aspects of the business, with one of the prominent areas being personal vehicle financing. Stephen spent several years working in the field of quality assurance for one of the UK's leading building societies. He has also spend time working on local government outsourcing projects and the slightly more diverse world of wine importing and wine tasting education classes.

Stephen spends much of his spare time trying to reduce his golf handicap and is a keen follower of his local football team, as well as having an interest in music.

Alex Honey has worked in the financial services industry since 1997, bringing a wealth of experience across personal finance, lending, and long‑term financial planning. For the past decade, Alex has served as a Bank Manager, supporting clients through some of their most important financial decisions and helping them build strong, secure financial futures.

Holding the Diploma in Financial Planning, and CeMAP level 3, Alex combines technical knowledge with a genuine passion for helping clients plan with confidence. Alex is committed to building lasting financial relationships, offering clear, tailored advice that reflects each client’s goals, values, and life journey.

Alex’s focus is always the same: providing trusted, personalised support that makes a meaningful difference.

Richard is a Financial Adviser with Kellyhill Financial Planning Ltd, an Appointed Representative of M&G Advice, providing a range of financial advice including investment planning, retirement planning and financial protection.

With a successful career in education for over 20 years, including serving as a Headteacher, Richard has built his professional life around helping people make informed decisions, plan for the future and achieve long-term goals. He now brings that same clarity, structure and people-focused approach to financial planning.

Working in partnership with M&G Advice, Richard offers access to a carefully selected range of solutions, backed by the strength and expertise of an established financial services provider.

Richard understands that financial decisions can often feel complex or overwhelming. He takes pride in making things simple and accessible—helping clients feel confident and in control of their financial future. By taking the time to understand each client’s circumstances, priorities and aspirations, he provides tailored advice designed to support both short-term needs and long-term ambitions.

Outside of work, Richard values spending time with his family, enjoys staying active, and maintains a strong interest in leadership and personal development.

Brad joined the Financial Services industry in 2020 and holds a Diploma in Financial Planning. He is currently working toward Chartered status, with plans to achieve this within the next few years.

With a background in financial market analysis and trading, Brad brings a strong analytical foundation to his advice. His real passion, however, lies in helping people achieve their life and financial goals with clarity and confidence.

Outside of work, Brad enjoys reading, cooking, and spending time with the people who matter most to him.

Ian is a Financial Adviser driven by real-life experience and a genuine passion for helping clients plan with clarity and confidence. He holds a Diploma in Financial Planning and is committed to guiding individuals and families towards secure, well-structured financial futures.

His career began in Logistics and Operations Management before evolving into a broader range of roles, shaped in part by his experience as a young widowed parent. This journey has given Ian a practical, empathetic understanding of life’s uncertainties and the importance of sound financial planning.

Now based in South Staffordshire, Ian lives with his wife Helen, his two sons, Spencer and Max, and their cat, Socks.  Outside of work, he enjoys playing cricket, the occasional round of golf, and a mix of hobbies including fantasy football, kayaking and darts. His career path has been anything but conventional — from supplying handmade wooden crates to high-profile clients to becoming a published author — a reflection of his adaptable, grounded approach to both life and work.