Our People

Meet our executive leadership team

In the section we have a brief overview on the professional profiles of our chief financial advisers. If you are seeing one of our partners you can view their profiles here and if you would like to know any more about them then call and we are sure they will happily furnish you with more of their achievements.

Justin Lack, CEO

Working with people who seek simple and elegant lives with a purpose. Justin explores the behavioral gap between knowing and doing concentrating on financial coaching with a focus on human values and what really matters in the long run.

Curtis McGuirk, CFO

Curtis has 25 years of experience in providing clients with the advice that best suits their needs for today and the future. Curtis is an excellent listener and has the ability to explain complex strategies in a way that they are easy to comprehend and implement.

Julie-Ann Howard, CMO

Julie-Anne has worked in the financial services industry since 1992. She has been directly involved in the insurance and investment advice sectors since 1997. Julie-Ann has remained with the one licensee during the past 10 years as it has evolved to it's current strength.

Martha Heyworth, Director

Martha’s time in financial services has resulted in a passion for assisting clients. With a focus on clarity, Martha likes to simplify the complex for her clients.

 

Jane Benger, Director

Jane understands the importance of long term client relationships and always displays a genuine, caring and professional approach with her clients. Her honest, positive and friendly nature makes clients from all walks of life feel immediately at ease.

 

Andrew Clark, Director

Andrew’s vast experience provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

 

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

Registered Address

40 REGENT STREET 
NOTTINGHAM 
ENGLAND 
NG17 2EH

Tel: 0800 802 1949

OR CONTACT US DIRECTLY

More Information

Roman Merenda are authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.

FCA Authorisation No.  437420

©2018 Roman Merenda.  Reg. Company No. 10745516

All rights reserved.