Meet The Team | Life Centred Planning

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Meet The Team
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Careers

Mike Robertson
Phil Hassell
Carol Robertson

Mike Robertson MLIBF DipFA ACSI - Managing Director / Life Centred Planner

With over 20 years in the financial services industry, and a lifetime of experience as a business owner, Mike is the backbone and visionary of the company. Mike is currently qualified to Diploma level (level 4), and is studying to become chartered status (level 6).

Mike is an adrenalin junky, and enjoys white water rafting, swimming, scuba diving, as well as visiting places such as Bali and India.

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Phil Hassell ACSI DipPFS - Director / Life Centred Planner

Phil has over 20 years within the financial services industry giving advice to individuals and businesses on all aspects of financial planning. Phil is currently qualified to Diploma level (level 4), and studying to become chartered status (level 6).

Phil enjoys spending time with his family, playing tennis and regularly taking part in park runs.

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Carol Robertson - Finance Director

Carol has been Company Secretary since 2002 and is responsible for the day-to-day running of the compnay ensuring that everything runs smoothly including the Company's Finances, Compliance and Human Resources.

Carol is half-way through completing an Open University Degree and has recently started a creative writing course to enhance her blogging skills and is also an avid genealogist. Carol enjoys spending time with her husband in India and being at home with her children and grandchildren.

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Nicola Smith
Tom Haywood
Heidi Mortlock

Nicola Smith ACSI DipFA MLIBF - Life Centred Planner

Nicola joined MRA in Spring 2011 as a Paraplanner. Since being at MRA Nicola has achieved an award in Financial Administration. In February 2017, Nicola achieved the Diploma in Financial Planning (Level 4) and in August 2017 she started the route to Chartered Financial Planner (Level 6) of which she is currently 1 exam away.

Nicola is an avid sportsfan and is a season ticket holder for West Ham.

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Tom Haywood - Social Media Manager

Tom joined MRA in July 2013 as a Social Media and Digital Marketing Apprentice. Tom is currently working towards gaining a Degree in Computing.

Tom is also into classic cars and his passion is the "classic mini" which one day he hopes to own.

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Heidi Mortlock - Digital Content Manager

Heidi has recently joined MRA as Digital Content Manager. Heidi has over 15 years experience around the complexities of content marketing and editorial. This could be by acquisition of potential customers, retention of existing ones by making more people aware of our brand, product, content or really anything else.

Heidi is a keen Disney fan and enjoys taking short breaks with her family.