Meet the team

At Freedom Financial Planning we believe that you and your money deserve a safe pair of hands. And as you Financial Partner, we will help you use your money to make a real difference to your life…

Andy Nevett CFP, DipPFS

Managing Directorlinkedin logo 111w

Andy has over thirty years experience in Financial Planning and specialises in financial strategy planning for business owners and professionals.

Andy and​ the team plan meticulously with budgets and Cash-flow Plans to ensure that you can afford to live the life you want. He is truly dedicated to working with people and helping them get off their “hamster wheel” so that they can do more of what they really enjoy – find their freedom!

Andy is In the top 10% of Financial Advisers in the UK in terms of professional qualifications.

Outside of work, Andy is President of Woodside Tennis Club, a lovely family club where he is also “chief cook and bottle washer”! As an avid tennis and Sale Sharks rugby fan,​ he occasionally has time for a game of golf at the beautiful Stockport Golf Club.

He is married to Lynn and when not playing tennis or watching rugby, his two girls Anya and Isla keep him very busy!

Andy’s favourite place in the world is Dolceaqua a beautiful medieval village in Italy, with a famous bridge to the castello painted by Monet. He loves sharing a glass of Rossese in the piazza with his favourite Aunty bibi,​ ​who is 88 years young!

Andy Nevett’s direct line: 01663 748624

Nicholas Heys BA (Hons), DipPFS

Financial Planning Directorlinkedin logo 111w

In 2006, financial services found Nick and they’ve grown together ever since.

As our Financial Planning Director, Nick enjoys nothing more than guiding clients from their very first meeting, to seeing their plans grow and helping them achieve what is important to each individual.

Nick works with a vast array of different clients with a spectrum of opportunities, from assisting with family business exit strategies to helping clients with complex inheritance tax issues.

With the Peak District as his back garden, Nick enjoys taking his mountain bike up into the hills. His other hobbies include watching football and playing golf although he seems to have developed a fantastic ability to lose balls on the golf course!

Amongst his other favourite things are holidays, eating out and time with family and friends over a glass of red…

Nick Heys’ direct line: 01663 748623

Lynn Nevett

Directorlinkedin logo 111w

Lynn is an experienced marketer with 17 years experience, working for the government and internationally on multi million pound projects.

Having worked for Freedom for 12 years, as Director, Lynn oversees the operational, finance and marketing activities.

Away from work, Lynn is a keen traveller and enjoys putting her French and German language skills into practice… she even went as far as speaking French to an Italian builder who then employed Romanian workers to renovate their Italian holiday home! Lynn also enjoys playing tennis for her team and is married to Andy with two teenage daughters Anya and Isla.

Sue Wardle

Practice Manager
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Sue joined Freedom Financial Planning five years ago after previously owning her own Jewellery shop in Buxton and spending eight years working for Derbyshire Building Society as Branch Manager.

Sue is well equipped for dealing with the day to day running of our busy office and holds qualifications in Financial services, regulation and ethics.

She lives in Whaley Bridge with her husband Steve, daughter Sarah and her cat Jasper. Outside of work, they can be found walking around the beautiful Peak District. Sue is a keen gardener and enjoys growing her own vegetables. She also loves riding around the hills on her motorbike with her husband when the weather behaves.

Julie Oldfield

Technical Administratorlinkedin logo 111w

Julie started her career working for a large provider when she left school in 1991. It was her intention to work there for a couple of years whilst she decided what path she’d like to take…. She left that particular company 10 years later and went on to work for two financial planning companies in Manchester. 24 years later, she’s still working in the industry with a great bunch of people in sunny New Mills!

Julie assists the Financial Planners with all the technicalities behind financial planning and holds a certificate in Financial Planning.

When away from her desk, Julie lives in Stockport with her partner, daughter, cat, hamster and lots of fish! As well as spending time with family, Julie enjoys keeping fit and regularly goes to the gym whenever she has time.

James Bancroft DipPfs

Technical Financial Planner
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James started working in Financial Services in 1996 with Standard Life, moving to Friends Provident nine years later. In 2011, he switched to an IFA practice in Denton (RBIG Financial Services Ltd), dealing in the main with corporate clients on their employee benefit requirements together with pension and protection needs for individual clients.

Here at Freedom, he specialises in Pensions and Protection work, paying particular attention to tailoring plans that will grow and adapt with his clients’ lifestyles over time.

James lives in New Mills with his wife Michelle, daughter Bea, son Dylan, Beagle Paddy and a pet Rat called Rio. They share a passion for music and try to attend as many music gigs / concerts and festivals as they can. The whole gang love to get away (weather permitting) in their motorhome and can also be found working on their allotment patch, which the kids find great fun, particularly when they can sample the fruit! James also enjoys watching football and is a lifelong Manchester United Fan!

James Bancroft’s direct line : – 01663 748628

Mandy Travis

Compliance Assistant

For Mandy, joining Freedom Financial Planning was a happy accident. After spending the last ten years as a Fashion Buyer, and 25 years previously working in financial and administrative roles, including 10 years as the Bursar of Hazel Grove High School, she was searching for a new challenge and here it is!

As part of her day to day role as Compliance Assistant, Mandy ensures the smooth running of Freedom’s business processes.

Mandy lives in Disley with her husband Nigel who both enjoy walking into Lyme Park and further afield. They both love to travel, with Italy marked as one of their favourites.

When not soaking up the delights of the countryside or the Mediterranean, Mandy can be found watching a performance of her son Bradley, who is an up and coming Opera Singer!