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| Meet the team

Steven Vallery

MANAGING DIRECTOR

Despite graduating from university with a law degree, the majority of Steven’s career has been spent in the financial services industry. A founding director of S4 Financial, Steven has over 20 years’ financial advisory experience and has been instrumental in driving the business forward, consistently ensuring that the service offering continues to reflect the needs of a new generation of clients in an ever-evolving industry landscape.

 

Steven’s access to a large network of industry professionals, carefully built and nurtured across decades in financial services, enables him to source the very best support and opportunities for his clients.

 

T : 0203 195 7218

Tim McKechnie

INVESTMENT DIRECTOR

Tim has over two decades of experience in financial planning, specialising particularly in assisting high-net-worth individuals with their often complex planning needs. His hands-on approach to client management, combined with his extensive knowledge and expertise, has helped him develop strong personal relationships not only with his own clients, but with clients across the business.

 

Tim plays an important role in driving the company’s business strategy, whilst his investment expertise perfectly places him to oversee investment allocation for client portfolios.

 

T : 0203 195 7220

Ronald Elder

INDEPENDENT CHAIR/DIRECTOR

In his capacity as non-executive Director, Ron brings a wealth of knowledge and experience to S4 Financial, gained from a career that has spanned almost three decades. 

 

Ron has occupied a wide range of senior finance and business leadership positions over the years, within both the financial services and manufacturing sectors.

Nick Cole

SENIOR FINANCIAL CONSULTANT

Nick has been a key team member at S4 Financial since February 2009. His impressive career history includes 20 years working in the private client arena at City firms Coutts & Co, Merrill Lynch International Private Bank and Credit Suisse Private Banking, and six years on the Board of a local wealth management company.

 

Nick is a member of the Personal Finance Society, and also holds a membership with the Securities Institute, with qualifications in Private Client Investment Management, Regulation & Compliance, and Fund Management.

 

T : 0203 195 7217

Diane Wagland MAAT

FINANCE/HR MANAGER

Diane is a qualified member of the Association of Accounting Technicians and has been with S4 Financial since its establishment. Prior to this, she worked in a variety of management roles within the education sector and as a financial adviser at a large firm.

 

Diane is fully responsible for the management and supervision of S4 Financial’s corporate accounts. She also leads the Corporate Accounting Team, which offers a full corporate management package to business clients.

 

T : 0203 1957 227

Mary McDonnell APFS

SENIOR PARAPLANNER

Mary has a background in customer services and joined in 2006 as a client researcher. She transitioned to the role of paraplanner three years later, in 2009.

 

Mary manages our Paraplanning team and is responsible for the technical aspects of our service offering, including research, technical analysis and report writing, as well as providing additional support to our clients.

 

Mary holds the Advanced Diploma in Financial Planning and achieved Chartered status in 2022.

 

T : 0203 195 7211

Annie Bryant CERTCII

PARAPLANNER

Annie joined S4 Financial in May 2017 from a background in financial services. Starting out as a Trainee Paraplanner, Annie transitioned to her current role as a Paraplanner upon the achievement of her Certificate in Financial Planning from the Chartered Insurance Institute.

 

She is currently working towards her Diploma in Financial Planning and is a valuable member of our Support Team.

 

T : 0203 1957 213

John Dean DipPFS

FINANCIAL CONSULTANT

After graduating from Brunel University, John spent 14 years in the financial services industry as a Paraplanner and an adviser specialising in final salary pension schemes. He joined the company in 2019.

 

John holds the Diploma in Financial Planning from the Chartered Insurance Institute and is working towards his Advanced Diploma. He has also completed the CII’s specialist AF7 module on Pension Transfers. 

 

T : 0203 195 7216

M: 07732 497410

Yvette Anthony CertCII (FS)

PARAPLANNER

Yvette joined our team in 2019 after a career working within the banking and pension administration sectors. She now works within our Paraplanning team, providing administrative support to our clients.

 

In 2021, Yvette obtained her Certificate in Financial Planning from the Chartered Insurance Institute and is currently working towards her Diploma.

 

T : 0203 195 7219

Tracey Woodage

ADMINISTRATOR

Tracey joined us in May 2023 following a varied career within the childcare, travel and customer service industries.

 

Tracey works within our Support Team and is responsible for the provision of technical support to our Investment Advisory Team. She plays an essential role in ensuring our advisers are able to provide their clients with a bespoke investment service.

 

T : 0203 195 7221

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