Scammell Associates LLP
Tel: 01202 685801
Bruce Scammell - Partner
Bruce is based in Poole, has been a Financial Adviser for over 30 years and has expertise in all aspects of mortgages, equity release, investment, protection and retirement planning. He started advising with Legal and General in 1984, rising to Executive Consultant, before becoming an Independent Financial Adviser and Founder member of Bankhall in 1994. In 2004 he became directly authorised by the FCA and created Scammell Associates LLP. He lives locally and enjoys being a prominent member of the local community, being a School Governor since 1995 and has been involved with Hamworthy Football Club since 1980, previously as President and is currently the Life Vice President.
Bruce can be contacted on: 07850 930301 or via email@example.com
Keith Balmer - Partner
Keith is also based in Poole, has over 28 years experience in financial services and has been an Independent Financial Adviser since 1996, specialising in wealth management – protecting customers against the unforeseen and managing their investments and pensions. He plays golf (off 14) at Broadstone and plays cricket for Dorset over 50’s.
Heather is our Compliance Consultant and has been in the industry since 1986, working at Albany Life, Manulife and Canada Life in various management positions and was eventually responsible for the training and development of the sales support staff across 22 locations. She is also a health consultant and enjoys gardening and sailing.
Jamie is based in Poole and has a background in mortgages, starting out at Nat West as an adviser, then an area manager before moving to GMAC as a sales manager. He joined Scammell Associates in 2008 as a mortgage and protection Specialist. He is a keen football fan and is a coach at Wimborne Town FC and actually has the distinction of scoring for them twice at the old Wembley Stadium playing in the FA Vase Final in 1992 (they won 5-3).
Jamie can be contacted on: 07590 591874.
Susan Barber - DipFA, Cert PFS, Cert CII (MP), M.I.F.S.
Sue has been a member of Scammell Associates LLP since 2000 based mainly in our Head Office, initially supporting one of the Partners as a Senior Paraplanner. In 2009, Sue became fully qualified in Financial Planning and Mortgages and in 2011 passed the Advanced Financial Advice examination. Sue is a member of both the Chartered Institute of Insurance (CII) and the Institute of Financial Services (IFS).
Sue takes great delight in seeing younger families take their first steps into owning their first home, and insuring that their life and health protection needs are set up to safeguard their futures. Good client rapport is gained through her friendly approach in ensuring that the best advice is provided to her clients.
Sue's leisure time is usually spent either cycling with the Bournemouth Jubilee wheelers or kayaking with Poole Harbour Canoe Club.
Sue can be contacted on: 07951 604871.
Based in Portland, Henry has been involved in the financial services industry for 35 years. After college, he started at the National Westminster Bank in Carmarthen and by 1985, he was a Corporate Lending manager based in the City of London.
He became a financial adviser and now advises on all aspects of financial services including Mortgages, Business & Personal Protection.
Outside of work, Henry’s interests have centred on Rugby and Golf. He previously played for Llandovery, London Welsh and NatWest Bank RFC but after retiring as a player, became a keen spectator and took up the more sedate game of golf! He says his handicap is his clubs - but admits to playing off 26 for various golf societies, to which he is a member.
Henry’s role for the firm is that of a Mortgage & Pure Protection Adviser, whilst also conducting research and report writing for the practice.
Lisa works at Head Office conducting product research for Bruce and Keith. She is a fitness fiend and most evenings will be found at the gym or at any one of a number of fitness classes she attends.