Meet The Team

Welcome to our team of Expert Advisers.

We are here to help you navigate the complex world of financial planning. Our long-established team is dedicated to providing you with the highest level of service and expertise.

Our advisers are a tightly knit group with experience in both traditional and emerging financial products. We prioritise staying up to date with the rapidly evolving world of financial services, which is why we have a quarterly investment committee to ensure your investments are always in line with the current climate.

Assisting you on your financial journey

Whether you are a Private Individual, a Limited Company Owner or Director, a High Net Worth Individual, or a Self-Employed Business Owner, our team is here to assist you on your financial journey. We offer a wide range of services tailored to meet your specific needs. At Financial Design, we pride ourselves on our thorough, comprehensive, and innovative approach to financial planning. Our team possesses the skills and expertise needed to construct simple solutions from the complex world of advanced financial planning. Let us help you achieve your financial goals. Contact us today to get started on your financial planning journey with Financial Design (IFA) Ltd.

Get in touch

Alan Crowley Director

01926 748 025

alan@financial-design.co.uk

I started my career in financial services with Prudential Assurance in 1984, working in the Warwick/Kenilworth area. After promotion in 1987, I worked in various parts of the Midlands, eventually returning to the Leamington office as Customer Service Manager. see more →

In 2001, I became an Independent Financial Adviser and helped establish Financial Design in Kenilworth. Having achieved diploma qualification in 2012, I am now fully qualified and specialise in retirement options helping my clients maximise their pension funds. I also advise my clients with their mortgage, protection and future planning needs including inheritance tax and wealth planning.

Peter Randle Director

01926 748 025

pete@financial-design.co.uk

I started my financial services career with Prudential in 1989, initially as an Agent and later becoming a Financial Consultant, with the last 8 years spent in the role of Sales Manager. I left to become an independent financial adviser with Financial Design in 2001. see more →

Whilst my experience is in general financial planning, I would regard planning into retirement as my area of specialism. I believe a good independent financial adviser can add real value to the client in this area and can often deliver an outcome that any client would find difficult to achieve on their own.

Mark Newbold Director

01926 748 025

mark@financial-design.co.uk

I started my career in the financial services industry with Prudential in October 1989 as a customer services representative and a few years later I became a financial consultant with the company, working mainly in the Coventry area, until 2001. see more →

Since September 2001, I have been an Independent Financial Adviser at Financial Design since the company was established.

During my years in the financial services industry, I have gained a wealth of knowledge and experience to provide financial advice to private and corporate clients on an ongoing basis. I would regard investment and pension / retirement planning as my specialism and over the years I have helped my clients with their goals and objectives. Many of my clients have referred me to their friends, colleagues and family members and I really appreciate the trust my clients have in me to have made these referrals.

Jordan Newbold Financial Adviser

01926 748 025

jordan@financial-design.co.uk

I started my career in financial services at the young age of 19 as a Financial Administrator. After being introduce to the world of financial services, I became a Financial Paraplanner at the age of 21. see more →

Whilst working as a Financial Paraplanner I took The London Institute of Banking and Finance (MLIBF) exams and received my Level 4 Diploma qualification, to provide financial advice.

I received the "Top Student" reward for gaining the highest mark on the final exam & coursework in the cohort, that was ran by Quilters. During the time that I have worked in Financial Services, my passion for this industry has grown immensely to help people realise their financial goals. In order to achieve our lifetime objectives, effective planning is required and I want to ensure that even from a young age, people understand the importance and value of such proficient advice.

With my experience as a Financial Paraplanner and Financial Adviser, I would regard investments and retirement planning my expertise.

Laura Crowley Financial Adviser

01926 748 025

laura@financial-design.co.uk

I joined Financial Design in April 2020, following a career change after giving birth to my son in 2019. Previously, I worked in the Health and Fitness industry as a Sales & Marketing Manager and a Health Club General Manager but relished the opportunity for a career change as the covid pandemic hit! see more →

I obtained my Level 4 Diploma (DipFA) Qualification from The London Institute of Banking and Finance (LIBF) in February 2021 and in June 2022 passed my Mortgage Advice and Practice (CeMAP) Exam, becoming a qualified Mortgage Adviser.

I have had the unique opportunity to work closely alongside my Dad, Alan under his mentorship and have really enjoyed getting to know our existing clients, as well as meeting new clients and aiding them with their financial planning goals.

I have a particular interest in Inheritance Tax (IHT) Planning and I am also passionate about helping our younger generation gain a better understanding of how pensions and different investment vehicles work and how they may be able to utilise them now and later on in life too. I want to help people feel confident about their financial future and fully understand the options available to them.

Adam Newbold Mortgage Adviser

01926 748 025

adam@financial-design.co.uk

I joined Financial Design (IFA) Ltd in December 2021 as a Financial Paraplanner. Previously, I Completed a BA (Hons) Degree at Nottingham Trent University in 2018, worked as an Accounts Manager at a Ski Tours Company until the Covid Pandemic hit in 2020 and in a similar role at a Golf Tours Company until a career change at the end of 2021. see more →

I am a qualified Mortgage Adviser, having completed my Certificate in Mortgage Advice and Practice (CeMAP) in early 2023. I plan to pursue my Diploma for Financial Advisers (DipFA) in the near future.

I've had the opportunity to work alongside my dad, Mark, and my brother, Jordan, which has helped me develop my skills within the Financial and Mortgage industry.

Friendly, fast and efficient, with outstanding Service throughout the entire process. Really happy and would recommend to anyone.

John Anderson

I have been a client of Financial Design for just over twenty years. During this time I have received advice relating to mortgages, savings, investments and pensions. Mark and Jordan provide consistently high quality advice, carefully tailored to the client's requirements and circumstances. This advice is kept under regular review, in light of any changes to the regulatory framework. Communication is maintained in a clear and timely manner. I would have no hesitation in recommending Financial Design to anyone in need of financial advice.

Hywel Williams 09/01/22

Great Service, Friendly, Quick & Reliable. Always called me back and answered even my most silly of questions. Will definitely recommend - Very Happy Indeed! 10 out of 10!

Nick Peters