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People Testimonials

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Adrian Tratalos – Managing Director

Adrian has been an independent financial adviser since 1985, although he no longer advises clients day to day. With his wide ranging business experience in financial services and other areas, he is responsible for the overall running and development of the business, including finance, compliance, recruitment and marketing. FPC and AFPC G60 qualified.

Adrian likes to keep fit in his local gym and has an interest in antiques, which is all you will find in the trophy cupboard of the team he fanatically supports, Manchester City.

Tony Ioannides ( pronounced “ Your Need Is ” ) – Director

Tony ( Antonios to any Cypriot clients ! ) has been advising clients on financial matters for over 25 years. Tony is very much a ‘been there done that’ all-rounder, with an in depth knowledge of all aspects of financial services, including pensions, investments, mortgages and insurance. FPC and MAQ qualified.

Tony is also the font of all of the firm’s IT knowledge and enjoys photography and walking his two westie dogs.

Matt Wagener – Investment Director

Matt is a true specialist, advising clients on pensions and investments, including the most sophisticated corporate pension arrangements and investment vehicles. Matt has a wealth of qualifications including FPC, DipPFS and the internationally recognized CFP and IMC.

Matt is a musician and ex-band front man and has even been known to sing the odd opera aria !

Martin Vickerman – Mortgage Manager

Previously a Lloyds TSB branch manager, Martin knows the world of mortgages inside out. First time buy, re-mortgage, buy-to-let, Martin will know which deal and which company is best for you. CeMAP and FPC qualified.

As a keen mountain biker and qualified ski instructor he can also show you the fastest way down the mountain !

Lynn Wallwork - Mortgage Adviser

Lynn has extensive knowledge and experience of working in the local area and prior to joining True she was in partnership with an IFA based in Altrincham. Lynn's professionalism and enthusiasm is a great asset to the True Team.

David Jones – Mortgage Adviser

The newest member of the True Mortgages Team, David is CeMap qualified and is our Equity Release specialist. Previously a land buyer for a nationwide building firm, he is especially interested in new build and commercial mortgage projects.

Nick Sinclair – Client Services Manager

Nick’s role is to ensure that all True clients enjoy a completely satisfactory experience in their dealings with the company.

As an ex professional footballer he knows how to be a team player.

Julie Moore – Senior Administrator

Never underestimate just how important Julie’s role is to True. As the person responsible for controlling the True office since 2002 she keeps us all in order!

Stephanie Snape – Technical Assistant

Previously with stockbrokers Charles Stanley and financial services company Smith & Williamson, Stephanie has a wealth of knowledge on all aspects of pensions and investment planning. She also has a particular expertise of working with solicitors on pension splitting for divorce cases.

Dawn Brown – Mortgage Administrator

Dawn puts her impressive organizational skills to effect in assisting the True Mortgages advisers to carefully steer applications through to completion.