Norris & Fisher  was founded by John Norris in 1989. The business thrived and expanded its client base by providing a high degree of personal Independent Financial Advice to both individuals and small to medium sized businesses. John has now reitired from the business ensuring its future security and succession by appointing Mark Lambert and David Hole as directors.

Mark and David officially purchased the business from John on 31st January 2008 and both act as joint Managing Director, with Mark overseeing the Financial Management of the firm and David taking responsibility for Compliance of FSA rules and Marketing.

Mark Lambert B.S.c. Cert P.F.S. , Director / IFA

Having attained his Degree at London University, Mark established his career in the Financial Services profession in 1991 and has never looked back. He is now a highly experienced financial adviser with over 15 years in the industry.

Mark initially spent 10 yrs with Lloyds TSB providing financial advice across the region to private clients and to small to medium size businesses. Having gained experience in the private and corporate markets Mark moved to the Independent Sector and spent 5 years working with David providing advice to expatriates living in the UK or returning to the UK and latterly clients leaving the UK tax system.

Having joined Norris and Fisher in April 2005, Mark is able to use his wealth of experience within all aspects of financial planning for Norris and Fisher's private and corporate clients. Over the years Mark has developed particular experience in the area of personal and corporate protection and retirement planning.

David Hole Cert P.F.S., Director / IFA

David Hole has worked in the Financial Services Industry since 1989 for a variety of companies, predominantly as an Independent Financial Adviser (IFA).

He has over 17 years experience as an IFA, dealing with clients locally and throughout the UK. He also spent several years working overseas. David is familiar with both Onshore and Offshore investments. He also has vast experience dealing with clients leaving and returning to the UK tax system.

David has experience across all areas of Financial Planning but in particular, deals with investment planning and Inheritance Tax planning.

THE TEAM

Norris & Fisher have  a small friendly team of administrators with a wealth of experience in Financial Planning administration. Fiona Ford has been employed by the firm for over ten years and is well known to the majority of clients. In addition to being Office Manager, Fiona also assists David with the compliance and regulation issues.

Fiona is ably assisted by Kelly Riseam who has recently joined the team, after many years with a large national firm based in Bournemouth. Paul Ford provides administrative support and valuable IT experience.