Taunton Office Team
Rob Isaacs was instrumental in setting up Lifeassureonline in 2003. In April 2014 he was appointed as a Director of LFS & Partners Ltd but is also General Manager for Lyn Financial Services in the Taunton office over seeing the day to day business of this.
Rob started work in the Financial service industry in 1990, has worked at several different job roles in sales and development and has a wealth of experience, holds the full Financial Planning Dipoma and is a member of the Personal Finance society.
Rob is fully qualified and holds a Statement of Professional Standing. This certificate provides customers with evidence that the adviser subscribes to a code of ethics, is qualified, and has kept their knowledge up to date.
Mike is an Independent Financial Adviser and has been with the company since 2004. Mike holds the Financial Planning Certificate together with The Mortgage Advice Qualification.
As a member of the online team of Lifeassureonline he specializes in Protection, in particular key person insurance, whole of life for Inheritance Tax planning and mortgage and family cover.
Matt Potter joined the Taunton team in 2016 and specialises in Mortgages and Life Insurance products.
Jen joined the company in April 2016. She passed her CeMAP exams last year and is keen to develop her career as an Independent Mortgage and Protection Consultant, welcoming new enquiries on all mortgage and insurance matters.
Steve joined the company in January 2016 as an Independent Protection Consultant.
He is available to advise clients regarding Life insurance, income protection, private medical insurance and making a Will
Pauline is the senior administrator in the Taunton office providing support to the advisers as well as administering the Over 50s and Funeral Plan products. She has been with the company since 2004.
Natasha is the Taunton office general administrator and has been with the company since 2012.