Meet Our Team

Mark is the Managing Partner of Seagate Wealth Management with over 30 years of experience in Financial Services. Mark’s background is in banking where he was a financial adviser with Lloyds Bank. He is passionate about helping ex-pats reach their financial goals and believes the only way to achieve this is through regulated and transparent financial advice. Having worked in retail banking, he understands the level of customer service people are used to and ensures the whole team at Seagate always put the client first. During his free time, Mark loves travelling with his wife and two children.

Fiona’s background is in finance and pensions where she was a financial adviser with Blevins Franks in Spain most recently. Prior to this she worked for some of the top consultancies in the UK including Marsh and Deloitte.
She is passionate about helping the British and Irish communities in Murcia and Almeria receive transparent, regulated advice to achieve their goals. Having worked as a pension manager she understands how hard our clients have worked to save money for their retirement. Fiona therefore understands good advice is key to maintaining these nest eggs and she is happy to share her knowledge to help ensure a comfortable financial retirement.
During her free time, Fiona loves to spend lazy days on the beach and enjoys writing books.

Dave is a partner with Seagate Wealth Management. He is a Certified Accounting Technician and British qualified financial adviser to UK practising standard.

Dave was born in Southampton but was brought up in Jersey where he worked as both a financial and commercial accountant, including many years working for financial services firms specialising in inheritance tax mitigation and investment.

Having both skill sets of an accountant and a financial adviser gives Dave an understanding that not all advisers have.Dave has been the voluntary accountant for the Elche Children’s Care Home Charity since April 2014 which encompasses book keeping, accounting and systems to prevent a variety of problems that can be encountered by charities.

Glenda is a partner with Seagate Wealth Management. She graduated from the University of Abertay in 2000 and now has over 20 years’ experience in Finance Management and Services. She has a Diploma in Financial and Management Accounting (ACCA – RQF Level 2) and CII qualification in Pensions and Retirement Planning (RO4).

On relocating from Scotland to the Costa Blanca in 2015 she has focused her career on providing financial knowledge and advice to the expat community. Her passion is to provide personalised, honest and independent financial advice and offer solutions to maximise individuals’ personal wealth, achieve their medium term goals and long term financial stability.

In her spare time Glenda likes to keep fit, socialise with friends and family and loves to travel and visit new places.

Karen is a Client Account Manager at Seagate Wealth Management, a role that involves client portfolios and dealing with their requests.

Coming to financial services via the Building Society and Banking route, after many years experience in the UK working with the Halifax as an Independent Financial Adviser, she eventually founded her own company with offices in the South West.

Karen is fully qualified holding the Financial Planning Certificate, CeMap Mortgage qualifications and the Advanced Financial Planning Certificate in Taxation and Trusts.

When not studying financial markets, Karen can be found exploring Spain with her four dogs.

Lorraine is a Client Account Manager at Seagate Wealth Management having spent most of her career in the financial sector.

Lorraine started in retail banking working for Barclays Bank, before moving into the international sector working for Sumitomo Bank, one of Japan´s largest banks. Her final role involved a move to the London Borough of Islington, working in financial services, recruiting and training school leavers and graduates to become public accountants.

Since moving to Spain in 2007, she has put her experience to good use in helping ex-pats understand the complexities of life abroad.

Lorraine loves travelling, especially to Greece and is an avid gardener.

Robert is the Pension Specialist at Seagate Wealth Management having moved to Spain in 2004. During this time, he has built up a wealth of contacts within the pension industry as well as an encyclopaedic knowledge of UK pension schemes.

Providing solutions and delivering exceptional client service has always been Robert´s ethos since he started his career over 30 years ago in the City of London recruiting for some of the largest UK Financial Services organisations.

Robert has always had a keen interest in the financial markets but also is an avid tennis player and has travelled extensively.

Chantelle is the administrator for Seagate Wealth. Her strong administrative background coupled with excellent computer skills makes her an excellent support member of staff.

Chantelle was born in Essex where she worked for many years as a Sales Team Secretary for a large company and has brought this knowledge and expertise with her to Spain.

When Chantelle is not working in our office she is busy looking after her two children, Alyssa-Mae, who is 9 and Mason, who is 3. In whatever free time she has she enjoys walking and along with her family exploring Spain.