Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Phil Cross
Company Director - Chartered Financial Planner
Phil founded Direct Financial Planning in 1991 with the aim of providing the best quality independent advice to his clients.
01634 730 800
Alex Cross
Independent Financial Adviser
With over ten years’ experience in financial services’, Alex is confident in providing his clients with the advice they need.
01634 730 800
Louise Whiley
Administrator
Louise joined Direct Financial Planning in 2005 in an administrative capacity supporting Phil and more recently, Alex.
01634 730 800
Jo Wells
Senior Administrator
Jo has worked within the financial services industry for over 21 years initially with Royal London back in 1996.
01634 730 800
Michelle Loosley
Administrator
Looking for a new challenge, Michelle joined the team in June 2023 and is very much enjoying getting to grips with the many new aspects of client servicing within the financial industry.
01634 730 800
Lauren Batstone
Marketing Manager
Lauren has recently joined Direct Financial Planning in the new role of Marketing Manager supporting the company with their marketing needs and growing their social media platforms.
