Irvine Financial Services Ltd.
Local to you
Based in the heart of North Devon, located on The Square in Barnstaple, our welcoming office is in the centre of the community and we are here to help you. If you are unable to visit us we are more than happy to make arrangements to suit your individual needs. Simply give us a call on 01271 323689 or click here to use our contact form.

View our e-magazine archive
We produce a magazine every two months, which covers a variety of relevant financial articles. More specialist publications are produced from time to time, which focus on particular areas of financial planning. These magazines can be downloaded/viewed in full here.

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meet the team
here to help you

meet the team

Our team of advisers and support staff bring together two hundred years in financial services, with many staff having an original grounding in retail and commercial banking. As well as their years of experience our advisers also hold all the relevant qualifications to provide financial advice. We feel that our reputation is built upon being friendly and enthusiastic towards our clients.


Director:


Glen Irvine
Glen Irvine

Glen was born in Birmingham and moved to North Devon at the age of 10. Glen is the co-founder and Managing Director of Irvine Financial Services Ltd. Glen has been in financial services all his working life originally starting with a major British bank. Glen holds the IFS Level 4 Diploma for Financial Advisers and specialises in advising clients in the areas of Investments, Inheritance Tax Planning, Trustee Investments and Retirement Solutions. He is also a member of the London Institute of Banking & Finance.

glen@irvine-financial.co.uk

Consultants:


Craig Irvine
Craig Irvine

Craig was born in Birmingham and moved to North Devon at the age of 8. He is the co-founder of Irvine Financial Services Ltd. Craig acts as financial controller for Irvine Financial Services Ltd and oversees other administrational duties for the company.

craig@irvineinsurance.co.uk
Keith Munro
Keith Munro

Keith was born in North Devon and has been involved in financial services for his entire working career. Starting with a major British bank and joined Irvine Financial Services in 1999. His main areas of expertise are in investment portfolio management, inheritance tax mitigation and pension planning. Keith has a Level 4 Diploma for Financial Advisers and is a member of the London Institute of Banking & Finance.

keith@irvine-financial.co.uk

Advisers:


Peter Beacham
Peter Beacham

Peter was born and raised in North Devon and worked for a major high street bank for nearly 10 years, gaining a solid grounding in financial planning and customer service. He joined Irvine Financial Services in 1997, originally as part of the administration team. He quickly gained the necessary financial services qualifications and has been advising clients since 1999. Peter has a Level 4 Diploma for Financial Advisers and is a member of the London Institute of Banking & Finance. Peter is also our Personnel Manager.

peter@irvine-financial.co.uk
Mary Henderson
Mary Henderson

Mary was born and raised in North Devon and worked for a major high street bank for 13 years, gaining a solid grounding in financial planning and customer service. She joined Irvine Financial Services in 2006, originally as part of the administration team progressing in 2007 to become Personal Assistant to Glen Irvine. In 2015, she obtained the Diploma in Regulated Financial Planning and moved into an advisory role in 2016. Mary is also a member of the Personal Finance Society.

mary@irvine-financial.co.uk
Simon Pell
Simon Pell

Simon was born and raised in North Devon and started his career working for a major High Street Bank for 13 years, with his later years for that employer being spent in Customer Service roles. He joined Irvine Financial Services in 2001, in the role of Paraplanner, providing Technical Support to both the Advisers and Administration staff, moving into an advisory role in 2016. Simon has held the Financial Planning Certificate since 2001 and the Level 4 Diploma for Financial Advisers since October 2010. He is also a member of the London Institute of Banking & Finance.

simon@irvine-financial.co.uk

Support Staff:


Lisa Blake
Lisa Blake

Lisa joined the team in December 2007 and is now Personal Assistant to Glen Irvine. Lisa holds the Financial services, regulation & ethics qualification and is studying towards obtaining the Diploma in Regulated Financial Planning.

lisa@irvine-financial.co.uk
Martin Long
Martin Long

Martin joined the team in October 2013, having previously worked for Irvine Insurance Services since June 2003. Martin works in a part time role as a member of the Administration Team and is Personal Assistant to Peter Beacham.

martin@irvine-financial.co.uk
Naomi Bevan
Naomi Bevan

Naomi joined the team in September 2015 as a member of the Administration Team assisting with our Receptionist's duties. Naomi is Personal Assistant to Keith Munro and Simon Pell.

naomi@irvine-financial.co.uk
Jack Irvine
Jack Irvine

Jack joined the team in July 2013. He holds a BA (Hons) Degree in Business Studies and is now commencing his studies to gain the Diploma in Regulated Financial Planning. Jack is a member of our Administration Team.

jack@irvine-financial.co.uk
Anna Bowden
Anna Bowden

Anna joined the team in July 2014 as a member of the Administration Team. Anna is our Receptionist and Office Administrator.

anna@irvine-financial.co.uk





Our team of advisers and support staff bring together over two hundred years in financial services.