Who we are

Anita Gatehouse

Director and Financial Planner

Anita began her career in financial services in 1979, establishing her own business, cre8 in 2003. Over the years, she has helped address her client’s financial needs with a professional, caring, down-to-earth approach. The focus is always on the end result – how to help clients use their financial resources to take control of their lives and look after the people and things they care about. She belongs to the CISI (Chartered Institute for Securities & Investment) and is a founder member of the EBIS Group (Evidence Based Investment Solutions). Anita is the author of a financial planning book for women, ‘A Widows Guide.’

Anita spends her spare time dancing (Ceroc and Argentine Tango), gardening, cooking and walking her dogs Riley and Doug. Anita’s favourite European destination is Seville and worldwide is Argentina. One place still on her bucket list is the Maldives.

anita@cre8wm.co.uk

Siobhan Record

Financial Planner

Siobhan has over 15 years' experience in financial services. Following a Sports and Business degree at Wolverhampton University, Siobhan started her career  as a Paraplanner, gathering the knowledge and expertise needed to progress and become a financial planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, where she holidayed as a child – Siobhan is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.

siobhan@cre8wm.co.uk

Alison Bell

Paraplanner

Alison has worked in financial services since 2007 in a wide range of roles having completed a Psychology & Criminal Justice Degree at University. Her responsibilities in the office are focused on technical research, analysing clients existing investments and funds, and report writing. Alison holds the Certificate in Financial Planning and is well on the way to becoming Diploma Qualified. Alison is also an FE Academy Certified user of FE Analytics. Alison’s dynamic personality, organisational skills and can do attitude are a winning combination!

Alison enjoys spending time with her family and taking her daughter dancing and swimming. Currently any spare time is spent planning her wedding to Fiancé Paul. Her organisational skills are certainly paying off! In her breaks from family life, Alison is a socialite spending time with her friends. Holidays are often spent in Devon where she holidayed as a child. Favourite worldwide destination is The Caribbean.

alison@cre8wm.co.uk

Joanne Gore

Senior Client Support

Joanne has worked in Financial Services since leaving school giving her a wealth of experience within the industry. Her responsibilities in the office cover a wide range of tasks all focused on constantly delivering an exceptional level of service to our clients. Jo’s can do attitude and energy are a winning combination.

Jo enjoys spending her spare time with her family, cycling and scootering with her daughter and pandering their French Bulldog, Claude. In her breaks from family life, Jo is a socialite spending time with her friends. She also loves to travel and so far her favourite short haul destination is Fuerteventura and worldwide is safariing in Kenya. The Maldives are also on her bucket list.

joanne@cre8wm.co.uk

Josh Beer

Client Support

Having obtained a first class honours degree in Accounting and Finance at Birmingham University, Josh knew he would like to enter the world of wealth management. Through hard work and a determined attitude Josh came to our attention in early 2019. His attention to detail is making him a real hit in the office. Josh certainly has a bright future ahead of him.

Josh enjoys spending his spare time with friends, walking his dog Charlie and following his beloved Birmingham City, which he has been a proud season ticket holder for over 4 years. He is also keen to travel the world with a visit to Australia top of his bucket list.

joshua@cre8wm.co.uk

John Gatehouse

Operations Director

John has worked at cre8 since its inception in 2003. He is responsible for the overall management of the office, running the accounts and payroll, IT systems and generally doing all those jobs nobody else fancies.

John spends his spare time playing golf at Enville Golf Club, is a keen photographer, lover of rugby and enjoys walking the dogs, Riley and Doug. His favourite winter pursuit is skiing in the French Alps, although the old bones aren't as flexible as they used to be. The one place still on his bucket list is Australia and New Zealand.

john@cre8wm.co.uk

Who we are

Anita Gatehouse

Director and Financial Planner

Anita began her career in financial services in 1979, establishing her own business, cre8 in 2003. Over the years, she has helped address her client’s financial needs with a professional, caring, down-to-earth approach. The focus is always on the end result – how to help clients use their financial resources to take control of their lives and look after the people and things they care about. She belongs to the CISI (Chartered Institute for Securities & Investment) and is a founder member of the EBIS Group (Evidence Based Investment Solutions). Anita is the author of a financial planning book for women, ‘A Widows Guide.’

Anita spends her spare time dancing (Ceroc and Argentine Tango), gardening, cooking and walking her dogs Riley and Doug. Anita’s favourite European destination is Seville and worldwide is Argentina. One place still on her bucket list is the Maldives.


anita@cre8wm.co.uk

Siobhan Record

Financial Planner

Siobhan has over 15 years' experience in financial services. Following a Sports and Business degree at Wolverhampton University, Siobhan started her career  as a Paraplanner, gathering the knowledge and expertise needed to progress and become a financial planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, where she holidayed as a child – Siobhan is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.


siobhan@cre8wm.co.uk

Alison Bell

Paraplanner

Alison has worked in financial services since 2007 in a wide range of roles having completed a Psychology & Criminal Justice Degree at University. Her responsibilities in the office are focused on technical research, analysing clients existing investments and funds, and report writing. Alison holds the Certificate in Financial Planning and is well on the way to becoming Diploma Qualified. Alison is also an FE Academy Certified user of FE Analytics. Alison’s dynamic personality, organisational skills and can do attitude are a winning combination!

Alison enjoys spending time with her family and taking her daughter dancing and swimming. Currently any spare time is spent planning her wedding to Fiancé Paul. Her organisational skills are certainly paying off! In her breaks from family life, Alison is a socialite spending time with her friends. Holidays are often spent in Devon where she holidayed as a child. Favourite worldwide destination is The Caribbean.


alison@cre8wm.co.uk

Joanne Gore

Senior Client Support

Joanne has worked in Financial Services since leaving school giving her a wealth of experience within the industry. Her responsibilities in the office cover a wide range of tasks all focused on constantly delivering an exceptional level of service to our clients. Jo’s can do attitude and energy are a winning combination.

Jo enjoys spending her spare time with her family, cycling and scootering with her daughter and pandering their French Bulldog, Claude. In her breaks from family life, Jo is a socialite spending time with her friends. She also loves to travel and so far her favourite short haul destination is Fuerteventura and worldwide is safariing in Kenya. The Maldives are also on her bucket list.


joanne@cre8wm.co.uk

Josh Beer

Client Support

Having obtained a first class honours degree in Accounting and Finance at Birmingham University, Josh knew he would like to enter the world of wealth management. Through hard work and a determined attitude Josh came to our attention in early 2019. His attention to detail is making him a real hit in the office. Josh certainly has a bright future ahead of him.

Josh enjoys spending his spare time with friends, walking his dog Charlie and following his beloved Birmingham City, which he has been a proud season ticket holder for over 4 years. He is also keen to travel the world with a visit to Australia top of his bucket list.


joshua@cre8wm.co.uk

John Gatehouse

Operations Director

John has worked at cre8 since its inception in 2003. He is responsible for the overall management of the office, running the accounts and payroll, IT systems and generally doing all those jobs nobody else fancies.

John spends his spare time playing golf at Enville Golf Club, is a keen photographer, lover of rugby and enjoys walking the dogs, Riley and Doug. His favourite winter pursuit is skiing in the French Alps, although the old bones aren't as flexible as they used to be. The one place still on his bucket list is Australia and New Zealand.


john@cre8wm.co.uk

Who we are

Anita Gatehouse

Director and Financial Planner

Anita began her career in financial services in 1979, establishing her own business, cre8 in 2003. Over the years, she has helped address her client’s financial needs with a professional, caring, down-to-earth approach. The focus is always on the end result – how to help clients use their financial resources to take control of their lives and look after the people and things they care about. She belongs to the CISI (Chartered Institute for Securities & Investment) and is a founder member of the EBIS Group (Evidence Based Investment Solutions). Anita is the author of a financial planning book for women, ‘A Widows Guide.’

Anita spends her spare time dancing (Ceroc and Argentine Tango), gardening, cooking and walking her dogs Riley and Doug. Anita’s favourite European destination is Seville and worldwide is Argentina. One place still on her bucket list is the Maldives.


anita@cre8wm.co.uk

Siobhan Record

Financial Planner

Siobhan has over 15 years' experience in financial services. Following a Sports and Business degree at Wolverhampton University, Siobhan started her career  as a Paraplanner, gathering the knowledge and expertise needed to progress and become a financial planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, where she holidayed as a child – Siobhan is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.


siobhan@cre8wm.co.uk

Alison Bell

Paraplanner

Alison has worked in financial services since 2007 in a wide range of roles having completed a Psychology & Criminal Justice Degree at University. Her responsibilities in the office are focused on technical research, analysing clients existing investments and funds, and report writing. Alison holds the Certificate in Financial Planning and is well on the way to becoming Diploma Qualified. Alison is also an FE Academy Certified user of FE Analytics. Alison’s dynamic personality, organisational skills and can do attitude are a winning combination!

Alison enjoys spending time with her family and taking her daughter dancing and swimming. Currently any spare time is spent planning her wedding to Fiancé Paul. Her organisational skills are certainly paying off! In her breaks from family life, Alison is a socialite spending time with her friends. Holidays are often spent in Devon where she holidayed as a child. Favourite worldwide destination is The Caribbean.


alison@cre8wm.co.uk

Joanne Gore

Senior Client Support

Joanne has worked in Financial Services since leaving school giving her a wealth of experience within the industry. Her responsibilities in the office cover a wide range of tasks all focused on constantly delivering an exceptional level of service to our clients. Jo’s can do attitude and energy are a winning combination.

Jo enjoys spending her spare time with her family, cycling and scootering with her daughter and pandering their French Bulldog, Claude. In her breaks from family life, Jo is a socialite spending time with her friends. She also loves to travel and so far her favourite short haul destination is Fuerteventura and worldwide is safariing in Kenya. The Maldives are also on her bucket list.


joanne@cre8wm.co.uk

Josh Beer

Client Support

Having obtained a first class honours degree in Accounting and Finance at Birmingham University, Josh knew he would like to enter the world of wealth management. Through hard work and a determined attitude Josh came to our attention in early 2019. His attention to detail is making him a real hit in the office. Josh certainly has a bright future ahead of him.

Josh enjoys spending his spare time with friends, walking his dog Charlie and following his beloved Birmingham City, which he has been a proud season ticket holder for over 4 years. He is also keen to travel the world with a visit to Australia top of his bucket list.


joshua@cre8wm.co.uk

John Gatehouse

Operations Director

John has worked at cre8 since its inception in 2003. He is responsible for the overall management of the office, running the accounts and payroll, IT systems and generally doing all those jobs nobody else fancies.

John spends his spare time playing golf at Enville Golf Club, is a keen photographer, lover of rugby and enjoys walking the dogs, Riley and Doug. His favourite winter pursuit is skiing in the French Alps, although the old bones aren't as flexible as they used to be. The one place still on his bucket list is Australia and New Zealand.


john@cre8wm.co.uk