Who we are
Siobhan Record
Director and Financial Planner
Siobhan has over 20 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 become a financial planner and is very proud to have recently become the Director Owner of Cre8 taking the reins from Anita who is looking forward to her retirement. Siobhan enjoys helping her clients to live their best lives, focusing on their goals and how their financial resources can make these goals a reality.
She can manoeuvre the financial world in a professional and down-to-earth manner and 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 in the Kidderminster and Worcester leagues. The rest of her time is spent with her husband and daughters – they regularly enjoy bike rides in the Wyre Forest. Holidays are often spent at their family caravan in Wales, on the same site she holidayed as a child.
Alison Lees
Financial Planner
Alison brings over 18 years experience in financial services. After completing a degree in Psychology and Criminal Justice, she began her career as a Technical Administrator before progressing to a paraplanner role. Over the course of a decade, Alison built a deep and comprehensive understanding of financial planning, which laid the foundation for her transition into her current role as a Financial Planner. Known for her caring and down-to-earth nature, Alison helps clients take control of their finances with a clear focus on what matters most to them – the people and passions they care about.
She holds the Diploma in Financial Planning and is a proud member of The London Institute of Banking and Finance. Outside of work, Alison enjoys spending time with her family and socialising with friends. A keen cook, she loves experimenting with new creations in the kitchen. She often escapes to Devon for holidays, a cherished destination from her childhood.
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 and friends. She loves the gym and watching football, and is a regular at Man City women’s games with her husband and daughter. Her favourite hobby is going to live music concerts, having been to hundreds over the years! She also loves to travel and so far, her favourite destinations are Jamaica and on safari in Kenya. Singapore is on her bucket list.
Josh Beer
Paraplanner and Client Support
Josh is now a key part of the team in his role as a paraplanner, known for his excellent technical knowledge and no-nonsense approach to getting things done. Whether it's research, reports, or behind-the-scenes support, you can always count on Josh to deliver quickly and accurately.
Having achieved a first-class honours degree in Accounting and Finance from the University of Birmingham, Josh set his sights on a career in wealth management early on. Since joining us in 2019, his hard work, eye for detail, and calm, professional manner, have made him an invaluable member of the team — and someone with a very bright future ahead.
Finlay Powell
Client Support
Finlay recently completed his apprenticeship and has quickly become a brilliant addition to the Cre8 team. He brings a great attitude, a willingness to get stuck in, and a calm, professional approach to everything he does. He’s fitted in really well with the team and is already making a real impact.
Finlay enjoys spending his spare time socialising with friends, going to the gym and playing football, he also enjoys going to watch his team, Aston Villa play, when he can. Finlay wants to travel to places like South America and the Caribbean in the future.
Simon Record
Operations Director
After a complete career shift from life as a lorry driver, Simon stepped into the world of financial planning in 2023 and now plays a central role as Operations Director and co-owner of Cre8 Wealth Management alongside his wife, Siobhan. With a calm, practical approach and a genuine passion for getting things running like clockwork, Simon focuses on keeping the business efficient, friendly, and client-focused.
From refining systems and supporting the team to making sure everything behind the scenes just works, he’s the one quietly holding it all together — often with a sense of humour and a toolkit close by. Outside the office, Simon enjoys mountain biking, family time, and heading off to the Welsh mountains for relaxing breaks at the caravan. Always happy to roll up his sleeves and fix things (whether it’s a leaky tap or a bad spreadsheet formula), he brings that same problem-solving mindset into every part of the business.
Who we are
Siobhan Record
Director and Financial Planner
Siobhan has over 20 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 become a financial planner and is very proud to have recently become the Director Owner of Cre8 taking the reins from Anita who is looking forward to her retirement. Siobhan enjoys helping her clients to live their best lives, focusing on their goals and how their financial resources can make these goals a reality.
She can manoeuvre the financial world in a professional and down-to-earth manner and 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 in the Kidderminster and Worcester leagues. The rest of her time is spent with her husband and daughters – they regularly enjoy bike rides in the Wyre Forest. Holidays are often spent at their family caravan in Wales, on the same site she holidayed as a child.
Alison Lees
Financial Planner
Alison brings over 18 years experience in financial services. After completing a degree in Psychology and Criminal Justice, she began her career as a Technical Administrator before progressing to a paraplanner role. Over the course of a decade, Alison built a deep and comprehensive understanding of financial planning, which laid the foundation for her transition into her current role as a Financial Planner. Known for her caring and down-to-earth nature, Alison helps clients take control of their finances with a clear focus on what matters most to them – the people and passions they care about.
She holds the Diploma in Financial Planning and is a proud member of The London Institute of Banking and Finance. Outside of work, Alison enjoys spending time with her family and socialising with friends. A keen cook, she loves experimenting with new creations in the kitchen. She often escapes to Devon for holidays, a cherished destination from her childhood.
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 and friends. She loves the gym and watching football, and is a regular at Man City women’s games with her husband and daughter. Her favourite hobby is going to live music concerts, having been to hundreds over the years! She also loves to travel and so far, her favourite destinations are Jamaica and on safari in Kenya. Singapore is on her bucket list.
Josh Beer
Paraplanner and Client Support
Josh is now a key part of the team in his role as a paraplanner, known for his excellent technical knowledge and no-nonsense approach to getting things done. Whether it's research, reports, or behind-the-scenes support, you can always count on Josh to deliver quickly and accurately.
Having achieved a first-class honours degree in Accounting and Finance from the University of Birmingham, Josh set his sights on a career in wealth management early on. Since joining us in 2019, his hard work, eye for detail, and calm, professional manner, have made him an invaluable member of the team — and someone with a very bright future ahead.
Finlay Powell
Client Support
Finlay recently completed his apprenticeship and has quickly become a brilliant addition to the Cre8 team. He brings a great attitude, a willingness to get stuck in, and a calm, professional approach to everything he does. He’s fitted in really well with the team and is already making a real impact.
Finlay enjoys spending his spare time socialising with friends, going to the gym and playing football, he also enjoys going to watch his team, Aston Villa play, when he can. Finlay wants to travel to places like South America and the Caribbean in the future.
Simon Record
Operations Director
After a complete career shift from life as a lorry driver, Simon stepped into the world of financial planning in 2023 and now plays a central role as Operations Director and co-owner of Cre8 Wealth Management alongside his wife, Siobhan. With a calm, practical approach and a genuine passion for getting things running like clockwork, Simon focuses on keeping the business efficient, friendly, and client-focused.
From refining systems and supporting the team to making sure everything behind the scenes just works, he’s the one quietly holding it all together — often with a sense of humour and a toolkit close by. Outside the office, Simon enjoys mountain biking, family time, and heading off to the Welsh mountains for relaxing breaks at the caravan. Always happy to roll up his sleeves and fix things (whether it’s a leaky tap or a bad spreadsheet formula), he brings that same problem-solving mindset into every part of the business.
Who we are
Siobhan Record
Director and Financial Planner
Siobhan has over 20 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 become a financial planner and is very proud to have recently become the Director Owner of Cre8 taking the reins from Anita who is looking forward to her retirement. Siobhan enjoys helping her clients to live their best lives, focusing on their goals and how their financial resources can make these goals a reality.
She can manoeuvre the financial world in a professional and down-to-earth manner and 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 in the Kidderminster and Worcester leagues. The rest of her time is spent with her husband and daughters – they regularly enjoy bike rides in the Wyre Forest. Holidays are often spent at their family caravan in Wales, on the same site she holidayed as a child.
Alison Lees
Financial Planner
Alison brings over 18 years experience in financial services. After completing a degree in Psychology and Criminal Justice, she began her career as a Technical Administrator before progressing to a paraplanner role. Over the course of a decade, Alison built a deep and comprehensive understanding of financial planning, which laid the foundation for her transition into her current role as a Financial Planner. Known for her caring and down-to-earth nature, Alison helps clients take control of their finances with a clear focus on what matters most to them – the people and passions they care about.
She holds the Diploma in Financial Planning and is a proud member of The London Institute of Banking and Finance. Outside of work, Alison enjoys spending time with her family and socialising with friends. A keen cook, she loves experimenting with new creations in the kitchen. She often escapes to Devon for holidays, a cherished destination from her childhood.
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 and friends. She loves the gym and watching football, and is a regular at Man City women’s games with her husband and daughter. Her favourite hobby is going to live music concerts, having been to hundreds over the years! She also loves to travel and so far, her favourite destinations are Jamaica and on safari in Kenya. Singapore is on her bucket list.
Josh Beer
Paraplanner and Client Support
Josh is now a key part of the team in his role as a paraplanner, known for his excellent technical knowledge and no-nonsense approach to getting things done. Whether it's research, reports, or behind-the-scenes support, you can always count on Josh to deliver quickly and accurately.
Having achieved a first-class honours degree in Accounting and Finance from the University of Birmingham, Josh set his sights on a career in wealth management early on. Since joining us in 2019, his hard work, eye for detail, and calm, professional manner, have made him an invaluable member of the team — and someone with a very bright future ahead.
Finlay Powell
Client Support
Finlay recently completed his apprenticeship and has quickly become a brilliant addition to the Cre8 team. He brings a great attitude, a willingness to get stuck in, and a calm, professional approach to everything he does. He’s fitted in really well with the team and is already making a real impact.
Finlay enjoys spending his spare time socialising with friends, going to the gym and playing football, he also enjoys going to watch his team, Aston Villa play, when he can. Finlay wants to travel to places like South America and the Caribbean in the future.
Simon Record
Operations Director
After a complete career shift from life as a lorry driver, Simon stepped into the world of financial planning in 2023 and now plays a central role as Operations Director and co-owner of Cre8 Wealth Management alongside his wife, Siobhan. With a calm, practical approach and a genuine passion for getting things running like clockwork, Simon focuses on keeping the business efficient, friendly, and client-focused.
From refining systems and supporting the team to making sure everything behind the scenes just works, he’s the one quietly holding it all together — often with a sense of humour and a toolkit close by. Outside the office, Simon enjoys mountain biking, family time, and heading off to the Welsh mountains for relaxing breaks at the caravan. Always happy to roll up his sleeves and fix things (whether it’s a leaky tap or a bad spreadsheet formula), he brings that same problem-solving mindset into every part of the business.