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Blythe Financial Leaders in Wealth Management

       

Senior Management

Alan Blythe

Alan Blythe | Managing Director

Alan Blythe is the Managing Director of Blythe Financial Limited and is the first and only person in the Isle of Man to concurrently be accredited as a Chartered Financial Planner and a Chartered Associate of the Institute of Financial Services. He holds the FPFS qualification from the Chartered Insurance Institute and the CAifs qualification from the Institute of Financial Services.

Prior to establishing Blythe Financial in 2002, he was employed as a Corporate Banker for various banks including HSBC, Royal Bank of Scotland and National Australia Group. He is both qualified and experienced in providing investment and pension advice and financial planning advice, as well as structuring and arranging corporate and commercial finance proposals.

Alan enjoys walking with the dogs in his spare time as well as carrying Sue’s camera equipment to various locations.

E-mail address: alan@blythefinancial.com

Sue Blythe

Sue Blythe | Director

Sue is the Co-Director of Blythe Financial and also has extensive offshore banking experience, with many years with HSBC Bank in a number of managerial roles including operations, lending, project management and credit management. Sue also worked for a South African Asset Management Company as Customer Service Manager and she has a wealth of client facing and customer service experience. Sue has a degree from the Open University covering disciplines from management skills to finance and marketing.

Sue is a Chartered Financial Planner and holds the Advanced Diploma in Financial Planning (APFS) and was the island’s first holder of the Fellow of the Personal Finance Society (FPFS) designation.

Sue is also a qualified Mortgage Advisor, being CeMap qualified. Outside of the office Sue is a keen professional photographer.

E-mail address: sue@blythefinancial.com

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Client Relationship Team

Terrence Lundin

Terrence Lundin | Client Relationship Manager & Financial Planner

Terrence joined the team in Feb 2011 and quickly established himself as a key member of the Blythe Financial team. Terrence is a member of the Chartered Insurance Institute and the Personal Finance Society and holds the Level 4 Diploma in Regulated Financial Planning. Terrence is a qualified and experienced Independent Financial Adviser with specialist knowledge in investments, pensions, and protection. Terrence works in partnership with individual clients, companies and trusts.

Terrence left his native homeland of South Africa and lived in London for 8 Years before making his final move to the Island at the start of 2008.

Terrence’s past military career established high morals, standards and values which has facilitated his successful sales career. Terrence enjoys meeting and helping people. Terrence’s previous skills in client service lends well to the core values held at Blythe Financial.

In his spare time, Terrence enjoys motorcycle riding, generally being outdoors and spending time with his wife, son and two Huskadores’ (Lab X Huskies).

E-mail address: terrence@blythefinancial.com

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Robert Sutton | Portfolio Manager

Rob joined the team in April 2019 and has worked in financial services for over 10 years in a variety of settings and locations. He completed an undergraduate degree in Business Management at the Island’s own University College before undertaking a Master’s in Business Administration in Liverpool.

Rob is a Chartered Member of the UK’s Chartered Institute of Securities and Investments (CISI) and holds their Investment Advice Diploma and Investment Operations Certificate. He also holds the CFA UK Investment Management Certificate and the ACI Dealing Certificate. He has specialised in portfolio management but is also able to provide investment advice.

Rob attempts to keep fit in his spare time and is a keen traveller. He is also a wannabe DIY king, known to dabble in everything from mechanics to plastering, with varying degrees of success.

E-mail address: robert@blythefinancial.com

Shirley McCabe

Shirley McCabe | Business Support Manager

Shirley joined the team in March 2017 following a 22 year career with the BlackRock (Isle of Man) Limited. 

Amongst other responsibilities, her main role was working in Investment and Fund Administration dealing with internal and external stakeholders in relation to Isle of Man and UK Institutional clients.

She is currently an Affiliate member of the Chartered Institute of Securities and Investment.

In her spare time she is actively involved in community work and is a charity committee member of the Isle of Man based charity of the UK Multiple Sclerosis Society. She also enjoys walking and visiting family and friends in Liverpool.

E-mail address: shirley@blythefinancial.com

Angie Pennington

Angie Pennington Administrator

Angie joined the team in August 2016 and has over 15 years banking experience with Royal Bank of Scotland International and Isle of Man Bank and she has a wealth of client facing and customer service experience. Recent roles of customer adviser, support assistant to financial adviser.

As a mature student Angie has completed her CF1 Certificate.

Angie was born on the Isle of Man and out of work she enjoys spending time with family and friends.

E-mail address: angie@blythefinancial.com

 

Rose Arnold

Rose Arnold Administrator

Rose joined the team in June 2018 following an 8 year career in Financial Services. Rose brings a wealth of investment service experience and knowledge from her previous roles within investment wealth platforms. She also holds a BA Hons in Business Management.

Rose enjoys spending her spare time with her family on their family farm and being a personal taxi services for the various out-of-school activities her kids’ part-take in.

E-mail address: rose@blythefinancial.com

 

Caroline Harrison

Caroline Harrison Administrator

Caroline joined the team in November 2018 following a 39 year career with an International Bank. Caroline brings with her a wealth of experience in the financial industry a specifically Management and Supervisory roles.  She also gained her FPC I & II qualifications.

Outside the office Caroline is a keen walker, but also enjoys extensive travel, socialising with friends and spending time with her family.

E-mail address: caroline@blythefinancial.com

 

Holly Blythe

Holly

Holly has worked at Blythe Financial for nearly 10 years now and enjoys coming to work every day, announcing her arrival to the whole of the street. Holly has developed her skills in customer service and post duties and is now so keen to look after our clients she insists on attending meetings in the boardroom. If she is left outside by mistake we soon know about it as she scratches the door and barks to be let in!

E-mail address: holly@blythefinancial.com

 

Cookie Blythe

Cookie

Cookie always has a lot to say for herself and like Holly, likes to announce her arrival each day. So much so that she continues to shout until she has been given one of her favourite treats. I wonder who is training who sometimes! Cookie is always very relaxed whilst at work and every afternoon she has a leisurely snooze in the main office, often snoring loudly and quite oblivious to the fact that she should be working!

E-mail address: cookie@blythefinancial.com

 

Delilah Blythe

Delilah

A wonderful new addition to the family…

E-mail address: delilah@blythefinancial.com

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