Meet the Team

Leadership

• Tom Perry

  Tom Perry

  Managing Director

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  Tom Perry

  Tom joined Compass Financial in March 2020, having spent 14 years in senior financial and operational roles. Following his degree in Accountancy & Finance at Newcastle University, Tom joined managed services provider Aramark on the graduate scheme and qualified as a chartered management accountant before moving into senior finance roles with Begbies Traynor plc and Manchester based Airline Services. Tom then moved to the legal business DWF plc, working as Operations Director for the International division and most recently as Corporate Development Director before joining Compass.

  Tom was brought up near Chester and currently lives in south Manchester. He has travelled extensively with work and lived in Australia for three years while growing up. Outside of work, Tom enjoys keeping fit through mountain biking and running, as well as spending time with friends and family. He also enjoys travelling abroad, sampling new cultures where possible and is a long-suffering Crewe Alexandra fan.

• Rebecca Green

  Rebecca Green

  Finance Director

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  Rebecca Green

  Rebecca joined Compass Financial in December 2020, having spent over 15 years in senior finance roles. After achieving her degree in Accounting and Finance at Manchester Metropolitan University she then went on to gain her Chartered Status with CIMA in 2007. Rebecca has worked across multiple sectors, supporting dynamic, growing and unique businesses adding to the varying experience across the Compass board.

• Adam Stubbings

  Adam Stubbings

  Director

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  Adam Stubbings

  Adam Stubbings set up Compass Financial in May 2009, having worked as a financial adviser in the North West for several years and previously London for ten years. Educated at TS Indefatigable, a Naval College on Anglesey, North Wales, where he was Head Boy, Adam later moved to London, where he met Katy, his now wife. Katy came from Ruthin, North Wales, and this is where they have settled with their two daughters.

  Earlier in Adam’s working life, he was a professional diver where he taught diving to Instructor Trainer level. He also made underwater documentaries for companies such as Channel 4 and the Discovery Channel specialising in underwater cave systems and deep ship wrecks. Adam has also competed in a number of full distance Ironman competitions and crossed Baffin Island as a member of an Arctic expedition team. Adam also has a passion for horology. He is fascinated by the detail and workmanship involved in designing and creating top quality watches and has been known to advise clients and friends on their watch purchases!

• Steve Higson

  Steve Higson

  Head of Advice

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  Steve Higson

  Steve joined Compass Financial in a non-advising role in January 2023, having been in Financial Services since 1983. In this time he has held a number of positions, all within Financial Services, with a progression from advising personally as an IFA to Regional and then National Sales Management and Executive Board Member of an AIM Listed Firm of Independent Financial Advisors.

  He has also run a number of his own businesses including a Financial Services Consultancy Firm as well as a Financial services Recruitment Firm. Born in Bolton he remained in the North west until the late 90's when, through work, relocated to Bath and then again to Bracknell followed by moves to Stratford upon Avon and finally Worcestershire. Out of work Steve is a keen sports lover following his beloved Bolton Wanderers since school and playing golf. For relaxation he loves keeping fit, cooking, entertaining and spending time with his family and friends.

• Amy Gosse

  Amy Gosse

  Head Of Paraplanning

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  Amy Gosse

  Amy joined Compass Financial in July 2013 after graduating with a 2.1 degree in History and Politics from Lancaster University. Amy is currenting studying towards achieving Chartered Status. Outside of work, Amy enjoys spending time with her partner Ben and their one year old son Milo. They enjoy family days out include long walks in the North Wales countryside where they live.

Financial Advisers

• David Bates

  David Bates

  Financial Adviser

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  David Bates

  David joined Compass Financial in 2024 after a long career in financial services spanning over 35 years. David has dedicated his professional life to helping individuals and businesses navigate the complexities of financial planning and investment strategies. David has dealt with principally owner managed businesses and has many clients in the medical sector including NHS Consultants, Dentists, and other medics.

  Known for his analytical skills and personalised approach, David has successfully guided clients toward achieving their financial goals, ensuring a secure and prosperous future. Beyond the office, David is a devoted family man, cherishing time spent with his wife and two young children. He also enjoys the open expanses of the golf course.

• Richard Bridge

  Richard Bridge

  Financial Adviser

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  Richard Bridge

  Richard joined Compass in October 2023 having spent his entire career in financial services, including the last 15 years as a financial adviser. Richard has acquired experience across pensions, investments and protection insurance and has worked closely with individual clients along with many SMEs. Richard is passionate about providing his clients with a holistic perspective on their financial planning journey, at all times centred on the aspirations they have for themselves and their family. Richard also strongly believes that in an ever-changing world, a regular dialogue between client and adviser is the key to ensuring objectives are achieved.

  Richard grew up in Macclesfield in Cheshire, and he now lives in South Manchester. Outside of work, Richard enjoys spending time with friends and family. He is a great sports fan, in particular of football and tennis. He likes to blow off the cobwebs in the great outdoors, and can often be found on a long walk in The Lake District

• Ashley Burrows-Brown

  Ashley Burrows-Brown

  Financial Adviser

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  Ashley Burrows-Brown

  Ash joined Compass in July 2022, originally from North Wales, he has worked in Manchester for the past 8 years. Ash moved to Manchester to study Economics at University, and since then he has worked in a number of roles in industry on his way to becoming a Financial Adviser. Ash became qualified in early 2020 and is currently working towards chartered status. He has experience advising a wide range of clients, and understands that the relationship advisers have with their clients is incredibly important. He feels that it is our job to understand all the complexity that surrounds your finances and investments, and help you create a plan to achieve your goals.

  Outside of work, Ash enjoys trying to keep fit and is looking forward to competing in another Warrior Games, completing crossfit workouts for 24 hours to raise money and awareness for Cystic Fibrosis. He is also a keen cook, and loves trying new foods with his wife Chloe.

• Damian Cross

  Damian Cross

  Financial Adviser

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  Damian Cross

  Damian Joined compass in January 2022 as an experienced financial adviser helping numerous personal and business clients with their financial planning needs. Damian is passionate about providing advice to help his clients without all the jargon. Damian has an interesting background with his previous experience before becoming a financial adviser he spent over 12 years working in the Royal Military Police (British Army) where he was deployed to various locations including Iraq and Afghanistan before moving onto working in the hostile security industry predominantly again working in Iraq & Afghanistan.

  Damian is married to Diane and has two young sons, Cole & Grayson. He enjoys spending most of his free time with his family which includes enjoying the great outdoors.

• Tom Douglas

  Tom Douglas

  Financial Adviser

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  Tom Douglas

  Tom came to financial services after completing his PGCE in Primary Teaching. After completing his Diploma in Financial Advice, Tom has achieved Chartered Status and is a Pension Transfer Specialist. Tom’s main areas of expertise are investments and retirement planning, as well as inheritance tax and estate planning. Tom prides himself on building strong relationships with clients whilst making complex subjects easy to understand. He knows that effective financial planning can deliver life changing outcomes for clients.

  Tom grew up in a small village in North Wales, just outside Chester. He studied Business at Chester University and then completed his Masters Degree in Management. Outside of work he enjoys keeping fit through cycling and going to the gym and enjoys most sports especially football and rugby. He loves walking and is often seen being dragged around by his two dogs. Tom loves to travel and enjoys experiencing new cultures and sampling different food and wines.

• Zoe Healey

  Zoe Healey

  Financial Adviser

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  Zoe Healey

  Zoe has over ten years experience in the financial services industry, having previously worked at Tilney Bestinvest and St James Place Wealth Management. Her advice covers insurance, pensions and retirement planning, investments and all areas of wealth management. She also has experience of SIPP and SSAS schemes.

  Her client base is very diverse ranging from young professionals just starting their financial planning journey to older clients completing theirs. She strongly believes the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and empathise with what really matters to clients. She believes in always being honest and transparent in all aspects of life, which comes across to clients and is important in gaining their trust as their Financial Adviser. Zoe has a strong attention to detail and strives to go the extra mile to ensure she provides the best service she can. Zoe was brought up in a village in Lancashire but now resides in Liverpool. She loves animals, in particular horses and her three pet rabbits. She also loves to travel and experience new places and ways of life, Mexico is a particular favourite having been four times.

• Tom Hewitt

  Tom Hewitt

  Financial Adviser

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  Tom Hewitt

  Tom joined Compass Financial in March 2022 and has over 20 years experience in Wealth Management where he has provided comprehensive financial planning advice to wealthy clients. Tom’s clients range from private individuals and business owners, to those who have enjoyed successful careers in both the public and private sectors. Tom prides himself on building strong and trusted relationships with his clients by thoroughly understanding each of them by focussing on identifying and prioritising their objectives.

  Tom’s areas of expertise in Investments, Retirement and Estate Planning, offers opportunities for clients to build their own tax efficient wealth strategy to meet their, and their family's financial goals. Outside of work, Tom is mostly kept very busy by his family. He enjoys following rugby and football, trying to keep fit and listening to and playing music.

• Jack Lord

  Jack Lord

  Financial Adviser

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  Jack Lord

  Jack joined Compass Financial in March 2019. With a Diploma in Financial Advice (DipFA), Certificate in Mortgage Advice and Practice (CeMAP) and a Certificate in Long Term Care (CertLTC), his knowledge of various areas of wealth and investments means he can support clients at all stages of their lives.

  Prior to joining Compass, Jack worked for AJ Bell, one of the UK’s largest investment platforms where he started his studies with CII and CISI. Having specialised in arranging off-panel investments for the advisory arm, Jack later led a Customer Service Team and was also responsible for the dedicated IPO Team prior to the company’s successful listing on the main market. Born in Lancashire, he has since lived in France and New Zealand before settling in Cheshire with his wife. Outside of work, Jack enjoys the great outdoors and from time to time, clay pigeon shooting.

• Tom Shepherd

  Tom Shepherd

  Financial Adviser

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  Tom Shepherd

  Tom joined Compass Financial in August 2020 having graduated from Liverpool John Moores University with an Accounting and Finance degree. He has undertaken various roles at Compass and has progressed to become a Financial Adviser. He achieved his Diploma in Regulated Financial Planning (DipPFS) in July 2021 and is currently working towards Chartered status.

  Outside of work, he likes to go to the gym to keep fit, go scuba diving and cook. Tom loves to travel to try different cuisines and explore new countries. He likes to spend time with his family and friends trying out new activities such as axe-throwing and go-karting.

• Chris Smith

  Chris Smith

  Financial Adviser

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  Chris Smith

  Chris has worked with finances his whole working life and sought a career in wealth management in 2013. Since then he has enjoyed a variety of roles in the industry and after gaining his Diploma in Financial Advice in 2016, Chris has been providing advice to a large range of clients with differing needs and objectives. Chris' main area of expertise is pensions and retirement planning, and believes that 'knowledge is power' and thrives on helping clients to understand the complexities of wealth management.

  Chris also has a strong belief in responsible and sustainable practices and has a keen interest in Ethical, Social and Governance (ESG) investments. Chris was brought up in East Lancashire and currently resides in Clitheroe with his partner Kate; both of whom enjoy good music, good film and good food & drink! Chris is also a fan of football which he, regrettably, spends far more time watching on the sofa at home than actually playing.

Acquisitions

• Jared Birkitt

  Jared Birkitt

  Acquisitions Associate

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  Jared Birkitt

  Jared joined Compass Financial in March 2025, having spent the last few years post-university working within Mergers & Acquisitions. Jared graduated university with a First Class Honours Degree in Business & Economics and is currently working through his ACCA qualifications. Outside of work, Jared enjoys spending time with family and friends and enjoys watching and playing football.

Paraplanning, Client Care and Finance

• Fergus Corran

  Client Servicing

• David Dunlop

  Reconciliations Assistant

• Sophie Fell

  Client Servicing

• Josh Hardy

  Parapalnner

• Catriona Harrington

  Client Care Manager

• Joe Lee

  Client Servicing

• Yvonne Mellor

  Senior Paraplanner

• Alicia Mills

  Junior Paraplanner

• Georgia Murray

  Client Care Manager

• Heather Parker

  Senior Paraplanner

• Hayden Parry

  Finance Manager

• Heidi Pollitt

  Client Care Manager