Who We Are

Meet our team and get to know the people who are behind talking finances.

Our team

  • Chris Masters

    • Tel: 07790 839 203
    • Email: chris@talkingfinances.co.uk

    Founder of Talking Finances & Chartered Financial Planner

    Chris graduated as a civil & structural engineer in the year 2000 but his future didn’t lie in concrete, it lay in helping his clients build solid foundations for their financial futures. Chris is proud to hold the status of “Fellowship” of the Personal Finance Society and is passionate on the subject of peoples behaviour with money. A family man with a wife and 2 young boys, Chris harbours ambitions to be a scratch golfer…..did we mention he is an eternal optimist!

  • Gary Inch

    • Tel: 07780 906 687
    • Email: gary@talkingfinances.co.uk

    Founder of Talking Finances & Director of Technology

    Gary started his career working in IT and spent 14 years working for a Building Society where he progressed to the position of IT Manager. Gary has recently completed his diploma in Regulated Financial Planning and is passionate about using IT to help peoples plans come to life. A family man with a wife and 2 young girls, Gary knows there’s alot to learn about money from the fairer sex, “Mums usually know best”.

  • Ray Blake

    • Tel: 07465 819 693
    • Email: ray@talkingfinances.co.uk

    Financial Planner

    Ray came into financial services straight from school way back in 1983.  After working for an insurance company, two building societies, a high street bank and various financial advice firms he now has settled in at Talking Finances.

    Ray spends his time looking after the needs of his existing clients and meeting new clients and prides himself on speaking in plain, straight forward language.

    With a working wife and three children, life is never dull in the Blake family.

  • Catherine Street

    • Tel: 07957 750989
    • Email: catherine@talkingfinances.co.uk

    Financial Planner

    Catherine has worked in financial services for 25 years, the last 12 of those preparing financial plans for a range of client’s ranging from a simple investment trough to the more complicated, such as multiple legacy pension review or tax planning larger investments. Catherine holds the Diploma in Financial Planning and is half way through the Advanced Diploma which when complete means she will be a Chartered Financial Planner.

    Outside of work, Catherine’s focus is her children and ensuring they spend quality time together. They enjoy discovering new activities and places to visit.

  • Sue Porter

    • Tel: 01753 593061
    • Email: sue@talkingfinances.co.uk

    Office Manager

    Sue joined Talking Finances and the finance industry in April 2017 after 10 years working in the education sector. She has since passed the R01 (Financial Services Regulation & Ethics) exam and is currently training as a paraplanner.

    Outside of work Sue likes to spend time with her family which has recently grown with the addition of 3 granddaughters.

     

  • Sue O’Loughlin

    • Tel: 07971 197587
    • Email: sue@cornerstonewills.co.uk

    Will Writer

    Sue is a founding director of Cornerstone Wills.  She lives in Windsor and has a daughter, Amy, who recently graduated from Leeds University with a first in drama.

    She has successfully passed both the Society of Will Writers and Estate Planners and Practitioners (SWWEPP) diploma and the STEP Advanced Certificate in Will Preparation and, through the latter, is able to display the STEP Will Writing Code logo

  • Lindsey O’Grady

    • Tel: 07766 077 519
    • Email: lindsey.ogrady@portiafs.com

    Mortgage Specialist

    Lindsey is the mortgage broker associated with our practice, she is very knowledgeable about the market place and excellent at laying out your options in a clear format to help with your decisions.

  • Tim O’Brien

    • Tel: 07542 709 062
    • Email: Tim@timobrienaca.co.uk

    Chartered Accountant

    Formed in 1999 Tim O’Brien ACA is a small accountancy practice with a client base of approximately 300 personal and business clients.

    ‘We specialise in Tax, both business and personal and Tim O’Brien has been instrumental in changing government legislation through his detailed knowledge and industry experience. This knowledge and respect has helped us to retain clients and develop the practice organically through many referrals.’