Partnering with your business
Meet the Team
Andrew Baggott ACA CTA
Managing Partner
Andrew Baggott
As managing partner, Andrew overseas the running of the business and is the back bone of CN Group, it’s his drive and resolve that has helped to significantly expand the size and offerings of the firm, and in conjunction with Scott identifying new initiatives for clients across the UK.
Scott Herbert DipPFS
Partner and Independent Financial Advisor
Scott Herbert
Scott has been working within the financial services industry for over 30 years. Scott and co- founder Andrew Baggott joined forces in 2005 and have built CN financial planning into the success story it is today.
Scott has held a regulated advisory role for over 30 years within some of the UK’s leading Financial services companies, and the UK’s largest provider of independent financial advice to the accountancy sector. Over this time Scott has advised companies ranging from small SMEs up to companies operating nationally and globally.
Scott is supported by a team of financial professionals and looks after clients all over the UK and overseas. He has forged strong relationships with both his clients and their families over many years. He prides himself on providing a friendly and professional service. He specialises in both personal and corporate financial advice and has built a reputation as a leading Independent Financial Advisor.
Scott holds qualifications with the Chartered Insurance Institute, the Chartered Institute of Bankers and the Pension Management Institute. He is a member of the Personal Finance Society and was invited several years ago to join the prestigious Russell Study Group in London which is made of some of the UKs most experienced financial planners.
When not working Scott enjoys family time with his wife and three teenage children and not forgetting four dogs! He enjoys travelling and in particular spending weekends on the Welsh Coast. He likes hiking, boating, real ale and Manchester City!
Jon Nield DipPFS
Independent Financial Advisor
Jon Nield - Independent Financial Advisor
Jon has worked in the Financial services industry for 25 years. He has previously held a supervisory support role in one of the UK’s leading banks, and an advisory role within the UK’s largest IFA advice group to accountants in the UK.
Jon was head hunted by CN Financial Planning in 2007 and has worked with Scott Herbert for over 19 years. He was promoted to Independent Financial Advisor ten years ago. Jon specialises in group employee benefits, retirement planning/investments and mortgage and protection advice.
Jon has attained a number of professional qualifications with the Chartered Insurance Institute and the Pension Management Institute. He is a member of the Personal Finance Society.
In his spare time Jon enjoys keeping fit and has ran several ultra- marathons and completed two Iron Man events. He enjoys spending time with his wife and two daughters.
Christian Evans DipPFS
Operations Director and Independent Financial Advisor
Christian Evans - Independent Financial Advisor
Chris has worked in the Financial Services sector for just over 20 years. He has held both technical support and regulated advice positions within some of the UK’s leading financial institutions.
Chris joined CN Financial Planning over ten years ago, and has made a significant contribution towards developing where the company is today. He prides himself on an eye for detail and has a passion for delivery of excellent customer service.
Chris holds a Diploma with the Chartered Insurance Institute.
He provides technical support to his team members and manages our back office procedures and staff.
When not working Chris enjoys spending time with his young family and is a season ticket holder at Manchester City.
Stephen Mackenzie DipPFS
Adviser Support Manager
Stephen Mackenzie - Advisor Support Manager
Stephen has cemented himself as a firm part of the CN Financial Planning team, joining early 2020. He began at the firm as Financial Planning Administrator and was promoted to Paraplanner in mid 2021. Stephen has 17 years experience within the financial services sector including working for a major UK bank and a leading financial platform provider.
Stephen holds a Diploma with the Chartered Insurance Institute and in his spare time he enjoys spending time with his family and supporting Manchester United.
Kieran Baggott DipPFS
Graduate Financial Advisor Trainee
Kieran Baggott - Graduate Financial Advisor Trainee
Kieran joined the team in October 2021. Graduating with a first class BA Honours degree in Finance and Economics, he won the Investec Wealth and Investment Finance and Economics prize which was awarded to the student with the highest overall mark on the course.
Kieran has attained a number of professional qualifications with the Chartered Insurance Institute and the Pension Management Institute.
In his spare time Kieran likes to play and watch sports, support Man United, and also plays the guitar.
Amelia Herbert Dip FA
Financial Adviser Trainee
Amelia Herbert - Graduate Trainee
Amelia joined CNFP from Aquinas college where she achieved 3 A Levels including an A* in Financial studies awarded by the London Institute of Banking and Finance. She has recently received a Diploma in Financial advice awarded by the London institute of banking and finance. Passing the exam at only 20 years of age making her one of the youngest holders of the qualification in the UK!
She is now studying towards attaining the advanced diploma and has ambitions to become a future chartered financial planner.
Aside from work, Amelia enjoys travelling, cooking, and walking with her miniature schnauzer dogs.
The above are supported by our dedicated, hardworking administration team including:
Michelle Coulter
Pension Administrator
Michelle Coulter
Michelle has previous experience working within one of the UKs largest pension consultancy companies. She specialises in pension administration and holds qualifications with the Pension Management Institute. Michelle enjoys time with the family and their four dogs.
