Blue River Annuities

The Team

The key motivation for setting up Blue River was to develop a professional practice that reflected the values Mike holds dear. Therefore, energy, enthusiasm and integrity were the most important qualities Mike was looking for when building the team.

Mike is supported in the office by Lisa Shurba and Mark Done. Not only do they share Mike’s passion for delivering the highest standard of service our clients, but they are both totally committed to their own personal development and have undertaken a rigorous programme of professional exams.

About Us

Mike Dobson - Managing Director

Mike Dobson is the Managing Director of Blue River.

Mike entered financial services in 1989, as a graduate trainee for a major life company. Since 1994 Mike has specialised in Investment planning and operated as an Independent Financial Adviser for the last thirteen years. Prior to establishing Blue River, Mike worked as a senior adviser within a national firm of Independent Financial Advisers, during his time there, the office which has now become Blue River was set up.

In addition to holding the Advanced Financial Planning Certificate, Mike attained Certified Financial Planner status in 2001. At that time, there were only 160 Certified Planners in the whole of the UK. This number has now increased to 900, but given the UK adviser population exceeds 60,000, Mike's CFP status places him in the highest echelon of advisers in the country.

Mike is a member of the Personal Finance Society and the Institute of Financial Planning.

Lisa Shurba - Office Manager

Lisa has worked in Financial Services since 2001. Originally she joined the team as a mortgage adviser and whilst she is still very active in this market, her role has developed further and her very strong organizational skills are now utilized to ensure that all aspects of the business run smoothly.

Mark Done - Paraplanner

Mark joined the Financial Services community in 2006. He performs the function of researching the product used to underpin our planning advice. This includes an ongoing monitoring process of all client portfolios, both in terms of the performance of the investments and the management of the tax liabilities.