Our Qualifications

    Client Advisory Teams

      David Andrews’s Team

      David Andrews Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      MAQ - Mortgage Advice Qualification
      PMI Certificate in Trustee Pensions Knowledge
      Gina Garman Senior Private Client Adviser Diploma in Financial Planning (DipPFS)
      IAC - Investment Advice Certificate
      CIB - Certificate in Mortgage Advice and Protection
      Charlotte Simpson Technical Assistant BA (Hons)
      Diploma in Financial Planning units
      R01 - Regulation and Ethics
      R04 - Pensions
      R05 - Financial Protection
      Tracey Maher Personal Assistant

      Howard Stagg’s Team

      Eleanor Cawte Administrator/PA Diploma in Financial Planning (DipPFS)
      Howard Stagg Associate Director Certified Accountant (FCCA)
      Diploma in Financial Planning (DipPFS)

      Tom McMorrow Technical Assistant Diploma in Financial Planning (DipPFS)
      CFA UK Investment Management Certificate level 3

      James Geard’s Team

      Chris Wade Technical Consultant Diploma in Financial Planning (DipPFS)
      Trevor Redpath Technical Assistant CeMAP - Certificate for Mortgage Advice and Practice
      Diploma in Financial Planning (DipPFS)
      James Geard Associate Director Diploma in Financial Planning (DipPFS)

      Jeremy Hoyland's Team

      Jeremy Hoyland CEO MA (Oxon)
      Diploma in Financial Planning (DipPFS)
      Mark Morris Technical Consultant BA (Hons) History & Archaeology
      Chartered Financial Planner (APFS)
      Caroline Maxwell Senior Technical Adviser BSc (Hons) Psychology
      Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      IFP - Principles of Financial Planning
      IMC - Investment Management Certificate
      Amanda Jackson Senior Administrator/PA CF 1, 2 and 3
      CeMAP - Certificate for Mortgage Advice and Practice
      Melanie Lloyd PA/Receptionist

      Marcus Carlton’s Team

      Marcus Carlton Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner

      Caroline Richmond Senior Paraplanner and Team Leader CISI Investment Administration Qualification
      Chartered Financial Planner (APFS)
      Jo Masilamany Technical Assistant Certificate in Financial Planning (CertPFS)

      Nick Rudd

      Nick Rudd Senior Private Client Adviser Diploma in Financial Planning (DipPFS)

      Paul Addison’s Team

      Paul Addison Director Diploma in Financial Planning (DipPFS)
      Lisa Hessey Technical Supervisor Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      Clare Ferrin Technical Consultant BA (Hons) Theology
      Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      Marina King Administrator/PA Financial Planning Certificate 1

      Paul Jones’s Team

      Paul Jones Senior Private Client Adviser IFS Diploma in Regulated Financial Planning
      FPC 1, 2 & 3
      Theresa Carr Technical Assistant Financial Planning Certificates 1,2,3
      CF6 - Mortgage Advice
      Alison Jones Administrator/PA

      Phil Jelly’s Team

      Phil Jelly Private Client Adviser Diploma in Financial Planning (DipPFS)
      Julia Redmond Administrator/PA

      Ross Ibbotson’s and James Scott’s Team

      Ross Ibbotson Executive Director (Special Products) BA(Hons) Economics
      Diploma in Financial Planning (DipPFS)
      James Scott Senior Private Client Adviser MEng BEng(Hons) Engineering
      Diploma in Financial Planning (DipPFS)
      CeMAP - Certificate for Mortgage Advice and Practice
      Sammi Jeffrey Administrator/PA ICT (Media Studies)

      Simon Kelly’s Team

      Simon Kelly Associate Director BSc (Hons) Physics with Space Science
      Fellow of the Personal Financial Society (FPFS)
      Chartered Financial Planner
      IMC – Investment Management Certificate
      Clare Hale Technical Consultant BA (Hons) - American History with Politics
      Diploma in Financial Planning (DipPFS)

      Steve Jerome’s Team

      Steve Jerome Senior Private Client Adviser Diploma in Financial Planning (DipPFS)
      Leon Blake Private Client Adviser BA (Hons) Sociology
      MA in Sociology
      Diploma in Financial Planning (DipPFS)
      Philippa Watson Senior Administrator/PA Certificate in Financial Planning
      Financial Planning Cert 1
      Financial Planning Cert 2
      Financial Planning Cert 3
      FA2 - Pension Administration
      Gill Jerome Administrator

      Stewart Aldous Team

    Management

      Board

      Jeremy Hoyland CEO MA (Oxon)
      Diploma in Financial Planning (DipPFS)
      Sylvia Munn Group Admin & Data Manager
      Marcus Carlton Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner

      David Andrews Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      MAQ - Mortgage Advice Qualification
      PMI Certificate in Trustee Pensions Knowledge
      Gary Festa Executive Director Certificate in Financial Planning (CertPFS)
      CertCII (MP & ER)
      Mortgage Advice Qualification (MAQ)
      Mark Waller Director, Legal & Compliance Bachelor of Law (LLB Hons)
      Fellow of the Personal Finance Society (FPFS)
      IMC - Investment Management Certificate
      CeMAP - Certificate for Mortgage Advice and Practice

      Management Committee

      Jeremy Hoyland CEO MA (Oxon)
      Diploma in Financial Planning (DipPFS)
      Sylvia Munn Group Admin & Data Manager
      Marcus Carlton Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner

      David Andrews Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      MAQ - Mortgage Advice Qualification
      PMI Certificate in Trustee Pensions Knowledge
      Gary Festa Executive Director Certificate in Financial Planning (CertPFS)
      CertCII (MP & ER)
      Mortgage Advice Qualification (MAQ)
      Jacqueline Hoyland Executive Director
      Mark Waller Director, Legal & Compliance Bachelor of Law (LLB Hons)
      Fellow of the Personal Finance Society (FPFS)
      IMC - Investment Management Certificate
      CeMAP - Certificate for Mortgage Advice and Practice
      Stephen Dunn Senior Accountant Advanced Diploma in Management Accounting
      Ross Ibbotson Executive Director (Special Products) BA(Hons) Economics
      Diploma in Financial Planning (DipPFS)
      Julie Bentley Private Client Adviser Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      IMC - Investment Management Certificate
      CeMAP - Certificate in Mortgage Advice and Practise
      Rob Pemberton Investment Director
      Graham Summers Private Client Tax Manager

    Specialist Teams

      Asset Management

      Rob Pemberton Investment Director
      Tuson, James Investment Manager BA (Hons)Diploma in Financial Planning
      IMC – Investment Management Certificate
      Diploma in Financial Planning (DipPFS)
      CeMAP – Certificate for Mortgage Advice and Practice
      Nye, Kim Senior Investment Administrator GNVQ – Business and Finance
      Bookeeping level 2

      Employee Benefits

      Jason Lines Director, Corporate Pensions & Employee Benefits Diploma in Financial Planning (DipPFS)

      Charlotte Spencer-Smith Benefits Administration Manager & PA to Jason Lines BA (Hons) Dance and Culture
      CF1 - UK Financial Services & Regulation Ethics
      GR1 - Group Risk
      Kim Laidlaw Group Benefits Administrator FP1 - Financial Services Regulation
      FA2 - Pension Administration
      Julia Redmond Administrator/PA

      Mortgages

      Lynda Matthews Mortage Administrator CeMAP - Certificate for Mortgage Advice and Practice
      NEBS Management - Introduction to Management
      Gary Festa Executive Director Certificate in Financial Planning (CertPFS)
      CertCII (MP & ER)
      Mortgage Advice Qualification (MAQ)
      Darren Johncock Mortgage Manager Financial Planning Cert 1 & 2
      CeMAP - Certificate for Mortgage Advice and Practice
      ER1 Equity Release
      Holly Swaine-Jones Mortgage Administrator CeMAP – Certificate in Mortgage Advice and Practice

      Special Products Team

      James Taylor Technical Library Manager BA (Hons) Economic and Social History
      Diploma in Financial Planning (DipPFS)
      Ross Ibbotson Executive Director (Special Products) BA(Hons) Economics
      Diploma in Financial Planning (DipPFS)
      James Scott Senior Private Client Adviser MEng BEng(Hons) Engineering
      Diploma in Financial Planning (DipPFS)
      CeMAP - Certificate for Mortgage Advice and Practice
      Animesh Shrestha Tax and Specialialist Investment Analyst Fellow of the Association of Chartered Certified Accountants (ACCA)
      Member of the Chartered Institute of Taxation

      Tax Services

      Alex Donovan Accounts & Tax Adviser
      Graham Summers Private Client Tax Manager
      Animesh Shrestha Tax and Specialialist Investment Analyst Fellow of the Association of Chartered Certified Accountants (ACCA)
      Member of the Chartered Institute of Taxation

    Support Services

      Accounts Team

      Sarah Psaila Accounts Administrator Bookkeeping Level 1 & 2
      AAT Qualified
      SAGE Level 1 & 2
      Stephen Dunn Senior Accountant Advanced Diploma in Management Accounting
      Heather Hartley Financial Controller CIMA Diploma in Management Accounting
      Passes in:
      Financial Accounting
      Financial Analysis
      Organisational Management
      Information Systems

      Compliance Team

      Rajesh Nandha Compliance Assistant Diploma in Financial Planning (DipPFS)
      David Andrews Executive Director Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      MAQ - Mortgage Advice Qualification
      PMI Certificate in Trustee Pensions Knowledge
      Mark Waller Director, Legal & Compliance Bachelor of Law (LLB Hons)
      Fellow of the Personal Finance Society (FPFS)
      IMC - Investment Management Certificate
      CeMAP - Certificate for Mortgage Advice and Practice
      Mike Powell Training & Competence Manager Diploma in Mortgage Advice and Practise (DipMAP)
      Diploma in Financial Planning (DipPFS)
      Mortgage Advice Qualification (MAQ)
      CertCII (MP & ER)
      Dermot McSweeney Compliance Training and Competence Assistant Diploma for Financial Advisers Level 4
      CeFA - Certificate for Financial Advisers Level 3
      CeMAP - Certificate for Mortgage Advice and Practice
      Liz Wilkens Compliance Manager Certificate in Financial Planning (CertPFS)

      Group Projects Team

      Sylvia Munn Group Admin & Data Manager
      Julie Bentley Private Client Adviser Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner
      IMC - Investment Management Certificate
      CeMAP - Certificate in Mortgage Advice and Practise
      Lisa Hessey Technical Supervisor Fellow of the Personal Finance Society (FPFS)
      Chartered Financial Planner

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