Independent Financial Advisers London
We are now one of the larger fims in London with 8 qualified professional IFA's. We have recently recruited another chartered financial planner to manage our compliance, technical and research functions and we have a super hard working support team of three.
ntral City West End Mayfair
Simon Webster
Managing Director
A former accountant Simon has been a financial adviser for 30 years. He has qualifications in advanced pensions, taxation & trusts as well as considerable experience in wealth management & mortgages.
Simon has run several large financial services businesses, and has particular expertise in the corporate arena.
Pam Webster
Director
Chartered Financial Planner
Pam has 20 years financial services experience. She holds a variety of advanced technical qualifications in taxation, trusts, pensions, mortgages and wealth management.
Her real skill lies in turning all this complex information into plain English.
Alistair Sutherland
Independent Financial Adviser
Alistair has been a financial adviser for 15 years. He specialises in wealth management & mortgages.
Nicolle Sodey
Independent Financial Adviser
Nicolle has been advising clients for over 8 years. She has a strong background in mortgages and personal protection and is now developing her expertise in pensions & investments, with a series of recent exam successes.
Julian Friel
Independent Financial Adviser
Julian has been as IFA since 2003, with over 25 years experience in Financial Services. Julian offers holistic advice to a range of personal and corporate clients throughout Kent & London.
We were recently joined by Jenny Hayman from Barclays she has been so incredibly busy seeing clients that she has not had time to submit either a photo or a bio. More to follow.
Clare Clark
Independent Financial Adviser
Clare has been an IFA since 1997 with a total of 25 years experience within the Financial Services industry, with both insurance company and broking background. She has a diverse portfolio of clients in both the personal and corporate arenas spread across many areas of the country
Jenny Hayman
Independent Financial Adviser
Jenny has been providing advice to her clients since 1999 and has experience across a broad range of financial planning areas, including both personal and business planning. Jenny joined us in June 2012 as an independent financial adviser. She is an expert in all things investment.
Louise Pepper
Chartered Financial Planner
After graduating from University with a BA (Hons) Accountancy and Management, Louise decided to pursue a career in financial services. Louise is a highly qualified professional and thoroughly enjoys helping her clients to make the most of their savings/investments and to effectively plan for their retirement. She also has a good understanding of taxation and uses careful financial planning to minimise the amount of tax that her clients have to pay.
Feel free to Contact Us to find out more about us.
We are based in Ashford & also serve Maidstone & Canterbury in Kent.
