Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Richard Liddiard Dip PFS
Principal, Financial Adviser
Richard started his financial career in 1988 as a trainee adviser in an independent firm in Winchester. By 1992 he had joined the sales force of a large ...
01202 882420
Tim Madge APFS BSc (Hons)
Chartered Financial Adviser
Tim began his career in financial services when he graduated from university in 1999. His first employment role was as a Trainee Consultant for Scottish Life, which ...
01202 882420
Rachel Jones FPFS BSc (Hons)
Chartered Financial Adviser
Rachel began her career in Financial Services back in 2000 within the pensions industry at James Hay. After completing her BSc Hons Business degree at ...
01202 882420
Jonathan Havard Dip PFS
Financial Adviser
Jonathan is a widely experienced financial advisor who has worked in the industry since leaving university and moving to Bournemouth in 1991. Despite having ...
01202 882420
Michelle Lambell FPFS, Chartered FCSI
Chartered Financial Adviser
Michelle started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. Michelle completed her ...
01202 882420
Mel Mullender Dip PFS
Financial Adviser
Mel has been in Financial Services since 1998, starting her career at the age of 21, when she worked for Standard Life Bank when they first launched into the ...
01202 882420
Charles Pasamar Dip PFS
Financial Adviser
Charles became a financial advisor in 1993 having previously worked for American Express and the late philanthropist Sir John Templeton. His clients, many of ...
01202 882420
Paul Higham Dip PFS
Financial Adviser
Paul started his career in financial services in 2002 after completing his degree in Business Management. Paul’s first financial adviser role was with ...
01202 882420
Jamie Sturgess Dip FA CeMap CeRER
Financial Adviser
Jamie has been in the financial industry since the early 1990s and having worked in various roles within NatWest, he then joined a Top 10 mortgage lender as ...
01202 882420
Dan Joyce Dip FA CeMap CeRER
Financial Adviser
With weekends (and the occasional Friday afternoon!) full of walking the dog, entertaining two young children, terrible golf and Sunday lunches, Dan spends the ...
01202 882420
Karen Thornley Dip PFS
Later Life Specialist
Karen has been an Independent Financial Adviser since the early 90s, and advises on Investments, generating tax efficient income in ...
01202 882420
Ray Liddiard CeMAP
Mortgage and Protection Adviser
After spending 10 years working in the technology sector managing projects for companies such as Porsche, Audi, The Red Cross, Hiscox, and ...
01202 882420
Chris Batten CeMAP CeRER
Mortgage and Protection Adviser
Chris’ career as a broker began in the early 1980s. He now specialises in all types of Residential and Buy-To-Let Finance as well as ...
01202 882420
Rachael Payne CeMAP
Mortgage and Protection Adviser
Rachael started her Financial Services career in 2018 as a Business Development Manager for one of UK’s largest insurers, LV, during which time she gained ...
01202 882420
Sylwia Orchard CeMAP
Mortgage and Protection Adviser
Sylwia has been a mortgage broker since 2018 and is passionate about helping first time buyers, home movers as well as portfolio landlords to achieve ...
01202 882420
Jo Wilmott
Commercial Lending Specialist
Jo started her career in the banking industry and for 33 years worked in various areas of Business Banking for RBS/Natwest. These roles included ...
