020 7405 5550
Adrian commenced his career in financial services in 1986, becoming an Independent Financial Adviser in 1995. He works from the Bookham office where he has been based since 1999.
Away from the office Adrian likes to spend time motorcycling, travelling with his wife Liz and spending time with their two adult sons.
With over 30 years’ experience in financial services, Jackie is responsible for the management of the business and administration in Bookham and works with her team to ensure the advisers and clients receive the highest quality service.
Away from the office Jackie loves to travel and spend time with family and friends.
Michelle has worked in financial services for more than 25 years. During this time, she has gained significant experience in a number of areas including equity release, mortgages, investments, pensions and estate planning.
Michelle enjoys travelling, spending time with family and friends and Yogi, the family dog.
Adviser & Mortgage Consultant
Having been in financial services for well over 40 years, Ian has gained a great deal of experience in areas such as retirement and estate planning. As well as being qualified to provide financial advice, Ian also has the advanced pension qualification to enable him to advise on pension transfers and drawdown contracts.
Ian enjoys playing croquet with his wife, competing in tournaments around the UK and abroad.
Sue has over 25 years’ experience in financial services. Her role as part of the administration team is varied but she is primarily involved in providing the essential support needed by the financial planning team in order to provide a first-class service to our clients.
Away from the office Sue enjoys spending time with her family and friends, walking her dog, dancing and Fizz Fridays.
Maria has worked in financial services for over twenty years. She works as an administrator with primary responsibility for two of the advisers based in the Bookham office.
Outside of the office Maria loves tending her beautiful garden, visiting a garden centre and enjoying an afternoon tea somewhere special.
Christine has more than 10 years’ experience in financial services. She assists with administrative duties, primarily producing annual reviews for our clients.
Sara has more than 20 years’ experience working in financial services and is the Corporate Administrator working closely with all the corporate clients from the Bookham office.
She also assists the advisers and the rest of the admin team with monthly tasks essential to provide all our clients with a great service.
Outside of the office Sara enjoys walking, socialising with family and friends and leisurely days on her boat on the Thames, spending time with her husband and two children.