POLE ARNOLD FINANCIAL MANAGEMENT - Key Persons
During her working day Adelle supports and works closely with Mike Nevill & Rachel to assist them in delivering a High standard of Financial Advice to their clients. Adelle brings with her over 12 years of financial services administration and paraplanning experience bringing a broad knowledge, attention to detail and a valuable alternative perspective.
Job Titles:
- CO - FOUNDER & GROUP MANAGING DIRECTOR of ASSET
The wider investment community will be fully aware of the expertise offered by Asset Risk Consultants, (ARC) the firm co-founded by Graham where he remains group Managing Director. Graham's role is to challenge, question and bring a truly impartial viewpoint to the discussions and decisions the IC make.
Graham brings a wealth of knowledge and experience to the Committee. ARC provide investment consulting, fund manager research and performance reporting services to the financial industry. ARC are also the leading provider of investment management performance benchmarks via their private client and charity indices.
Jayne has more than 20 years' experience as a client support administrator and this is reflected in both the care and ability to ‘get things done' for our clients. Jayne is often the first point of contact at our Narborough Wood Park office and is known for her friendly manner. In addition, Jayne plays a key part in the smooth running of the office behind the scenes.
Julie has over 25 years' experience in the financial industry and has completed various roles within it from client managing to more recently Paraplanning. Julie works alongside the advisers to produce suitability reports based on factual research to assist the advisers in providing informative, clear and transparent financial advice which best suits their client's circumstances.
With more than 10 Years experience administering clients financial affairs, Kerry's role is to provide an efficient and streamlined service and a point of contact for Richard's clients. Kerry is known for her caring attitude and ability to work as part of a team which helps her manage the on-going client relationships.
Lianna completed her degree in Finance in 2016 at Sheffield Hallam University. Prior to joining Pole Arnold Lianna worked as a Senior Coordinator at an events management firm for 3 years. She is now enjoying being an Administrator for Mike Pole's Team.
Louise has been providing administration services within the Independent Financial Advisory sector for over 8 years. She supports Robert Bunting's team to ensure they provide an accurate and caring service to plan and manage his client's affairs.
Job Titles:
- OPERATIONS MANAGER
- Our Operations Manager
Margaret joined Pole Arnold as our Operations Manager, bringing with her a wealth of over 30 years' of experience working within the financial services industry. Margaret is responsible for ensuring that all of our offices run smoothly and providing support to the Client Managing team.
Matthew brings with him over 30 years of experience in advising families, individuals and companies on the careful management of their financial assets.
Matthew is a Chartered Insurance Practitioner, holds a diploma in Financial Planning and is a specialist in pension and investment advice.
Matthew holds the responsibility for the business as pension specialist.
Job Titles:
- DIRECTOR & INDEPENDENT / FINANCIAL ADVISER
Mike brings with him over 30 years' experience with the knowledge to assist his clients in achieving their goals and specializing in Investment and Retirement planning. With the assistance of the team at Pole Arnold Mike is passionate about delivering a high-quality service to his clients and building an enduring relationship with them.
Before becoming an IFA, Mike spent 15 years in Executive Director roles at city financial institutions including Fidelity Investments and a subsidiary of Prudential Assurance.
His experience with such investment groups makes him an invaluable member of the investment committee.
Job Titles:
- MANAGING DIRECTOR & INDEPENDENT FINANCIAL ADVISER
In 2012 Mike felt it was time to leave the position he was in at a National Financial Company and take Pole Arnold back to the original roots to continue where he started in 1995 and provide a more personal, comprehensive and clear financial service to his clients. Mike is known for his attention to detail, insightful perspective and straightforward communication and is proud that Pole Arnold as a company puts the clients at the heart of all that we do.
Having completed training and qualifying with Pole Arnold Chartered Accountants, Moira has spent many years providing all manner of accounting support to clients and local businesses. Moira now looks after the finance function for Pole Arnold Financial Management on a part time basis, providing management accounts, forecasts and budgets.
Peter was formerly the UK Chief Strategist and permanent member of the Global Investment Committee for Deutsche Bank and the Chief Economist and Chairman of the Investment Strategy Group for Tilney Investment Management.
Today Peter has primary responsibility for interpreting the global macro environment and setting the overall asset allocation strategy for use within the group's wide range of risk rated
We have worked in collaboration with Phil since 2000 and he brings a wealth of experience in running his own Chartered IFA business.
Phil has completed a Masters in Financial Services and Business Management.
Job Titles:
- SENIOR ADVISER & CHARTERED / FINANCIAL PLANNER
Rachel is a strong believer in comprehensive financial planning and has been building long-term relationships with her clients for over 14 years. She enjoys working with other specialist professional advisers in order to provide a complete service and streamlined solution in order to deliver her clients' desired goals.
Job Titles:
- Adviser
- DIRECTOR & INDEPENDENT / FINANCIAL ADVISER
Richard has more than 20 years' experience of both advising corporate/private clients and management roles within a national company. In 2014 Richard became a Director here at Pole Arnold and his dedication, calmness and easy manner has led him to success specialising in pension advice, investments, inheritance tax and other complex financial planning matters.
Sam has worked with Pole Arnold for the last few years assisting with our IT and Operations systems to get our back-office system running as smoothly as we can to make our client managers jobs more efficient to help provide a smooth client service.
As his role as client manager, Simon Supports and works closely with Mike Pole, his clients and other members of the team to deliver an efficient, personalised experience for our Clients. Simon has brought with him 11 years of valuable experience in Pensions and is working towards his Diploma in financial services.
Job Titles:
- ADMINISTRATION MANAGER
- Client Manager
Steph has over 30 years' experience as a client manager and has provided key client support to Mike Pole for over 17 years. Steph's role has evolved into office manager due to her great knowledge and understanding of both the client manager role and the company's client centric culture to ensure the accuracy, efficiency and consistency shines throughout the team.
Tim has been a Financial Advisor for over 16 years. He has primarily been advising in the City of London and has considerable experience dealing with the more complex and technical financial affairs for individuals and small businesses. Over the years Tim has specialised in Pensions and Investments but prides himself in providing advice across all areas to ensure his clients achieve their financial goals. His personal touch and willingness to go the extra mile has helped him forge long standing relationships with his clients.
Job Titles:
- HEAD of RISK & COMPLIANCE
Job Titles:
- Senior Adviser
- Member of NetworkLE
Tom started his career in the financial services profession in 2012 and joined Mattioli Woods in 2014 originally as an account manager handling Self-Administered pension schemes, developing his technical knowledge. He became a financial adviser in 2017 providing holistic wealth management strategies to high-net-worth individuals and SME owners across the UK.
Tom is a committee member of NetworkLE, Leicester's biggest professional network.
In his spare time Tom enjoys keeping fit, cooking, travelling, and spending time with friends and family.