TMFP - Key Persons


Adam Kittredge

Job Titles:
  • Financial Planner
Adam is our expert on cash flow modelling for clients with long-term income needs.

Adrian Taylor

Job Titles:
  • Member of the Leadership Team
  • Partner - Business Development
Adrian has a proven track record providing good quality financial planning and has a passion for giving specialist advice and guidance to professional sports people. Adrian spends much of his time building relationships with other professional services businesses, helping them understand the value of Financial Planning and identifying services crucial to our clients.

Annette Hender

Job Titles:
  • Member of the Leadership Team
  • Partner - Managing Partner
Annette has 20 years experience in the industry and is a qualified Chartered Financial Planner. Annette's passion is about driving up standards in the financial services industry and creating an environment where financial service professionals can grow and thrive, supporting clients to take control of and improve their financial health.

ANNETTE KATHERINE HENDER


Caroline Stone

Job Titles:
  • Paraplanner / Former Paralegal Caroline Assists the Partners With Technical Analysis and Research for Our Most Complex Cases
Former paralegal Caroline assists the Partners with technical analysis and research for our most complex cases.

Charlotte Harold

Job Titles:
  • Management Support Advisor

Claire Harlow

Job Titles:
  • Chartered Financial Planner
Claire focuses on building trusted, long term relationships with clients, delivering a bespoke and friendly service. She is experienced in working with professionals with legal and accountancy backgrounds.

Emma Bolan

Job Titles:
  • Client Services Manager
Emma is a hard-working inquisitive member of TMFP, who strives to always achieve the best for our clients.

Faraz Rahman

Job Titles:
  • Paraplanner
Faraz is our in-house expert in pensions administration and the more technical aspects of defined benefit pension schemes.

Harvinder Bakekolo

Job Titles:
  • Trainee Mortgage Advisor
Harvinder works with the Mortgage & Protection division of TMFP. She is aspiring to be a Mortgage Adviser and is very passionate about delivering the best service and outcome for our clients.

Helen Ross

Job Titles:
  • Finance and Infrastructure Manager
Helen is the driving force that makes TMFP run smoothly and efficiently.

Jana Laville

Job Titles:
  • Mortgage Adviser
Jana is our property and finance expert and makes buying a property or renegotiating finance a stress free experience.

Julie Souch

Job Titles:
  • Management Support Administrator
Julie supports the HR and Operations, and Risk and Compliance Managers to deliver a first class service.

Kat Tammerova

Job Titles:
  • Client Services Manager
Kat is a rising star in the business and works tirelessly to research our client's often very complex legacy plans.

Kiri Day

Job Titles:
  • Client Services Manager
Kiri has an in-depth knowledge of investments having previously worked in wealth management. She is highly tenacious and works hard to ensure that TMFP clients are well looked after.

Lisa Annetts

Job Titles:
  • Paraplanner
Lisa works with TMFP's Financial Planners to ensure they have the research and technical analysis they need at their fingertips.

Lucy Hill

Job Titles:
  • Client Services Administrator
The creative one on the team; Lucy is capable, conscientious, efficient, and organised in her responsibilities as Client Services Administrator. She also makes a lovely cup of tea.

PAMELA MILDRED MURPHY


Pamela Murphy

Job Titles:
  • Member of the Leadership Team
  • Partner - Investment & Financial Planning Strategies
Pamela is known for challenging the status quo and seeking products and services for TMFP's clients that will make a real difference to their financial wealth. Pamela has experience working on complex financial planning strategies and with clients going through big changes, such as divorce and bereavement. Pamela is also a voice for TMFP and is passionate about driving change in the financial services industry.

Richard Lowe

Job Titles:
  • HR and Operations Manager
Richard is responsible for client satisfaction and positive outcomes as well as ensuring we have a happy, motivated and engaged workforce who deliver first class customer service

Robert Hancock

Job Titles:
  • Client Services Manager
Rob is passionate about delivering excellent customer service and strives to maintain TMFP's high standards.

Sheetal Perera

Job Titles:
  • Office Administrator
Sheetal ensures that the office runs smoothly and efficiently so the planners and advisers can focus on providing the best possible service to their clients.

Shirley Hylands

Job Titles:
  • Risk and Compliance Manager
Shirley has over 30 years experience in the risk, compliance and corporate governance arena with both Product Providers and the independent advisory sector.