TMFP - Key Persons
Job Titles:
- Chartered Financial Planner
Adam is our expert on cash flow modelling for clients with long-term income needs.
Job Titles:
- Client Review Co - Ordinator
With a background in HR & accounts/payroll, Alison thrives in a team environment and constantly endeavours to provide first-rate support to her colleagues and TMFP's clients.
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.
Former paralegal Caroline assists the Partners with technical analysis and research for our most complex cases. Caroline also supports our service delivery team in their training and development to ensure each of our clients receives a first-rate service
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.
Job Titles:
- Client Review Co - Ordinator
Dan supports our Financial Planners with technical analysis and research. He is passionate about providing our clients with a unique and unparalleled service.
Emma started her career with TMFP as a Client Review Co-ordinator and has worked her way up to become a Paraplanner. She is a dedicated individual who strives to produce high quality work with outcomes which are in the client's best interest.
Job Titles:
- Chartered Financial Planner
Faraz is our in-house expert in pensions administration and the more technical aspects of defined benefit pension schemes.
Job Titles:
- Finance and Infrastructure Manager
Helen is responsible for the ongoing financial stability of TMFP and providing a safe, pleasant and secure home for the TMFP family. Helen also works closely with IT providers to ensure the team have cutting edge technology at their fingertips.
Job Titles:
- Mortgage and Protection Adviser
Jana is our property and finance expert and makes buying a property or renegotiating finance a stress free experience.
Job Titles:
- Management Support Administrator
Julie supports the Managing Partner with HR and Compliance Administration to deliver a first class service.
Kat is one of our most experienced members of staff who works tirelessly to support all aspects of the recommendations made to meet our clients financial needs.
Kelly has a wealth of experience in the financial services industry, with over 20 years knowledge as a high-level administrator. She is focussed on ensuring the best possible client experience with a strong, friendly and helpful attitude and always with a smile.
Job Titles:
- Trainee Financial Planner
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 works with TMFP's Financial Planners to ensure they have the research and technical analysis they need at their fingertips.
Job Titles:
- Trainee Financial Planner
Nathan is an Ex Professional Rugby Player and client of TMFP. Having seen both sides of the coin he is determined to help support clients on their financial journey.
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.
Rob is passionate about delivering excellent customer service and strives to maintain TMFP's high standards.
Job Titles:
- Office Administrator
- Receptionist
Steve is one of our general practitioners of financial advice covering the core aspects of the advice spectrum; pensions, investments, and protection.
Val has worked in the Financial Planning sector for over twenty years. She strives to always achieve the best for our clients.
Vicky brings 15 years of experience working in the financial services industry and enjoys working with our clients to ensure excellent service.