RADCLIFFE & CO - Key Persons
Job Titles:
- Technology & Marketing Specialist Team Leader
Biog: I joined Radcliffe & Co in March 2016 and have developed my roles over the years after working in various departments. I manage the internal technical systems and infrastructure, telecoms, equipment, various software requirements and bespoke applications. I am Technical Lead for IT and Marketing service requests and train staff on all IT and system processes. I maintain our website and manage our social media and Google Business channels, email marketing, marketing campaigns, advertising and sponsorship. About Me: I enjoy a range of sports; football, golf and racket sports especially. I like to watch live music whenever possible. I run my own wellbeing business which focuses on managing stress and avoiding burnout, with the ultimate aim of suicide prevention. Little Known Fact: I ran the New Forest Marathon on World Suicide Prevention Day 2023, finishing 26th out of 703 runners in a time of 3 hours, 22 minutes; I was very proud of my time and managed to raise over £2,700 for Baton of Hope UK, a suicide prevention charity.
Job Titles:
- Corporate Service Support Team Leader
Specialist Areas: Employee Benefits, Group Pensions and Group Risk Biog: I joined Radcliffe & Co in 2007 as part of the Corporate Administration Team. I have now worked in Financial Services for over 30 years. My first position was as an office junior in 1989 for a Mortgage Broker where I took several life and pensions exams and soon became a PA to the Financial Advisers. After which I joined Prudential Estate Agents, Halifax Estate Agents Financial Services, Standard Life and 3 other IFA Companies before joining Radcliffe's. About Me: I am married with 2 grown up children and 2 dogs. I enjoy attending Zumba dance classes and watching football. I volunteer at a local Church children's club for children aged 5-11 on a Friday evening. Little Known Fact: Before I started Zumba in 2011 I gained 5 belts in Kickboxing.
Biog: Whilst at Eastleigh College I studied Carpentry and Joinery at Level 2. I joined Radcliffe & Co in 2022 and this is my first job in the finance industry. I am looking to gain experience in the various teams, increase my knowledge and am embracing the new challenge. About Me: I have a season ticket at Southampton Football Club and follow them home and away. Little Known Fact: I have played football against Bournemouth & Southampton football academies.
Job Titles:
- Chartered Financial Planner
Blog: I am a fully qualified Chartered Financial Planner with over 13 years of industry experience, having joined Radcliffe & Co in March 2010. As well as looking after both personal and corporate clients, I have been a member of our Investment Committee since 2016 and also form part of our Aviation team. About Me: I am a big Saints fan as well as a keen golfer, currently a member of Stoneham Golf Club. I also enjoy spending lots of time with my black Labrador, Poppy and Pointer, Pablo.
Job Titles:
- Corporate Service Support
Biog: I joined Radcliffe in June 2018 and went straight into the corporate department and I am now a corporate administrator. Most of my day to day work is looking after the school pensions schemes in the corporate department. About me: My main hobbies are playing football, golf and cooking. Little Known Fact: I once cooked with a Michelin star chef.
Job Titles:
- Senior Client Service Support Specialist
Specialist Areas: Pensions, Investments, Life Assurance Administrator. Biog: I joined Radcliffe & Co in 2005 and support an Assistant Director and 2 Advisers with their requirements, having 35 years of industry experience, working for Bradford & Bingley BS, Austin & Wyatt FS, Skandia and Standard Life Assurance. My time is spent providing information for appointments, processing new business also servicing existing clients. I help clients to resolve any matters they may have to a positive conclusion. About Me: I am a keen baker, making wedding/celebration cakes, I spend a lot of time raising monies for charity, including completing the 26 mile Moon Walk around London at midnight for Breast Cancer in a pink bra! I love to dance and was captain of a dance team, achieving medals for Ballroom/Latin dancing, which I reached Teacher Awards level before the love of skating and ice hockey took over. Little Known Fact: I have met Delia Smith at Norwich City FC, Mary Berry, Oly Clarke, Gordon Ramsey at his Aubergine Restaurant in Glasgow & Jamie Oliver's Fifteen restaurant in London and also Murray Walker.
Biog: I have worked in the Financial Services industry for over 20 years, gaining experience at product providers as well as Independent Financial Advisers. I have over 12 years' experience paraplanning. I enjoy assisting advisers to review the full individual circumstances to create a tax efficient strategy suitable for clients. About Me: My spare time is filled looking after my two children and spending time with friends and family. Little Known Fact: I once worked on a Pearl farm (just for 1 day).
Biog: I joined Radcliffe & Co as a review writer in 2022 after working in a major bank for 10 years. About Me: Outside of work I spend much of my time doing creative writing and art/illustration (I have done album and T-shirt artwork for a few independent bands), attending various alternative music events, looking after my pet chinchillas, and rock climbing. Little known fact: I have flown a plane, but I wasn't very good at it.
Job Titles:
- Independent Financial Adviser
Specialist Area: Pensions, Protection, Investments Biog: I am a Financial Adviser with over 13 years' experience in the Financial Services industry. I joined Radcliffe & Co in 2011 and now form part of the investment committee with responsibilities of researching the Alternative Investment Market (AIM) and more topically the Ethical Sustainable and Governance (ESG) market. I started my career in 2006 as a Financial Adviser with Foresters Friendly Society, before moving to Santander as a Mortgage Adviser. About Me: I am married with 3 children, dog, cat, guinea pig, rabbit and fish. I am a keen cyclist and also enjoy watching my children compete in various sports over the weekend. Little Known Fact: I used to live next door to Kris Akabusi when I was 8 years old.
Biog: I have worked in financial services for the last 30 years, with most of my time spent as administrative support to the advisers in a local firm in Romsey. This has given me an excellent insight into the advice process, and I have recently moved into report writing as this is an area in which I would like to progress. About Me: I live near the New Forest with my husband, son and feisty tortoiseshell cat Pepper. In my spare time I enjoy spending time with my family and friends, reading and walks in the forest and surrounding areas. Little known fact: Following in the footsteps of my parents, I met my husband on a blind date.
Specialist Areas: Pensions and Retirement Planning, Investments, Inheritance Tax and Estate Planning, Protection. Biog: I am a Chartered Financial Planner with over 10 years industry experience. I started my career in the financial services industry working on a large scale project with Lloyds Banking Group. I then worked for The Financial Ombudsman Service before joining Radcliffe & Co in 2017. About Me: In my spare time I like to socialise with friends and family. I regularly use the gym as well as walking and running to keep fit. I try to travel often and enjoy visiting new places around the world. Little Known Fact: I played for the Women's Rugby team at University.
Biog: Recently retired from the corporate world after over 25 years. Embracing a slower pace of life playing golf, meeting with family and friends, walking my beautiful grand-doggy "Gus". I enjoy travelling and hope to find a few more gems that we can explore in the coming years, plus spending time at our apartment in Spain. Little Known Fact: I used to have my hair cut by the First Women Concorde Captain "Barbara"; she was an inspiration to me and many other women in the workplace.
Specialist Areas: Pensions, Investments, Retirement, Inheritance Tax & Life Assurance. Biog: I have over 42 years' experience in Financial Services. I joined Radcliffe & Co in March 2003 (17 years to date) having previously worked for The Equitable Life since 1989 (14 years). Prior to that, I worked for Military Insurance Specialists, Wilsons, based in Salisbury, from 1980 (9 years) having gained initial experience with The Bradford and Bingley Building Society (2 years). About Me: I enjoy playing a little bit of golf, watching rugby and motor racing and classic cars. Little Known Fact: In 1958 I attended my very first Grand Prix. The Italian Grand Prix at Monza. This was in a Pram, so I didn't see that much but according to my parents I was rather disturbed by the noise of the engines. Tony Brooks (GB) won the race in a Vanwall, followed by Mike Hawthorn (GB) in a Ferrari and third was Phil Hill (USA) in another Ferrari. Mike Hawthorn went on to be World Champion that year followed by Stirling Moss.
Biog: This is my first job in the financial industry after recently joining from a sports coaching company. I'm already really enjoying my new position and am looking forward to progressing further with Radcliffe in the coming years. About Me: I absolutely love sport and currently play football, cricket, golf and darts for local teams in Romsey. I also have a keen interest in horse racing and as my dad would tell you I'm completely obsessed with the Cheltenham festival. Little known fact: I represented Hampshire Cricket from ages 9-16 and once hit a 50 against a Surrey team consisting of England test cricketer Sam Curran.
Job Titles:
- Independent Financial Adviser
Biog: I joined Radcliffes in 1981. I work as a life and pensions administrator and Paraplanner for both corporate and personal clients. About Me: I play netball to keep fit and to socialise. I also enjoy reading and walking. Little Known Fact: I am the longest serving member of staff at Radcliffes.
Specialist Areas: Administration and office management. Biog: I joined Radcliffe & Co in 1989 and have been involved in all areas of the business. As Office and HR Manager, I am now responsible for the day to day running of the office as well as all staff matters. I also have duties with the Accounts department. About Me: I love spending time with my family, especially the grandchildren, and socialising with friends.
Job Titles:
- Independent Financial Adviser
Job Titles:
- Senior Client Service Support Specialist
Specialist Areas: Mortgage and Life Assurance Biog: I joined Radcliffes in 2003 and currently work in Mortgages and Pensions. I have worked in the Insurance industry for 17 years. About Me: I enjoy walking, gardening, DIY, cooking, tapestry and reading.
Job Titles:
- Client Service Support IT Support
Biog: I Joined Radcliffe & Co in June 2018 with the ambition to become a Financial Adviser. I am currently gaining experience in each department of the business.
Job Titles:
- Corporate Service Support IT Support
Biog: I joined Radcliffe & Co in May 2022 as an Office Junior. I hope to progress through the different levels of the company and eventually become a financial adviser. Before this, I was studying an IT Technical Support course in college but unfortunately the teacher fell ill after 2 months and never came back so I never got to complete it. About Me: Making music has been a huge part of my life. My current instrument is the Euphonium and I am currently in 2 brass bands. I custom built my own water-cooled computer and spend most of my free time playing games online with my friends. Little known fact: I had my first flying lesson before my first driving lesson.
Job Titles:
- Independent Financial Adviser
In 1982 I was a consultant with Boyman King & Partners Ltd., then formed Harding King in 1987 based at Tidworth working primarily with the military. In 2005 we amalgamated the investment arm of the business with Radcliffe.
Job Titles:
- Senior Corporate Service Support Specialist
Specialist Areas: Administration of Group Pensions within Radcliffe & Co corporate support team. Blog: I joined Radcliffe's in December 2015 as part of the Corporate administration team. Previously my work experiences were at Capita and Friends Life specialising in Self Invested Personal Pensions and Portfolio management. I am now part of a dedicated team supporting employers in the running of their group investment and risk portfolios. About Me: I especially enjoy watching Football, DIY and a spot of gardening. My 10 year daughter takes up much of my time. I want her to play for Arsenal ladies but she is more into dancing… strange. Little known fact: As a schoolboy I had football trials with both Southampton and West Ham. A team mate of my final Sunday League team invited his best mate Darren Anderton to come to the local park and watch the whole game from the muddy side line. As a current England International we were unable to encourage him to play for us.
Job Titles:
- Independent Financial Adviser