BARBICAN INDEPENDENT FINANCIAL ADVISORS - Key Persons
Alan is a fully qualified paraplanner and works with Chris providing technical support on pension and investment issues. He also assists with general administration.
In his spare time, Alan hosts a 70's internet radio show and enjoys spending time digging for victory in his allotment.
Job Titles:
- Accounts & Compliance Manager
Ann joined the Company in 2010 having spent 19 years at Cheltenham and Gloucester where she gained experience in the mortgage market, training and the banking industry. Ann is the friendly voice at the end of the phone and keeps everyone organised.
Ann enjoys cake decorating, travel, theatre and walking her dog.
Chris joined us in 2012 having spent over 10 years working for 2 of the largest pension and investment providers in the UK. Chris' friendly and professional approach has helped him to become an essential part of the team. He possesses a strong knowledge of pensions and investments and works with a number of our corporate clients and charitable foundations as well as providing personal financial planning advice.
In his spare time, Chris likes to spend time with his 2 sons and occasionally supports Hibernian football club. Don't ask him about tiling!
Although he doesn't look that old, Frank has been involved in the Financial Services sector for nearly 50 years and has spent 40 years as an Independent Financial Adviser. Part of that time was as an adviser to Hambros Bank and their clients and he now specialises in bespoke investment solutions for individual and corporate clients.
Frank continues to try and improve his golf without success and has a strong interest in following the investment markets as he just can't switch off!
Paul co-owns the business with Frank Levins and specialises in Pension and Investment planning as well as advising charities and private sector companies on their Employee Benefits Schemes. He worked for Scottish Widows for 14 years and became an Independent Financial Adviser 24 years' ago. He is very approachable and able to explain complex issues in plain English.
Paul is a Liverpool FC supporter and a member of his local rugby club. He loves travelling, particularly in South East Asia. You can tell he likes cooking and eating out!
Robert joined the family business in 2008 and became the first member of our team to achieve Chartered Financial Planner status, having achieved exceptional results in the investment part of the examinations. He primarily deals with private clients, providing advice on a wide range of subjects.
Robert is a keen visitor to the gym, enjoys playing golf and is a mean blues guitarist.
Simon was appointed as he has a wealth of technical knowledge and administrative experience, having spent 10 years working for a national firm of independent financial advisers. Prior to that, he worked for two insurance companies. He tries to keep Paul organised, which he claims is the most demanding part of his role! Simon holds the Diploma in Financial Planning.
Simon enjoys swimming, running and travelling and is affectionately known as The Legend by his colleagues.
Tina joined us in June 2023 to work alongside Frank and Robert and has already established herself as a key member of our team. Having worked in financial services' administration for over 15 years, she is now developing her technical knowledge in a paraplanning role and is working towards completing her Diploma in Financial Planning.
Tina enjoys spending time with her young children, Pilates, eating out, or curled up with a good book!
Sadly, Wendy left us on 15th February 2019 after a short illness. She bought a sense of calm and elegance to the office and we all miss her. RIP Wendy.