CLIENT SUPPORT TEAM - Key Persons

Alex Robinson

Job Titles:
  • Client Relationship

Allison Doherty

Job Titles:
  • Client Relationship

Andy Robinson

Job Titles:
  • Financial Planner
Work History Andy's career in financial services started in 1984. Since then he has worked for 2 specialist UK pension and investment providers helping financial advisers to structure great solutions for their clients. Amongst the senior management positions held during this time, Andy was Strategic Development Director at Aegon before joining Financial Management in 2017.

Ann Abrahart

Job Titles:
  • Client Relationship

David Charlton

Job Titles:
  • Paraplanner

Elliot Clark

Job Titles:
  • Financial Planner
Work History Elliot joined Financial Management in 2017 having spent a number of years working as a product manager with HSBC. Prior to this he was a broker services adviser for AXA Investment Managers, working alongside the fund management and business development teams.

Gary Wildman

Job Titles:
  • Paraplanner

Jack Smith

Job Titles:
  • Financial Planner

James Croft

Job Titles:
  • Protection Adviser

Matthew Wright

Job Titles:
  • Financial Planner

Paul Wakefield

Job Titles:
  • Mortgage Adviser

Penn Barn

Free parking outside the office, the Red Lion pub and around Penn duck pond. We also have a pdf map with directions to Penn Barn available for download here

Philip Harper

Job Titles:
  • Financial Planner
Philip Harper is a Limited Liability Partnership. Registered in England and Wales. Number: OC338200

Teresa Child

Job Titles:
  • Client Relationship