Our team

Matt Hills

Finance Director

Matt joined the Argentis Group in 2017, where he has overseen the growth of the finance team and its integration into the wider Group. Having studied Law at university and continuing at the Guildford College of Law, before pursuing a role in accountancy. Now a Fellow of the Association of Chartered Certified Accountants, Matt’s career prior to joining Argentis was in practice, acting for a wide variety of clients. This included providing audit and advisory services to Argentis throughout its development into the Group it is today.

Outside of work Matt enjoys spending time with his family, where he is outnumbered by girls, with the exception of his dog, Rocket. With family in Cornwall, holidays are often spent in the West Country, provided he can convince his wife the Cornish coast is more appealing than foreign shores! 

Tom Salt

Head of Mergers and Acquisitions

Tom is Head of Mergers and Acquisitions for the Argentis Group and a member of the Financial Planning Leadership Team. He joined the group in March 2019 prior to its sale to Hurst Point Group in March 2020. Tom has led on 25 Mergers and Acquisitions transactions ranging from £20m to £1.2bn AUA, with a predominant focus on financial planning firms.

Tom is married to Charlie and lives in Hampshire with their daughter, Emma. In his spare time, Tom will be found running or walking the beagle on the South Downs, paddleboarding or attempting to do triathlons. 

James Kempster

Head of Investment Strategy

James started his career in financial services in 1999, working for Canada Life and for the last 19 years he has been an investment manager running managed portfolios. He is experienced in creating and maintaining risk-graded investment solutions and is lead manager on the IMS portfolio range, having overseen its formation in 2010. He holds the Investment Management Certificate and the Certificate in Investment & Risk.

More recently James has been responsible for the development of the Argentis Group’s Investment Suite, expanding it to include a range of additional solutions for the benefit of the group’s clients. He is a co-manager of the Discovery fund range and is a member of many internal groups including the Product and Governance Committee and the Group Investment Committee.

Away from work James has been married to Natalie for over 20 years and has two grown up children. He is a fan of all things fitness, including playing squash, running, and being a member of a CrossFit gym, although he tends to stay quiet about that last one. 

Susan Swan

Head of Operations

Susie Swan is Head of Operations for the Argentis Group, which means she is responsible for all Paraplanning, Administration, Facilities and Health & Safety Teams. Holding such a central role in the business means she also works closely with the Sales, Acquisitions and Compliance teams to support the delivery of the group’s strategic objectives.

Susie started her Financial Planning career with the Group in 2007 and has an intricate knowledge of a variety of operating systems, platforms and third party providers.

Having spent over a decade as a Physical Training Instructor in the Royal Navy before moving into Financial Services, Susie brings an extraordinary combination of communication and team leadership skills. Good luck to anyone who tries to beat her at running or CrossFit. Although she has more recently found a new passion for paddleboarding, so we might have more luck there if we get in quickly before she achieves world domination in that sport too.

Paul White

Head of Financial Advice

I am a highly experienced and agile financial services professional with over 23 years of experience as a consultant, leader, coach, and adviser in the wealth management sector.

As Head of Financial Advice, I lead the financial adviser teams across Argentis, focusing on growing the business through excellence in client service.

When away from the office, I enjoy an active lifestyle by regularly attending the gym, which helps with my favourite holiday each year, skiing.

Simon Player

Financial Planner

I have been an adviser since 2000 and am a member of the Personal Finance Society. In addition to the Cert PFS qualifications, I have completed the industry Pension Simplification, Mortgage Advice Qualification and the Savings and Investments exams. 

I provide holistic financial planning, focusing on developing strategies to create and manage client’s wealth. I specialise in family & business protection, investments and pensions advice.  

Away from the office, I enjoy sport, primarily football and golf. I have two adult sons, and I am very lucky and grateful to have the support and patience of my understanding wife.

Oliver Thorne

Financial Planner

I am a Wealth Management Adviser with over 20 years experience in the financial services industry. I enjoy helping clients use their finances to achieve their goals and objectives, whether that’s saving for a deposit on a house or help to plan for their retirement.

Investing money can be a daunting process for many people, and I take pleasure in guiding clients through the various strategies to create a tailored financial plan. As clients’ circumstances evolve, it is crucial to have an ongoing relationship in order to constantly review and update this financial plan.

Away from the office I enjoy watching and participating in many sports such as football, rugby, cricket and snowboarding.

Sonal Bhudia

Chartered Financial Planner

As a Chartered Financial Planner, I bring over twelve years of extensive experience to the industry, establishing a solid foundation for the advice I provide.

My job involves building long-lasting relationships with clients by understanding their finances and future objectives and guiding them to take the right steps to achieve their goals. Whether it’s saving for a first home, planning for retirement, or ensuring wealth is passed on tax efficiently.  

Financial Planning can be a complex journey, but I believe in a collaborative approach. I work closely with my clients, taking a holistic view of their finances, and ensuring they have a clear understanding of their situation. Together, we create bespoke financial plans that provide them with the peace of mind they seek.  

Outside of work, I am an avid traveller, having explored over 30 countries and counting. I also love spending quality time with my loved ones. 

Charlie Carter

Chartered Financial Planner

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society and hold myself to the very highest ethical and technical standards. I concentrate on tax planning, investment management, building wealth, and income planning. Most importantly, I specialise in simplifying complex financial concepts for my clients and delivering advice in a transparent and coherent manner.   

My role is to help my clients understand their finances and guide them in taking the right steps towards achieving financial security.   I work with families and individuals at all stages of life; from protecting and accumulating capital in the earlier years, to planning and enjoying retirement, before ultimately passing on wealth tax-efficiently.   

The relationship with each of my clients is built upon trust and a full understanding of their individual situation. We work together over many years to implement a bespoke financial plan that is clear and tailored specifically to meet their financial objectives.   

Outside of work, I am a keen sportsman and skier. In my spare time I like to travel with my wife and to play the piano and the guitar (although thankfully you’re not likely to hear me singing..!).   

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Mark Finster

Financial Planner

I have 38 years' experience as a financial planner, working with individuals from a wide range of industries, helping them build and manage their wealth.

For many of my clients, achieving their goals has been the result of our decades-long collaboration. Our journey begins by understanding their goals and envisioning what a successful outcome looks like to them.

Much of my work focuses on inter-generational planning, spanning multiple generations within families.

Away from the office I enjoy travel, golf, skiing and good food and wine. Occasionally West Ham! - but always time with my family. I am married with two children and three grandchildren.

Michelle Gibbs

Chartered Financial Planner

I am a Chartered & Certified Financial Planner and a Fellow of the Personal Finance Society with over 25 years’ experience in financial services.   

My aim is to build long term relationships with clients and guide them through the complex financial decisions they make throughout their lives. My aim is to be able to take the worry away from clients and work with them to achieve their financial goals, whatever they maybe!  

In my spare time, I enjoy running and fitness, balanced with a love of holidays and good food!   

Neil O'Malley

Financial Planner

I have been working in financial services since 2001 having joined Helm Godfrey in 2005, prior to its Acquisition by Argentis in 2023. I specialise in providing comprehensive financial planning advice, by assisting my clients in creating and managing their wealth.

I enjoy guiding my clients though complex decisions and developing personalised financial plans. As clients' circumstances evolve, I believe in maintaining an ongoing relationship by regularly reviewing strategies to ensure their goals are achieved. 

When away from the office, most of my time is taken up with my partner and our three children and dog. When I find a spare moment, I enjoy playing golf and most other sports, and of course, socialising with friends! 

Dan Burnham

Chartered Financial Planner

I am a Chartered & Certified Financial Planner and a Fellow of The Personal Finance Society, with more than 15 years of experience supporting my clients on their journey to achieve their life aspirations and financial independence. 

I specialise in supporting and guiding my clients through life's financial ups and downs, by understanding their motivations, ambitions, and desires. Once established, I implement a personalised financial plan designed to fulfil the discussed goals, a strategy that constantly evolves as circumstances and aspirations change. I aim to support my clients work towards leading the life they want.  

Away from the office, I enjoy travelling and experiencing new cultures with my young family. I also enjoy cooking and spending too much time on the golf course.  

Fred Segers

Financial Planner

I have over a decade of experience in the financial advice sector and my role is to understand my client’s personal goals and aspirations and support them through their financial journey.

I enjoy helping clients gain clarity with their finances by making complex situations easy to understand. I provide holistic financial planning with the aim to build long term relationships, create a clear financial strategy and to ensure clients remain on target to add value to their financial affairs. 

Away from the office, I enjoy spending time with my young family, travelling, learning about different cultures and I consider myself to be a bit of a petrolhead.

Ben Foottit

Financial Planner

After a successful career in film production, I transitioned into financial advising in 2016, completing my diploma at the London Institute of Banking and Finance. Since then, I have specialised in providing holistic financial advice, focusing on strategies to create, grow, and manage clients’ wealth effectively. 

I take pride in building strong relationships with my clients, gaining a deep understanding of their goals and aspirations. This approach enables me to craft tailored financial plans that align with their unique objectives and help them work towards securing their financial future. 

Outside of work, I remain passionate about film and enjoy immersing myself in music, exploring diverse cuisines, and following sports. As a dedicated West Ham United supporter, I particularly enjoy football. 

I am also deeply committed to charitable work and am proud to be a member of the Founders Circle at Teenage Cancer Trust, an organisation devoted to supporting young people facing cancer

Stephen Powell

Financial Planner

I have worked as a financial planner for over 35 years and served as a director at Helm Godfrey until its acquisition by Hurst Point in 2023. I bring a financially focused entrepreneurial mindset and have a genuine curiosity about how businesses and individuals reach their goals and objectives.

I work closely with clients to gain a deep understanding of their objectives and help them develop a plan to achieve their goals.

Away from the office, I love sport of all types, although it’s just watching these days! I also have a keen interest in food and wine.

Teresa Lyde

Chartered Financial Planner

I am a Chartered Financial Planner and a Fellow of The Personal Finance Society, with over 10 years’ experience helping clients achieve their lifetime aspirations and financial independence.

I enjoy helping clients use their finances to work towards fulfilling their goals and objectives. Whether it’s saving for a house deposit, planning for retirement, or navigating through life’s ups and downs, I provide guidance to help clients work towards their goals. Investing money can be a daunting process for many people and I take pleasure in guiding clients through the various strategies to create a tailored financial plan. As clients’ circumstances evolve, it is essential to maintain an ongoing relationship to continuously review and update the strategy.

In my free time, I love to travel and I enjoy seeing my friends and spending quality time with my family.  

Susie Foottit

Client Relationships Manager

I have dedicated my entire career to financial services, starting as an adviser and now serving as a client relationship manager. In my current role, I focus on strengthening the relationships between advisers and our valued clients, while offering essential support wherever needed. 

Throughout my career, I have been honoured with multiple awards in financial services. One of the proudest moments was being named Role Model of the Year at the inaugural Women in Investment Awards in 2017- an accolade that stands as a highlight of my journey and a testament to my commitment to inspiring other women in the industry. 

Beyond my professional life, I am deeply passionate about supporting young people facing significant health challenges. After serving as Vice-Chair of the Teenage Cancer Trust for 12 years, I am now a lifetime patron of the charity in recognition of my contributions. The Teenage Cancer Trust provides specialist nursing care and dedicated teenage units in NHS hospitals, ensuring that young people with cancer receive the support and environment they need. 

Mark Weeks

Financial Planner

For over 20 years I have specialised in providing pre & post-retirement planning. I assist my clients in planning for the retirement they aspire to, providing peace of mind regarding their financial affairs and addressing concerns about transitioning from work to relying on savings and pensions for future financial security.

An important part of this planning involves analysing future cashflow to understand income and expenditure during retirement. Additionally, when discussing investment strategies for growth or income, I address potential investment losses to help clients manage apprehension during market volatility and stay on track with their plans.

And of course, a significant part of this work involves tax planning, aiming to create efficiencies using a range of products that suit clients' specific needs and objectives.

I'm very passionate about my work as it is a privilege to play such an important role in helping them plan and have peace of mind around their retirement.

Advice on tax planning is not regulated by the Financial Conduct Authority

Michelle Groves

Chartered Financial Planner

I qualified as a Financial Planner in 2005, becoming independent in 2013 and achieving Chartered Financial Planner status in 2018 and according to recent data, fewer than 6% of Independent financial advisers in the UK hold Chartered status.

My specialist areas are retirement, tax planning and later life planning. Upon retirement, clients often worry about depleting their capital in later life or, conversely, leaving too much subject to Inheritance Tax. Discussing retirement modelling and cash flow planning can not only bring clients retirement to life but also provide peace of mind for the future.

Continuously keeping up to date with the latest legislative changes and planning opportunities to ensure that clients pay no more in personal taxes than necessary. I also hold the long-term care qualification and work with attorneys and solicitors to manage financial plans.

I am married with three older children, I love rugby and all types of fitness, history (fact and fiction), politics and being dragged around the muddy Suffolk countryside by my Bernese Mountain Dog!

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

James Latchford

Chartered Financial Planner

I am a Chartered Financial Planner with an Advanced Diploma in Financial Planning. I have worked in the financial services industry since 2006, starting in administration and progressing into paraplanning and financial planning.

My goal is to work with clients to help build secure financial futures through personalised strategies. I collaborate with individuals and families to assess their financial situation, goals, and priorities, creating tailored plans for wealth management, retirement, and investment growth in partnership with them. I guide clients through key financial decisions, simplifying complex concepts to help them feel more confident.

Additionally, I offer ongoing support, adjusting plans as life changes occur. I am committed to transparency, trust, and building long-term relationships, empowering clients to make informed financial decisions.

Outside of work, I enjoy spending quality time with my young family, whether on holidays, weekend trips, or family film nights. I also love sports, particularly football and the NFL and I am a Freeman of the City of London, a distinction I’m immensely proud of.

Robert Payne

Chartered Financial Planner

I am a Chartered Financial Planner, and I began my financial services career with Norwich Union in 1987. I have been advising private clients since 1992 and have worked for several large Lloyds Brokers.

In the past I have been heavily involved in the growth of connections with Corporate Divisions and spearheaded several development and management initiatives including investment propositions. I am dedicated to leveraging the best practices I’ve learnt over the past 30 years to deliver a truly client focused approach, to strive meeting and exceeding client expectations. I believe that having a close working relationship nurtures an unrivalled collegiate approach, enabling me to deliver exceptional financial advice to my clients.

In my spare time, I enjoy running, tennis, coaching a local football team, historical reading and spending time with my two children.

Aaron Poltorak

Chartered Financial Planner

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.

I’ve been advising clients for over 15 years helping them build, protect and preserve wealth and ultimately pass on wealth as tax efficiently as possible.

Away from the office I enjoy all kinds of sports, I have a passion for fitness and absolutely love to travel.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Jon Allen

Chartered Financial Planner

I am a Level 6 Qualified Chartered Financial Planner with over 20 years industry experience. I also hold Pension Transfer Specialist and long-term care qualifications.

First and foremost, building strong relationships with my clients and helping them make informed and confident decisions is what is truly important to me. As an independent adviser, I advise on all aspects of financial planning, using my experience and knowledge to help my clients find answers to questions such as: ‘Do I have enough money to retire?’, ‘What steps can I take to make sure our estate is tax efficient when passing to future generations?’ and ‘Will my family be financially secure should anything happen to me?’

When I’m not working, I spend as much time as possible enjoying holidays, days out walking and weekends away with my wife and two daughters.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Chris Parker

Financial Planner

I have worked as a Financial Adviser since 2002 and have a Diploma in Financial Planning.

I provide guidance to personal and business clients on strategies to build and protect their wealth. I offer a holistic approach to help clients work towards their financial objectives, providing tailored advice on investment, retirement, and inheritance tax planning based on their individual circumstances.

Away from work, I enjoy travelling abroad and exploring some of the UK’s scenic countryside.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Ian Pine

Financial Planner

I have a wealth of Financial Services experience having been in the industry for over 40 years and I have been with Argentis for 9+ years. My qualifications include ACII, DipPFS and MAQ.

I assist clients in all areas of financial planning, protection, savings & investments, pensions & estate planning. I dedicate most of my time to assisting my clients in their retirement; Planning for retirement can feel like navigating a maze, with clients often unsure of which direction to take, when they can retire, and whether they will have enough money to enjoy the lifestyle they desire. I put a plan in place to help them live the life they have always wanted, guiding them through all their possible options. This helps make their future clearer, allowing them to look forward to a potentially stress-free retirement.

In my spare time I enjoy golf, swimming and working at my allotment, as well as walking my black labrador, Nala.

The Financial Conduct Authority does not regulate Estate Planning Advice.

Nathan Attwood

Financial Planner

I have been a financial adviser since 1999 having previously worked in insurance for a global company in Ipswich. Having worked in the financial services industry for 26 years, I have developed the skills and knowledge to provide advice on retirement planning, investments, inheritance tax planning and protection and I have the full Diploma qualification.

My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is a profound privilege and responsibility to be entrusted with a client’s private affairs, hopes, and fears. I believe the key to being a good adviser requires not only a solid foundation of technical knowledge but also, more importantly, the ability to listen and connect with what truly matters to clients.

My spare time tends to revolve around my family and watching football, now that I have hung up my football boots, albeit I still play the odd charity match.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Andy Urquhart

Regional Manager Southeast and Chartered Financial Planner

I am a Chartered Financial Planner who holds the APFS and is accredited by the Society of Later Life Advisers (SOLLA). I have advised clients for over 25 years and have also held the positions of Regional Manager and Investment Manager.

I am dedicated to helping individuals, families, and businesses achieve their financial goals. My mission is to provide clear, strategic guidance tailored to each client's unique financial situation, ensuring their specific needs and goals are met. I specialise in retirement planning, wealth management, and risk management. I aim to simplify complex financial decisions, working closely with clients, so they can feel confident about their future.

I am married with two adult children. Outside of work, when not watching live Rugby Union, I like to spend time outdoors. I can be found paddling, walking, or cycling.

Guy Freeman

Financial Planner

I work as a Financial Planner and hold a Diploma in Financial Planning, among my qualifications and in practice, I collaborate with a wide range of clients, including private individuals, companies, trusts, and powers of attorney, all from various backgrounds, vocations, and professions, as well as many retirees.

My role is to assist and guide people through the possibilities and pitfalls of planning their finances, and to help them make the most of their financial resources in pursuit of their short, medium or long-term objectives.

A key aspect of my work is assisting clients to gain a better understanding of their financial planning, enabling them to feel more comfortable and confident in their decision making. Each client is unique, so I tailor my approach to meet their specific needs.

Away from work, I am married with three adult children. I am a keen observer of sport, albeit any participation is at the more sedate end of the spectrum these days.

The Financial Conduct Authority does not regulate advice on Trusts.

Ketan Shah

Financial Planner

As a qualified Independent Financial Planner since 2005, I leverage my extensive knowledge and expertise to help clients achieve their financial goals while considering their risk tolerance.

The financial advice landscape is constantly evolving. By staying updated with legislative and taxation changes and meeting clients at least once a year, I strive to position their investments to align with their objectives. Financial planning is an ongoing process that requires regular adjustments, and I am dedicated to helping my clients and their families optimize their assets.

On a personal note, I am married and have teenage twins. My ideal weekend is spent with my family, watching my kids play tennis and football. I am also learning golf, proudly owning a set of golf clubs that have remained in pristine condition for many years!

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Shah Mir

Chartered Financial Planner

As a qualified Chartered Financial Adviser, I bring extensive experience working with a diverse clientele within the community.

I utilise advanced technology to assist clients in visualising and planning their financial futures. I address complex needs by collaborating closely with my clients to ensure comprehensive care for both business and personal requirements. My clients appreciate my comprehensive approach, which streamlines their financial planning and management.

As a father of two my children who keep me busy in my spare time. When I do have free moments, I enjoy hosting fundraising charity gala dinners.

Matthew Porter

Financial Planner

I work as a Financial Planner and have worked at Argentis since September 2020. After studying law at University, I became a Police Officer for 14 years, leaving as a Detective Sergeant in 2017. I now hold the Diploma in Regulated Financial Planning, and I am committed to the pursuit of Chartered status.

My goal is to help my clients work towards achieving their life objectives by providing confidence that their finances are aligned with the lifestyle that they want to have. By understanding the objective, I can assist in planning the route to work towards it, whether that is maintaining a secure retirement income or planning a dream holiday.

Outside of work, I am married and have two daughters. I enjoy most adventure sports and will give anything a go. I run Parkrun most Saturdays, volunteer at a local roller-skating club and go to the gym.

Mark Higgins

Chartered Financial Planner

I am a Chartered Financial Planner and have worked in the finance industry for the last 15 years, since graduating from university having studied Finance and Business.

I specialise in providing holistic financial advice, working closely with my clients to develop detailed financial plans that help them achieve both their short and long-term financial planning objectives and needs. I have always found financial services to be a very rewarding career, striving to make a meaningful difference in the lives of clients and their families.

Away from the office, I enjoy spending time with my young family and when time allows, I also enjoy reading, running and attending the gym.

Callum Warner

Financial Planner

In 2022, I joined Argentis as one of the youngest Independent Financial Adviser. I started my career as an apprentice in a family run firm, and now possess a decade of experience in the profession. I am dedicated to providing the support clients need to make confident, informed decisions about their financial future.

Offering a holistic approach, I focus on building long-term, meaningful relationships with my clients. I believe that with the right guidance and by simplifying complex financial information, clients can work towards achieving financial security and peace of mind. One of the most rewarding parts of my role is seeing clients achieve their goals and enjoy a happy retirement.

Outside of work, I find the most enjoyment when I am traveling. I also stay active by trying my hand at various sports, with cycling and bouldering being my latest pursuits. On Sundays, you'll find me at my local coffee shop in Portsmouth, enjoying quality time with friends, family, and our pocket bully, Frank.

Brian Martin

Chartered Financial Planner

I am a qualified solicitor (non-practising) and hold the Advanced Financial Planning Qualification (Level 6) with a background in financial services compliance prior to working as a Financial Planner since 2009.

I work with a mix of individual and trust clients, helping them to realise their financial plans. I focus on my client’s objectives, setting out the pros and cons of options to achieve their goals so they can make an informed decision.

The recent changes brought about by successive governments have re-emphasised the need to keep plans under review and adapt. One of the best things about my job is the ongoing relationship I have with clients, working alongside them so that we see the plans through over the years.

I am married with two grown up children. A perfect weekend involves playing tennis, watching some football or rugby and a meal with friends or family.

The Financial Conduct Authority does not regulate advice on Trusts.

Paul Ford

Financial Planner

I have been with Argentis group since 2007 as an Independent Financial Adviser, with qualifications that allow me to advise in areas such as investment, pensions, later life care and IHT planning.

My focus is on building long- term relationships to assist my clients plan how to enjoy their wealth, ensure their family is supported in a way that aligns with their needs, and appreciate the value in their investments, recognising that value is not always about growth.

Outside of work, I love supporting my three children with their sporting endeavours, including football, rugby, running and athletics. I also find time to take my dog and for runs in the South Downs. Thankfully, my very understanding partner, Hannah, helps keeps us all in check with our crazy diary!

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Nick Dodd

Financial Planner

I am a financial adviser and have worked in the industry since 1997. With years of experience in financial planning, I work closely with my clients to assist in growing and managing their wealth, I support them to achieve their long-term goals by taking a holistic approach to their financial planning needs.

I believe in the importance of strong client relationships, and taking time to listen to and understand clients’ needs and long-term objectives. It is my aim to ensure that clients understand their financial decisions by using plain language to break down complex concepts into simple terms.

Much of my time outside work centres around my three adult children, a lively cockapoo, good food, drink, and music. I like to keep myself fit, mainly by walking and running, and I’m also currently brushing up on my French language skills.

Warren Fairchild

Chartered Financial Planner

I am a Chartered Financial Planner with over 33 years of continuous service and experience as an adviser. I originally joined Burrows Keith & Associates as a Financial Adviser in 1992.

Away from the office, I try to keep fit (although it doesn’t get any easier!) and enjoy walking, both with our dogs and ‘social’ walking with friends. I got back into skiing in recent years, after a 26-year break, and have really been enjoying my time in the mountains. I am also Chairman of the local football club that I used to play for, where all 3 of my sons now play.

Matt Rich

Chartered Financial Planner

I am a seasoned financial adviser with over 27 years’ experience in wealth management, financial planning, and investment strategies. I hold a Bachelor of Arts degree in Business Studies: Marketing and have the rare distinction of holding 3 leading financial adviser qualifications - Chartered Financial Planner, Chartered Wealth Manager and Certified Financial Planner (CFP). I have previously won an award for Inheritance Tax Planner of the Year & Runner up for Cautions Investment Planner of the Year with Money Management financial planner awards 2011.

I look after over 150 affluent individuals and families and am passionate about helping them achieve their life and financial goals through a highly personalised and comprehensive investment, tax, and estate planning service, tailored to their unique needs. My dedication and ability to simplify complex financial concepts have earned me a reputation as a highly trusted adviser and become the first port of call for my clients’ financial decisions.

Outside of work, I enjoy playing tennis, keeping fit and am preparing to welcome a new baby due May 2025!

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Jared Brooks

Chartered Financial Planner

I am a Chartered Financial Planner (LIBF) with over a decade of experience specialising in retirement planning. I graduated in Chemistry and made the switch to finance in 2013 to pursue my passions.

I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions.

When not advising clients, I enjoy playing tennis and cycling.

Marcin Wojcik

Financial Planner

I am a Financial Planner, proudly holding the CeMAP and DipFA qualification with a commitment to helping clients secure their financial future. I bring expertise and dedication to every interaction, striving to provide the guidance client’s need to make informed decisions.

I specialize in pensions, investments, and inheritance tax planning. I take pride in creating tailored financial strategies that align with my clients' unique goals and aspirations. By understanding their needs and priorities, I assist them in building and protecting their wealth, aiming to provide peace of mind and financial security for the future.

Outside of work, I am passionate about staying active. I enjoy playing volleyball, going to the gym, and exploring the great outdoors through hiking. Sport is a significant part of my life, and I believe in maintaining a healthy and balanced lifestyle.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Marta Daniel

Financial Planner

I am a qualified Financial Planner with a robust academic background in law and economics. Holding a Level 4 qualification in financial advising, I also possess a mortgage advice qualification, further broadening my expertise.

I specialise in long-term investment planning, pensions, protection, and Inheritance Tax (IHT) planning, providing clients with tailored financial strategies to secure their future.

Outside of my professional life, I am passionate about challenging myself through sports, pushing my limits both mentally and physically. I am an avid reader, constantly seeking new knowledge and perspectives, and have a deep appreciation for art, finding inspiration in creativity. With a blend of technical expertise and personal interests, I approach both my career and hobbies with dedication and a desire for continuous growth.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Tiernan Simmons

Financial Planner

I have been a qualified and practicing Independent Financial Planner since 2004.

I offer a relationship-focused financial planning service, tailored to my clients' individual requirements. My clients’ understanding, trust and, comfort with their financial future is at the core of everything I do. My priority is to ensure my clients feel supported and confident about their financial future.

Away from the office, my priorities are family, including my daughters who are both avid footballers. My “me time” is spent out in the fresh air, walking, cycling, and running.

Barbara Smith-Galer

Financial Planner

I am a Financial Planner, and I have been within the financial services industry for well over 25 years, as a qualified adviser and in a manager capacity. I pride myself on offering independent and impartial financial planning services, providing solutions to private and corporate clients, as well as trustees and charities.

My priority is to deliver the highest level of service to my clients, enabling them to meet their financial planning needs. Putting my clients first and maintaining good communication are key to building long-term relationships of loyalty and trust.

I understand that no two clients are the same and that their needs will invariably change over time as they move through different life stages. My aim is supporting clients and their family throughout this journey.

Outside of work I have a son, daughter and granddaughter and I like to keep active with my two spaniel dogs.

The Financial Conduct Authority does not regulate advice on Trusts.

Arron Clements

Financial Planner

I'm a dedicated financial planner with 26 years of experience, based in Poole, England. With a Level 4 Diploma in Financial Planning and CeMAP certification, I combine my expertise with a passion for helping clients navigate their financial journeys. My approach is centred on building trust and providing tailored solutions that empower individuals to achieve their financial goals.

Outside of work, I’m an avid traveller, always seeking new adventures and experiences that broaden my perspective. Family is incredibly important to me; as a proud grandad, I cherish every moment spent with my children and grandchildren. Additionally, I love watching sports, which adds excitement and camaraderie to my leisure time.

With a balanced blend of professionalism and personal interests, I strive to make a positive impact in the financial world while embracing the joys of travel, family, and sports.

Daniel Humphrey

Financial Planner

I am a financial planner based in Berkshire, holding a Diploma in Regulated Financial Planning (DipPFS) and a degree in Accounting & Finance.

In my role, I provide comprehensive financial planning services, including investment and retirement planning, tax efficiency strategies, and estate planning. By taking the time to understand each client's unique needs and aspirations, I strive to tailor personalised solutions that aim to promote financial growth and security. My primary focus is on building long-term relationships based on trust and delivering tangible results for my clients. My strengths lie in my hardworking nature, interpersonal skills, and unwavering commitment to supporting clients in achieving their financial goals.

Outside of work, I am passionate about sports, where I regularly play football, golf and padel. I value spending quality time with my wife, family, and friends, whether it’s cooking, going out for a meal, walking or simply enjoying each other's company.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.

Daniel Whitton

Financial Planner

I am a Financial Planner with a Diploma in Financial Advice (DipFA), and I specialise in supporting clients in their pursuit of financial goals.

Whether it’s investment planning, retirement strategies, or day-to-day financial management, I enjoy working closely with clients to provide clear, tailored solutions that meet their individual needs. I’m committed to offering expert advice that is focused on my clients’ best interests, and I take pride in helping them feel confident about their financial futures.

Outside of work, I spend my time on long dog walks in the New Forest, and I’m a passionate Formula 1 fan, following all the latest races and news.

Adam Gibson

Chartered Financial Planner

I am a Chartered Financial Adviser with over 10 years of experience, specialising in tax planning, inheritance planning, and pensions. I hold the CII Level 6 Advanced Diploma in Financial Planning, a key qualification for Chartered status. Achieving Chartered status was a key milestone in my career, requiring years of additional study and underscoring my commitment to financial planning.

My goal is to provide clear, jargon-free advice, simplifying complex financial matters to empower my clients to make informed and confident decisions. I develop tailored strategies to help clients secure their retirement, optimise tax efficiency, plan for future generations. I believe in building lasting client relationships.

Outside of work, I enjoy golf (though my swing needs a lot of work!) and travelling with my partner, Tamsin.

The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.