Our team

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.

I am an independent financial planner and have been in the industry since 1997 and I hold both the DipCII and CeMAP. Within my role here at Argentis, I can help plan with foresight rather than regret with hindsight by together planning to enhance and protect lifestyles, for now and the future.

This is provided through a full financial assessment to include a review and advice where necessary on income, expenses, debts, tax efficient investments, pensions and personal protection.  This leads to discussing realistic goals and objectives with a personalised plan on how to achieve them.

I am married with two daughters - one having recently purchased her first property, so as well as practicing my DIY skills, I also enjoy dog walking and spending time away with Jane, my wife.

Tax planning advice is not regulated by the Financial Conduct Authority.

Adam Gibson

Chartered Financial Planner

I am a Chartered Financial Planner 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.

Alex is the Chief Transformation and Technology Officer at Argentis Group and he has over 25 years’ experience in Wealth Management.

At Argentis, he manages the Technology, Change, Investment Operations and Property functions across the Group. He was formerly the Chief Technology Officer at Sanlam UK, which followed a long career at Bestinvest and Tilney. Here Alex developed and led the technology platform before leading the integrations and transformation of the business following acquisitions of Tilney Investment Management and Towry Financial Planning (now Evelyn Partners).

Outside of work, Alex is generally found supporting his two teenage sons on the sports field or taking his golf far too seriously!

Andrew Urquhart

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.

Appointed Group Chief Executive Officer in 2025, having joined the Group as Chief Financial Officer of the Group’s parent company in January 2024.

Andrew’s previous roles include Group Chief Financial Officer of Tysers Insurance Brokers, a private equity backed leading wholesale specialist insurance business, Group Finance Director of both Brewin Dolphin Holdings PLC, a FTSE 250 listed wealth manager, and Evolution Group PLC, a UK listed investment banking and wealth management group.

Prior to this he spent 15 years in Investment Banking, including senior finance roles at Barclays Capital and Deutsche Bank.

A Chartered Accountant, Andrew is also a Non-Executive Director of Baillie Gifford UK Growth Trust PLC, a London listed Investment Trust and was also a Non-Executive Director and Trustee of The Chartered Institute of Securities & Investment.

I am a Financial Planner based on the Isle of Wight, holding a certificate in Mortgage Advice (CeMAP) and Regulated Financial Planning (DipPFS).

In my role I provide financial planning services remotely – via video or telephone call - meaning we don’t have to be in the same room and I can fit in with your busy schedule. My services include investments, retirement, protection and estate planning. I find it a joy building long-term relationships with our clients based on integrity, honesty and trust. Taking the time to understand your unique needs and aspirations enables me to provide solutions tailored to your lifetime goals.

Outside of work, I am passionate about my dog, garden and walks along the beach. I value spending quality time with my family, and friends, whether it’s cooking, going out for a meal or simply enjoying each other's company.

Estate Planning advice is not regulated by the Financial Conduct Authority.

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.

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.

As a Level 4 Diploma‑qualified Financial Planner with more than 12 years of experience in the financial services sector, I’m passionate about helping people feel more confident and in control of their finances and committed to helping clients make informed and confident financial decisions. Living on the edge of the New Forest on the South Coast, I combine my experience and knowledge with a personable, down‑to‑earth approach to supporting individuals and families.

I provide comprehensive financial assessments with a holistic focus, working closely with clients to understand their objectives and build tailored, tax‑efficient plans. This includes guidance on income, expenditure, investments, pensions, and long‑term planning, supported by regular reviews to ensure your strategy remains aligned with your goals.

When I’m not working, you’ll usually find me keeping active, drawing, or catching up with friends. I live with my husband and our two boys, who make sure there’s never a dull moment.

The Financial Conduct Authority does not regulate Tax Planning Advice.

I am an Independent Financial Planner based in Yorkshire and I hold a Diploma for Financial Advise (DipFA). I provide financial planning services both in person and remotely via telephone or video call, so have the flexibility to work around your schedule.

I provide independent advice in areas such as investment, retirement, protection and estate planning and I enjoy creating strong working relationships with clients, built on mutual trust and honesty. I take the time to understand your specific needs and objectives and provide solutions tailored to your circumstances that will help you to achieve your life and financial goals.

Outside of work, I have two young children that keep me very busy! I also regularly attend football matches, supporting a once great team! I enjoy being outdoors and being active and very occasionally find the time to socialise!

Estate Planning advice is not regulated by the Financial Conduct Authority.

After a successful career in film production, I transitioned into financial planning 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

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.

Callum Warner

Financial Planner

In 2022, I joined Argentis as one of the youngest Independent Financial Planners. 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 travelling. 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.

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.

Chris Parker

Financial Planner

I have worked as a Financial Planner 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.

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.  

As Regional Manager of the South East, I lead a team of high-calibre financial planners delivering expert advice across the region. I have over 27 years of experience in Financial Services, over 10 years of which I have spent advising clients directly, as I also hold an Advanced Diploma in Financial Planning.

For the past 13 years, I have led high-performing Financial Planning teams at leading institutions including Coutts and Rathbones, before joining Argentis in June 2025. I am passionate about transformative impact that high-quality, lifestyle-focused financial planning can have on individuals and families.

Outside of work, I enjoy spending time with my wife and two daughters. I love all sports, with football and golf consuming much of my time.

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.

I am a Chartered Financial Planner (APFS) with extensive experience in providing expert financial advice. At Argentis, my role revolves around regularly meeting with clients to review their financial strategies, update their portfolios, and ensure they are on track to meet their goals. I provide in-depth analysis and personalised advice, helping families and trusts achieve financial security and peace of mind. Each day brings new opportunities to make a meaningful impact on my clients' financial futures.

I work closely with around 110 families and trusts, helping them navigate complex financial landscapes. Whether it's planning for retirement, managing investments, or reviewing pension portfolios, I strive to offer tailored, forward-thinking solutions. With a focus on long-term relationships, I’m proud to have earnt the trust of my clients, guiding them through market changes and financial milestones.

Outside of work, I enjoy spending time with my family, keeping active with outdoor activities, and exploring new travel destinations. I believe in maintaining a healthy work-life balance to stay refreshed and focused in both my personal and professional life.

Advice on Trusts is not regulated by the Financial Conduct Authority.

Edward is the General Counsel for the Argentis Group, with responsibility for legal and governance matters, and oversight of our risk and compliance arrangements. He is also a member of the Executive Committee, which manages the business day-to-day. Ed joined the Argentis Group in 2021, having spent the previous decade working as a lawyer in the wealth management and private banking sectors. By profession he is an English-law qualified solicitor with over 20 years’ experience.

Ed's work at Argentis includes managing the legal aspects of our arrangements with our investors, lenders and key suppliers; working on our acquisitions and integrations; and ensuring good corporate governance through our board and committee structures. He works closely with our risk and compliance teams to ensure that we manage our risks effectively, comply with regulation, and deliver good outcomes for all our customers.

Outside of work, Ed enjoys cycling and opera.

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.

George Cooksley

Chartered Financial Planner

I am a Chartered Financial Planner, and I work with families and professional individuals to guide them to a clear and thorough financial plan for their unique goals in life.

I have 20+ years of experience in financial services, am a Fellow of the Personal Finance Society and hold both the PFS’ Advanced Diploma in Financial Planning and the STEP Diploma in Trusts and Estates.

My work centres around creating a lifetime model of assets and income, alongside advice on how to maximise tax allowances and the regulations that surround UK investments and pensions.

My expertise in both building and managing wealth means the clients I work with can make informed decisions, be in control of their finances and on the path to a secure and enriching future.

Outside of work I coach rugby and when not serving as a taxi for my ever more active son, I keep fit by playing cricket and running.

The Financial Conduct Authority does not regulate Tax Planning, Inheritance Tax and Estate Planning advice or advice on Trusts.

I am a Diploma Qualified Financial Planner. I have been with Argentis for over ten years, and in this time we have grown and developed our services through a turbulent global economy.

I work with clients from all backgrounds and family sizes, predominantly around the Hampshire area but also some in London and Kent. I love for them to enjoy their lives by developing a plan for their wealth that meets all their objectives. This will include an investment strategy that is tax efficient, sustainable and over the long term. Through understanding my clients, I purpose to make their long-term journey a comfortable one and ensure that they know there will be challenging times, but we will get through them together.

Outside of work I enjoy spending time with my family and friends, playing golf and watching sport. I am in the leadership team of my local church and my faith provides my fundamental values and strength.

Tax planning advice is not regulated by the Financial Conduct Authority.

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.

Harry is the Group Chief Financial Officer based in London, responsible for leading our financial strategy, planning, and operations. His focus is on ensuring financial resilience and supporting long-term value creation through close collaboration with our executive committee.

He is a qualified accountant and has been in Finance and accounting for over 25 years, having held senior roles at Tysers Insurance Brokers, Rathbones PLC, Investec Wealth & Investment, Fortis BNP Paribas and EY, he gained extensive experience in corporate finance, risk management, data and analytics and strategic transformation across regulated professional services.

He is deeply committed to fostering a culture of transparency, accountability, and innovation in everything we do and has a keen focus on using data as a critical asset to help drive business insight and to constantly improve our client's experience.

Outside of work, he enjoys taking long forest walks with his dogs, family holidays and supporting Arsenal.

I am the Regional Manager of our London office, and my role is to lead the delivery of financial advice and wealth management for Argentis within this region.

I work with the financial planners and support functions to ensure the best possible outcomes for our clients. Additionally, I hold an Advanced Diploma in Financial Planning and have worked in financial services for over 25 years, across both adviser and leadership roles in the retail and wealth management advice markets. 

Outside of work, I share life with my lovely wife Jess, 3 teenage children of varying ages, and our family dog, who’s usually the most thrilled to see me! When I have spare time l enjoy getting out on the golf course, trying to keep my handicap at single figures, catching up with friends or watching Ampthill play Rugby.

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.

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.

I am an independent financial planner based in Hampshire and hold the Regulated Diploma in Financial Planning (DipPFS). I have been with Argentis for two and a half years and am qualified to provide a wide range of financial services, including investment, retirement, and estate planning.

Through Teams or telephone meetings, I take the time to get to know our clients and work closely with them to build a comprehensive financial plan, helping them move towards achieving their financial goals and objectives.

Outside of work, I enjoy spending time with my family and going for walks with my Labrador. I am also actively involved in the local community, supporting my local junior school and performing in the village amateur dramatics society.

The Financial Conduct Authority does not regulate advice on estate planning.

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.

I’m a Financial Planner at Argentis, holding the Regulated Diploma in Financial Planning (DipPFS). With over 14 years of experience in the financial services industry and more than two years at Argentis, I’ve built a strong foundation in helping clients navigate their financial journeys. I’m passionate about delivering tailored financial advice and value the long-term relationships I’ve developed with clients throughout my career.

Day to day, I meet with clients to review their financial planning and provide clear, practical recommendations to keep their goals on track. My main areas of focus include investment planning, pension planning, and inheritance tax planning. I work closely with individuals and families to create plans that align with their values and future ambitions.

Outside of work, I’m a proud parent to three children and am currently renovating our new family home. I also enjoy playing the guitar and going for walks.

Inheritance Tax Planning advice is not regulated by the Financial Conduct Authority.

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 planner, 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.

I am a Financial Planner at Argentis and have been working with the company since 2016. I am a member of the Chartered Insurance Institute and hold a diploma in financial planning as well as level 3 certificates in mortgage advice and equity release. With more than fifteen years of experience in the financial services industry, I specialise in providing tailored wealth management advice, retirement planning and investment strategies to a diverse range of clients.

My role involves meeting with clients to understand their goals, analysing their financial circumstances, and developing bespoke plans to help them achieve long-term security and growth. I particularly enjoy building lasting relationships with clients and ensuring they feel confident about their financial futures. Whether you are preparing for your future or looking to grow your wealth, I am here to offer guidance and support every step of the way.

Outside of work, I enjoy keeping fit, gardening, travelling and spending quality time with my family.

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.

I’m the Regional Manager of the North and East and I’m proud to lead this talented team of advisers. I strive to ensure collaboration, support, and a touch of fun is always at the heart of what we do.

With 38 years in financial services and nearly three decades dedicated to leading, coaching, and developing advisers, my career has been centred on people and helping them grow. As a true people person, I thrive on building connections within my team and across the wider Argentis family.

When I’m not at work, you’ll find me planning my next travel adventure, laughing over a glass of wine with friends, buried in a good book - or squeezing in the occasional gym session to balance it all out!

I am a Financial Planner and Mortgage Broker with over 15 years’ experience in the financial services industry, qualifications I hold include DipPFS, CeMAP, CeFA and CeCM. I joined Argentis Wealth Management to offer clear, practical advice that supports clients in making informed financial decisions. Alongside pensions, investments and protection, I also specialise in mortgage advice and equity release and helping clients find solutions that support their goals at every stage of life.

Day to day, I work with individuals, couples and business owners to create personalised financial strategies—whether that’s investing for growth, planning for retirement, or structuring assets tax-efficiently. I particularly enjoy helping clients simplify complex situations and build plans that give them peace of mind.

Outside of work, I’m passionate about horses and spend much of my free time riding and training. I also love travelling and exploring new destinations with my partner whenever I can.

Tax planning advice is not regulated by the Financial Conduct Authority.

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.

I am a Financial Planner and I have worked in the financial advice industry since 1991 and have been with Argentis since the earliest days in 2002.

I provide a broad range of bespoke financial advice, working closely with my clients to develop financial plans tailored to their short-, medium-, and long-term objectives. I believe that direct, friendly, and strong client relationships are key to delivering a high level of service and supporting clients in navigating this often-complex financial landscape.

Away from work I have a busy family life with my wife and rock, Jarka and my three fantastic children. I enjoy daily walks with Willow, my daft Cocker Spaniel, and even at my age I still manage to referee the occasional football match when my knees allow!

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.

Mark Freeman

Financial Planner

As an independent financial planner, I offer impartial advice across the whole market, endeavouring to provide the best solutions for private and corporate clients, as well as trustees and charities. I am dedicated to providing the highest level of service to my clients, striving to help them achieve their financial planning goals. Building strong, long-term relationships based on trust and clear communication is at the heart of my approach.

I understand that every client’s financial journey is unique, evolving through different life stages. My aim is to be a trusted partner for my clients and their families, offering guidance and support every step of the way.

Outside of work, I enjoy spending time with my family and grandchildren, as well as keeping active through sports and travel.

The Financial Conduct Authority does not regulate advice on Trusts.

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.

I am a dedicated Financial Planner with over 20 years’ experience; I have been with Argentis since 2007. Before that I was at university having studied Business and Finance. I hold a Diploma in Financial Planning and an Investment Management Certificate.

I specialise in retirement planning, investment management and intergenerational wealth transfer. My clients’ needs and objectives are central to my approach, and I believe that building long-term relationships based on trust is essential to supporting positive financial outcomes. I recognise that every client is unique and therefore benefits from a personalised, holistic financial plan that is regularly reviewed and adapted to their changing circumstances.

I believe in a good work life balance and enjoy keeping fit, taking long walks with my dog, Duke and spending as much time as possible with my wife, Gemma and two teenage children, Bill and Wallis. I am also a lifelong supporter of Portsmouth Football Club.

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

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.

I am a seasoned financial planner 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 planner 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.

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.

Michael is responsible for Hawksmoor, the Investment Management business of the Argentis Group. He joined the firm at the start of 2025, having spent most of his career at the Swiss Bank UBS AG where latterly he was Head of the Ultra High Net Worth and Family Office businesses across Northern Europe. Michael then spent a short period at the corporate broker WH Ireland until its sale in 2024.

After graduating, his formative years were spent in the tax divisions of Arthur Andersen and then PwC. Also, he is a Chartered member of the Securities Institute.

In essence, Hawksmoor look after other people’s money. It engages in three closely related pursuits across its core divisions: private client investment management, multi asset class fund management and investment model production for the IFA community. The philosophy that cuts across the firm is founded on a strong belief that valuation is at the heart of long-term investing success; valuation, not speculation.

Beyond work, Michael is a Board Trustee of The Land Trust and Chair of the Investment Committee. He is married to Samantha who is an environmental scientist. They have three children who are no longer on the payroll. They moved to London from Wiltshire a few years ago and Michael misses the garden!

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!   

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.

I’m the Regional Manager for the South & West, supporting 14 advisers across the region. Together, we provide ongoing service to approximately 1,800 households and offer financial advice designed to address both immediate priorities and long-term objectives.

I bring over 30 years of experience in financial services and have worked within a regulated environment since 2002. I have gained professional qualifications through the Financial Planning Certificates and later obtained a Diploma in Financial Planning in 2011. During this time, I have worked as a Branch Manager, Financial Advisor & Area Financial Planning Manager within the Bancassurance sector, then in 2021, I joined Argentis.

As well as 30 years’ experience in financial services, I have spent a similar number of years married, and I have two grown up sons in their twenties. My wife and I are frequent visitors to our local health club, which helps me with the completion of my local half marathon each year and I am near to completing 30 of these!

Nathan Attwood

Financial Planner

I have been a financial planner 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 planner 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.

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! 

Nick Dodd

Financial Planner

I am a financial planner 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.

Oliver Thorne

Financial Planner

I am a financial planner 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.

Paul Ford

Financial Planner

I have been with Argentis group since 2007 as an Independent Financial Planner, 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.

I am a Financial Planner with over 30 years of experience, more than 80% of which has been spent working as an Independent Financial Planner.

I have been providing financial advice and planning to clients for many years and am qualified to provide advice and make suitable recommendations on pensions and investments.

My family is the most important part of my life, and outside of work I like to watch various sports - especially Football, Rugby League, Tennis and Cricket. 

I’ve been an Independent Financial Planner with Argentis since 2018. I provide specialist advice tailored to my clients’ needs across a broad range of financial planning areas, including, retirement planning, savings and investments, inheritance tax planning and wealth protection for both individuals and businesses. Before joining Argentis, I spent over 20 years in Financial Services working for some of the largest household names in both the Insurance and Investment sectors in the UK. I am qualified to Diploma level QCF4 and currently working towards Chartered status.

I help my clients plan and work towards their financial objectives, aiming to reduce the stress and worry of managing it alone. By implementing and regularly reviewing their financial plans, I monitor progress to help keep things on track — giving clients greater confidence to enjoy their leisure time and focus on other aspects of life. My emphasis is on building and maintaining a long-term relationship with my clients and aiming to be a trusted source of financial advice as their priorities evolve over time.

In my spare time, I like to spend time with my wife and three teenage children.

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

Paul is 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, he leads the financial adviser teams across Argentis, focusing on growing the business through excellence in client service.

When away from the office, he enjoys an active lifestyle, regularly attending the gym, which helps with his favourite holiday each year, skiing.

I am a Financial Planner based in Guildford, qualified to Diploma Level and have worked in the financial services industry for the past 21 years, following on from a career as a representative for an insurance company.

I specialise in providing wealth management and general financial advice, working closely with my clients to develop financial plans that support their short and long-term financial planning needs and objectives. I have always found financial services to be a highly rewarding career and gain great satisfaction from helping clients put financial plans in place that support their goals.

Outside of work, I spend time with my family and enjoy cycling and tennis where I play at a local club.

Petra Griffiths

Financial Planner

I am a Financial Planner with a Diploma in Financial Planning and I’m passionate about what I do. With over 25 years in the financial service industry, including experience at two top high street banks; I know how to help people.

I take a holistic approach to financial planning, aiming to fully understanding an individual or business’s current financial situation and future goals, with a focus on creating and preserving wealth.

I build strong, long-standing relationships with my clients and collaborate with their other professional advisers, such as accountants and solicitors, to ensure we achieve the most appropriate outcome for our mutual clients.

Outside of work, I enjoy going to the gym, walking our little dog who thinks he’s a lion (!) and travelling.

I am the Head of Academy and Development at Argentis. I have been in regulated financial services since the turn of the century (starting in September 2000). I spent the first 10 years as a face-to-face Financial Planner and I hold the AFPS qualification from the CII, and I have spent the rest of the time working in the development and training of regulated financial planners across the industry.

As the Head of Academy and Development, my role has 2 main strands. Firstly, running, delivering, and managing, the internal training programme for those who want to become financial planners within Argentis, plus helping develop and support the existing financial planner population. I also provide support to the administration and paraplanning teams.

The second strand is leading the Financial Advice Service Team to provide exceptional service and high-quality advice, to our bank of clients throughout the UK.

Outside of work I enjoy family life, eating and drinking, (mostly Italian), and holidays!

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.

At Argentis, Samantha is the Chief Human Resources Officer and she is committed to fostering a culture of excellence and ensuring we attract, develop, and retain exceptional talent. Our HR team is here to support a thriving culture where people feel trusted, valued and empowered.

With more than 25 years of international HR experience across professional and financial services, Sam brings a commercially focused, strategic approach to partnering with the business and our executive team. Sam studied modern languages and business at university and holds an MA in Personnel and Development. She is a Chartered Member of the CIPD, and speaks fluent French.

Outside of work, she enjoys spending time with her husband and their fur baby, Humphrey. As well as enjoying Reformer Pilates, she does attempt to ski every year and loves to get out in the great outdoors as much as she can.

I am a Financial Planner and I have worked at Argentis since 2013. Prior to joining the Argentis Group, I worked for Prudential for 23 years and then moved to a small IFA firm in Lancing, West Sussex for 15 years. I hold a level 4 qualification in financial planning and additionally hold qualifications allowing me to advise on mortgages and later life lending.

I offer advice and support across a wide range of financial areas, primarily to individual clients and their families. This includes investment and retirement planning, later life lending, and mortgage and protection advice, which is where I dedicate most of my time.

In my spare time, I enjoy many sports in a sedentary manner, and I have for most of my life supported Brighton and Hove Albion and Sussex C.C. I also enjoy time with my partner Bren walking, taking holidays and eating out.

As a qualified Financial Planner with over two decades of experience in the financial services industry, I pride myself on offering independent and impartial financial planning services to help my clients make informed decisions about their financial future. My specialisations are in long-term investment planning, pensions, protection, insurance, and Inheritance Tax (IHT) planning.

To deliver tailored financial advice and solutions, I work closely with my clients to develop comprehensive financial plans that align with their short-term and long-term financial objectives and requirements. As individuals age, their needs and plans will inevitably evolve, and my primary objective is to support clients and their families as their financial needs grow over time.

Outside of work, I have a son, daughter, and grandchildren who keep me very active. I enjoy playing and watching football, going to the gym, and taking outdoor walks. Sport is an integral part of my life and helps me maintain a healthy and balanced lifestyle.

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

Simon Farrant

Self-Employed Team Manager

As the Manager of the Self-Employed Independent Financial Planners at Argentis, where I’ve proudly worked for the past 20 years, I provide mentoring, development support, and technical guidance across all areas of financial planning.

With over 38 years in the financial services industry — including extensive experience as both a planner and a leader — I have dedicated my career to helping people make sense of complex financial decisions. My expertise covers a broad range of advice, including tax-efficient investing, inheritance tax mitigation, and at-retirement planning. I believe in providing clear, logical solutions tailored to each client’s individual goals, helping both planners and their clients achieve the best possible outcomes.

Outside of work, I’m an early-morning cyclist — I value the freedom, reflection, and fitness it brings. I also enjoy travelling with my wife, which has become an increasingly important part of our lives beyond work.

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

Simon Player

Financial Planner

I have been a planner 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.

I am a Financial Planner and Team Leader of the Financial Advice Service team. I hold a Level 4 Diploma in Financial Planning and provide advice in a range of areas including investments, retirement and protection planning. I have worked for Argentis for 3 years and worked within Financial Services for over 20 years.

My role involves getting to know my clients, identifying what is important to them and understanding their circumstances and needs. The joy for me is being able to help people get to the right outcome, one that truly benefits them both now and in future. The Financial Advice Team share the same philosophy when it comes to our clients, the advice is tailored to an individual’s needs and we all value building long term relationships.

I live in Yorkshire and outside of work, I enjoy spending time in the local surroundings with my family.

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. 

Spencer Bennett

Financial Planner

I am a Financial Planner, and I have been working in the financial services industry for 40 years, having had the privilege to advise a diverse range of clients since 1989.

My roles have been varied in the industry, I have worked in a specialist business advising doctors and dentists, managed a team of advisers within a national IFA business, worked within a regional legal practice and managed the financial services business of a regional accountancy practice. This wide experience enables me to provide clients with a measured and comprehensive approach to their financial plans, advising on retirement and investment planning, tax mitigation, inheritance tax strategies and financial protection.

I gain great satisfaction from supporting a diverse range of clients, business-owners, family groups, trusts and individuals, to understand their financial options, and to formulate plans to underpin and help secure their futures. I work collaboratively with clients and their professional advisers to ensure they gain a full understanding of, and complete confidence in, their futures, that loved ones are secure, and that their legacies are protected.

I am married with 3 daughters and love living in Yorkshire, having returned more than 20 years ago. I enjoy spending time on the diverse Yorkshire area, the national parks and the stunning coast. My wife and I are enjoying increasing freedom to travel, making sure to try local wines and to indulge in fine dining as we go.

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

I am a Financial Planner at Argentis and have been with the company since 2019. I have an Associate Membership with the CISI, with my latest qualification being their Level 6 Certificate in Advanced Financial Planning.

My day-to-day job consists of working with our clients to build a financial plan for their future. I very much enjoy the conversations, the uniqueness of every individual and the focus on their personal objectives, allowing us to build a comprehensive picture of their circumstances.

Outside of work, I have caught the obstacle course racing bug and participate in races regularly. But much of my spare time is spent with the family, as we watch our first daughter grow, and hopefully motivate her about investing!

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.

I am the Head of Group Operations, I oversee the largest division in the business, a team of more than 140 colleagues across administration, business quality, client services, paraplanning, and the Xplan site admin team. Since joining the company in 2007 as an office supervisor, I have progressed through the Group, developing a deep understanding of the business and its people. Today, I play a pivotal role at the heart of operations, working closely with advice, compliance, finance, and acquisitions to ensure the business runs smoothly and continues to grow.

Before life in financial services, I spent 11 years in the Royal Navy as a Physical Training Instructor, serving on both HMS Westminster and HMS Illustrious. It was here that I developed the leadership skills, resilience, decision-making ability and people-first approach that are still very much part of my style today. Known across the business as a supportive leader who gets things done, I am happiest when problem-solving and helping people succeed.

Outside of work, I am competitive — whether that’s running, tackling a CrossFit workout or skiing. When I’m not working, I’m probably planning our next trip (usually to Dubai), or enjoying good food, good wine, and family time at home — especially with Freddie, the family Border Terrier and unofficial “Head of Mischief.”

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.  

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.

Tom is the group's Chief Commercial Officer, responsible for mergers and acquisitions, propositions & pricing, and marketing.

Having joined the group in 2019, alongside colleagues, he has worked with 33 firms (of all sizes) to go through the process of enabling their staff and clients to become part of the Argentis group. This has added several thousand clients and £3.5bn+ of assets under advice to the group. He has also overseen all client facing propositions and pricing, as well as, events, client brochureware and client feedback across the group.

He is married with two daughters and loves both land and water based activities in his spare time.

Tony Sharp

Financial Planner

I am a Financial Planner with a diploma in Financial Planning. I offer an independent and impartial financial planning service, providing solutions to private and corporate clients, as well as trustees and charities.

I am committed to delivering the highest level of service to support clients meet their financial planning needs. Putting 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 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 enjoy most sports and travelling. I have three sons who are enthusiastic sportsmen, and I spend a lot of time watching them play football & cricket.

Advice on Trusts is not regulated by the Financial Conduct Authority.

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.