Meet the Financial Advice Service Team

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.

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.

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 b y the Financial Conduct Authority.

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.

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.

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!

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 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.