A team you’ll want to work with
Intelligent, innovative and determined to help you get where you want to be. Meet our experienced and dedicated team.
CEO and Financial Planner
Qualifications: BA (Hons), CERTIFIED FINANCIAL PLANNER™, Diploma in Financial Planning
I established Citywide Financial Partners in 2004 to provide a fresh, innovative approach to personal financial management for individuals, business owners and their families.
Where I believe Citywide differs from other firms is our focus on understanding the whole of you and what you want to achieve before looking at how your money is managed and organised.
I see my role with clients as being a trusted friend as well as a trusted adviser.
In 2009, I was asked to join the Financial Conduct Authority’s Smaller Business Practitioner Panel to represent the interests of smaller independent financial advisers. From April 1 2015 I became Chairman for a two year period. I believe this is an important time for advisers and I am keen to ensure that there is a successful and vibrant independent sector, capable of meeting the needs of consumers in the future.
Qualifications: Diploma in Financial Planning, STEP Certificate for Financial Services (Trusts & Estate Planning)
I joined Citywide Financial Partners in April 2018, having been advising private clients since 2004.
My role as a Financial Planner involves working closely with clients to understand their goals and aspirations, and to help create a financial strategy to achieve these.
I really enjoy meeting clients and see the value in building long-term, trusting relationships.
I also enjoy being part of the talented team here at Citywide, who work very hard to ensure that all clients receive an excellent service.
Outside of work, I spend time with my family and also sit on the board of Governors at my daughter’s primary school.
Qualifications: Certified Financial Planner and Chartered Financial Planner
I have worked closely with Citywide Financial Partners since January 2006 helping them meet their compliance and regulatory responsibilities.
My career in the financial services profession spans nineteen years, seventeen of which have been in the field of compliance. I am a Certified Financial Planner (CM) and Chartered Financial Planner. I established Compliance & Training Solutions Ltd in February 2005.
Working with Citywide is a joy – the firm take their compliance responsibilities seriously whilst bearing in mind the needs and objectives of their clients. It is also a fun company – it is never a chore.
Qualifications: BA (Hons) Business Management, CIPD Level 3 Certificate in Human Resources, Fitzwilliam Institute Diploma in Event Management
I joined Citywide Financial Partners in December 2017 after working as a Hotel Manager for a well-known hospitality company. My role involves managing the day-to-day needs of the business including client servicing, HR, marketing and project management. I am really enjoying utilising the skills learnt in my CIPD Level 3 Certificate in Human Resources whilst developing knowledge and expertise in other areas.
In my spare time I enjoy playing netball for a local side in Epsom as well as running and spending time with friends and family.
Client Services Assistant
Qualifications: BSc Sport and Exercise Sciences
I joined Citywide Financial Partners in April 2021 and this is my first role within financial services. After graduating from university in 2017 I started working in merchandising whilst pursuing my dream to become a professional cyclist. I spent around a season and a half in Belgium racing full-time before coming home and subsequently deciding I wanted to get into financial planning.
I am working towards completing my Diploma in Regulated Financial Planning and have passed my first exam. I look forward to combining my learning with the practical skills I am learning in my role, which include preparing meeting packs, communicating with providers and running analysis on portfolio performance.
In my spare time, I enjoy playing sport and being outdoors, although I don’t cycle as much now. I have developed a keen interest in golf so can probably be found on the local course trying to bring my handicap down, or teaching myself to play the guitar.
Trainee Client Services Executive
Qualifications: Bachelor of Commerce Degree in Financial Planning
I joined Citywide Financial Partners in August 2019 after finishing my studies in South Africa, where I obtained a bachelor’s degree in financial planning.
I have a passion for the financial services industry and the benefits and security it can provide to many families and individuals and, with the Citywide team, I have found a group of peers that share that same passion.
My role as Trainee Client Services Executive involves creating and organising the documents and information needed for our Financial Advisers to prepare for their client meetings, making sure information on our systems is up to date at all times and offering support to the team wherever possible.