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.
Client Services Manager
Qualifications: Diploma in Financial Planning
I joined Citywide in August 2010 after working for the Hampshire Constabulary finance department in Winchester. My role as Client Services Manager is to ensure our clients receive an exceptional service and to work closely with the advisers to assist in delivering a personalised financial planning experience.
I most enjoy being able to see and document our clients progression towards their financial goals and objectives.
I have obtained my Certificate in Financial Planning and the Diploma.
I spend most of my spare time playing football for Guildford City Football Club.
Client Services Executive
Qualifications: Certificate in Investment Operations, Certificate in Financial Services (General Route), Certificate in Regulated Financial Services Operations, Certificate in Mortgage Advice, Award in Financial Administration (Life)
I joined Citywide in May 2018 and have 5 years’ experience in the Financial Planning industry across a variety of roles. I enjoy investing time studying and obtaining qualifications that fit with the client service support I provide, and combine this with the knowledge I have built so far in my career to help clients.
I am a very conscientious person who likes to pay attention to the detail. I enjoy supporting clients on a day to day basis to provide the best possible service.
In my spare time I like swimming, spending time with friends and family and watching movies.
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.
Office and Accounts Administrator
Qualifications: AAT Advance Diploma in Accounting
I began working for Citywide in April 2016 on a temporary basis, eventually becoming permanent in April 2017. Prior to this, I spent 25 years working for several London-based publishing companies, becoming a Chief Sub Editor/Production Editor and also freelancing at times. However, family commitments and the need for a change of scene led me to begin retraining in accounts in 2015.
I am very much enjoying learning more about the finance side of life and am lucky to have been given the opportunity to work with a dedicated and motivated team at Citywide during an interesting period of growth. Over time, I also hope to further my financial qualifications.
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 supporting Clinton and the team whilst coordinating day to day HR, marketing and project management. I am really enjoy 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 Administrator
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 a Client Services Administrator 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.
In my spare time I enjoy being outdoors, whether that is an afternoon on the golf course, playing cricket or a long walk through the park with my dogs. I also enjoy trying out new food experiences whenever I can.
Client Services Executive
Qualifications: BA History (Hons), R01: Financial services, regulation & ethics, RO3: Personal Taxation, R04: Pensions and Retirement Planning, R05: Financial Protection
I joined Citywide Financial Partners in November 2019 after a previous role as a paraplanner and have three years of experience working in financial services.
My purpose, as a Client Services Executive, is to assist our Financial Planners in delivering the Financial Success Programme. As part of the Client Services Team, I look to promote Citywide’s values and provide our clients with the best possible experience along their financial journey. My role is varied and involves acting as the client’s primary point of contact, as well as assisting with the analysis of the client’s financial arrangements and helping implement subsequent recommendations.
I am currently studying towards my diploma in regulated financial planning which I hope to achieve next year. I have a particular interest in the role that behavioural coaching plays in holistic financial planning and what drives people’s decision making.
In my spare time I enjoy playing jazz piano. I am a keen tennis player and have recently taken up running, although I don’t think I’ll be signing up for a marathon anytime soon!