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: Chartered Management Accountant
I joined Citywide as Operations Manager in September 2015. I work closely with Clinton running the operations side of the business and work daily with our compliance, IT, finance, HR and marketing teams.
I am a Qualified CIMA Accountant with 20 years experience in FMCG and retail businesses including Unilever and Pret a Manger and have held a range of finance roles across financial and management accounts in the UK and overseas. I have also worked with small businesses, as the Finance Director of a number of investee businesses in Unilever’s startup and early stage venture capital fund and through various consultancy roles.
I enjoy working in dynamic businesses with great people, delivering something I think is of value. My role at Citywide is varied and extremely rewarding during this period of growth.
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.
Chartered Financial Planner
Qualifications: Advanced Diploma in Financial Planning
As a Chartered Financial Planner, my aim is to empower clients to do all they want with their lives by facilitating financial understanding. As part of this process, I enjoy working with each client to understand fully their current position and where they want to get to. Together we devise a roadmap to take them on a journey from where they are today to their intended destination.
I have been advising clients for 17 years and hold specialist qualifications in long-term care, pension planning and transfers. I continue to study for further qualifications, as I have throughout my time as a financial planner.
Outside of work I enjoy live sport, live music and live comedy, though I also very much enjoy staying in with a nice bottle of wine and some trashy fiction.
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: Certification in Financial Services, Award in Financial Administration- Life, Certificate in Mortgage Advice.
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 horse riding, spending time with friends and family and watching movies.
Client Services Administrator
I joined Citywide in May 2019, after working as a pensions payroll administrator for JLT based in Leatherhead. I am planning to further my studies later this year to improve my skills and gain a qualification in the financial services industry.
In my role as a Client Services Administrator I am responsible for organising and preparing documents for client meetings, providing support to the Client Services Manager, and to be the best individual and team player I can be, to bring out the best in our company.
I have great joy in providing excellent client satisfaction and service, but also seeing progression towards financial goals and objectives.
In my spare time, I play golf for Tyrrells Wood Golf Club and the Surrey Men’s A Team. I also watch a variety of sports and enjoy spending time with my family.
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, 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 rest of the team, alongside assisting with the co-ordination of our client relationships. I am really looking forward to learning more about the Financial Services Industry and developing my skills further.
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.