We’re Trusted Financial Experts

Financial strategies for life, for both individuals and entrepreneurs.


See How We Stack Up

We look forward to getting to know you a bit more. Before we do, here's a little more information about us.

Trusted

Our clients and their families trust us to give expert and unbiased advice and create dynamic strategies to help them realise their financial goals.

Different

We stand out from the crowd, confidently delivering a service that reaches beyond the industry standard and the expectation of our clients.

Inspired

We use our knowledge and experience to provide you with a unique and flexible solution to help you realise your goals.

Leadership

Adrian Taylor

Partner - Business Development

Adrian has a proven track record providing good quality financial planning and has a passion for giving specialist advice and guidance to professional sports people. Adrian spends much of his time building relationships with other professional services businesses, helping them understand the value of Financial Planning and identifying services crucial to our clients.

Pamela Murphy

Partner - Investment & Financial Planning Strategies

Pamela is known for challenging the status quo and seeking products and services for TMFP’s clients that will make a real difference to their financial wealth. Pamela has experience working on complex financial planning strategies and with clients going through big changes, such as divorce and bereavement. Pamela is also a voice for TMFP and is passionate about driving change in the financial services industry.

Annette Hender

Partner - Managing Partner

Annette has 20 years experience in the industry and is a qualified Chartered Financial Planner. Annette’s passion is about driving up standards in the financial services industry and creating an environment where financial service professionals can grow and thrive, supporting clients to take control of and improve their financial health.

Core Team

The entire TMFP team has been built from people who share the same values and ethics and a shared goal to deliver beyond industry standard and client expectation.

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Shirley Hylands

Risk and Compliance Manager

Shirley has over 30 years experience in the risk, compliance and corporate governance arena with both Product Providers and the independent advisory sector.

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Helen Ross

Finance and Infrastructure Manager

Helen is responsible for the ongoing financial stability of TMFP and providing a safe, pleasant and secure home for the TMFP family. Helen also works closely with IT providers to ensure the team have cutting edge technology at their fingertips.

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Richard Lowe

HR and Operations Manager

Richard is responsible for client satisfaction and positive outcomes as well as ensuring we have a happy, motivated and engaged workforce who deliver first class customer service

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Claire Harlow

Chartered Financial Planner

Claire focuses on building trusted, long term relationships with clients, delivering a bespoke and friendly service. She is experienced in working with professionals with legal and accountancy backgrounds.

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Adam Kittredge

Financial Planner

Adam is our expert on cash flow modelling for clients with long-term income needs.

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Faraz Rahman

Financial Planner

Faraz is our in-house expert in pensions administration and the more technical aspects of defined benefit pension schemes.

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Caroline Stone

Paraplanner

Former paralegal Caroline assists the Partners with technical analysis and research for our most complex cases.

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Lisa Annetts

Paraplanner

Lisa works with TMFP’s Financial Planners to ensure they have the research and technical analysis they need at their fingertips.

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Dan Jewell

Paraplanner

Dan supports our Financial Planners with technical analysis and research. He is passionate about providing our clients with a unique and unparalleled service.

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Kat Tammerova

Client Services Manager

Kat is a rising star in the business and works tirelessly to research our client’s often very complex legacy plans.

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Jana Laville

Mortgage Adviser

Jana is our property and finance expert and makes buying a property or renegotiating finance a stress free experience.

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Harvinder Bakekolo

Trainee Mortgage and Protection Advisor

Harvi is aspiring to be a Mortgage Adviser and is very passionate about delivering the best service and outcome for our clients.

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Robert Hancock

Client Services Manager

Rob is passionate about delivering excellent customer service and strives to maintain TMFP’s high standards.

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Emma Bolam

Client Services Manager

Emma is a hard-working inquisitive member of TMFP, who strives to always achieve the best for our clients.

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Kiri Day

Client Services Manager

Kiri has an in-depth knowledge of investments having previously worked in wealth management. She is highly tenacious and works hard to ensure that TMFP clients are well looked after.

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James Presley

Client Services Manager

James has a strong background in pensions administration, and is keen to provide support wherever required to maintain TMFP’s high standards in servicing our clients.

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Emma Queripel

Client Services Administrator

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Dan Dobbe

Client Services Administrator

A growing MSc graduate who always strives to provide service to clients that goes above and beyond expectations. An ambitious professional with aspirations to develop within the business.

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Charlotte Harold

Management Support Advisor

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Julie Souch

Management Support Administrator

Julie supports the HR and Operations, and Risk and Compliance Managers to deliver a first class service.

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Sam Wilding

Office Administrator/Receptionist

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