Over the course of his career, Chris has founded both private and listed companies, including a financial advice firm and a foreign exchange brokerage. Chris has been a member of the Institute of Chartered Accountants since 2005 and was approved by the Financial Conduct Authority in 2012.
Ross heads up the advisory team at InterestMe. He began his career in Financial Services in 2000 and became a regulated advisor in 2004. Over the course of his career he has worked in private banking, retail banking and IFA roles and is highly experienced in personal financial planning. Ross is a strong believer in a personal approach and his core focus is delivering both initial advice and an ongoing service for his clients.
Danny’s financial services career started in 2012 and has grown to focus on pension and retirement planning advice as well as cashflow modelling services. In addition, Danny advises on tax-efficient income strategies and holistic financial planning.
Sarah began her career in financial services in 2002 after leaving university. She initially qualified as a mortgage adviser whilst working in specialist lending, before completing her diploma in financial advice in 2017. More recently she has worked as Pension Transfer Specialist and in independent financial advice roles. She is passionate about building long lasting relationships with clients and achieving the best outcomes for them.
Gerard is passionate about helping clients achieve their financial goals. He has a deep understanding of the financial services industry and is committed to providing his clients with the best possible advice and service. Gerard comes from an account management background, so he understands the importance of building relationships with his clients. He is also a strong advocate for client education, and he believes that everyone should have the knowledge they need to make informed financial decisions. He is dedicated to providing his clients with the highest level of service, and he is always available to answer your questions and help you navigate the financial world.
Luca joined the firm at the start of 2020. He has over 20 years' financial services experience, beginning his career for a local IFA business. After working his way through roles of Administrator, Paraplanner and IFA, Luca decided on a change in career and began working within Audit and Quality Assurance. During this time, he has worked extensively for a variety of firms including Deliotte, Barclays, Lloyds Banking Group and Brewin Dolphin, helping these businesses manage and control their suitability and regulatory requirements.
Michael has clocked up an amazing 20 years in financial services. Over the course of his career, he has worked for pension providers, independent financial advisors, and a business process outsourcer servicing two of the larger UK pension companies. His expertise led to a period conducting pensions training in Chennai, India. Michael has a broad knowledge of the pensions landscape, and specialises in defined contribution schemes.