Specialist Area:
Pensions, Life Cover, Investment

Biog:
I joined Radcliffe’s in 1993 and was promoted to Sales Director in 2004, running the adviser team until 2010. I then became Managing Director and have been in this role since. My first job when I left school was to train as a Navigating Officer for Mobil Shipping, but due to the world wide recession in 1982 was made redundant. I then trained as an Inspector for Scottish Provident and subsequently moved to the other side and joined a Financial adviser firm in Eastleigh until I joined here.

About Me:
I enjoy most sports but at my age it’s now more watching rather than participating. I play golf, ski and enjoy travel and food.

Little Known Fact:
In 1987 along with two friends, we took turns to water ski around the Isle of Wight to raise funds for a cancer charity. The total we achieved was £5,000 and this took around 4 hours on an early August morning.

Specialist Areas:
IT, Compliance, Accounts, Finance, Company Secretary

Biog:
I joined Radcliffes in 1988. I have seen the business go through many changes and have helped it to grow. I previously worked for Legal & General.

About Me:
I love being out on the water. I have spent many years sailing around the Solent with friends and colleagues. I bought a motor boat 5 years ago. I also enjoy walking and cycling and also have a passion for renovation which is pretty handy as I own a property that dates back to 1711.

Recently:
I have joined acquaintances and friends on many fund raising events. We have cycled and run and raised substantial amounts for very worthy local charities such as the Rose Road Association. Late last year I joined a close friend and my son to jump out of a plane at 14,000 feet – again in aid of a worthy local charity – PLANETS. (Not so sure I will do that again but a great experience and a lot of money raised!)

Specialist Areas:
Employee Benefits, Pensions, Life Cover & Investments.

Biog:
I started working in the Financial Services Industry 40 years ago and began my career first as a dealer and then a stockbroker in the old Stock Exchange for 10 years. Following this I joined the Prudential Assurance as a financial consultant for 9 years. I then moved to The Royal Bank of Scotland working as a Corporate IFA before joining Radcliffe & Co in May 2003.

About Me:
I am a keen golfer and enjoy watching rugby and cricket. I am a member of the MCC and any spare time is spent our garden.

Little Known Fact:
I enjoy entering exhibits in my local village & town flower and vegetable shows. So far I have managed to win best roses in show but still working on winning the Vegetable cup!

Specialist Areas:
Administration and office management.

Biog:
I joined Radcliffe & Co in 1989 and have been involved in all areas of the business. As Office and HR Manager, I am now responsible for the day to day running of the office as well as all staff matters. I also have duties with the Accounts department.

About Me:
I love spending time with my family, especially the grandchildren, and socialising with friends.

Specialist Areas:
Retirement & Investment planning for both corporate and private clients.

Biog:
I have been a Financial Adviser since 1994. I started my career with Friends Provident before joining Independently Financial which was merged with Radcliffe & Co in 2002. I am now part of the management team with responsibility for the investment committee and overseeing a small team of the advisers.

I look after a number of corporate pensions schemes and private clients, most of whom have now been clients for over 20 years.

About Me:

I spend most of my spare time with family and friends. I enjoy all sports. I have started running again when I get the opportunity but spending time with family and friends has always been a priority. I seem to have less time to play these days as family life gets more hectic, more challenging and so much more fun.

Little known fact:

My teenage years were spent competing for Bournemouth athletics club. My personal best for 400m is 48.2 sec.

Biog: I joined Radcliffe & Co in May 2010 as a trainee financial adviser. I was involved in all aspects of the business at the beginning which involved Administration, Corporate and ParaPlanning departments whilst I was studying to pass the Diploma in Financial Planning. I qualified in August 2014 and had in-house training of how to become an IFA at Radcliffe & Co. This included shadowing our own advisers to gain experience. I was promoted to an Independent Financial Adviser on the 1st May 2015.

About Me: I am a massive foodie and love to travel to different places to try all the local food and wine. I enjoy all sports but the majority of my time is spent playing golf or tennis, also a big fan of winter sports and try to snowboard once a year.. twice if I’m lucky!

Little known fact: I used to play for my boyhood club Southampton FC and captained Hampshire & Southampton Schoolboys.

Specialist Areas:

Pensions and Retirement Planning, Investments, Inheritance Tax and Estate Planning

Blog:

I am a Chartered Financial Planner with over 17 years of industry experience. I joined Radcliffe & Co in 2012 and studied to become a Chartered Financial Planner and am now part of the management team. I started my career in 2006 working for Halifax South East Property Unit, after which I moved to Skandia (which later became Quilter) and conducted a number of roles which built a wealth of experience.

About Me:

I love socialising and spending time with my family and friends. My biggest passion is travel and I have been fortunate enough to visit lots of interesting destinations, with Japan being my favourite to date. I also enjoy getting outside, either for a run or a walk with my husband and dog, Peggy.

Little Known Fact:

I worked on the main stage at a “Vintage at Goodwood” music festival putting together the celebrities riders – there were lots of strange requests and I met lots of musicians including The Feeling, Sophie-Ellis Bextor, The Faces, The Buzzcocks, Sandie Shaw, Aswad, Alvin Stardust, The Noisettes and Earth Wind and Fire.

Biog:
I joined Radcliffe’s in May 2018, having previously worked at Liverpool Victoria as a pension transfer specialist. I have worked in the industry for over 12 years having started my career with Alliance and Leicester.

About Me:
I am married to Sarah and have two daughters; Nia, 6 & Addien, 5. I am a keen sportsman and play football and golf on a regular basis. We, as a family, love to travel and visit new places and have recently started skiing together.

Little Known Fact:
I completed the 3 peak challenge with 30 minutes to spare.

Blog:
I am a fully qualified Chartered Financial Planner with over 13 years of industry experience, having joined Radcliffe & Co in March 2010. As well as looking after both personal and corporate clients, I have been a member of our Investment Committee since 2016 and also form part of our Aviation team.

About Me:
I am a big Saints fan as well as a keen golfer, currently a member of Stoneham Golf Club. I also enjoy spending lots of time with my black Labrador, Poppy and Pointer, Pablo.

Biog:

I am a Trainee Independent Financial Adviser with over 10 years of industry experience. I joined Radcliffe & Co in 2015 as an administrator, after working at Old Mutual Wealth for many years within their customer service department. During my time at Radcliffe I have worked in both the admin and paraplanning departments, learning and developing in all aspects of the business alongside studying my Diploma in Financial Planning. I qualified in August 2021 and began my official training in 2023. I look after both personal and corporate clients and have a good understanding of Aviation pension schemes due to my time as an Aviation Client Coordinator. I am a member of our Investment Committee and I am currently studying towards becoming a Chartered Financial Planner.

About Me:

I love being outdoors and I really enjoy going for long walks with my Labrador, Poppy, plus spending time with friends and family.

Little Known Fact:

I saw Ed Sheeran perform before he was famous at the Joiners in Southampton.

Specialist Areas:
Pensions and Retirement Planning, Investments, Inheritance Tax and Estate Planning, Protection.

Biog:
I am a Chartered Financial Planner with over 10 years industry experience. I started my career in the financial services industry working on a large scale project with Lloyds Banking Group. I then worked for The Financial Ombudsman Service before joining Radcliffe & Co in 2017.

About Me:
In my spare time I like to socialise with friends and family. I regularly use the gym as well as walking and running to keep fit. I try to travel often and enjoy visiting new places around the world.

Little Known Fact:
I played for the Women’s Rugby team at University.

Biog:

I joined Radcliffe & Co in 2021 after working in London for 8 years as an Estate Agent. Having briefly worked at Radcliffe in 2012 for work experience, I have retrained and hold a diploma with the London Institute of Banking and Finance.

About Me:

I am a keen sportsman and am a member of Saunton golf club, Royal Winchester golf club and a local tennis & squash club. In my spare time you will most likely find me on the golf course or watching cricket at Lords.

Little known fact:

I am a qualified tennis coach.

Specialist Areas:
Pensions, Investments, Retirement, Inheritance Tax & Life Assurance.

Biog:
I have over 42 years’ experience in Financial Services. I joined Radcliffe & Co in March 2003 (17 years to date) having previously worked for The Equitable Life since 1989 (14 years). Prior to that, I worked for Military Insurance Specialists, Wilsons, based in Salisbury, from 1980 (9 years) having gained initial experience with The Bradford and Bingley Building Society (2 years).

About Me:
I enjoy playing a little bit of golf, watching rugby and motor racing and classic cars.

Little Known Fact:
In 1958 I attended my very first Grand Prix. The Italian Grand Prix at Monza. This was in a Pram, so I didn’t see that much but according to my parents I was rather disturbed by the noise of the engines. Tony Brooks (GB) won the race in a Vanwall, followed by Mike Hawthorn (GB) in a Ferrari and third was Phil Hill (USA) in another Ferrari.

Mike Hawthorn went on to be World Champion that year followed by Stirling Moss.

Specialist Areas:
Mortgage advice incl. life and CI, investment & retirement planning.

Biog:
In 1982 I was a consultant with Boyman King & Partners Ltd., then formed Harding King in 1987 based at Tidworth working primarily with the military. In 2005 we amalgamated the investment arm of the business with Radcliffe.

About me:
I enjoy keeping up my gym membership – weekly visits for general health, walking Millie our Labrador over old Sarum Rings and beyond! I also follow Rugby having previously played for Salisbury and Football; Arsenal from their European cup days!

Little Known Fact:
I love cheese – all varieties! Always have done and always first choice from the dessert menu!!

Specialist Area:
Pensions, Protection, Investments

Biog:
I am a Financial Adviser with over 13 years’ experience in the Financial Services industry. I joined Radcliffe & Co in 2011 and now form part of the investment committee with responsibilities of researching the Alternative Investment Market (AIM) and more topically the Ethical Sustainable and Governance (ESG) market. I started my career in 2006 as a Financial Adviser with Foresters Friendly Society, before moving to Santander as a Mortgage Adviser.

About Me:
I am married with 3 children, dog, cat, guinea pig, rabbit and fish. I am a keen cyclist and also enjoy watching my children compete in various sports over the weekend.

Little Known Fact:
I used to live next door to Kris Akabusi when I was 8 years old.

Specialist Areas:

Retirement and investment planning for both corporate and private individuals.

Biog:

I joined Radcliffe & Co. in 2009 and have over 30 years’ experience working in financial services.

About Me:

I am married and my hobbies revolve mainly around sport. My wife works as an administrator at a local church where we are both actively involved.

Little Known Fact:

Rock and ice climbing were my main hobbies whilst at University.

Biog:
I joined Radcliffe & Co as an Independent Financial Adviser in June 2022 having worked at another local IFA firm for the previous three years. I have worked in Financial Services for over 20 years with my former years working for life companies including a 14-year stint at Zurich. I enjoy working with clients across pensions, investments, protection and inheritance tax planning.

About Me:
I am married with two children; Charlie, 13 and Freya, 9. Outside of family commitments, I am an avid sports fan (sadly watching more than playing now!) with football and golf being my top two. There is nothing I enjoy more than watching my son playing football and I am delighted that my daughter has now just started with her first team as well!

Little Known Fact:
I was part of the original youth set up at Eastleigh Football Club and played in the FA Youth Cup where we reached the first round ‘proper’!

Specialist Areas:

Pensions, Annuities & Income in Retirement, Investment Planning, Inheritance Tax Mitigation, Tax Planning and Trusts.

Biog:

I joined Radcliffe & Co in 2005. Since then I have taken on a number of roles within the company, spending 12 years on the investment committee and 5 years as the training officer responsible for new consultants. I predominantly look after high net worth clients, looking at complex financial planning as well as succession planning within families to mitigate inheritance tax. Previously, I spent over 20 years with NatWest and became a financial adviser with Equitable.

About Me:

I have been married for 26 years and have two children. We are all keen on sport and are a very competitive family. I have played hockey for Trojans at National League level for 12 years and still play for the Trojans Vets (over 40’s). I also coach hockey, and am very proud to have been the head coach in 2021 when the Trojans Boys under 14’s become the English National Champions. During the summer months I turn my hand to golf and I also enjoy watching cricket, especially the Ashes. I love to travel and one of my ambitions is to watch the Ashes in Australia, and hopefully we win…

Little Known Fact:

In my 12 years of playing National League Hockey, over 450 games, I was the only outfield player in the squad not to score a goal (although I did play in defence!).

Biog:

I am a Protection Specialist with 10 years’ experience within Financial Services and am currently working towards my diploma. I have recently joined Radcliffe & Co and bring with me a wealth of protection knowledge having previously worked for leading product providers as a business development manager before becoming an adviser. I started my career in the industry at LV= in 2010 having graduated from Leicester University with a 2:1 in Psychology.

About Me:

I live in Christchurch and love nothing more than taking my Jack Russell, Monty, on long beach walks admiring the beautiful south coast or into the New Forest followed by a nice pub lunch. I also enjoy spending time with friends and family and trying out the latest places to eat and drink in. My other passion is fundraising and so far I’ve raised almost £20,000 for Royal Navy and Royal Marines Charity.

Little Known Fact:

When I was 18, I thought it would be a good idea to learn to skydive (much to my parents dismay). By the age of 22 I had come to my senses and now prefer staying inside an aircraft to go on holiday!

Biog:
I joined Radcliffe & Co in 2003 having spent the previous 20 years working for Sun Alliance who later became Royal Sun Alliance as a senior broker consultant covering Hampshire and Dorset.

About Me:
I have a keen interest in all sports having played football and cricket for over 40 years and achieving a single figure golf handicap in my youth. I am currently chairman of a local cricket club which I can assure you is far less fun than playing.

Little Known Fact:
I played in the last senior cup final played at the Dell. I once owned a share in a horse that was ridden by Sir Anthony McCoy.

Specialist Areas:
Retirement, Pensions, Investment

Biog:
I joined Radcliffes in 2009, having previously worked for Prudential and Norwich Union.

About Me:
I enjoy playing golf and visits to Wincanton Racecourse, even when it’s cold and wet. I love football and support my son and brother in their respective leagues.

Little Known Fact:
I scored 44 goals (from midfield no less) in the 1982/83 season in the heady heights of Bournemouth Sunday Division 6!

Biog:

I joined Radcliffe & Co in March 2016 and have developed my roles over the years after working in various departments. I manage the internal technical systems and infrastructure, telecoms, equipment, various software requirements and bespoke applications. I am Technical Lead for IT and Marketing service requests and train staff on all IT and system processes. I maintain our website and manage our social media and Google Business channels, email marketing, marketing campaigns, advertising and sponsorship.

About Me:

I enjoy a range of sports; football, golf and racket sports especially. I like to watch live music whenever possible.

I run my own wellbeing business which focuses on managing stress and avoiding burnout, with the ultimate aim of suicide prevention.

Little Known Fact:

I ran the New Forest Marathon on World Suicide Prevention Day 2023, finishing 26th out of 703 runners in a time of 3 hours, 22 minutes; I was very proud of my time and managed to raise over £2,700 for Baton of Hope UK, a suicide prevention charity.

Specialist Areas: Employee Benefits, Group Pensions and Group Risk

Biog:

I joined Radcliffe & Co in 2007 as part of the Corporate Administration Team. I have now worked in Financial Services for over 30 years.

My first position was as an office junior in 1989 for a Mortgage Broker where I took several life and pensions exams and soon became a PA to the Financial Advisers. After which I joined Prudential Estate Agents, Halifax Estate Agents Financial Services, Standard Life and 3 other IFA Companies before joining Radcliffe’s.

About Me:

I am married with 2 grown up children and 2 dogs. I enjoy attending Zumba dance classes and watching football. I volunteer at a local Church children’s club for children aged 5-11 on a Friday evening.

Little Known Fact:

Before I started Zumba in 2011 I gained 5 belts in Kickboxing.

Biog:
I joined Radcliffes in 1981. I work as a life and pensions administrator and Paraplanner for both corporate and personal clients.

About Me:
I play netball to keep fit and to socialise. I also enjoy reading and walking.

Little Known Fact:
I am the longest serving member of staff at Radcliffes.

Biog:

I have worked in the Financial Services industry for over 20 years, gaining experience at product providers as well as Independent Financial Advisers. I have over 12 years’ experience paraplanning. I enjoy assisting advisers to review the full individual circumstances to create a tax efficient strategy suitable for clients.

About Me:

My spare time is filled looking after my two children and spending time with friends and family.

Little Known Fact:

I once worked on a Pearl farm (just for 1 day).

Biog:
Whilst at Eastleigh College I studied Carpentry and Joinery at Level 2. I joined Radcliffe & Co in 2022 and this is my first job in the finance industry. I am looking to gain experience in the various teams, increase my knowledge and am embracing the new challenge.

About Me:
I have a season ticket at Southampton Football Club and follow them home and away.

Little Known Fact:
I have played football against Bournemouth & Southampton football academies.

Specialist Areas:
Pensions, Investments, Life Assurance Administrator.

Biog:
I joined Radcliffe & Co in 2005 and support an Assistant Director and 2 Advisers with their requirements, having 35 years of industry experience, working for Bradford & Bingley BS, Austin & Wyatt FS, Skandia and Standard Life Assurance.

My time is spent providing information for appointments, processing new business also servicing existing clients. I help clients to resolve any matters they may have to a positive conclusion.

About Me:
I am a keen baker, making wedding/celebration cakes, I spend a lot of time raising monies for charity, including completing the 26 mile Moon Walk around London at midnight for Breast Cancer in a pink bra! I love to dance and was captain of a dance team, achieving medals for Ballroom/Latin dancing, which I reached Teacher Awards level before the love of skating and ice hockey took over.

Little Known Fact:
I have met Delia Smith at Norwich City FC, Mary Berry, Oly Clarke, Gordon Ramsey at his Aubergine Restaurant in Glasgow & Jamie Oliver’s Fifteen restaurant in London and also Murray Walker.

Biog: I Joined Radcliffe & Co in June 2018 with the ambition to become a Financial Adviser. I am currently gaining experience in each department of the business.

About me: I enjoy sports and travelling.

Little known facts: I bit my tongue off when I was 8 years old, I was once involved in a car chase and I am a PADI Certified Advanced open water scuba diver.

Biog:

I joined Radcliffe & Co as a review writer in 2022 after working in a major bank for 10 years.

About Me:

Outside of work I spend much of my time doing creative writing and art/illustration (I have done album and T-shirt artwork for a few independent bands), attending various alternative music events, looking after my pet chinchillas, and rock climbing.

Little known fact:

I have flown a plane, but I wasn’t very good at it.

Specialist Areas:
Life & Pensions Administration

Blog:
I am a Paraplanner with 8 years’ experience in financial services. My career began as a Technician at Quilter before joining Radcliffe & Co in 2016 as a Personal Assistant. I have spent my time at Radcliffe’s progressing through various roles throughout the business whilst completing my Diploma in Regulated Financial Planning.

About Me:
In my spare time I enjoy socialising with friends, the odd bit of baking and travelling as much as I can.

Little Known Fact:
I have won the Radcliffe bake off twice.

Biog:

I joined Radcliffe & Co in May 2022 as an Office Junior. I hope to progress through the different levels of the company and eventually become a financial adviser. Before this, I was studying an IT Technical Support course in college but unfortunately the teacher fell ill after 2 months and never came back so I never got to complete it.

About Me:

Making music has been a huge part of my life. My current instrument is the Euphonium and I am currently in 2 brass bands. I custom built my own water-cooled computer and spend most of my free time playing games online with my friends.

Little known fact:

I had my first flying lesson before my first driving lesson.

Biog:

I have worked in financial services for the last 30 years, with most of my time spent as administrative support to the advisers in a local firm in Romsey. This has given me an excellent insight into the advice process, and I have recently moved into report writing as this is an area in which I would like to progress.

About Me:

I live near the New Forest with my husband, son and feisty tortoiseshell cat Pepper. In my spare time I enjoy spending time with my family and friends, reading and walks in the forest and surrounding areas.

Little known fact:

Following in the footsteps of my parents, I met my husband on a blind date.

Biog:

Recently retired from the corporate world after over 25 years. Embracing a slower pace of life playing golf, meeting with family and friends, walking my beautiful grand–doggy “Gus”. I enjoy travelling and hope to find a few more gems that we can explore in the coming years, plus spending time at our apartment in Spain.

Little Known Fact:

I used to have my hair cut by the First Women Concorde Captain “Barbara”; she was an inspiration to me and many other women in the workplace.

Biog:

I joined Radcliffe & Co in March 2016 after working for a Welding Company. I started in our Corporate Dept. and progressed on to Adviser Support which included looking after a few of our advisers day-to-day work and organisation. I am now in the Paraplanning team as a Report Writer and hope to become a Paraplanner once I have completed my diploma in Regulated Financial Planning. I have assisted in planning many client events and I am also the companies Fire Warden & First Aider!

About Me:

I am a massive foodie and enjoy nothing more than travelling the world trying new/local food and wine with my friends and family. I also enjoy going to the gym (to balance all the food) and try my hardest to get to the slopes for a ski once a year!

Little Known Fact:

I’m a certified Forklift Truck Operator and I am a trained ARC welder.

Specialist Areas:

Corporate Administrator

Blog:

I previously worked at Radcliffes between 1991-1998. Since then I’ve had a variety of jobs including qualified childminder, UPS parcel carrier and in retail – Sainsburys and Waitrose.

About Me:

I’m married with 4 children which takes up the majority of my spare time. I enjoy outdoor activities and socialising with family and friends.

Biog:
I joined Radcliffe in June 2018 and went straight into the corporate department and I am now a corporate administrator. Most of my day to day work is looking after the school pensions schemes in the corporate department.

About me:
My main hobbies are playing football, golf and cooking.

Little Known Fact:
I once cooked with a Michelin star chef.

Specialist Areas:
Mortgage and Life Assurance

Biog:
I joined Radcliffes in 2003 and currently work in Mortgages and Pensions. I have worked in the Insurance industry for 17 years.

About Me:
I enjoy walking, gardening, DIY, cooking, tapestry and reading.

Biog:

This is my first job in the financial industry after recently joining from a sports coaching company. I’m already really enjoying my new position and am looking forward to progressing further with Radcliffe in the coming years.

About Me:

I absolutely love sport and currently play football, cricket, golf and darts for local teams in Romsey. I also have a keen interest in horse racing and as my dad would tell you I’m completely obsessed with the Cheltenham festival.

Little known fact:

I represented Hampshire Cricket from ages 9-16 and once hit a 50 against a Surrey team consisting of England test cricketer Sam Curran.

Biog:

I am a qualified Paraplanner with over 12 years of industry experience. I achieved my Diploma in Financial Planning in 2017 and qualified as a Mortgage Adviser in 2021. I’ve worked in Bristol, Swindon and Fareham, building experience with known financial companies before joining Radcliffe & Co in 2019.

About Me:

You’ll find me using my spare time to be cuddled up with my anti-social but very handsome rescue Collie x St Bernard called Thomas, who loves naps, long walks and chasing squirrels. I’m obsessed with Harry Potter, finding a bargain, upcycling furniture, brunching, planning holidays and cooking.

Little Known Fact:

I’ve swam with manatees, stingrays and nurse sharks.

Specialist Areas:

Administration of Group Pensions within Radcliffe & Co corporate support team.

Blog:

I joined Radcliffe’s in December 2015 as part of the Corporate administration team. Previously my work experiences were at Capita and Friends Life specialising in Self Invested Personal Pensions and Portfolio management. I am now part of a dedicated team supporting employers in the running of their group investment and risk portfolios.

About Me:

I especially enjoy watching Football, DIY and a spot of gardening. My 10 year daughter takes up much of my time. I want her to play for Arsenal ladies but she is more into dancing… strange.

Little known fact:

As a schoolboy I had football trials with both Southampton and West Ham. A team mate of my final Sunday League team invited his best mate Darren Anderton to come to the local park and watch the whole game from the muddy side line. As a current England International we were unable to encourage him to play for us.