Our People
The wealth of experience, knowledge and qualifications of our staff ensures a first class professional service for every area of financial planning.
Advisers
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Mike is a Fellow of the Personal Finance Society, a Certified Financial Planner and a Chartered Financial Planner reflecting his position as one of the UK's most qualified advisers. Mike's focus is on holistic financial planning and wealth management for individuals encompassing more complex areas such as occupational pension analysis and tax planning.
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Lee has worked in the financial services since 1993 and joined Aspect8 from national wealth management company. In addition to holistic financial planning, Lee is a qualified pension transfer specialist and has in depth knowledge on retirement planning. He has advised many clients over the years on how best to utilise their pension and investment assets to meet their objectives.
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Ian joined the financial services industry in 1989 and founded Aspect8 in 1993. He is a Fellow of the Personal Finance Society and a Chartered Financial Planner. Ian specialises in holistic financial planning for individuals, trusts and companies.
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John has 20 years industry experience gathered from the insurance and banking sector where he was a bank manager for many years. He specialises in personal financial planning and financial planning for businesses, including the implementation and management of group pension and staff benefit packages.
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Gavin is a recently qualified Chartered Financial Planner who has worked in the Financial Services Industry since 1999, having worked in Wealth Management as an Independent Financial Adviser since 2001. Gavin specialises in holistic financial planning for Individuals, Trusts and companies.
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Steve joined Aspect8 in 2007 and has 25 years of industry experience. Steve specialises in personal financial planning for individuals and businesses. Steve also has significant experience in the Group Pension market and advises firms on the implementation of group benefit packages for their employees.
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Brian has worked in the financial services industry from 1982. Having had several different roles in the industry Brian specialises in holistic financial planning for individuals and trusts. Qualified as a member of the Personal Finance Society and Associate of the Securities & Investment Institute.
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Phil has been in Financial Services for 15 years working for a large Private Bank and more recently a national IFA. Phil has worked in a variety of roles, which have included establishing a Para-planning operation, training and technical support to IFAs as well as being an IFA himself. Phil is both a Chartered and Certified Financial Planner and provides holistic financial planning to individuals across a wide range of needs.
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Support Staff
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Katharine joined the financial services industry in 1987 and is an Associate of the Chartered Insurance Institute and a Chartered Insurance Practitioner. After working in compliance for a major life insurance company she moved to a financial planning role in 2006. Katharine looks after the administrative needs of our corporate clients and is a Group Life and Pension Specialist.
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Jodie joined our team in 2010 and provides administrative support and assistance to our financial planners. Jodie also has specialised knowledge of all our strategic wrap and platform providers and gathers the detailed information needed to assess suitability of pension switches and transfers.
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Johanna joined the Financial Services Industry in 1994 as PA to the director of a national firm of financial advisers where she ended up as head of administration. Johanna joined Aspect8 in 2006 as our office administration manager; she is responsible for overall back office administration and system training to all our members and staff.
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Myka joined Aspect8 in 2011 having held a position of responsibility for a nationally recognised firm of retailers. She has also worked in the voluntary sector, providing admin support for Horsham Museum during her spare time. Myka is performing an administrative support role for Aspect8’s financial advisors and is looking to take professional qualifications in order to specialise in a certain area.
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Tracy has been with us for over 10 years and works at the Horsham Head Office where she provides administrative help and support to our financial planners. Tracy also has specialised knowledge of most residential and commercial lenders and handles the end to end processing requirements of our clients.
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