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Pauline has a wealth of experience in the management of Mortgage systems across the whole board of the property industry. She provides a personal services and processes including valuations, credit checks and lending management.
Bernard has more than 30 years’ experience in Financial Services working for some of the largest companies in our profession including Prudential, AXA and Scottish Widows. Having operated at senior management/director level for the last 15 years, he brings a wealth of experience to our management team.
In addition to his industry recognised qualifications, he is also a Certified Change Management Practitioner and a Prince2 Practitioner in Project Management.
Kalp is a Senior Adviser with Vintage Wealth and has been providing financial advice for more than 30 years. He takes a holistic approach to wealth management and his experience includes, but is not limited to: investments, retirement planning, employee benefits, insurance, protection and mortgages.
Geoff has spent over 30 years in Financial Services, focusing in particular on employee benefits and investment markets. He is an experienced corporate adviser and has several clients with pay rolls in excess of 1000 staff. Geoff’s extensive knowledge of the industry, in addition to his exceptional communication skills have been fundamental in cementing long term relationships with his clients.
Nick has been in the Financial Services profession for over 23 years and has a wide range of experience in individual and corporate financial planning. As well as holistic financial advice, Nick also advises in the more specialist areas of inheritance tax, investment and wealth planning, with a view to tax mitigation. In this role, Nick often liaises with other professionals including accountants and solicitors.
Phil entered the Financial Services profession in 2000 before joining Simmons Gainsford Financial Services in 2005. Since then, he has gained a broad knowledge of implementing financial planning solutions as well as business and individual protection, investment, pension and estate planning for both Corporate and Private Clients. He has developed highly comprehensive financial plans tailored to client needs and objectives, with wealth preservation, wealth creation and legacy planning acting as key drivers.
Darryl has spent over 13 years developing his knowledge, experience and expertise within the Financial Services industry, specifically focusing on the provision of holistic financial planning advice. Before joining Simmons Gainsford Financial Services, he worked as both a paraplanner and an adviser in conjunction with a large accountancy practice, as well as being active in the management and operational requirements of the financial advisory business. This allowed him to develop an extensive understanding of the role’s technical aspects through working closely with a wide range of individual and corporate clients, particularly in the areas of protection, investments, retirement and inheritance tax planning. He is an ardent believer in treating customers fairly and ensuring that clients fully understand the implications of their undertakings.
Having joined Simmons Gainsford Financial Services several years ago, Darryl quickly became intimately involved with all aspects of the firm, providing technical support and guidance to the advisers whilst also heading up the technical department. After a short time, through development of this role, Darryl gradually became more involved with the compliance requirements of the firm and subsequently commenced working within the compliance department. Since this time, Darryl’s focus has increasingly been on ensuring that compliance is at the core of the business, and he continues to look to enhance the underlying culture and operations of the company in order to exemplify both a compliant and commercial organisation.
With close to 30 years’ service as a financial adviser, Gary is a general practice adviser in both the private and corporate sectors. As a leading authority on workplace pensions and group insurance
Gary offers fee-based advice to a wide range of clients from middle income employees to global corporate brands. Taking a holistic approach, he offers expert advice on pensions, investments, life & critical illness insurance, mortgages (including buy to let), private medical care, ISAs, bank savings accounts, income protection, inheritance tax and estate planning.
Alan has over 44 years experience within the Financial Services Industry and has been an Independent Financial Adviser for 20 years. He holds the advanced pensions qualification G60, which allows him to advise on occupational final salary and money purchase pension schemes. He specialises in advising large corporations at senior levels and high net-worth clients, both through seminar presentations and individual counselling.
Elliot has over 20 years’ experience within the Financial Services industry and has recently taken up the position as the Assistant Head of the Mortgages department and holds the full CeMAP qualification. He has previously acted as an adviser as well as a mentor to trainee advisers. He has provided advice to high net worth clients on both personal and corporate levels.
Robert entered the Financial Services industry in 1980. He was previously a director of a successful IFA firm before joining forces with Geoff Hartnell to form SG Financial Services. Qualified in advanced pension planning, Robert has a broad knowledge of both personal and corporate pensions and his technical expertise and work ethic enable him to advise both individual clients and corporations.
Craig is an authorised Independent Financial Adviser and Advanced Diploma qualified. He works with both individuals and corporates, advising on their holistic financial planning needs, solving problems and creating solutions.