New Arrivals…

Thursday, September 17th, 2009 | Company News | No Comments

Where a number of financial establishments are being forced to reduce levels of staffing, Lansdown Place is working against the trend by undergoing a period of modest expansion, and has been fortunate enough to attract the following individuals since January of this year:

Graham Lewis BSC (Hons)

Graham is married with three children, two of whom are teenagers. He graduated from Kings College London in 1990, joining Nat West Life as a Financial Adviser in 1992.  In 2002 Graham moved into the Independent sector as an Independent Financial Adviser.

Graham is an holistic planner, specialising in Personal Investment, Pensions and IHT planning. He carries the Advanced FPC.

In what little spare time he has, Graham enjoys Amatuer Dramatics, and runs a local Youth Club.

Mike Jeffrey

Mike has worked in financial services for 14 years, the past 6 in an advisory capacity, firstly with Lloyds TSB and subsequently as an IFA.

He operates the dual functions of paraplanner and adviser, and will shortly achieve both Chartered Financial Planner under the CII and Certified Financial Planner under the IFP. Mike already holds the certificate, diploma and advanced diploma in financial planning and is an associate of the PFS and IFP.

When not studying, Mike enjoys playing golf, spending time with his wife Rachel and 16 month daughter Neve, cooking and reading. Mike avoids extreme sports.

Robert Pierce

Bob is married with two children aged 25 and 18.

He has previously worked for the same IFA practice for over 31 years.  As a business owner he was subject to take over and merger, the company later becoming a major IFA practice in the UK.   Bob released his equity holding within the company some years ago and moved into a senior management role with very limited client work.  As the company grew and restructuring followed, Bob felt the time was right to return to his first love, that of conducting client work only.

Bob was previously a director of the LIA (the Life Insurance Association), now the Personal Finance Society.  He has also worked a for a major political party in his spare time.

Barry Pearce

Barry is married with two sons, and has been in the Financial Services Industry for over 20 years. He holds the qualifications AFPC, G10, G20, G80, JO5 and MAQ, and has specialised in Retirement and Redundancy planning. Barry has also been working extensively in the areas of Inheritance Tax Planning and Wealth Management, and as such will play a valuable part in the future of Lansdown Place.

Alison Hill

Alison is married with a son (2) and daughter (4) and has 17 years experience in the Financial Services Industry. She holds the full ACII qualifications, including the specialist pension transfer examination, together with CF9, G60, K10 and K20. Alison has previously managed her own consultancy practice, providing advice and support to IFA businesses, before deciding to join Lansdown Place.

To speak to any of our team please telephone 0845 30 50 222

Tags: Adviser, Financial News, Financial Services, Lansdown Place, New