Meet The Team

Advisory and Client Service Teams

Whitechurch Financial Consultants are a highly experienced team of fully qualified Financial Advisers providing restricted financial advice.

Mark Stone

Mark Stone

Financial Planning Director

Carol Massey

Carol Massey

Client Services Manager

Nick Barratt

Nick Barratt

Financial Consultant

Nick Roley

Nick Roley

Financial Consultant

Barry Summers

Barry Summers

Financial Consultant

James Nicholas

James Nicholas

Financial Consultant

Chloe Weston

Chloe Weston

Client Services Administrator

Lia Gale

Lia Gale

Client Services Administrator

Jess Prouse

Jess Prouse

Senior Client Services Administrator

Laura Matthews

Laura Matthews

Client Services Administrator

Sam Walpole

Sam Walpole

Advisor Liaison Team

Stuart Robertshaw

Stuart Robertshaw

Client Services Administrator

Cheryl Bourne

Cheryl Bourne

Client Services Administrator

Gaynor Newman

Gaynor Newman

Compliance Director

Stephen Burfitt

Stephen Burfitt

Compliance Manager

Nick Cunningham

Nick Cunningham

Compliance Technician

Investment Team

Kean Seager

Kean Seager

Chairman

Amanda Tovey

Amanda Tovey

Head of Socially Responsible and Ethical Investments

Simon Jaffe

Simon Jaffe

Senior Investment Manager

Tim Jones

Tim Jones

Investment Manager

Dalia Al Shayeb

Dalia Al Shayeb

Investment Analyst

Mia Borland

Mia Borland

Senior Investment Analyst