Ian has worked in finance for over 30 years and has extensive experience in management managing and advising clients.
A large proportion of Ian’s time is spent talking to clients, reviewing their investments and pensions. He says “I believe our clients value the regular contact because it shows we care about them and we are committed to looking after them on a long term basis.”
Ian’s outside interests include walking, gardening and learning the Argentine Tango. He also supports charities such as WaterAid and Reading Matters.
Darren has been a financial adviser since 1987 and enjoys helping his clients, particularly in relation to investments and pensions. He aims to make dealing with a financial adviser a pleasant experience!
His hobbies include spending time playing and watching sport with his sons, travelling with his wife Karen, working as a volunteer speaker for WaterAid, but much of his time is spent driven by his faith. He feels it is important to help and encourage people in this aspect of their lives and so gives talks across the UK and abroad with this aim in mind.
Chris has been in financial services since 1988 and he’s always enjoyed helping people with their finances. Many clients have been with Chris for a considerable number of years.
He is fully qualified to give financial advice in areas such as investments, pensions and long term care. He specialises particularly, in pensions and retirement planning whilst also enjoying further enhancing his knowledge in all areas, as he believes this helps him to help others.
Chris has many hobbies including photography, golf and on occasion he can be seen out and about in his leathers riding his motorbike!
Sharon joined Symphony Financial Advisers in April 2018 and has 35 years of experience in the financial services industry.
She is fully qualified to give advice on investments, pensions and financial protection. Sharon’s greatest pleasure is helping her clients in any way that she can and making a complicated financial world as clear to understand as possible. Her ultimate objective is to give her clients ‘peace of mind’.
Away from work she enjoys travelling, keeping fit and supporting her local football team. Sharon supports a number of charities and recently did a skydive for Alzheimer’s Research UK.
Philippa joined Symphony Financial Advisers in April 2013 as an administrator. Philippa has recently been promoted to Paraplanner and she provides assistance to our advisers in the production of client reports together with appropriate product and fund research..
In addition, Philippa provides training to new members of staff on all the tasks behind the scenes to ensure the smooth running of the office.
Philippa’s hobbies include travel and looking after her young son, Jensen.
Karen joined Symphony Financial Advisers in 2009 and is our Office Manager and Senior Paraplanner. As Office Manager she is in charge of training and monitoring all staff and ensuring that all service providers have the information they require. As Senior Paraplanner Karen oversees our other Paraplanners and assists the work of our advisers in preparing appropriate product and fund research, suitability letters and generally assisting advisers and satisfying client needs.
Her hobbies include walking two dogs, playing the piano, cooking, gardening, travelling with Darren and learning to dance the Salsa.
Sacha joined Symphony Financial Advisers in March 2016 as an administrator and we're delighted to have recently promoted her to supervisor providing assistance to Karen in the training of other staff in the production of client valuations, research, risk profiling and client facing information. She performs many tasks behind the scenes to ensure that we report all the appropriate information required to regulatory bodies, swiftly and clearly as possible.
Sacha’s main hobby is to look after her young son Tyler who we love to see in the office every so often.
Julie joined Symphony Financial Advisers in October 2016 as an Administrator. Her main role is providing admin support to all the team, as well as welcoming our visitors to the office.
Julie loves travelling, socialising and is the ‘life and soul’ of the party!
James joined Symphony in April 2017 as a trainee financial adviser. He is currently progressing with a Diploma in Financial Services to become fully qualified, and will often be found shadowing Chris on client visits.
His hobbies include 5-aside football, squash, visiting the cinema and supporting the mighty reds!
Heather joined Symphony in January 2018 as Administrator, her main role is producing client valuations, risk profiling portfolios and assisting advisers with general administration needs, along with providing a warm welcome to visitors at the office.
Heather's main hobby is looking after her horse, learning natural horsemanship skills along with her partner Phil. Heather also enjoys spending time with her mum, going shopping.
Sue joined Symphony Financial Advisers in May 2018 as Trainee Paraplanner, providing assistance to our advisers in the production of clients reports and appropriate product and fund research.
Sue has 30 years experience in the financial services business and is using this to help streamline our business processes.
Sue’s hobbies include making wedding and celebration cakes and travel to America.