Head of Client Solutions
Tom has been in financial services for over 35 years, during which time he has filled a wide variety of roles, from bank manager to technical consultant. He joined the business in 2012 and is responsible for the company’s Client Solutions Team that provides the technical and administrative support within the business.
He is based in our London office, lives in Essex with his wife Carole, and says that his spare time consists of walking the dog!
Senior Research Analyst
Emona is the newest addition the team, having joined the Research Team in November 2021. Originally from Bulgaria, she came to the UK at 19 to study at Glasgow Caledonian University, obtaining a First Class Honours degree in Finance, Investment and Risk. She has continued her studies whilst forging her career in financial services, obtaining Chartered Financial Planner status shortly after joining the firm.
Emona lives in south London with her enormous pet rabbit and, whenever she has free time, you will find her at the stables indulging her love of horses and riding.
Denise is based in our Witney office, having joined the business in 2000. She has worked in a variety of roles, including as a Research Analyst, and currently uses that experience to deal with the more technical aspects of the administration work required within the Client Solutions Team.
Denise lives in Milton-Under-Wychwood with her husband Glyn, and now that her two daughters have left home, spends her spare time developing her interest in gardening and going on country walks (ideally to a good country pub).
Yvette has been based in our Witney office since joining the business in June 2014. As a member of the Client Services Team, she deals with a wide variety of tasks, from client enquiries to the processing of new business.
Yvette lives in Witney with her husband Pete, their son Tom having left home, and in her spare time loves listening to music and spending time with friends and family.