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
Financial Planning Director
Carol Massey
Client Services Manager
Nick Barratt
Financial Consultant
Nick Roley
Financial Consultant
Barry Summers
Financial Consultant
James Nicholas
Financial Consultant
Tony O’Malley
Financial Consultant
Chloe Weston
Client Services Administrator
Lia Gale
Client Services Administrator
Jess Prouse
Senior Client Services Administrator
Laura Matthews
Client Services Administrator
Sam Walpole
Advisor Liaison Team
Stuart Robertshaw
Client Services Administrator
Cheryl Bourne
Client Services Administrator
Gaynor Newman
Compliance Director
Stephen Burfitt
Compliance Manager
Nick Cunningham
Compliance Technician
Investment Team
Kean Seager
Chairman
Amanda Tovey
Head of Socially Responsible and Ethical Investments
Simon Jaffe
Senior Investment Manager
Tim Jones
Investment Manager
Dalia Al Shayeb
Investment Analyst
Mia Borland
Senior Investment Analyst
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