Our People
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RICHARD COOK
CHIEF EXECUTIVE OFFICER
Richard has been Chief Executive Officer of Blackfinch since 2009. He has been involved in the structuring and management of investment assets for over 14 years. Richard conceptualised and launched the Blackfinch brand and has overseen the growth and expansion of the company within the UK retail market. Previously, Richard worked in senior banking roles within Merrill Lynch and the Bank of New York.
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RICHARD SIMMONDS
CHIEF INVESTMENT OFFICER
Richard has 15 years’ senior experience in financial services spanning projects, corporate finance and fund management, with a specialism in asset-backed fund management. Prior to joining Blackfinch, Richard held roles at NatWest, FTSE and Credit Suisse in London and New York. Richard holds an Executive MBA, the Certificate in Discretionary Investment Management, and the Diploma in Financial Planning.
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JERRY R. PRICE
CHIEF DISTRIBUTION OFFICER
Jerry joined Blackfinch in 2013 to focus on strategic account management. He brings over 25 years’ experience in the financial services industry, ranging from direct sales, and management training to managing nationwide networks of independent financial advisers. Jerry is well known for the depth of his knowledge and understanding of the challenges advisers face both at an individual and corporate level.
BUSINESS DEVELOPMENT
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STEVE EDGINGTON DIPPFS
DIRECTOR OF STRATEGIC ACCOUNTS
Steve Edgington joined Blackfinch in 2017 as Head of Strategic Partnerships, becoming Sales Director in 2018 and then Director of Strategic Accounts in 2019. With a focus on strategy and training as part of business development, he brings nearly 30 years’ experience. Steve started his career as a life inspector for Scottish Life, before joining The Hartford as Key Accounts Director in 2008. Subsequently, he held senior positions with several large distributors. Most recently, Steve worked at Metlife for three years as strategic account lead.
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SARAH HENDY
STRATEGIC PARTNERSHIPS MANAGER
With over 30 years’ experience in the commercial and financial services sector, Sarah joined Blackfinch in 2014. She started her career in banking before joining the public relations department at the UKs leading flight simulator company. After a period overseas, Sarah then spent 12 years working in London in property and media before focusing her career on business and relationship development. Sarah holds a Tax and Estate Planning Accreditation which includes a certificate of knowledge and understanding in EIS and VCTs.
T: 07944 748 584
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DOMINIQUE BUTTERS
EXECUTIVE BUSINESS DEVELOPMENT MANAGER
Dominique joined Blackfinch in October 2016, bringing over 27 years’ experience. Dominique’s career began at Lloyds Bank in 1989, working as an adviser for ten years before moving to Towry Law as an Adviser. She then spent five years at Clerical Medical specialising in Inheritance Tax planning and eight years at Octopus Investments. Dominique is well known and highly respected for her technical knowledge and openness in helping advisers work effectively with professional connections.
T: 07496 771 180
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GORDON PUGH
EXECUTIVE BUSINESS DEVELOPMENT MANAGER
Gordon joined Blackfinch in 2015. He started his career in 2001 as an analyst on the EIS team at Close Brothers. He moved to Octopus in 2005, distributing tax-efficient products. In 2008 he helped launch Stellar AM, involved with forestry, hotels, farming, and EIS funds and trading companies for IHT. He has also been involved with media sector investments since 1998, including films for UK television. Gordon holds the IMC, completed the first stage of the CFA and is a serial EIS investor.
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ROBERT JONES
SENIOR BUSINESS DEVELOPMENT MANAGER
Robert focuses on managing relationships with intermediaries and professional advisers in northern areas of the UK. Robert has worked in financial services for 34 years, including for Investec, Barclays Wealth and most recently Triple Point. He brings an extensive network of contacts, having developed strong relationships with advisers in the north of England and Scotland.
T: 07917 400 584
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ALASTAIR LEWIS
SENIOR BUSINESS DEVELOPMENT MANAGER
Alastair brings 20 years’ experience in financial services. His focus is adviser relationships in Scotland and Northern Ireland. Alastair’s work with advisers has centred on investments and tax-planning solutions. Previously he was a Business Development Manager for Octopus Investments, covering the same regions. Prior to that he spent over ten years at Skandia. Alastair holds a BA (Hons) in Business Studies from Robert Gordon University and the Diploma in Financial Planning.
T: 07796 508 222
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MO KHAN
SENIOR BUSINESS DEVELOPMENT MANAGER
Mo brings 30 years’ experience in financial services. Previously he was a field-based Business Development Manager at Octopus Investments. Prior to that he worked at Aviva, MetLife Europe and Scottish Widows. Mo has a BA (Hons) in Insurance Management from Birmingham University. He is an Associate of the Chartered Insurance Institute and holds an Advanced Certificate in Financial Planning.
T: 07487 579 086
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VINCE KEEN
SENIOR BUSINESS DEVELOPMENT MANAGER
Vince brings over 30 years’ experience in financial services. Before moving to Blackfinch, Vince worked at Octopus Investments for 11 years as a field-based Senior Business Development Manager (BDM). Prior to that he worked as a BDM for Aegon, and also spent 10 years as a financial adviser with Lloyds Bank and a larger regional IFA firm. Vince holds the Diploma in Financial Planning.
T: 07487 579 087
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SARAH WAKEFIELD
BUSINESS DEVELOPMENT MANAGER
Sarah is responsible for managing relationships with intermediaries and advisers in central west England. She brings over 20 years’ experience in financial services and extensive knowledge of Inheritance Tax (IHT) solutions. Sarah’s previous roles include Zurich Financial Services, St. James’s Place and Canada Life, throughout which she has specialised in IHT solutions and in building trusted relationships with advisers.
T: 07917 385 706
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SEAN BURROWS
BUSINESS DEVELOPMENT MANAGER
Sean has over 30 years’ experience in financial services. His background covers advice, research, product management, compliance and technical management, with a specialism in tax-efficient investing. Sean previously worked on tax solutions at Kuber Ventures and as an Independent Account Manager. Prior to that he was an Offshore Specialist for AXA Wealth International and Head of Life at Winterthur. Having designed products and trusts Sean can deliver unique solutions for advisers.
T: 07960 030 235
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HAYDN BORRELL
BUSINESS DEVELOPMENT MANAGER
Haydn has worked in financial services for 14 years. He was first an adviser to high net worth clients for over ten years, with roles at the Welbeck Group (part of the Openwork Network), Barclays Wealth, St James’s Place and Santander Wealth. Haydn then worked as a Business Development Manager for MetLife and an Investment Manager for Ingenious. He has an Economics degree from Northumbria University, and holds diplomas in Financial Planning and EIS.
T: 07960 030 320
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MARTIN PERRETT
BUSINESS DEVELOPMENT MANAGER
Martin is responsible for relationships with advisers across Central and East England. He has over five years’ experience in tax-efficient investments having previously worked at TIME Investments. Martin holds a degree in Business Management from the University of Gloucestershire, and the Diploma in EIS from the Enterprise Investment Scheme Association. He is currently working toward the CII Diploma in Regulated Financial Planning.
T: 07990 066 584
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DANIELLE TROW
BUSINESS DEVELOPMENT MANAGER
Danielle joined Blackfinch in 2017 following previous managerial roles in which she established her excellent customer service track record. Danielle joined Blackfinch as an Internal Business Development Manager (IBDM), being promoted to Senior IBDM in 2018 and then External Business Development Manager in early 2019. Danielle holds a degree in English & Publishing from Oxford Brookes University and since joining Blackfinch has achieved the Level 3 Certificate in Financial Services from the Chartered Insurance Institute plus additional certificates in EIS, Business Relief and other relevant industry topics.
T: 07771 933 345
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KATHRYN SARGENT
BUSINESS DEVELOPMENT MANAGER
Kathryn joined Blackfinch bringing nearly ten years experience in financial services. Previously she held roles at Morgan Stanley covering investment management, client relationships and sales, with her final being a Vice President. Prior to that she worked as a Private Equity placement agent at Eaton Partners. Kathryn holds an LLB Law Degree with honours from the University of Central Lancashire, is a qualified barrister and holds the Investment Management Certificate.
T: 01452 717 996
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ANNA CARTER
INTERNAL BUSINESS DEVELOPMENT MANAGER TEAM LEADER
Anna has over fifteen years’ experience in financial services. Anna held several roles at Endsleigh Insurance and prior to that worked at Countrywide Assured, Lloyds and Holloway Friendly. She holds numerous qualifications from the Chartered Insurance Institute, including the Financial Planning Certificate Level 1, and from the London Institute of Banking.
T: 01452 717 758
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STEPHANIE COLLINS
SENIOR INTERNAL BUSINESS DEVELOPMENT MANAGER
Stephanie has extensive sales experience. She previously worked as Inside Sales Manager at specialist business advisory firm Versari. There she launched the Entrepreneurial Sales Institute alongside managing research, development, strategy and reporting. Prior to that she was Senior Sales Negotiator at Ocean Estate Agents. Stephanie holds a foundation degree in Entrepreneurial Sales and a BND Dance Diploma from SGS College Filton.
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EMMA BRADSHAW
SENIOR INTERNAL BUSINESS DEVELOPMENT MANAGER
Emma brings business development and account management experience within the energy sector. Her previous role was at an energy consultant working as a Business Development Manager. Prior to that she worked within sales, events and marketing. Emma is also fluent in French.
E: [email protected]
T: 01452 717 296 -
ED PRICE
SENIOR INTERNAL BUSINESS DEVELOPMENT MANAGER
Ed joined Blackfinch bringing over 11 years’ experience in financial services. Previously, he worked at insurance firm NFU Mutual as a Sales Executive specialising in working with high-net-worth-individuals. Prior to that he worked as a Client Account Handler at Lumley Insurance Ltd. Ed studied Politics at Swansea University and holds a CII Certificate in Insurance.
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LEE FRANKLIN
INTERNAL BUSINESS DEVELOPMENT MANAGER
Lee joined Blackfinch in 2016, bringing extensive experience in business development. He has a broad background covering telecommunications, IT and utilities. Previously Lee held manager and consultant roles for organisations including BT. He has also created and run training and consultancy projects across the UK. Lee holds an HND in Business and Finance from the Swansea Institute of Higher Education.
T: 01452 717 987
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REBECCA PRICE
INTERNAL BUSINESS DEVELOPMENT MANAGER
Rebecca joined Blackfinch in 2017, with over 20 years’ experience in business development and sales. Previously she worked in property in roles of increasing seniority, her final being Senior Sales Negotiator, a post she held for ten years. Prior to that she was a Manager in the hospitality industry. Rebecca studied Business and Marketing at Staffordshire University. She is currently studying for the EIS Diploma from Intelligent Partnership and the CF1 from the Chartered Insurance Institute.
T: 01452 717 789
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NICK SHIP
INTERNAL BUSINESS DEVELOPMENT MANAGER
Nick brings ten years of experience in financial services. He previously worked at the Cabot Credit Management Group, leading teams in roles covering business development and customer operations. Nick holds a degree in Marketing and Strategic Business Management from Gloucestershire University.
T: 01452 717 585
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GARETH POWELL
INTERNAL BUSINESS DEVELOPMENT MANAGER
Gareth brings extensive experience, having worked in banking and insurance for the last twelve years. His previous roles include managerial and business development posts at Lloyds Banking Group, Nationwide Building Society and Endsleigh Insurance. With a focus on business development, Gareth has supported companies globally including in the US.
T: 01452 717 968
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NICOLE MEZZONE
INTERNAL BUSINESS DEVELOPMENT MANAGER
Nicole brings relationship and account management experience within financial services. Her previous role was at Attivo Financial Planning, working closely with retiring IFAs and integrating their clients onto the Attivo platform. Prior to that she was an Account Manager at UCAS Media. Nicole holds a degree in Economics and Social Studies from Cardiff University, and is currently studying for her R01 qualification in Financial Planning.
T: 01452 717 997
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ALICE WISE
GRADUATE INTERNAL BUSINESS DEVELOPMENT MANAGER EXECUTIVE
Alice brings multi-sector experience with a focus on customer service. As an undergraduate she worked for a nationwide retailer as a Customer Assistant. Alice’s academic background is science based, including an AS level in Physics and an A-Level in Biology. She holds a BSc in Neuroscience from Cardiff University.
MARKETING
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EMMA HARRISON
MARKETING TEAM LEADER
Emma joined Blackfinch in 2018 as a Marketing Assistant, was promoted to Marketing Coordinator, and then progressed to Marketing Team Leader. Working as Blackfinch’s in house graphic designer, she produces all brand collateral and documentation, whilst also working on digital marketing and video. Emma works closely with Blackfinch’s strategic partners to create exciting content and updates about the business.
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EVE COUGHLAN
MARKETING ASSISTANT
Eve holds a first class bachelor of honours degree in Marketing from Liverpool John Moores University. Eve was a member of its marketing society and helped coordinate university events in the city. Eve has a marketing specialism in consumer behaviour, with her final year dissertation focused on the subject.
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ELLY HOLLIDAY
MARKETING CONTENT ASSISTANT
Elly provides support on content marketing. She brings experience in education and marketing, with a focus on social media and digital analytics. Elly previously worked as a Resourcing and Marketing Administrator within recruitment and as a teaching assistant and guide at Oxford Brookes University. Elly holds a BA in English Literature from Swansea University.
investment management
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DR REUBEN WILCOCK
VENTURES DIRECTOR
Reuben is a multi-award-winning entrepreneur with 15 years’ experience founding and growing technology start-ups. His smart home energy spinout, Joulo, won a British Gas Connected Homes award and was acquired by Quby. He also co-founded the startup Bar Analytics. Reuben was a leading figure in entrepreneurship at the University of Southampton, founding the accelerator Future Worlds, and mentoring over 200 entrepreneurs and 50 companies. Reuben has a first-class honours degree in Electronics, a PhD in integrated circuit design and is an inventor on five patents.
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GUY LAVARACK
INVESTMENT DIRECTOR
Guy brings in-depth knowledge of corporate finance gained through a number of structured finance (debt and equity investment) roles with Lloyds Banking Group. Other roles prior to Blackfinch include Sales and Marketing and Divisional Statutory Company Director for a FTSE listed outsourced services provider, and the Wind Prospect Group, where he led the project financing/sale of renewable energy assets. Guy has a masters degree from Cambridge University and is a Fellow of the Royal Geographical Society.
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DAVID HIGSON
INVESTMENT DIRECTOR
David is responsible for the management of the property lending team, which forms part of Blackfinch Investments. His previous role was as Manager in the Transaction Services team at PwC London, where he performed financial due diligence on deals across a range of sectors. David holds a degree in Economics from the University of York, is an ICAEW-qualified chartered accountant and is studying for the Investment Management Certificate.
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STEFAN AGOPSOWICZ
INVESTMENT DIRECTOR
Stefan has been with Blackfinch since 2009 and is involved in the analysis and valuation of potential new investment opportunities for the company’s portfolios. He holds a current Statement of Professional Standing issued by CFA Society United Kingdom, having passed Level 1 of the CFA exam and achieved the CFA Level 4 Investment Management Certificate, and is a member of the CFA Institute.
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NIC PILLOW
VENTURES MANAGER
Nic is an entrepreneur and leader in B2B technology. He co-founded EdTech start-up and Software-as-a-Service business Rhizome Live, raising £400k with access to a top accelerator. Prior to that he led a global team at Nokia, managing over 15 products, responsible for revenue growth from £50 to £250m. Previously Nic held roles including Product Manager at Logica and Solution Architect at Portal Software. Nic holds a first-class degree in Engineering & Computing from Oxford University and a Ph.D. in Robotics – Computer Vision from the Robotics Research Group at Oxford University.
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ALEX SUMNER
PORTFOLIO MANAGER
Alex co-runs the Blackfinch Wealth MPS. He brings ten years’ investment management experience, with a strong track record in managing private client portfolios and working closely with financial advisers. Alex holds the certificate in Private Client Investment Advice and Management as well as the Investment Advice Diploma. He is a chartered fellow of the Chartered Institute for Securities & Investment and has been recognised as an industry high flier, featuring in Citywire’s ‘Top 30 under 30’ twice.
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GARETH DEACON
PORTFOLIO MANAGER
Gareth co-runs the Blackfinch Wealth MPS. Gareth has 13 years’ experience in investment management, with expertise in the construction of mainstream investment products for clients and intermediaries. He holds the Diploma in Investment Compliance as well as certificates in Bond & Fixed Interest Markets and in Private Client Investment Advice and Management. He is a chartered fellow of the Chartered Institute for Securities & Investment and has achieved Chartered Wealth Manager status.
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PATRICK HAYET-PATINO
TECHNICAL MANAGER
Patrick brings deep knowledge of investment processes and product structures. Previously he worked for 12 years at St James’s Place Wealth Management (SJP) as an Administration Manager. At SJP he continuously refined and improved processes, with control of a £60m+ per month payment file. Patrick is a part-qualified accountant through the Association of Chartered Certified Accountants.
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JOLYON RIDGWELL
INVESTMENT MANAGER
Jolyon is responsible for acquisitions for renewable energy generation projects. Jolyon’s experience includes work in the renewables sector for a green utility. Prior to that he worked for five years at a sustainability management consultancy. Before specialising in renewables, Jolyon worked in an equity sales and management consultancy. He has an MBA from Cambridge.
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JOHN HARTIGAN
INVESTMENT MANAGER
John is responsible for placing and managing property loans. He brings a wealth of knowledge and experience to the property team. Previously he worked for eight years at Royal Bank of Scotland and more recently at ThinCats. John is a chartered accountant who trained with PwC and led commercial refinance for Deloitte in the Midlands.
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PABLO FERNANDEZ
INVESTMENT MANAGER
Pablo is a private equity specialist with over 15 years’ experience. He has held senior positions in private banking, wealth management and asset management as well as private equity. These include a variety of investment management roles at Morgan Stanley, including Senior Associate and Caixabank as Senior Manager. His background covers strategy, project management, marketing and innovation. Pablo holds a BA in Business Administration with a major in Finance from Complutense Madrid, an MA in Marketing from Esade and an Executive MBA from IE. Pablo is fluent in Spanish, English and Italian.
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VAN HOANG
INVESTMENT MANAGER
Van works across its range of Inheritance Tax solutions. Previously she was a Lecturer in Finance and Economics at Portsmouth University. Van also brings ten years’ experience in equity investment as an Investment Manager. Van is a member of the CFA institute and a CFA charterholder. She also holds an MBA degree.
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DR DAN APPLEBY
INVESTMENT MANAGER
Dan is involved in the valuation and management of the Adapt IHT AIM portfolios. Previously he was a Senior Analyst at Fidelity, working in fair value markets. Prior to that, Dan worked as an engineer at Intel. Dan holds a PhD based around mathematical modelling and experimentation. He has also passed all three levels of the CFA exams.
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LAWRENCE CAMPIN
ASSISTANT INVESTMENT MANAGER
Lawrence previously worked at St James’s Place Wealth Management as a Valuations Co-ordinator. Prior to that he worked at Winton as a Data Processing Analyst. Lawrence holds a 2:1 bachelor’s degree in Mathematics with Finance & Investment Banking from Reading University. Shortly after graduating, he passed his Investment Management Certificate, CFA Level 1 and CFA Level 2. Lawrence is currently studying for the CFA Level 3 certificate.
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NICOLA MAYES
ASSISTANT INVESTMENT MANAGER
Nicola joined the Blackfinch property team bringing experience in negotiation and analysis. Previously she worked at a mid-market private equity and investment banking firm. She then moved on to the BP Commercial Graduate scheme, where she was promoted into the BP investment management team. Nicola holds a degree in Business Management & Economics from Aston University.
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HANNAH FRITH
INVESTMENT ANALYST
Hannah joined Blackfinch bringing cross-sector experience. Previously she was a Research Analyst for Armstrong Wolfe and an Investment Administrator for KW Wealth, (formerly European Wealth). Prior to that she was a Meteorologist for the Met Office, and has worked overseas on military aviation forecasting. Hannah holds a degree in Geography from the University of St Andrews and an NVQ Level 5 in Meterological Forecasting.
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MAXWELL ABBOTT
INVESTMENT ANALYST
Max previously worked as a Senior Asset Management Analyst at Waterloo Housing and prior to that at DAC Beachcroft as a paralegal/fee earner. Max holds a BA (Hons) Graduate Diploma in Law and was called to the Bar of England and Wales in 2014. He is currently completing an MSc in Real Estate management, and working toward RICS Chartered Status.
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KATIE WILLIS
INVESTMENT ANALYST
Katie joined Blackfinch working within Client Resources before becoming part of the Blackfinch Property team. Katie assists the team in appraising deals plus working on marketing and business planning. She previously worked within insurance services at Capita where she managed data analytics around insurance risk and obtained a Certificate in Insurance. Katie is now in her second year of studying for a degree in Law from the Open University.
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NAUMAN TOOR
INVESTMENT ANALYST
Nauman’s experience spans finance, engineering and energy. Previously he was a Senior Corporate Financial Analyst at Bridge Factor PVT in Pakistan, providing end-to-end financial advisory services for clients setting up energy projects, and securing long-term finance. Prior to that Nauman held roles as an onsite Engineer working on thermal and hydro-electric projects. Nauman has a degree in Electronics/Electrical Engineering from Bahria University and is a Chartered Financial Analyst (Level 3 Pass).
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JAMIE POWELL
INVESTMENT ANALYST
Jamie started his career in financial services after graduating from university the same year. As part of Blackfinch’s Technical team, Jamie applies his skills to company and product analysis. With similar requirements from the AIM, Dealing and Legacy EIS teams, he is also available to provide wider support to the business. Jamie holds a BSc in Mathematics from the University of Birmingham.
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HASSAAN MEHMOOD
VENTURES ANALYST
Hassaan joined Blackfinch bringing financial services experience. Previously he was an Investment Analyst at M&G Investments where he worked on its Small Cap fund and in its asset-backed securities team. He was also an Associate at mobile network Three and as an undergraduate gained experience in business and finance at a local level. Hassaan has a degree in Economics and Management from Aston Business School. He was Vice President of the Economics Society, Finance Director of the Islamic Society and elected representative for his course.
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WINSTON MATHEW
VENTURES ANALYST
Winston’s previous experience includes a place on the junior proprietary trader programme at Samuel and Co.; as a Mechanical Engineer intern on the integrated stations programme at Transport for London, and as a Manufacturing Engineer intern at Jaguar Land Rover. Winston holds a master’s degree in Mechanical Engineering from Imperial College London.
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JORDAN KONG
INVESTMENT ASSISTANT
Jordan previously worked as a Consultant at Ernst & Young in Hong Kong. He holds a bachelor’s degree in International Business, Finance and Economics from the University of Manchester and a master’s degree in Business (Finance & Accounting) from the University of Warwick. Jordan is also fluent in Cantonese Chinese.
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LUCAS CUTTS
INVESTMENT ASSISTANT
Lucas previously worked at Equilaw for four years as a Senior Case Manager, handling over 150 cases per month, with a specialism in residential conveyancing. Prior to that he gained experience in administrative and retail roles. Lucas holds a 2:1 bachelor’s degree in Business Management from the University of Sheffield and a Master’s in Management from École du Management in Bordeaux, France.
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GEORGE HUMPHREY
INVESTMENT ASSISTANT
George joined Blackfinch having completed an internship with JLL’s Energy corporate finance team. He holds a master’s degree in Financial Analysis and Fund Management from Exeter University and holds the CFA level 1 certificate. Prior to his master’s degree, George completed a year working at JP Morgan as a Derivatives Middle Office Analyst.
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TERRY BACK
ASSET SPECIALIST
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ANDREW TROUGHTON
ASSET SPECIALIST
Andrew is a Chartered Surveyor with over 16 years’ experience in the residential and agricultural markets, working predominantly on valuations, tenancy work, compensation claims, planning and development. Andrew is also owner and manager of Carver Knowles, a successful and established chartered surveying business.
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IAN BROWN
ASSET ADVISER
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PAUL CHIVERS
INDEPENDENT INVESTMENT COMMITTEE - ASSET SPECIALIST
Paul has over 25 years’ experience in the energy and commodity sectors, working in senior-executive positions for various international banks and trading houses. These include Mercuria Energy Trading S.A., BNP Paribas, Deutsche Bank and Credit Agricole Indosuez. Paul has also worked on government utility privatisations in the electricity and gas sectors, and on upstream oil and gas financing and renewable energy. Paul holds a B.Eng (hons) in Electrical and Electronic Engineering from the University of Liverpool.
product accounting
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CHRIS OSIPIUK
SENIOR FUND ACCOUNTANT
Chris joined Blackfinch with a track record in accounting within financial services. Previously he worked for two years as a Financial Accountant for renewable energy company Ecotricity. Prior to that he worked for three years as a Senior Auditor at Mazars UK. Chris is an ACA-qualified chartered accountant and holds a degree in French & Linguistic Studies from the University of Southampton.
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SONYA NOBES
ASSISTANT FUND ACCOUNTANT
Sonya joined Blackfinch with a broad background and experience across sectors. Previously she worked in the finance department of a green energy company. Prior to that held finance-based roles covering manufacturing, residential lettings, bankruptcy and tour operations. Sonya holds a bachelor’s degree in Occupational Therapy and is completing studies with the Association of Accounting Technicians.
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KATIE THOMSON
ASSISTANT FUND ACCOUNTANT
Katie joined Blackfinch with broad experience in accounting. Previously she worked for five years as a Junior Accountant at a practice in the Southwest, covering accounts preparations, corporation tax, VAT returns, self-assessment, management accounts and financial forecasts for new businesses. Katie holds the Professional Diploma in Accounting (Level 4) from the Association of Accounting Technicians and is continuing her professional studies to become a chartered accountant.
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MATTHEW COX
ASSISTANT FUND ACCOUNTANT
Matthew brings nearly 15 years’ accounting experience. His most recent role was as Accounts Senior at Kingscott Dix, working on accounts and audits. Prior to that he was Semi Senior Accountant at TaxAssist Accountants. Matthew gained experience as audit assistant at Crowe Clark Whitehill and accounts assistant at Morgan Waugh Haines. He holds the AAT Level 4 qualification from the Association of Accounting Technicians.
client resources
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ELOISE JACKSON
CLIENT RESOURCES SUPERVISOR
Eloise joined Blackfinch in 2016 with a track record in client service. Previously she worked for European Wealth Group on its AIM portfolios. Prior to that she gained experience within the pensions sector, focused on pension claims. Eloise has completed the CF1 certificate in financial services from the Chartered Insurance institute and the ICA International Advanced Certificate in Money Laundering.
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ALICE BOLLEN
ADVISER SUPPORT EXECUTIVE
Alice joined Blackfinch in 2017, bringing experience in client services and administration from the public sector and caring professions. Previously she was an Administration Officer and Receptionist for the NHS Community Dental Service, working on specialised cases to meet patient needs. Alice holds a bachelor’s degree in Geography from the University of the West of England.
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JADE MARSHALL
CLIENT RESOURCES ADMINISTRATOR
Jade joined Blackfinch with nearly ten years’ experience in financial services, focused on customer services and telephony. Previously she worked for Lloyds Bank as a Mortgage Consultant, with her final role being a Mortgage and Protection Adviser. Jade holds the certificate in Mortgage Advice and Practice from the London Institute of Banking & Finance.
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LEWIS JONES
CLIENT RESOURCES ADMINISTRATOR
Lewis brings client service experience in financial products. Previously he worked as a Customer Service Consultant at Ageas Insurance within the AgeUK department of its customer contact centre, liaising with callers on queries around home and vehicle insurance. Lewis holds a bachelor’s degree in Geography from the University of Portsmouth.
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JAMES MARGETTS
CLIENT RESOURCES ADMINISTRATOR
James provides support across the Client Resources team, drawing on an administrative background and academic credentials with a business focus. He previously gained experience as a Logistics Administrator at SLG. James has a degree in Sociology and Criminology from Lancaster University. He also achieved an A* in Business Studies and Sociology A levels, receiving a Business Studies award in recognition of his outstanding achievement in this area.
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JESSICA DERHAM
RECEPTIONIST / PA TO CEO
Jessica joined Blackfinch bringing retail and customer service skills with a passion for organisation. She previously worked as manager of a retail outlet for over seven years where she led and developed a team, driving the success of the store, winning an operational excellence award and becoming a training resource.
corporate & client accounts
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CATHY CLEMENTS
SENIOR FINANCIAL CONTROLLER
Cathy joined Blackfinch in 2016, bringing nearly 20 years’ experience. She started her career in private practice, qualifying as a chartered accountant. She then worked for 13 years as a Group Financial Accountant for a company specialising in corporate property investments. Her experience takes in management accounts, consolidated group financial statements and statutory accounts, corporation tax computations and treasury functions.
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JAMES COWLES
MANAGEMENT ACCOUNTANT
James joined Blackfinch with over fifteen years accountancy experience in financial services. He previously held roles at The Commonwealth Bank of Australia and The Royal Bank of Scotland in London. He also held the post of Senior Commercial Accountant at the Institute of Chartered Accountants of England and Wales. James is a qualified member of the Chartered Institute of Management Accountants.
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RACHEL HARDING
CORPORATE FINANCIAL ACCOUNTANT
Rachel joined Blackfinch in 2017 with an accounting background. Previously she worked at Pemberstone as an Assistant Accountant and prior to that was a Management Accountant. Rachel holds the intermediate accounting qualification from the Association of Accounting Technicians.
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BETH STONE
CORPORATE FINANCIAL ACCOUNTANT
Beth joined Blackfinch in 2017 with a background in accounting, focused on corporate finance, financial accounting and credit control. Previously she was a Finance Assistant in the charity sector, working for the Brandon Trust. Beth is currently studying for the professional level accounting qualification from the Association of Accounting Technicians.
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MICHAEL WHEELER
CLIENT ASSET ACCOUNTANT
Michael joined Blackfinch with over ten years’ financial services experience. He has specialised in trade settlement for equities, fixed income, commercial papers and certificates of deposit, along with back office processes for cash and derivatives. Previously he was a Settlements Manager at JP Morgan. Michael holds a Level 3 certificate in Investment Operations from the Chartered Institute for Securities and Investment.
operations
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MARYANN NEUDEGG
HR DIRECTOR
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REBECCA COPSEY
PROJECT MANAGER
Rebecca joined Blackfinch in 2016 as an Operations Executive, then rising to Project Manager. She has nearly a decade’s experience in financial services. Previously she worked in the nuclear fuel industry before joining the foreign department at Hargreave Hale Stockbrokers. Rebecca holds the Level 6 Diploma in Investment Operations from the Chartered Institute of Securities and Investment and the Agile Project Management Certificate from APMG International.
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FIONA BRUNT
OPERATIONS ADMINISTRATOR
Fiona previously worked at Equilaw as a Paralegal. Prior to that she worked in financial administration within the pensions and life insurance sector. Fiona holds a degree in Money, Banking & Finance from the University of Birmingham, and has completed studies with the Institute of Chartered Secretaries and Administrators.
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ROB STAINSBY
COMPLIANCE OFFICER
Rob joined Blackfinch with nearly 30 years’ experience in financial services, focused on compliance. Rob is responsible for compliance (CF10), CASS (CF10a) and is the Money Laundering Reporting Officer (CF11). Previously Rob worked with Aviva, Close Brothers and Embark Group in the provider sector. He also held a Compliance Director role at a large IFA in the southwest.
legal
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HAMISH MASSON
HEAD OF LEGAL
Hamish joined Blackfinch to lead its legal function. He has over 14 years’ experience practising as a Corporate and Finance Lawyer both in London and internationally. Prior to joining Blackfinch he worked at Addleshaw Goddard, Barclays Bank, DLA Piper, and Harneys in London and the British Virgin Islands. While in private practice Hamish was ranked in all the major legal directories as a corporate and banking lawyer. Hamish has a Masters’ degree from the University of London and a Bachelors’ degree from the University of Durham.
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ALEX COMMON
LEGAL COUNSEL
Alex brings legal expertise with a specialism in real estate. This covers development schemes, energy and infrastructure projects (with a focus on renewables) and acquisition and development finance transactions. Alex previously worked for eight years at Norton Rose Fulbright, having trained there and qualified as a Solicitor in 2011, rising to Senior Associate. Alex holds a first-class degree in French from the University of Durham, the graduate diploma in Law form the College of Law, London, and a distinction from the Legal Practice course at BPP Law School.
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SERENA WIGGIN
PARALEGAL
Serena joined Blackfinch with a financial and managerial background alongside legal experience. She previously worked in local government; at HM Courts & Tribunals Service as an Accounts & Fixed Penalty Manager; and at an equity release law firm. Serena holds a law degree from The Open University and is studying to become a qualified chartered legal executive lawyer.
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CHLOE YOUNG
TRAINEE SOLICITOR
Chloe brings experience in property law, file management and client care. As an undergraduate she worked at not-for-profit legal organisation the Innocence Project. After graduating she worked at a law firm specialising in equity release. Chloe graduated from Cardiff Law School in 2015 and is studying for the LPC LLM from UWE Bristol to qualify as a solicitor.
information technology
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MARK ALFORD
PRINCIPAL ENGINEER
Mark has over 20 years’ experience within the technology and start-up sectors. He has extensive experience in web and software development, as well as architecting scalable software-as-a-service cloud solutions. Previously, he worked at a biotech start-up focused on machine learning, in this, Mark led a team designing and building the back-end infrastructure and services. Mark has a master’s degree in Computer Science from the University of Auckland.
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ANDREW MEALIN
SENIOR SOFTWARE ENGINEER
Andrew joined Blackfinch with nearly 25 years’ experience in IT and accounting. He has worked as a Freelance Software Development Engineer and Team Leader contracting with companies including HJ Heinz, Shell and Texaco. His accounting experience includes roles at Deloitte & Touche as an Auditor and a Data Analyst within Fraud Investigation. Andrew holds a degree in Commerce with Business Information Systems.
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BEN BISHOP
SENIOR ENGINEER
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LEE FELLOWES
HEAD OF IT
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ROB KISS
UX/UI DESIGNER
Rob brings nearly 25 years’ multi-sector experience in UX design and development, along with website and graphic design. Previous employers include Usay Compare, Brunel Promotions, Horizon Digital, Jet2 Airlines, TDS, Warner, Sony, Bertelsmann and RTL. Rob previously worked as a successful sound engineer, producer keyboardist and programmer, helping to create hits for artists including Robin S, Madonna and TLC. He continues managing several music projects.
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GEORGE ACTON
UI DESIGNER
George has nearly ten years’ digital and design experience across sectors, ranging from in-house to agency roles. Previously he was UI Design Consultant for the RAC, focused on optimising their website including customer journeys for products. Prior to that he was Senior Digital Designer at James Ford Design, working with national brands to transform their digital presence. George holds a BA from Kingston University London in Graphic Design and Communication.
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CALLUM MCDOWIE
IT SUPPORT
Callum joined Blackfinch in 2015 as an Apprentice, and has since become an integral part of the team. He helps to ensure the running of IT systems, also supporting teams across businesses with their individual requirements. Previously Callum was based in Tahoa working on IT for a wristband business.
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ETHAN WOOD
IT SUPPORT
Ethan joined Blackfinch as an Apprentice with a strong interest in IT and much of his knowledge self-taught. He is focused on the development and management of IT systems, working with teams and businesses throughout the group. Previously he gained experience in retail with a role at Curry’s PC World.
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