Ian is a Chartered Financial Planner with over 30 years’ experience working in the financial services profession. Prior to joining Tavistock, he worked within a top West End accountancy firm for 13 of those years, working alongside the tax department, providing financial advice to small businesses and individuals in the music, media, property, and hospitality industries.

Ian works alongside a client’s other professional advisers, such as accountants and solicitors, to provide a joined-up approach to a client’s financial needs. He combines his many years’ experience and technical knowledge with an approachable manner.

Outside of work Ian enjoys sailing, cycling, and spending time with his family.

Claire has been advising clients on financial matters since 2004. She is best known by her clients for her straightforward, open working style. Claire cares deeply about the families, business owners, trustees and corporations she looks after. Her professional aim is to serve the clients who entrust her to advise them. Claire’s experience lends itself well to Tavistock’s ethos that the client is at the centre of that we do. She recognises the importance of working with other professions in the delivery of holistic financial planning and liaises regularly on behalf of the client to achieve this.

Claire advises across a broad range of investment and pension solutions and has extensive knowledge on estate and trust planning, which includes cash flow analysis to help clients see ‘where they are today’ vs their goals for the future.

When not working, Claire enjoys family time, holidays and martial arts.  

Laura’s career spans over 25 years, after working in consumer electronics as a business development manager in South Africa, Europe and the UK, she moved into the financial planning profession.   She particularly wanted to work with individuals and businesses in helping them navigate the complex world of finance, build wealth, and protected their families and assets wherever possible.

Laura offers holistic financial advice with a personal service and an ongoing relationship built on trust.

Her approach focuses on a clients’ financial aims, goals and objectives, then build these into a well formulated financial plan including cash flow and risk modelling. She brings organisation, enthusiasm and peace of mind to her clients through effective financial planning.

She works hard to keep at the forefront of the profession, across all the facets of delivering exceptional advice.

Ricky’s career in financial services spans over 30 years. His extensive experience as an adviser includes working for national and regional advice firms.

He advises individuals and companies on both their personal financial planning needs and for employers their employee benefits packages.

Ricky’s pragmatic approach focuses on creating clear solutions to meet his clients’ requirements.

As a Tavistock adviser, his advice is whole of market – so truly independent. With thorough research and due diligence behind all recommendations. He enjoys working as part of the team at Tavistock.

As an aside, Ricky is a keen sports fan and loves his football and golf.

He currently playing for England over 50s, where he was part of the team that won the 4 Nations in Wales. He has 2 grown up children and enjoys family time with them whenever they get together.

Gordan joined Tavistock Private Client team March 2024 as a Financial Planner.  He provides independent financial advice to clients including retirement planning and investments.

After studying Geography at University his first job was in car accident management in 2001.  Since then, his worked for the Prudential, Capita and several Northern Ireland based financial advice firms.

As well as his role as a regulated and authorised financial planner, he previously provided specialist technical support as a Paraplanner for nearly 10 years prior. Now with over 20 years experience in the financial services profession his able to draw on his extensive knowledge across a wide variety of products, providers and investment strategies to help his clients.

He takes pride in understanding what is financial important to his clients and helping make their financial aims in life happen.

When not working, Gordon enjoys family time with his wife and their two sons aged 7 and 11 out about on their many adventures.  Which include hill walking, cycling, kayaking and on quieter moments the odd spot of gardening.

Anne-Marie is a Chartered Financial Planner based in the East Midlands with over 20 years’ experience in the financial services sector. In 2007 she qualified as a Financial Planner, gaining the Diploma in Financial Planning in 2012, and Chartered in 2024.

Her passion is helping clients achieve their personal dreams and objectives, through solid financial decisions. Her clients describe her approach as professional, friendly, and pragmatic.

Anne-Marie has a strong technical knowledge but considers her real strength is building lasting relationships with clients, tailoring a personalised financial strategy, as part of;

• Planning towards retirement
• Providing families with financial security
• Estate planning – Ensuring lifelong wealth is protected and passed onto beneficiaries.

Anne-Marie experience extends to advising ex-pats, in areas such as offshore investments and pensions (QROP’s) and returning to the UK.

When away from work, she loves travel, mostly Italy, road trips and Snowboarding in the winter. Weekends are spent with family, walking the dogs and taking care of her 2 horses. She also enjoys competing in Cross county and show jumping.

Since starting in financial services in 1997, Jeanette has gained a wealth of experience and knowledge. Initially, in retail banking, progressing to become a regulated Bank Manager and then on to become a Regional Director, responsible for branches across Yorkshire, Derbyshire and Lincolnshire. She moved to specialise in providing holistic financial planning solutions, honing her professional expertise to focus on working directly with individual clients. She knows the value of building close relationships to fully understand her clients’ personal and professional priorities, working with them and their families in creating the optimal path to financial comfort, security and success.

While she looks after clients through all their life events, she specialises in Retirement Planning: working with clients as they prepare for finishing work, helping them navigate the myriads of options this presents. Jeanette’s approach offers clarity and simplicity without compromising technical sophistication resulting in long-term, trusting and loyal client relationships.

She advises businesses from small entities to large national companies, providing employer/employee support via seminars and surgeries and advice to business owners on solutions to safeguard their future.

When not working, she can be found with her nose in a good book, whacking a tennis ball (badly!) or dragging her teenaged daughters away from screens out into the fresh air as well as going home to Ireland whenever she can.

Chris joined Tavistock Private Client (TPC) in 2018, bringing with him the knowledge and skills gained from over 20 years’ working in the financial services profession.

During his career he has worked for both a large regional independent adviser, and a national life and pensions provider. The experience gained, provides an insight into the importance of delivering quality, profession, independent advice.

His analytical approach and attention to detail, allows him to create robust financial plans for his clients. This combined with the independence, rigorous due diligence and research prowess of TPC, provides clients with a complete service to match their financial planning requirements.

As well as assisting individuals, he also provides advice to business owners on ensuring they meet their responsibilities, and protecting the business against unforeseen circumstances.

When he is not working, he is a keen follower of Norwich City football club and enjoys cooking/eating out, as well as having a love for travel.

Claire has been in the Financial Planning world since 2006 and holds both the Chartered and Certified Financial Planner qualification.  Her passion is helping her clients live the lives they want without financial stress and worries.  Her approach particularly suits clients who are going / have gone through divorce and bereavement and working in unison with their other professional advisers; solicitors, accountants etc.  Claire is a member of Resolution, the association for professionals working in the Family Law area.

Having spent 6 years working in a London media accountancy firm, her understanding of the music and media industry teamed with her communication style has led to an additional specialism of advising individuals and business owners in this field.

The foundations of the planning Claire carries out for clients is based around a Lifetime Cash Flow plan.  This enables a high level strategy to be designed in order to help clients meet their objectives and maximise the planning opportunities available for their situation (including utilising the clients own business, if relevant).  There may be different methods to achieve the desired outcome and Claire is adept at taking clients round their table of options in order for the client to be able to make an informed decision.

The plan can then be implemented using Claire’s wide technical knowledge base covering investments, pensions (including pensions and divorce) and protection.

Claire’s other passions include enjoying various cuisines, both visiting restaurants and then trying to recreate her favourite dishes at home, where possible using produce from her veg patch!  To counteract the culinary delights she likes to enjoy the Surrey countryside either on two feet or two wheels.

Ian is a Financial Planner and has been involved in the financial services industry for more than 30 years.  Ian worked in investment banking for a variety of international banks and hedge funds, before moving across to provide advice clients in 2021.

A keen advocate of independent investment advice, which is increasingly difficult for clients to find, combined with a planning-led approach to identify planning opportunities, allocate priorities and demonstrate how I can help clients achieve their long-term personal and financial goals.  Making financial decisions can be daunting, so I pride myself on avoiding jargon and using plain English, so my clients can better understand the options open to them and feel more confident in the outcome.

Away from the office, I enjoy the gym and attempting to play golf.