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Long Serving Staff Recognition

This page of our site is to show recognition and appreciation for individuals who have served with the company for 5 years or more.

Red Carpet Entrance

31

Years

John Croasdale - Financial Planning Director (UK): Joined the company as a Financial Planner in 1993.

23

Years

Nigel Benn - Financial Planning Director (Retired in 2023)

22

Years

Martin Shaw - Senior Financial Planner (UK): Joined the company in 2002.

19

Years

Anita Brennan - Head of Operations: Joined the company as an administrator in the International schools business in 2005.

18

Years

Paula Dingley - Project Manager: Joined the company in 2006.

17

Years

Hannah Chorley - Administration Manager, Head Office: Joined the company in 2007.

16

Years

Lesley Stevens - Client Services Director - International Retirement Plan: Joined the company in 2008.

14

Years

Emma Jones - Senior Client Services Advisor, Head Office: Joined the company in 2010.

13

Years

Mike Shakespeare - Financial Planning Director (UK): Joined the company in 2011.

12

Years

Liam Jones - IT & Marketing Supervisor: Joined the company in 2012.

11

Years

Melissa Manning - Senior Administrator: Joined the company in 2013.

11

Years

Senga Jones - Business Support Manager - Employee Benefits Division: Joined the company in 2013.

10

Years

Holly Potts - Client Services Director - Employee Benefits: Joined the company in 2014.

10

Years

Andrew Moore - Head of UK Wealth: Joined the company in 2014.

8

Years

Gilles Velcin - Financial Planner (UK / FR): Joined the company in 2016.

8

Years

Anne Hogan - HR Manager: Joined the company in 2016.

7

Years

Nicky Roberts - Administrator, Yorkshire Office: Since 2017.

7

Years

Steve Stockwell - Financial Planner (UK): Joined the company in 2017.

7

Years

Dave Stone - Managing Director - Alexander Beard (Australia): Joined the company in 2017.

7

Years

Catherine Court - Branch Manager/Senior Paraplanner: Joined the company in 2017.

6

Years

Melissa Eugenio - VP, US Operations, Client Service Executive: Joined the company in 2018.

6

Years

Lee Doak - Administrator: Joined the company in 2018.

6

Years

Kate Parfitt - Head of Compliance and Risk: Joined the company in 2018.

5

Years

Mark James - Senior Financial Planner (UK / US): Joined the company in 2019.

5

Years

David Marnell - Assistant Management Accountant: Joined the company in 2019.

5

Years

Rachel Hall - Senior Client Services Adviser: Joined the company in 2019.

5

Years

Joe Kennedy - Senior Financial Planner (Expat): Joined the company in 2019.

5

Years

Kelly Povey - Administrator: Joined the company in 2019.

5

Years

Liz Evans - Head of Finance: Joined the company in 2019.

5

Years

Christina James - Financial Planner (Expat): Joined the company in 2019.

5

Years

Wendy Jackson - Branch Administrator: Joined the company in 2019.

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