One of two founder Directors of Seer Green, Siobhan specialises in investment advice and pensions planning for both corporate and private clients.
Specialist in corporate pensions, auto-enrolment, transfers, personal pensions, divorce and investments. Dave is fully-qualified to Diploma level and is one of only a few holders UK-wide of the FCA Pension Transfer Specialist Licence.
Gerry is fully qualified to Diploma level and has worked in the financial services industry for over 25 years and he currently specialises in pensions, investments, mortgages and protection.
Ian has worked in the financial services industry for nearly 20 years. Ian started his career as a Paraplanner, and moved to work in the City of London in the year 2000, qualifying as an IFA just a year later.
Matt specialises in pensions, investments and protection advice – he has a degree in economics, and he holds the CII Chartered status, which is seen as the gold standard qualification in the industry.
As Paraplanner, Kate works with the team of Financial Planners / Advisors to help prepare financial plans for our clients.
As Office Manager Lucy is responsible for all aspects of administration and organisation, as well as liaising with clients and our product and service providers.
Kath worked as a newspaper and broadcast journalist for nearly 20 years and entered the world of PR through Gocompare.com before going in to freelance PR in 2015 and working for Seer Green.
Charles has almost thirty years’ experience in financial services, having worked as a commercial bank manager for Royal Bank of Scotland and Clydesdale Bank prior to becoming an Independent Financial Adviser.
Kate works closely with Office Manager Lucy, providing support to her and to our advisors, helping to ensure the smooth running of the office and that clients’ enquiries are dealt with as quickly as possible.
Rebecca joined the administration team at Seer Green in June 2017. She is currently undertaking a NVQ in level 2 business administration. She has previous administration experience and is a valued member of the team.