Siobhan Thomas

Siobhan Thomas

One of two founder Directors of Seer Green, Siobhan specialises in investment advice and pensions planning for both corporate and private clients.

Dave Jose

Dave Jose

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 Williams

Gerry Williams

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 Bavey

Ian Bavey

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.

Matthew Bird

Matthew Bird

With a degree in economics and qualified in regulated financial planning to Diploma level, Matt currently specialises in pensions, investments, mortgages and protection advice.

Kate Mail

Kate Mail

As Paraplanner, Kate works with the team of Financial Planners / Advisors to help prepare financial plans for our clients.

Lucy Whatley

Lucy Whatley

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 Chadwick

Kath Chadwick

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 Hammett

Charles Hammett

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 Buttle

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 Prestidge

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.

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