Our Team

Our People

Our advisers do not work alone; they are well supported by an outstanding support team. This leaves advisers to do what they do best which is spending their time adding value to client relationships. We have a low turnover of staff which is a marker for a healthy business. Our staff are well supported in their training and development. Our employees are not just numbers. They all form vital role in the business which delivers service to our clients.

The Advisers

Andrew Ross

Financial Planner

Based in Bishops Stortford

Chris Howard

Financial Planner

Based in Norwich

Claire LaRue

Financial Planner

Based in Cambridge

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Claire Menni

Financial Planner

Based in London 

Devin Smith

Financial Planner

Based in Portsmouth

Ian Leeson

 

 

Financial Planner

Based in London 

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Laurence Daly

Financial Planner

Based in London

Martin Tyrrell

 

 

Financial Planner

Based from Lincolnshire

Michael Lodge

 

 

Director of Employee Benefits

Based in Cambridge

Philip Sutton

Financial Planner

Based in London

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Stuart Moss

 

 

Financial Planner

Based in London

Wendy Jackson

Financial Planning Consultant

Based in Cambridge

The Management Team

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Mark Evans

 

 

Managing Director

Management

Based in Cambridge

Natalie Theobald

Head of Operations

Management

Based in Cambridge

The Support Team

Aileen Lockwood

 

 
Financial Planning Administrator

Client Servicing & Administration

Based in Cambridge

Alexander Wight

Technical Assistant

Research & Administration

Based in Cambridge

Beate Chinta

 

 
Financial Planning Administrator

Client Servicing & Administration

Based in London 

Ben Jongebloed

Paraplanner

Technical Research

Based in London

Claire Parkes

Business Support Team Manager

Client Servicing & Administration

Based in Cambridge

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Claire Stearn

Financial Planning Administrator

Client Servicing & Administration

Based in Cambridge

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Danielle Grey

Employee Benefits Administrator

Employee Benefits Client Servicing

Based in Cambridge

Emma Kearney

Financial Planning Administrator

Client Servicing & Administration

Based in Bishop’s Stortford

Henry Foley

Financial Planning Administrator

Administration

Based in Cambridge

Holly Hart

Financial Planning Administrator

Client Servicing & Administration

Based in London

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Joanne Gray

Financial Planning Administrator

Client Servicing & Administration

Based in Cambridge

Jordan Lafleur

Financial Planning Administrator

Client Servicing & Adminsitration

Based in London

Kay Eldred

Compliance Manager

Compliance

Based from Home

Kevin Farrell

Research Manager

Research & Compliance

Based from Home

Renae Lamachhia

Financial Planning Administrator

Administration

Based in Cambridge

Richard Lee

Head of Paraplanning

Technical Research

Based in Cambridge

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Shane Heffer

Employee Benefits Administrator

Employee Benefits Client Servicing

Based in Cambridge

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Contact Us

We would love to answer any questions and/or schedule a free consultation. Please call us or send us an email by completing the form below.

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01223 869030

Head Office

The Barn

Downing Park
Station Rd
Swaffham Bulbeck
Cambridge
CB25 0NW

Head Office

Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592

Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links

Will Writing and Some forms of Estate and tax planning are not regulated by the Financial Conduct Authority

Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return