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 Planning Director
Based in Bishops Stortford
Chris Howard
Financial Planner
Based in Norwich
Claire LaRue
Financial Planner
Based in Cambridge
Claire Menni
Financial Planner
Based in London
Andrew Ross
Financial Planner
Based in Bishops Stortford
Chris Howard
Financial Planner
Based in Norwich
Claire LaRue
Financial Planner
Based in Cambridge
Claire Menni
Financial Planner
Based in London
Ian Leeson
Financial Planner
Based in London
Laurence Daly
Financial Planner
Based in London
Ian Leeson
Financial Planner
Based in London
Laurence Daly
Financial Planner
Based in London
Michael Lodge
Director of Employee Benefits
Based in Cambridge
Philip Sutton
Financial Planning Director
Based in London
Michael Lodge
Director of Employee Benefits
Based in Cambridge
Philip Sutton
Financial Planner
Based in London
Stuart Moss
Financial Planner
Based in London
Jeanette McHardy
Financial Planner
Based in Yorkshire
Stuart Moss
Financial Planning Director
Based in London
Jeanette McHardy
Financial Planner
Based in Yorkshire
The Management Team
Mark Evans
Managing Director
Management
Based in Cambridge
Claire Parkes
Business Support Team Manager
Client Servicing & Administration
Based in Cambridge
Natalie Theobald
Director of Operations
Management
Based in Cambridge
Richard Lee
Head of Research and Paraplanning
Technical Research
Based in Cambridge
Kevin Farrell
Head of Adviser Development
Research & Compliance
Based from Home
Mark Evans
Managing Director
Management
Based in Cambridge
Claire Parkes
Business Support Team Manager
Client Servicing & Administration
Based in Cambridge
Natalie Theobald
Director of Operations
Management
Based in Cambridge
Richard Lee
Head of Paraplanning
Technical Research
Based in Cambridge
Kevin Farrell
Head of Adviser Development
Research & Compliance
Based from Home
Kay Eldred
Compliance Manager
Compliance
Based from Home
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
Claire Stearn
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
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
Claire Stearn
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Cristina Cesaro
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
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
Finley Prendergast
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Henry Foley
Financial Planning Administrator
Administration
Based in Cambridge
Holly Hart
Financial Planning Administrator
Client Servicing & Administration
Based in London
Jade London
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Joanne Gray
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Jordan Lafleur
Financial Planning Administrator
Client Servicing & Adminsitration
Based in London
Julie Crook
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Karina Dignard
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Rachael Wells
Financial Planning Administrator
Client Servicing & Administration
Based in Norwich
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
Joanne Gray
Financial Planning Administrator
Client Servicing & Administration
Based in Cambridge
Jordan Lafleur
Financial Planning Administrator
Client Servicing & Adminsitration
Based in London
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.
If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.
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Head Office
The Barn
Downing Park
Station Rd
Swaffham Bulbeck
Cambridge
CB25 0NW
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 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. 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