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

Large TaviWoman

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

Large TaviWoman

Claire Menni

Financial Planner

Based in London 

Ian Leeson

 

 

Financial Planner

Based in London 

Large Taviman

Laurence Daly

Financial Planner

Based in London

Martin Tyrrell

 

 

Financial Planner

Based from Lincolnshire

Ian Leeson

 

 

Financial Planner

Based in London 

Large Taviman

Laurence Daly

Financial Planner

Based in London

Martin Tyrrell

 

 

Financial Planner

Based from Lincolnshire

Michael Lodge

 


Director of Employee Benefits

Based in Cambridge

Michael Lodge

 

 
Director of Employee Benefits

Based in Cambridge

Philip Sutton

Financial Planner

Based in London

Large Taviman

Stuart Moss

 

 

Financial Planner

Based in London

Jeanette McHardy


Financial Planner

Based in Yorkshire

Philip Sutton

 


Financial Planning Director

Based in London

Large Taviman

Stuart Moss

 


Financial Planning Director

Based in London

Jeanette McHardy


Financial Planner

Based in Yorkshire

The Management Team

Large TaviWoman

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

Kay Eldred

Compliance Manager

Compliance

Based from Home

Large TaviWoman

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 

Large TaviWoman

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 

Large TaviWoman

Claire Stearn

Financial Planning Administrator

Client Servicing & Administration

Based in Cambridge

Large Taviman

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

Large Taviman

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

Large TaviWoman

Joanne Gray

Financial Planning Administrator

Client Servicing & Administration

Based in Cambridge

Jordan Lafleur

Financial Planning Administrator

Client Servicing & Adminsitration

Based in London

Renae Lamachhia

Financial Planning Administrator

Administration

Based in Cambridge

Large TaviWoman

Shane Heffer

Employee Benefits Administrator

Employee Benefits Client Servicing

Based in Cambridge

Large TaviWoman

Joanne Gray

Financial Planning Administrator

Client Servicing & Administration

Based in Cambridge

Jordan Lafleur

Financial Planning Administrator

Client Servicing & Adminsitration

Based in London

Renae Lamachhia

Financial Planning Administrator

Administration

Based in Cambridge

Large TaviWoman

Shane Heffer

Employee Benefits Administrator

Employee Benefits Client Servicing

Based in Cambridge

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01223 869030

Head Office

The Barn

Downing Park
Station Rd
Swaffham Bulbeck
Cambridge
CB25 0NW

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

Tavistock Private Client