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Official IFA & Sponsor of
Bath Rugby
Authorised and Regulated by the
Financial Services Authority
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Ed Hockey Dip PFS CeMap - Head of Lending Services
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 Office: Bournemouth
Telephone: 01202 545135
Ed is married with two children and lives in Poole. He has been in the financial services industry since 1994, when he worked as a mortgage adviser with Hambro Countrywide where he soon became one of their top business producers. Ed holds the Financial Planning Certificate (Cert FPS) and CeMap qualification and is a mortgage adviser specialising in mortgages for high net worth clients, buy to let portfolios, large refinancing deals and commercial finance. Ed joined Money Wise in August 2001 as an Independent Financial Adviser and became a director in July 2004 .
Contact Ed |
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Nick Twist DipPFS CeMap Senior Financial Adviser
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 Office: Bath
Telephone: 01225 471 100
Nick is married and lives in Bath. He joined Money Wise in August 2002 and specialises in retirement and investment planning. Nick has the Diploma in Financial Planning which includes the G10 (Taxation & Trusts), AF3 (Pension Planning), JO4 (Pension Funding Options), JO5 (Pension Income Options), GR1 (Group Risks), CF4 (Investment and Risk), CeMap (Mortgage Advice) and ER1 (Equity Release) modules. Nick is a keen sportsman and continues to play rugby and cricket for local Bath teams.Email Nick |
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Nick Penn Cert PFS CeMap Financial Adviser
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Office: Bournemouth
Telephone: 01202 545135
Nick lives in Bournemouth and he has been in financial services since 1995, when he worked as a mortgage adviser with Hambro Countrywide. Nick's qualifications include the Financial Planning Certificate (Cert PFS), the CeMap mortgage qualification and ER1 (Equity Release Module) and is currently studying for his diploma. Nick joined Money Wise in July 2001 as an Independent Financial Adviser. Nick is a keen snow boarder and 'keep fit' enthusiast, regularly attending his local gym.
eMail Nick
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Denise Hope Cert FPS CeMap Financial Adviser
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Office: Bournemouth
Telephone: 01202 545135
Denise has an adult son and lives very local to our Westbourne office, She has been in the financial services industry since 1993. Prior to joining Money Wise in October 2004 as an Independent Financial Adviser Denise was a financial adviser with Lloyds TSB and a qualified trainer for new Advisers coming into the industry. Denise's qualifications include the Financial Planning Certificate (Cert PFS), the CeMap mortgage qualification and she is currently studying for her taxation & trusts qualification as a step towards achieving her diploma. In her own words "since my son left home and joined the real world three years ago I have re discovered my social independence and have enjoyed water skiing, parascending, water rafting and skiing".
eMail Denise
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Sarah Tremarco Cert PFS CeMap Financial Adviser
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Office: Bournemouth
Telephone: 01202 545135
Sarah lives in Bournemouth and has been in financial services since 1999, when she worked as a financial adviser with Lloyds TSB. Her qualifications include the Financial Planning Certificate (Cert PFS), the CeMap mortgage qualification and currently studying for the G10 module on taxation and trusts towards her advanced financial planning certificate. Sarah joined Money Wise in January 2004 as an Independent Financial Adviser. Sarah is a keen horsewomen, owns her own horse called 'Union' and enjoys competitive show jumping, which she says keeps her motivated!
eMail Sarah |
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Ross Pepperell - Cert PFS, Cert SII Investment Manager & Researcher
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Office: Bath
Telephone: 01225 471100
Ross joined Money Wise in June 2004 having previously worked as a financial adviser for 3 years at Chase de Vere. Ross has a degree in Economics from the University of Birmingham, his Certificate in Financial Planning (Cert PFS), the Securities & Investments Institute’s (SII) Certificate of Investment Management, the CII’s Advanced Financial Planning Certificate and is currently studying for the SII Diploma. Ross has overall responsibility for our investment research division and running our model investment portfolios
eMail Ross |
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Bashar Aboush - Cert PFS, Cert SII Investment Researcher & Support
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Office: Bath
telephone: 01225 471100
Bashar joined Money Wise in February 2008 after gaining 9 years experience in financial services, including Chartwell and Rowan & Co Capital Management. Bashar provides Paraplanning and investment support to the management team and brings with him a wealth of technical investment knowledge, which is used to help run our model investment portfolios. Bashar has over all responsibility for the 'dealing' that takes place within the Money Wise 'Model' investment portfolios. He has the Financial Planning Certificate (CERT PFS), a number of Advanced Financial Planning modules and the Securities & Investment Institute (SII) Certificate of Investment Management
eMail Bashar
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James Morris Cert PFS CeMap Financial Adviser
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Office: Bath
Telephone: 01225 471100
James has over 25 years experience in Financial Services. Initially working mostly in London, James moved back to the West Country in 1995. Having obtained his Cert PFS and CeMap, he is currently working towards his Diploma (Dip PFS). James has worked with Truestone Asset Management in London, and Octagon Consultancy, providing wealth management advice for private clients as well as running worksite advice surgeries for his corporate clients, advising employees on employee benefits. James studied at Saint Martins School of Art and is a keen sportsman, enjoying tennis and golf. James joined Money Wise in November 2008.
eMail James |
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David Underwood - Cert PFS CeMap - Mortgage Adviser
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 Office: Bath
Telephone: 01225 471 100
David has two grown up sons with children of their own (a polite way of saying he's a grandfather!). He has been in the financial services industry since 1987 becoming a Branch Manager with the General Portfolio Group, subsequently Groupes Des Assurances National (GAN) and joined Money Wise in April 1998. His qualifications include the Financial Planning Certificate (Cert PFS) and the CeMap mortgage qualification. He was previously in senior management, including many years as a Director with Spillers (Dalgety Group). Email David |
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Mike Palmer - Cert PFS Senior Financial Planning Consultant
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 Office: Cambridge
Telephone: 01223 211122
Mike lives just north of Cambridge and is married with 2 young daughters. He has been with Lee & Co (now Money Wise) since May 1997. Prior service was with Natwest & HSBC (Midland Bank). Mike hold the Cert PFS, CeMap mortgage qualification, ER1 & Long Term Care. Outside of work Mike enjoys all sports, regularly playing squash, occasionally tennis & golf.
Email Mike |
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Chris Galpin - Cert PFS CeMap Senior Consultant
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 Office: Cambridge
Telephone: 01223 211122
Chris is married with one son, and lives in village just south of Cambridge. Chris graduated from Imperial College and spent the first half of his career as a mining engineer in South Africa. He joined the Financial Services industry 15 years ago and has been a financial adviser for equal amounts of time at Lloyds TSB, John Charcol and more recently, Savills Private Finance. Chris joined Money Wise (formerly Lee and Co) in May 2009 and holds an MBA in Finance, the Financial Planning Certificate (Cert PFS) and CeMap qualifications. Chris is keen on rugby and tries to keep himself fit through tennis, the gym and cycling.
Email Chris |
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Adrian Banks - Cert PFS CeMap Consultant
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Office: Cambridge
Telephone: 01223 211122
Adrian is married with three children. With over 19 years experience working in the financial services industry, both in the UK and as far away as Brunei, Adrian has previous worked for large Blue Chip companies and small City firms. Adrian brings a wealth of experience in the Inheritance tax and Investment planning arena. When not working time is spent with his family and pursuing various sporting activities, along with the odd glass of St Emilion.
Email Adrian |
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