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Office: Bournemouth
Tel: 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 Advanced CeMap qualification and specialises in arranging commercial finance solutions for high net worth clients, buy to let portfolios, large refinancing deals and other commercial funding requirements. Ed joined Money Wise in April 2001. Contact Ed
 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 she is currently studying for her Diploma. Sarah joined Money Wise in January 2004, is a keen horsewomen and enjoys competitive show jumping, which "keeps me motivated" Contact Sarah
Office: Cambridge
Telephone: 01223 211122
Philip is married to Susan and they have four children. Previously a partner in Lee & Co for 20 years, a Cambridge based IFA formed in 1962 acquired by Money Wise in April 2009. An Economics graduate from the University of East Anglia he started his career in financial services with the Sun Alliance Insurance Group and qualified as a Chartered Insurance Practitioner. Philip is a member of the Personal Finance Society and specialises in providing financial advice to private clients. Contact Philip
 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. Contact Chris
 Office: Cambridge
Telephone: 01223 211122
Andy is a senior Financial Planning Consultant at our Cambridge office. He is married to Ewa, a medical professional, and has one son. Andy has spent the last 21 years offering face to face financial advice and has qualified to diploma level (Dip PFS). He is keen to offer advice which is bespoke and entrepreneurial. Andy prides himself on thinking outside the box and looking at less obvious opportunities to gain client satisfaction. Andy has many interests including travelling, cycling and sailing. Contact Andy
Office: London
Telephone: 020 7553 9156
Julian
has over 18 years experience in financial services and joined Money Wise from
the actuarial consultancy, JLT Benefits Consultants. He joins the newly
opened London
office which is headed up by Branch Manager Ken Smith.
Julian is qualified at Diploma level and is currently studying to become
Chartered. Julian specialises in retirement, investment, tax and
inheritance tax as well as advising City staff on redundancy. The London office is looking
to recruit a further 6 advisers over the next 24 months.
Outside
the office Julian is a keen motorcyclist and is spending all of his remaining
time restoring a property in St Albans.
 Office: Bath
Telephone: 01225 471100
James has over 25 years experience in Financial Services. After initially working in the City of London, James moved back to the West Country in 1995. Having obtained his Cert PFS and CeMap, he is currently studying for his Diploma (Dip PFS). James previously worked with Truestone Asset Management in the City and then 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. Contact James
 Office: Bath
Telephone: 01225 471100
Bob is married with three children and has lived in the Bath area since 1991. Bob started his financial services career in the late 1970's working in central London & Bristol for Lloyds Bank. He joined Edward Jones Ltd in 1998 as a stockbroker and financial adviser. He took over the management of the Bath office, building it up from creation until December 2009. Bob holds the Certificate in Financial Planning, is currently studying for his Diploma. Bob joined Money Wise in March 2010. He is a keen sportsman, still actively playing tennis, golf, cricket, hockey and football. Contact Bob
 Office: Bath
Telephone: 01225 471100
Craig is married with two children and lives near Bath. He joined Money Wise in August 2009 and has nine years financial services experience, advising clients on investment, retirement and inheritance tax planning. Previously, Craig worked in the City of London as a derivatives trader and was one of the few traders to be a member of the LIFFE exchange from its opening in 1982 to its closure in 2000. Craig holds the Certificate in Financial Planning and is currently studying towards the Diploma. Away from work, Craig likes to keep fit and is a keen supporter of Bath Rugby. Most weekends are spent following either Bath Rugby or his children’s sporting activities. Contact Craig
 Office: Bath
Telephone: 01225 471100
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. David is semi-retired and works part-time as a specialist mortgage adviser. He was previously in senior management, including many years as a Director with Spillers (Dalgety Group). Contact David
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