Our People

FINANCIAL ADVISERS

Tudor Griffiths - Head of Corporate Clients

Office: London
Telephone:020 7065 2740

Tudor has over 25 years experience in financial planning, mostly with Lloyd’s brokers and national IFA firms based in the City of London and joined MW in March 2009. Based in London Tudor advises on and delivers employee benefits solutions to a wide range of employers from SMEs to charities and educational institutions. As a pensions’ specialist Tudor works in partnership with law an accountancy firms to bridge the advice gap between corporate and private wealth management for business owners. He has extensive knowledge of offshore pensions for non domiciles and the transfer of pensions from the UK for non residents. He holds the Diploma in Financial Planning and is actively involved in Church and community. Contact Tudor

Julian Griffiths - Senior Financial Adviser

Office: London
Telephone:020 7065 2740

Julian started his working career in the Royal Navy and has over 18 years experience in financial services before joining Money Wise in July 2010 from the actuarial consultancy JLT Benefits Consultants (formerly HSBC Benefits Consultants). 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. Outside the office Julian is a keen motorcyclist and skier and is currently restoring his property in St Albans. Contact Julian

Sarah Tremarco - Financial Adviser

Office: Bournemouth
Telephone: 01202 545135

Sarah holds the Financial Planning Certificate and is currently studying for her Diploma. Sarah lives in Bournemouth and has been in financial services since 1999, when she worked as a financial adviser with Lloyds TSB before joining Money Wise in January 2004. Sarah is a keen horsewomen and participates in competitive show jumping, which she says keeps her "motivated". Contact Sarah

Peter Field - Senior Financial Adviser

Office: Bournemouth
Telephone: 01202 545135

Peter has 10 years financial services experience having previously worked for Zurich and Standard Life as a Consultant. He joined our Bournemouth office as a Financial Adviser in September 2010 and holds the Diploma in Financial Planning. He has a wide financial knowledge and specialises in pension, investment and inheritance tax planning. Peter is married and is a keen sportsman, spending most of his spare time playing golf. Contact Peter

Philip Bowden-Pickstock - Financial Adviser

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

Chris Galpin - Senior Financial Adviser

Office: Cambridge
Telephone: 01223 211122

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 18 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 in May 2009 and holds an MBA in Finance, the Diploma in Financial Planning and the CeMap mortgage qualification. Chris is married, lives just south of Cambridge, is keen on rugby and likes to keep himself fit with tennis, cycling and the gym. Contact Chris

Oliver Bridgman - Senior Financial Adviser

Office: Cambridge
Telephone: 01223 211122

Oliver is a Chartered Financial Planner. After leaving the Royal Air Force in 1984 Oliver trained as a financial adviser and having spent 20 years working with a number of large insurance companies moved to Bluefin Wealth Management in the City, before joining Money Wise in December 2011. Oliver specialises in providing bespoke financial planning to private clients and group pension scheme members. Contact Oliver

Bob Copperman - Senior Financial Adviser & Stockbroker

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 Diploma in Financial Planning and joined Money Wise in March 2010. He is a keen sportsman, still actively playing tennis, golf, cricket, hockey and football as well as taking an active part in his local community and church. Contact Bob

Paul Wainwright - Senior Financial Adviser

Office: Bath
Telephone: 01225 471100

Paul has worked in financial services his entire career, originally with Chase de Vere for 21 years where he was their Pensions Director. Latterly Paul moved to Punter Southall Financial Management to head their newly formed Bristol office and joined Money Wise in April 2011, based in their Bath office. Paul holds the Diploma in Financial Planning and has particular specialism in retirement planning and asset management. Paul is married with 3 children and has both lived and worked in Bath for over 10 years having previously been working in London. Paul’s keen love of golf keeps everything in balance. Contact Paul

James Morris - Financial Adviser

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 CertPFS and CeMap, he is currently studying for his Diploma. 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 joined Money Wise in November 2008 and in his former life studied at Saint Martins School of Art and is a keen sportsman, enjoying tennis and golf. Contact James

Craig Chapman - Senior Financial Adviser

Office: Bath
Telephone: 01225 471100

Craig is married with two children and lives near Bath. He joined Money Wise in August 2009 (from the Chartwell Group) with ten years financial services experience, advising private 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 Diploma in Financial Planning and is currently studying towards the Chartered Financial Planning qualification. 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

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Authorised and Regulated by the Financial Services Authority. Firm Reference No. 185778