Our People

Claire has 20 years Financial Services experience having originally trained at General Portfolio in 1992, which was taken over by GAN in 1993. Claire moved to the IFA sector in 1998, starting out as a para-planner. She has been involved in a number of senior management positions in Compliance and Operations before joining Money Wise as Compliance Manager in August 2010. Claire is a keen runner, regularly entering the local Bath and Bristol half marathons and 10k's.  Between her busy work schedule and training, Claire is studying to achieve Chartered status and currently holds the Diploma in Financial Planning.   Contact Claire

Nick is a Chartered Financial Planner and specialises in retirement and investment planning. He joined Money Wise in August 2002 after obtaining an honours degree in Economics and Business Studies from Plymouth University. Nick started as a graduate trainee and had worked his way up to Branch Manager in our Bath office by 2010. Nick is married, lives in Bath and is a keen sportsman and continues to play rugby and cricket for local Bath teams.  Contact Nick

Tim is a Chartered Financial Planner and joined Money Wise in January 2010 as Branch Manager of our Bournemouth Office. Prior to joining Money Wise Tim was a senior adviser at Grant Thornton for 7 years and has guided numerous clients by combining robust financial modelling with an in-depth knowledge of investment products and markets. Tim started his career in finance as an equity trader with the investment bank SG Warburg and has worked on the London, New York and Johannesburg stock exchange floors. Contact Tim