Simon started his financial services career in 1987 and worked for 2 companies prior to setting up Foinaven Asset Management Ltd in 2000. He is Diploma Qualified and looking to achieve Chartered Status in the future. He is a general practitioner, and specialises in planning for individuals and small to medium size businesses. He has looked after many of his clients for 20 years or more and those clients include individuals and businesses alike.
Likes: horse racing, football, outdoor pursuits
Dislikes: cold red wine, sitting in traffic, finger food
Lucy started with us in 2013 as a Paraplanner and has learnt and improved our procedures quickly and efficiently. She works closely with the Advisers of the firm so that she has a full understanding of client situations. Prior to working for us, she worked in the financial services sector since 2000 during which time she spent 4 years at Aviva in Australia and met her husband while she lived there.
Likes: prosecco, I'm a Celebrity, Gerard Butler
Dislikes: thai food, limp handshakes, white chocolate
Jake has been working as a financial adviser since 1997. Although he has only recently joined Foinaven, he has worked in conjunction with Simon helping to provide quality retirement advice to Foinaven clients for the last few years. Jake is currently on track to become a Chartered Financial Planner in the near future.
Likes: Cricket, wine and walking
Dislikes: Offal and boredom!
Mike started with us in 2020, as our Operations and Systems Manager, his main role is to ensure that we have the right systems and processes in place to offer our clients the very best service. He also works very closely with our Advisers to gain a full understanding of the clients needs and objectives, both short and long term, this allows us to create a holistic financial planning strategy which encompasses the clients situation. Prior to working with us, he has worked for various Financial Advisory firms since starting his career in 2007.
Likes: Football, DIY & Holidaying
Dislikes: Mushrooms, Traffic & Food Shopping
Karen joined in 2018 as an IFA Administrator and has been learning the ropes in providing support to the Paraplanners.
Likes: Tom Hardy, vodka, Manchester City
Dislikes: brie, sprouts, bad manners
Marie has been with us since 2018, having previously worked in the financial services industry, working for an Asset Finance Company.
Likes: chocolate, horse riding, the seaside
Dislikes: tomatoes, queuing, being unorganised.