Meet the team
Simon Roberts Managing Director
Simon set up Foinaven in 2000 after working for two other firms. He began his financial services career in 1987. As a professional Financial Planner, Simon is qualified and highly experienced in advising both individuals and businesses on all aspects of financial planning.
Email
simon@foinaven-ifa.co.uk
Mike Russell Operations and Compliance Manager
Mike joined Foinaven after working for various financial advisory firms since 2007. As Operations and Compliance Manager, it’s his job to make sure our processes and our compliance procedures enable us to offer our clients the very best advice and customer service. Mike works closely with our Financial Planning team to gain a full understanding of our clients’ requirements, aims and goals, to help us put both short and long term strategies in place that meet these needs.
Email
mike@foinaven-ifa.co.uk
Tracy Manifold Paraplanner
Tracy joined Foinaven as our in-house paraplanner. Tracy has many years of experience in Financial Services and had been a self-employed Paraplanner since 2018.
Tracy holds the Level 4 Diploma for Financial Advisers, meaning she is very well placed to complement our existing team and her role will be to work alongside our Financial Planner, Simon, to create and recommend a financial plan to meet a clients' needs.
Email
tracy@foinaven-ifa.co.uk
Sarah Towle IFA Administrator
Sarah joined Foinaven as part of our Administration team having previously worked in the Financial Services. She works very closely with all members of the team to ensure their clients receive the best service possible. Sarah always has the client’s best interests at heart and will endeavour to meet their needs.
Email
sarah@foinaven-ifa.co.uk