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.
Jake Raj Senior Financial Planner
Having worked as a Financial Planner since 1997, Jake joined Foinaven in June 2020. Before this, he worked closely with Simon to provide retirement advice to many of Foinaven’s clients. Jake is currently working towards Chartered status, which he expects to be awarded soon.
Mike Russell Operations and Systems Manager
Mike joined Foinaven in June 2020, after working for various financial advisory firms since 2007. As Operations and Systems Manager, it’s his job to make sure our systems and processes 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.
Sarah Towle IFA Administrator
Sarah joined Foinaven in August 2020 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..
Karen Herd Office Administrator
Karen has been with Foinaven since 2018 and specialises in providing support to our Paraplanners. Karen looks after the day to day running of the office and ensures any client queries are directed to the right person.