Marlow

Alastair Whitehead LLB (Hons) FRSA

Chief Executive

At work

Alastair’s professional career has embraced experience within large institutional environments and the dynamic world of small and medium-sized enterprises, having twice participated in successful business start-ups. As a consequence, he is experienced in all aspects of business establishment, development and disposal.

Alastair has international business development experience having worked on projects in the financial services markets in Netherlands, Italy, Germany, Ireland and Australia.

As Ergowealth’s Chief Executive, Alastair is responsible for corporate affairs, strategic planning and business development.

At play

Aside from work, Alistair has a particular love for fine wine.

Sean Walsh FPFS

Investment and Advice Director & Chartered Financial Planner

At work

Sean has spent his entire professional career in financial services and has held both management and business development roles with Allied Dunbar, Norwich Union and Sun Life of Canada. He is also a Chartered Financial Planner; placing him amongst the UK’s leading financial professionals.

Sean’s specialist areas of expertise are holistic financial planning, Defined Benefit transfers and providing advice to those in the medical profession.

As a Director, Sean is responsible for developing Ergowealth’s client-facing services, including our centralised investment proposition and the technical infrastructure that supports this.

At play

In his spare time, Sean enjoys walking his dogs, socialising with family and friends and keeping up with sport of all forms.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Sean’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Sean’s.

Fellowship

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Certificate in Financial Planning

Certificate in Equity Release

Certificate in Mortgage Advice

Certificate in Financial Planning and Lifetime Mortgage Activities

Certificate in Financial Planning and Long Term Care Insurance

Certificate in Life & Pensions

Award in Long Term Care Insurance

Rachel Hampshire APFS

Chartered Financial Planner

Rachel has over 25 years’ experience in financial planning and prides herself in being approachable and focused on building long-term, trusting relationships with her clients.

Rachel is a mum to teenagers and has also cared for older relatives; life experiences which help her demystify the financial planning process for her clients. A specialist in the sensitive area of later-life and care funding, Rachel is SOLLA (Society of Later Life Care Advisors) accredited and helps families when seeking advice in paying for care.

Based in South Oxfordshire with husband Robert and their two children, Rachel’s interests include looking after the fruit orchard, vegetable patch, chickens and cat, plus walking and cycling in the Chilterns. Society of Later Life Advisers - SOLLA

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Rachel’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Rachel’s.

Charles Burchhardt DipPFS Certs CII (MP & ER)

Financial Planner

At work

Charles has 35 years’ experience working in financial services. He began working with Confederation Life Insurance Company; since then, he has created successful client relationships across the UK, Europe and Asia.

Charles specialises in pensions and investments, as well as using technology to enhance the client experience.

At play

Outside work, Charles loves to travel and is a keen fitness fanatic with a love of running.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Charles’ entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Charles’.

Diploma in Financial Planning

Financial Planning Certificate

Certificate in Equity Release

Award in Pensions Update

Certificate in Mortgage Advice

Certificate in Life & Pensions

Christopher Aldous CFPᵀᴹ Chartered FCSI

Chartered Wealth Manager

Christopher’s investment career began at Cazenove in the early 1980s.  Since then he has held senior roles in global investment banks such as Barclays de Zoete Wedd and UBS and founded two wealth management firms.  The second of these was sold to Charles Stanley Plc where, until recently, he was Head of Asset Management looking after clients of all types and providing a range of investment portfolios for the adviser industry.

Christopher is a fellow of the Chartered Institute for Investment and Securities (CISI) and is a qualified financial planner (Dip PFS)

He has always enjoyed helping people to find their way through the financial maze towards a secure  financial future and looks forward to using his extensive knowledge and experience to help as many people as he can in this new phase of his career.   He specialises in investment and estate planning but can advise on all aspects of financial planning, backed by the extensive specialist skills available within Ergowealth.

 

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Christopher’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Christophers’s.

Justine Baker DipPFS Certs CII (MP & ER)

Financial Planner

At work

Justine has more than 25 years’ experience in the financial services industry. She has been with Ergowealth since the beginning and has recently returned to her natural role as a Financial Planner. Justine prides herself on building client trust and honesty and hopes to be able to guide them over the longer term.

At play

Justine loves travelling, but at home she enjoys reading and spending time with her two teenage daughters.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Justine’s entry here.

All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Justine’s.

Certificate in Life & Pensions

Certificate in Mortgage Advice

Certificate in Financial Planning

Diploma in Financial Planning

Tracey Bishop DipPFS

Financial Planner

At work

Tracey has worked in Financial Services for over 25 years, including overseeing our technical analysis team and providing paraplanning support to Sean Walsh. With more than 14 years experiance as a financial adviser, she has a wealth of industry experience in all aspects of financial planning.

At play

Tracey’s two children keep her busy, she is a keen runner and also enjoys trips to the theater and socialising with friends.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Tracey’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Tracey’s.

Certificate in Mortgage Advice

Diploma in Insurance

Idris Shaffiq FPFS

Head of Technical

At work

Idris began his journey at Ergowealth through our graduate programme, passing many exams along the way!

Idris’ core role involves supporting the financial planners in delivering great outcomes. Idris is passionate about pushing the profession forward so that more people can access the great financial planning Ergowealth delivers for clients.

As a strong believer in financial education and the promotion of financial literacy from a young age, Idris aims to deliver many more school workshops as a PFS Education champion.

At play

A lover of all things sport, Idris is a keen cricketer, enjoys five-a side football and supports Arsenal.

Fellowship

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Certificate in Discretionary Investment Management

Certificate in Securities Advice and Dealing

Certificate in Financial Services

Award in Long Term Care Insurance

Award in Regulated Pension Transfer Advice

 

Fiona Moynihan DipFA

Deputy Head of Technical

At work

Fiona has worked in financial services for more than 30 years.

Her extensive experience has covered a variety of roles, from business development and sales through to coaching. Not only that, but she became diploma qualified in 2011 and has worked as an Independent Financial Adviser, making her a welcome addition to our technical analysis team.

At play

Fiona’s main hobby is tennis, whether she’s playing or assisting young children in their coaching. When she’s not on the court, she loves relaxing with friends and family.

Diploma in Financial Advice
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Long Term Care Insurance

Sian Hinton

Junior Technical Analyst

At work

Sian is a recent Masters Graduate who studied Finance for both Undergraduate and Postgraduate at the University of Exeter. She is currently studying for her Diploma with the intention of becoming an Advisor at Ergowealth in the future.

At play

Sian’s main hobby is Rowing, which she does to a high level around work. She also enjoys walking her dog and enjoying the outdoors.

 

Martin Faull

Technical Analyst

At work

Martin has more than 30 years of experience working within the Financial Services industry, working with both multi-national and smaller companies. Martin has spent a large proportion of his time working within Pension roles, including administration, Technical and compliance roles.

At play

Martin  enjoys Choral singing, particularly in Churches and Cathedrals and is a regular member of two local choirs. A big fan of the Tour de France, spending time with his grandchildren and walking the dog through the country side.

Daniel Lawton DipPFS

Financial Planner

At work

Daniel has been at Ergowealth for over 4 years as one of our Technical Specialists and has now moved on to be one of our Financial Planners. He is passionate about helping his clients achieve the best life possible through financial planning in his own unique friendly and inquisitive style.

At play

Daniel and his family lives in Marlow. He was brought up in Indonesia and the Far East so has a lifelong enjoyment of  travelling and gaining new experiences.

CII Diploma in Financial Planning

Certificate of Financial Wellbeing

Suleman Mughal

Junior Technical Analyst

At work

Suleman graduated in Economics and Finance from Keele University and worked as an economist at the Office for National Statistics for his placement year. From this experience, he is particularly passionate about providing economic market commentary to the team and hopes to integrate this insight with clients. Suleman is currently studying for the Diploma in Financial Planning.

At Play

Suleman frequents the gym, cinema and restaurants outside of work. He is also a talented cook and enjoys ESG investing.

 

 

Graham Boys DipPFS

Technical Analyst

At work

Graham has 20 years experience in the Financial Services Industry, a background in Banking with HSBC, before moving across to a support role within a Financial planning firm.

Graham supports various Financial Planners with technical support.

At play

Graham enjoys watching Rugby and spending time with his family.

Wasim Zaman

Junior Technical Analyst

At work

Wasim is a recent graduate who studied Economics and Finance at the University of Bedfordshire. After the successful completion of his internship, he is now a junior technical analyst further being developed through Ergowealth’s Graduate development programme. He is currently studying for his Diploma with the intention of further pursuing his studies and becoming an Advisor in the future.

At play

Wasim’s main hobbies are Football, Tae-kwondo and Boxing and is an avid supporter of Manchester United. He also has a passion for Cars and likes to attend motoring shows in his spare time.

 

Anthony Miller

Head of Operations

At work

Anthony has worked in financial services since leaving college in 2002. Originally training as a financial paraplanner with a small regional firm of financial advisers, he chose to specialise in business administration & operations.

Joining as the Head of Administration at Ergowealth in 2014, Anthony now heads up the Operational side of the business, overseeing the team and works closely with Sean and Alastair on the management of the business.

At play

Outside work Anthony enjoys football, both playing and managing seven junior sides. A lover of a BBQ and holidays.

Certificate in Financial Protection

Certificate in Pensions

Certificate in Mortgage Advice

Michelle Raeburn

Head of Client Services

At work

Michelle has enjoyed a successful career in customer services and administration spanning more than 25 years, having worked for both HSBC and Nationwide in customer support roles.

Today she oversees day-to-day admin and supports our planner Brian, as well as being a friendly face and point of contact for our clients.

At play

Michelle loves travelling, walking and enjoying quality time with friends and family.

Sue Platt

Finance Manager

At work

Sue has worked in various office environments for the past 30 years: she worked in sales, was head of HR and even a veterinary nurse. This varied career has given her wealth of experience in customer-facing roles.

Today she supports the administration team, ensures the smooth-running of the office and is a friendly point of contact for our clients.

At play

Her love for animals means Sue is a keen dog walker and horse rider. She also loves going to the cinema and enjoying meals out with friends.

Debbie Butler

Client Services

At work

I graduated with a degree in Banking and Finance from Loughborough University and gained experience in Banking, Life and Investment Services, Business Operations, and International Planning and Reporting.

For the past five years I have worked with students with special needs enabling them to access the curriculum specialising in Maths, Computing, Business and Science.

At play

I enjoy keeping fit, going for long walks, reading and supporting my children at their various sporting events.

 

 

Aarron Morgan

Client Services

At work

My role as our Administrator includes completing client valuations and finalising application forms, working closely with the rest of the admin team.

At play

I am a lover of festival and traveling an avid football fan. In my spare time I like to play five-a side football and badminton.

Helen Lewis

Client Services

At work

I have worked in the NHS, Education and private sector. Good Administration has come into all my varied client/customer faced roles. My role is to support the Senior Administrator with the day to day administration in an efficient manner.

At play

My interests are Yoga and going for walks in the local area and wider afield/abroad on Holidays.  Visiting National Trust properties.

Spending time with friends and family.

Rene Descartes

Philosopher

At work

The father of modern philosophy, Rene Descartes was a philosopher, mathematician and scientist. He is said to have founded modern rationalism, a philosophical movement based on the use of reason and empirical evidence as the means to attain knowledge.

He wrote all his major work, in various languages, over a 20-year period. His most famous philosophical statement, “cogito ergo sum” (“I think therefore I am”), found in his 1637 book ‘Discourse de la Méthode’, is the motto of our firm.

At play

Descartes didn’t find much time for leisure; instead, he was often found writing and editing his works. However, he did enjoy travel and spent most of his life on the move, having lived in France, Hungary, Germany, Holland and Italy.