Our Team

ian@severnsidefp.co.uk

Ian has been in financial services since the early 80’s. He has had many various roles including business development, compliance and the MD of a large financial planning network. He is currently the Chairman of the Personal Finance Society for south Wales. Spare time is taken up with his family and the 2 dogs Charlie and Benjamin. He is also known to put his hand to the occasional DIY project quite successfully.

simon@severnsidefp.co.uk

Simon has been in the Financial Services industry since 1998 and has worked in Compliance, Relationship Management, Financial Planning and Investment Management. Simon has spent the last 8 years as a Director for a boutique wealth management company in Bristol managing over 400 million in client assets. He has a wife Libby, and 2 young boys, Freddie and Ralph.  As well as enjoying time with his family Simon likes to play golf (in the summer!) go for the occasional run or bike ride and spending time with friends.

tom@severnsidefp.co.uk

Tom brings lots of experience in the private client and wealth management sector. He is a Chartered Fellow of the Securities and Investment Institute with 17 years of investment management experience. After an initial career as a stockbroker, Tom then headed up the investment team at an award-winning DFM. Tom then moved to a market leading platform, as Head of Investment, that managed £7.2 billion. Tom has considerable experience in many areas of investment management. He also has significant experience in Ethical, ESG and other socially responsible investment approaches having led two of the market leading ethical strategies previously.

       brianmee@servernsidefp.co.uk

Brian has worked in financial services for over 35 years. He considers that having long-term professional relationships with his clients is his goal. He has worked as an IFA on all areas of financial planning including Will writing and assistance with establishing Lasting Power of Attorney for clients. He is married to Hilary and they have two grown up children. At weekends, he uses his time as a qualified goldsmith in support of his daughter’s successful jewellery business. If after that, there is any time left over, he is an avid reader and would like to perfect his culinary skills and spend time on his allotment.

michael@severnsidefp.co.uk

Michael has over 20 years experience as a financial adviser, having trained as a graduate recruit after completing his degree. After spending time working with national financial services companies, Michael started and built up his own business as an IFA, helping clients with their Financial Planning needs.  In addition to his core financial adviser's qualifications, Michael is qualified and specialises in Long-Term Care planning. He also has an interest in Ethical, ESG and Socially Responsible investments. Michael is married with two grown-up children. When he escapes the office, he can usually be found climbing a rock face or kayaking down the Severn!