Altorfer Financial Management Ltd Independent Financial Advisers
David Ashley: Financial Planner
David joined Altorfer in November 2013 as a Financial Adviser. His career spans thirty years in Financial Services, and includes working in the City of London Bond and Money Markets, before becoming a Financial Adviser in 1991. He has worked for major institutions including Lloyds Bank, Bradford and Bingley and HSBC, in addition to a period of working overseas as an IFA in Prague and Moscow. He is Diploma qualified, and is currently studying for the Certificate in Discretionary Investment Management.
Louisa Bracey: Director
Louisa joined Altorfer in June 2011 as a trainee paraplanner and in 2014 rose to the position of Head Paraplanner. Louisa is an active member of Altorfer’s Investment Management Committee and was promoted to the Board of Directors in January 2018. Prior to joining Altorfer, she spent seven years with St James’s Place. Louisa is a member of the Personal Finance Society and holds the CII Level 4 Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management.
Luke Bradbrook: Financial Planner
Luke joined Altorfer in February 2020 as a Financial Adviser. Luke is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He has over 20 years’ experience in financial services. Luke spent 16 years with Charles Stanley as an Investment Manager and went on to work as a Stockbroker and a Paraplanner, enhancing his variety of knowledge in the finance sector. Luke also holds a Bachelor of Science degree in Geography from Staffordshire University.
Gemma Dixon: Administrator
Gemma joined the company in December 2016, supporting our Administration function. Gemma is AAT part qualified and has worked in Finance Departments across various sectors during her career, both here in the UK and overseas. Gemma is currently studying for the CII Life and Pensions Foundation (LF1) qualification.
Mohamed Faamy: Financial Planner
Mohamed joined us in September 2018 as a trainee adviser. He has over nineteen years’ experience in the Financial Services industry having previously worked for Pearl Assurance, Allied Dunbar and Santander UK (formerly Abbey National plc). Mohamed, has a wide experience in Financial Planning and Mortgages. He completed his Law Degree at University of Hertfordshire and Legal Practice Course (Post-grad) at BPP Law School. He holds the Level 4 Diploma in Regulated Financial Planning and Ce-Map.
Alex Harmer: Financial Planner
Alex joined us in June 2020 as a Financial Adviser. He is diploma qualified and currently working his way towards chartered status. Alex also holds the Level 6 Pension Transfer qualification and the International Certificate in Wealth & Investment Management. He has a Bachelor Degree in Business and Sports Studies from Hertfordshire University. Alex has 8 years’ experience in the finance industry.
Sabrina Leslie-Williams: Paraplanner
Sabrina joined Altorfer as an administrator in May 2013 and moved to our paraplanner team at the end of 2016. She has a degree in Business Administration and holds the Investment Management Certificate. Sabrina has spent most of her career in the Financial Services Sector, her last position was with a major city fund management group. She is currently studying towards her Diploma in Regulated Financial Planning.
Gill Lovelace: Paraplanner
Gill joined the company in April 2006, following a brief career break to start a family. Prior to this she worked for Legal & General for a number of years. In addition to her Certificate in Financial Planning qualifications, Gill holds CII qualifications in Life & Pensions (LF1), Financial Services, Regulation & Ethics (R01) and Investment Principles & Risk (R02).
Kay Martinez: Administrator
Kay joined Altorfer in October 2018 as an administrator. She has worked in the insurance industry for 28 years in a reinsurance claims capacity, before moving to claims operations management, where she remained for fifteen years. Kay is currently studying for the CII Life and Pensions Foundation (LF1) qualification.
Roger Taylor: Non-Executive Chairman
Roger has degrees from Cambridge University and the University of Victoria, Wellington, NZ. He spent sixteen years abroad working as a teacher, carpenter, seaman and classical musician before starting Altorfer and building it up to the company you see today.
Shivani Verma: Trainee Paraplanner
Shivani joined Altorfer as a trainee paraplanner in June 2019. She holds a Bachelor Degree in Computer Applications and a Masters in Operations Management. Shivani is CII Level 4 Diploma qualified. She has over nine years’ experience in Financial Services.
Daniel Wackett: Managing Director, Lead Fund Manager
Daniel joined Altorfer in 1996, having spent 10 years in advisory positions with both Lloyds Bank and Midland Bank. Having joined the Board in May 2011, Daniel took on management responsibilities in December 2014 becoming Managing Director in May 2015. At this time, Roger became Non-Executive Chairman. Daniel holds the Certified Financial Planner qualification, the Investment Management Certificate, Advanced Financial Planning Certificate and specialist qualifications in Equity Release, Long Term Care and Pension Transfers.
Helen Wake: Director
Helen studied business and finance at college and law at the University of Hertfordshire. She holds the CII Diploma in Financial Planning. Helen was promoted to the Board in May 2015, and was appointed as Company Secretary in January 2018. In line with her role as Compliance oversight she also holds the CII qualification for Supervision in a regulated environment.
Lynn Webb: Head of Administration
Lynn spent eleven years with the Bank of England before joining Abbey National plc for a further nineteen years. She has been with Altorfer since 2001.
Rita Zanella: Paraplanner
Rita joined the company in September 2013 as a paraplanner, after spending three and a half years in a City based financial services firm. She has over fifteen years of experience within the Financial Sector. Rita has a BA (Hons) in Literature with Languages from the University of Hertfordshire and holds the CII Financial Planning Certificate. She is currently studying for the Diploma in Regulated Financial Planning.