Share

Welcome to our London office

Meet our financial planners

Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.

To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate inheritance tax planning and long term care planning.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

Contact

Old Mutual Wealth Private Client Advisers
Millennium Bridge House
2 Lambeth Hill
London
EC4V 4GG
T +44 (0)207 562 5856
E advice@omwealthpca.co.uk

 

Dominic Rose

Director, London

With a degree in industrial economics and a corporate finance background, Dominic has spent the last 10 years working for financial planning businesses. In 2012, as part of the senior leadership team at his previous firm, he helped establish and grow a now well-known national wealth management business with responsibility for both acquiring companies and managing teams of financial planners. He joined Old Mutual Wealth Private Client Advisers in 2016 and now has responsibility for the growth and development of the London business, drawing on his considerable experience and expertise in the industry.

Tel: 07990 004923

Dominic.rose@omwealthpca.co.uk

Brian Anderson

Brian Anderson

DipFA

Financial Planner

Brian has nearly 40 years of experience in the financial services sector. He focuses on building bespoke solutions for his clients in a way that ensures they have control over their own finances. His ongoing review service offers clients peace of mind that their financial planning is always optimised for changing circumstances.

Tel: 07471 354863

brian.anderson@omwealthpca.co.uk

Graham Brenton

Graham Brenton

Financial Planner

Graham is a qualified financial planner with a career spanning 23 years in the financial services sector. His wealth of knowledge and experience helps him provide advice that’s tailored specifically to his clients’ individual needs and objectives.

Tel: 07471 354865

graham.brenton@omwealthpca.co.uk

Gillian Clifford

Gillian Clifford

Chartered FCSI

Financial Planner

With more than 30 years’ experience in the financial sector, mainly within private banking, Gill ensures a high level of service and standards are always maintained for each client across all aspects of wealth management. Gill has most recently worked with high net worth clients, building strategies to meet their needs and preserving their wealth for future generations. Gill will work in partnership with you to bring the right solutions for you and can manage all areas of financial planning including general investment planning, pension and inheritance tax planning. Thereafter, Gill will continue to review your financial position with you as part of the ongoing advice service and her commitment to you.

Tel: 07990 004941

gillian.clifford@omwealthpca.co.uk

Ian Cook

Ian Cook

DipFA

Financial Planner

Ian has worked in financial services since 2002, following a career change after leaving the British Army. His core strengths are taking complex financial matters and putting them in plain English. After being recognised previously at a national firm as Mortgage Adviser of The Year, Ian has developed his range of skills to incorporate full financial planning using cashflow and lifetime income modelling. Ian’s goal is “To helps us all achieve financial freedom, through careful and prudent planning”. Ian's key skills include investment and pension management, mortgages including buy to let, protection planning, defined benefit pension transfers and long term care.

Tel: 07880 715129

ian.cook@omwealthpca.co.uk

Rosie Hooper

Rosie Hooper

FPFS

Chartered Financial Planner

Rosie started in Financial Services in 1999 and is a highly regarded Chartered Financial Planner and a Fellow of the Personal Finance Society. Rosie advises both corporate and private clients in all aspects of finance to ultimately ensure their objectives are met. Rosie enjoys helping her private clients see what their future lifestyle may look like by using cash flow forecasting tools and creating realistic financial plans to help them achieve their goals.  Her ability to take a complex subject and deliver straight talking honest advice so clients understand is her strength.

Tel: 07862 285777

rosie.hooper@omwealthpca.co.uk

Bob Mooney

DipIP

Financial Planner

Bob has worked as an adviser for 15 years. Prior to that, he was a fund manager and bond trader in the City. A specialist in investments and pensions, he is passionate about producing the most suitable outcome for his clients and delivering a level of service that exceeds expectations.

Tel: 07471 354860

bob.mooney@omwealthpca.co.uk

George Murphy

George Murphy

DipFA

Financial Planner

George joined the financial services industry in 2003 and has advised on investments, pensions and protection. He has worked both as a self-employed financial adviser and a mortgage adviser. His specialises in holistic financial planning to achieve the best possible returns for his clients, covering investments, protection and retirement. George has a jargon-free approach to financial planning, ensuring clients have a clear understanding of advice. He believes that client service is the most important part of being a financial adviser.

Tel: 07471 354864

george.murphy@omwealthpca.co.uk

Jan Thompson

DipFA IMC

Financial Planner

Jan has 18 years of experience as a Financial Planner and also holds the well regarded Investment Management Certificate. Jan has most recently worked within the Private Banking and Wealth Management Sector. She works together in consultation with her clients, to understand what is important to them and tailors her advice to suit their individual needs . She provides advice in the key areas of Investment Planning, Pensions & Inheritance tax planning. She firmly believes that regular service reviews, are the key to building relationships based on trust with her clients.

Tel: 07393 465829

jan.thompson@omwealthpca.co.uk