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Meet our London 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.

Bob Mooney

DipIP

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 best possible outcome for his clients and delivering a level of service that exceeds expectations.

Regions

Kent and South East London

Brian Anderson

Brian Anderson

DipFA

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.

Regions

Middlesex and Surrey

Christian Wynne

Christian Wynne

DipFS

Christian started as a financial planner in 2005 and has a passion for delivering exemplary customer service to his clients. He prides himself on being conscientious and offering fresh ideas, and believes in giving high-quality service both through initial advice and the ongoing servicing of his clients’ affairs. Christian has come to Old Mutual Wealth Private Client Advisers with extensive experience of clients within media and sport. 

Regions

Central London

George Murphy

George Murphy

DipFA

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 and is a member of the CII and the IFS. 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.

Regions

County Durham, Scotland, Newcastle, Cumbria

Gillian Clifford

Gillian Clifford

Chartered FCSI

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.

Regions

West Hertfordshire, North West London, Chesham, Amersham, Berkhamsted and Milton Keynes.

Graham Brenton

Graham Brenton

DipIP

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.

Regions

Kent

Ian Cook

Ian Cook

DipFA

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.

Regions

Berkshire

Jan Thompson

Jan Thompson

DipFA IMC

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.

Regions

North London, Hertfordshire and Berkshire

Martin Gorvett

Martin Gorvett

Chartered MCSI

With nearly 25 years’ experience of the UK financial industry, Martin was formerly recognised as a pensioneer trustee with the Inland Revenue and is now a registered scheme administrator with HMRC. He specialises in providing holistic retirement advice to individuals, directors of small companies, the self-employed and individual clients. With an interest in the modern pension market, he qualifies to be registered as a 'Retirement Planning Specialist' with the Personal Finance Society.

Regions

St Albans, Enfield, Hemel Hempstead, Luton, Milton Keynes, North London, North West London, Romford, Stevenage and Watford

Rosie Hooper

Rosie Hooper

FPFS

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.

Regions

London and Greater London