The team at Fenshaw Independent Financial Advisers has many years’ experience providing practical financial planning advice to people, families and businesses in Essex and the surrounding area.

We provide advice across a wide range of services including mortgages, pensions, protection, savings & investments. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.

This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Fenshaw Independent Financial Advisers, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Lizzie Blackhall

Job Title: Office Manager

Your first point of contact at Fenshaw IFA is likely to be Lizzie, who’ll make sure your call is directed to the right adviser, ensuring everything starts off smoothly and efficiently.

Lizzie plays a key role in keeping the office running like clockwork, handling day-to-day tasks with her usual attention to detail and high standards. While she doesn’t work directly with clients on financial matters, her efforts behind the scenes are essential in making sure everything runs smoothly for both clients and advisers. Her friendly and organised approach ensures that the team can focus on delivering the best service possible.

Bob Hart

Job Title: Founding Partner and Independent Financial Adviser

With over 35 years’ experience in financial services, Bob has built his career on providing honest, straightforward advice to both private and corporate clients. He began his journey in 1990 with CIS Ltd and later the Co-operative Bank PLC, before choosing to become an Independent Financial Adviser in 2005 — a move driven by his passion for offering truly tailored solutions.

Bob later co-founded Fenshaw IFA, where he continues to work closely with his clients to help them make the best possible financial decisions. Whether it’s pensions, investments, mortgages, life insurance, or inheritance tax planning, Bob’s advice is always focused on what’s right for each individual client.

Bob holds the Diploma in Financial Planning and takes pride in making complex financial matters simple and easy to understand. He often works hand-in-hand with solicitors, accountants, and other trusted professionals to make sure every aspect of his clients’ financial plans are carefully considered.

Outside of the office, Bob is committed to building strong, lasting relationships with his clients — many of whom he has worked with for decades.

Matthew Hill

Job Title: Financial Adviser and Tax Planning Specialist

Matt graduated from Oxford University with a BA Honours degree and has since built a strong and trusted career in financial services. He holds the Diploma in Regulated Financial Planning, along with additional specialist qualifications in Mortgage Advice and Equity Release, and is currently working towards achieving Chartered status in Regulated Financial Planning — the industry’s highest professional standard.

Since the launch of Fenshaw IFA, Matt has been a key part of the team, working closely with his clients to deliver bespoke financial planning solutions. His expertise covers a wide range of areas, including tax planning, investments, pensions, and tax-efficient investment vehicles such as Venture Capital Trusts (VCTs).

Matt is passionate about making financial planning clear, accessible, and personal. He works hand-in-hand with fellow advisers and industry professionals to ensure every client receives advice tailored to their individual goals and circumstances. His approachable manner and commitment to building strong, lasting relationships have earned him the trust and loyalty of clients from all walks of life.

Tiffany Babet

Job Title: Financial Adviser and Estate Planning Specialist

Tiffany brings over 20 years of experience in the financial services sector, combining a strong background in both client advice and administrative support. She holds the Diploma in Regulated Financial Planning, along with additional qualifications in Mortgage Advice and Equity Release, ensuring she stays at the forefront of the industry’s developments.

Beyond traditional financial advice, Tiffany specialises in a broad range of estate planning services, including Will-Writing, Powers of Attorney, Probate, and Trusts. Her ability to offer a complete, joined-up approach means she can support clients across every stage of their financial journey.

Tiffany has been a valued part of Fenshaw IFA almost since the very beginning, working closely with the firm’s other advisers and other trusted professionals. As an independent financial adviser, she’s passionate about helping her clients achieve the best possible outcomes, offering clear, straightforward advice that’s always tailored to their individual needs. Known for her warm and approachable style, Tiffany is dedicated to building strong, lasting relationships and guiding her clients with care and confidence throughout their financial journey.

Kieron McLoughlin

Job Title: Independent Financial Adviser

Kieron has over 35 years of experience in financial services and holds the prestigious qualification of Chartered Financial Adviser and Fellow of the Personal Finance Society—the highest level of professional recognition within the financial advice profession. Based in Tadworth, Surrey, Kieron is passionate about helping individuals understand their finances, make informed choices, and build greater confidence in their financial future.

Over the course of his career, Kieron has worked with a number of leading financial institutions, including AXA, Liontrust, M&G, and Skandia. These roles have equipped him with broad expertise and deep insight into pensions, investments, and the evolving needs of clients at every stage of life.

He also holds specialist qualifications in pension income withdrawal and investment portfolio planning, with a particular focus on Environmental, Social, and Governance (ESG) investment options. Whether clients are building their pension, managing income in retirement, or seeking to invest in line with their values, Kieron designs personalised strategies to help them reach their goals.

Kieron’s advice is grounded in a clear understanding of each client’s priorities. His focus is on delivering thoughtful, tailored guidance in areas such as retirement planning, investment management, tax-efficient income, and inheritance and estate planning—empowering clients to make well-informed decisions with clarity and peace of mind.

Marilyn Stickland

Job Title: Independent Financial Adviser

With over 30 years of experience in financial services, Marilyn brings a wealth of knowledge and a deeply rooted commitment to her clients. The majority of her career has been spent as an Independent Financial Adviser, complemented by a solid foundation in administration. She holds the Diploma in Regulated Financial Planning qualification and a range of additional credentials that enable her to provide holistic, tailored advice to individuals and families alike.

Marilyn’s expertise spans a wide range of areas, including investments, pensions, protection, and mortgages — with specialist knowledge in equity release. She is also highly experienced in long-term care planning, will writing, Powers of Attorney, probate, and trusts, offering clients peace of mind across all stages of life and planning.

After years of working independently, Marilyn joined Fenshaw IFA to benefit from the collaborative environment and the enhanced support it offers both advisers and their clients. She values being part of a team of like-minded professionals who share her passion for building trusted, long-term relationships.

Marilyn is dedicated to delivering clear, jargon-free advice. Her calm, thoughtful approach helps clients navigate even the most complex aspects of financial planning with clarity and confidence.

Tracey Hart

Job Title: Partner and Co-Founder

Tracey co-founded Fenshaw IFA alongside Bob and plays a vital role in the smooth running of the business. She oversees much of the administrative side of the firm.

While Tracey doesn’t work directly with clients, her hard work and attention to detail are essential in supporting the team and making sure the firm operates efficiently. Her dedication to keeping everything running seamlessly helps create a smooth experience for both clients and advisers alike.

 

Want to know more?

To find out more or to arrange a meeting with us, please call
01376 440555, or email enquiries@fenshaw-ifa.com