Office Manager

Your first point of contact may well be with Lizzie, who will ensure that your call is directed to the appropriate adviser.

Lizzie has a vital role in ensuring that the office runs smoothly and that day to day practice management tasks are fulfilled to her exacting standards.

Bob has gained over 30 years' experience in the financial services sector. He began his career in 1990 advising both private and corporate clients, initially for CIS Ltd and later for the Co-operative bank PLC.

His desire to offer his clients the best possible advice and solutions led him to adopt independent status as an IFA in 2005. He has since gone on to provide bespoke solutions in the following areas: pensions, investments, mortgages, life insurance and inheritance tax planning.

Bob has attained the Diploma in Financial Planning and is totally committed to providing a clear and understandable solution for his clients' needs. To this end, Bob will invest a considerable amount of time and effort, often working closely with professional connections such as solicitors and accountants.

Matt graduated from Oxford University in the Summer of 2017 with a BA Honours degree. He has since gone on to successfully achieve the Diploma in Regulated Financial Planning, along with further qualifications in Mortgage Advice and Equity Release. He is currently working towards Chartered status in Regulated Financial Planning. He has been with Fenshaw IFA since its inception and works directly with his clients to provide bespoke solutions across the spectrum of financial planning, including pensions, investments and taxation.

Tiffany has gained 20 years' experience in the financial services sector, with both an advice and administrative background and has achieved the Diploma in Regulated Financial Planning, along with other qualifications in Mortgage Advice and Equity Release. She can also offer a broad range of estate planning services alongside other areas of financial advice, including: Will-Writing; Powers of Attorney; Probate and Trusts. She has been with Fenshaw IFA almost since its inception and works directly with the other advisers and industry professionals in order to be totally committed to providing clear and understandable face-to-face advice for her clients.

Peter has gained over 35 years' experience in the financial services sector and prior to being an independent financial adviser, Peter spent 14 years working for Prudential advising private clients and small businesses' He has since gone on to provide bespoke solutions in the following areas: pensions, investments, mortgages, life insurance and inheritance tax planning.

Peter places a clear understanding of clients and their needs at the forefront of his priorities and will invest considerable time and effort to this end.

Peter has attained the Diploma in Financial Planning and believes the key to success is putting the client's needs first together with exceptional face to face advice.