Independent Financial Advice, Investment & Asset Management
The Team
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Toni Chalmers 01279 715590 |
Toni is an Independent Financial Adviser with 19 years experience in the industry. She specialises in investments, inheritance tax and estate planning, equity release and care fees planning. Toni is a member of Symponia, a professional care fee planners group, the Society of Mortgage Professionals and the Faculty of Life and Pensions. She also holds a Diploma in Financial Planning.
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Kersi Deboo 01279 713390 |
Kersi is an Independent Financial Adviser with over 14 years industry experience. He holds a Financial Services degree and the Diploma in Financial Planning. He is now working towards the Advance Diploma in Financial Planning to become a Chartered Financial Planner. He provides financial planning advice on a wide range of areas and specialises in retirement, investment, estate and protection planning.
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Helen Prosser 01279 715591 |
Helen is a trainee Independent Financial Adviser, and joined Tee Financial in 2006. Her current responsibilities include preparing client valuations, researching financial products and attending client meetings. Helen is moving towards full qualification and works alongside Roger and Toni on a full time basis.
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Laura Plowman 01279 713391 |
Laura is a trainee Investment Manager at Tee Financial, and joined the firm in 2002, initially as a Securities Administrator. She holds the Investment Administration Qualification and a Certificate in Operational Risk. She is currently working towards the SII Diploma, and works alongside Dominic and Joanna on the Tee Financial team.
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Dominic Sheehan 01279 715592 |
Dominic is a director of Tee Financial in charge of the investment management team with 20 years experience in the field, including portfolio, unit trust and client relationship management, both on- and off-shore. He holds a degree in Political Economy and National Economics, as well as the Securities Institute Diploma and the Investment Management Certificate. He is also a fellow of the Securities Institute.
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Roger Spearing 01279 715594 |
Roger is a Director of Tee Financial. He has worked in finance since 1972, and is a former Technical Services Manager of Save & Prosper and Technical Director of Sun Life Unit Services. Roger is a Chartered Accountant by profession, and specialises in investment and retirement planning, including income drawdown, and protection polices, including life and health assurance.
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Joanna Trueman 01279 715598 |
Joanna is an Investment Manager with 9 years experience in the field including London appointments with BGI and Northern Trust. She graduated with a Management degree in 1999, and since joining Tee Financial in 2004 has achieved her Securities and Investment Diploma and MSI accreditation. Joanna specialises in the management of private client investment portfolios.
