Adrian Taylor
SENIOR PARTNER
Adrian Taylor has been a financial services professional since 1987. Adrian has a breadth and depth of experience that allows him true empathy with clients, and the ability to understand their individual goals and objectives in detail. Adrian qualified to QCA Level 4 in Financial Services. The highest priority for Adrian is making sure the advice you receive from TFM is appropriate for you.
Greg Simmonds
managing partner
Greg Simmonds has been a financial services professional since 1999. Having worked for a major UK pension provider, he moved to the advisory community in 2002, and has been a Chartered Financial Planner since 2007. Greg has qualifications in Pensions, Retirement Benefits, Tax and Trusts, Portfolio Management, and Long Term Care.
Angela Gardiner
OFFICE MANAGER
Angela Gardiner is TFM’s office administrator. She has previously worked for a major UK pension provider, as well as having additional prior administration experience in the IFA environment. Angela is the main point of contact for clients, and oversees the servicing of new and existing clients within TFM. She ensures this area of business is running smoothly and that all our clients and group members receive the best experience and service from TFM.
Silje Olsen
ASSISTANT TO THE PARTNERS
An experienced analyst before her career in financial services, Silje has already passed the R01 (Financial Services, Regulation and Ethics), R03 (Personal Taxation) and R04 (Pensions and Retirement Planning) examinations. She is actively pursuing further qualifications, and she is closely involved in the advice process at TFM.
Matthew Finch
Investment analyst
With over thirty years’ experience in the investment sector, Matthew brings a wealth of knowledge to the research process at TFM, helping us to thoroughly research investment options for our clients.
Angela Beanland
OFFICE ADMINISTRATOR
Joining the team in September 2023, Angela brings management experience and an eye for details to the administration of our clients’ affairs.
Bobby Pigott
TRAINEE PARAPLANNER
Joining the company in March 2024 from a financial planning company where he’s been working as an office administrator, Bobby is training to become a paraplanner for TFM.
Katalin Simmonds
OPERATIONS MANAGER
In addition to holding a Master’s Degree, Katalin possesses extensive knowledge of organisations, individuals, and processes gained through her role as a regulatory inspector in the education sector. Leveraging this expertise, Katalin actively contributes to the development, execution, and continuous evaluation of our policies and procedures, reinforcing a commitment to sound governance and advancement, and positive client outcomes.