Our team - AMFA

Andrew Wood - Managing Director

Andrew studied Electrical and Electronic Engineering at Lanchester Polytechnic and then had 16 years Manufacturing Industry experience running UK multi-site operations in plastics, packaging and Automotive industries with various roles covering Manufacturing Management, Operations Director and Business Development.

Andrew joined AMFA in 2010 as a Director and IFA and was appointed Managing Director in April 2019. Andrew is based in our Bishops Waltham Office.

Outside of work, Andrew enjoys a range of activities (especially winter sports) and daily walks with his Spaniel. As a family, he loves travelling and has been fortunate to visit some varied places around the world. Food (any), entertaining, eating out and cooking are also high on the list.

e: andrew.wood@assetmanagement.co.uk

Gordon Craig - Director

Gordon joined Asset Management Financial Advisers Ltd in 1999 as an Independent Financial Adviser and has over 35 years’ experience in the Financial Services Industry. He was appointed a Director and subsequently became one of the Shareholders in 2001. Since then he has been at the heart of the firms governance structure and development.

Gordon has the Experience and qualifications that enable him to advise on a wide range of Financial Planning matters and specialises in investments and pre/post retirement planning. He also holds a professional qualification allowing him to advise on Occupational Pension Transfers.

e: gordon.craig@assetmanagement.co.uk

Matt Wood - Head of Operations

After completing his A-Levels at Peter Symonds College Matt started his career in the Financial Services Industry in 2015 with JP Morgan Chase in the UK as an Apprentice. He is a Level 4 Investment Operations Specialist with the Chartered Institute for Securities and Investments (CISI) and has worked within Corporate Technology and Financial Crime Investigation roles. In 2018 Matt relocated to Geneva, Switzerland working at JP Morgan Suisse Private Bank conducting Financial Crime Investigation.

e: matt.wood@assetmanagement.co.uk

Peter Davis - Business Consultant

Peter retired from a full-time role in the business in early 2022 after a career with AMFA spanning over 20 years. He now acts as a Business Consultant sharing his knowledge and Operation Background with our Operations & Compliance Team

e: peter.davis@assetmanagement.co.uk

Roger Badley - Business Consultant

Roger retired from a full-time role in the business in early 2022 having joined Asset Management Financial Advisers in 2000 as an Independent Financial Adviser. Roger has over 40 years’ experience in the financial services industry having started his career at Standard Life in 1969. He became a Director in 2001 and in more recent years became Head of Business Development. He now acts as a Business Consultant sharing his knowledge with our Adviser Team.

e: roger.badley@assetmanagement.co.uk

Nicola Carne - Accounts

I have worked in the financial advice / insurance industry all my working life and have worked for Asset Management since 1990. When I’m not working in the office my family joke that I am more than likely to be found on a tennis court (only partly true!)

e: nicola.carne@assetmanagement.co.uk

Rachael Swinfield - Head of Administration

I joined Asset Management to manage the Santander agency within Asset Management in September 2010. The agency closed in August 2012 when I transferred to working within a team supporting a number of Advisers as Senior Administrator. The job covers the whole range of administration relating to Pensions, Investments, Life and Mortgages. I previously worked for Bradford & Bingley for seven years initially as a Sales Associate progressing to Branch Manager.

e: rachael.swinfield@assetmanagement.co.uk

Dan Haines - Head of Paraplanning

e: dan.haines@assetmanagement.co.uk

Bruce McKendrick - Chartered Financial Planner

Bruce has been with Asset Management Financial Adviser Ltd since 2010 and has been working in the financial services industry since 2007. He is a Chartered Financial Planner specialising in pension, investment, tax and estate planning advise. Away from the office Bruce enjoys spending time with his wife and two boys. He is a keen sportsman and single figure golfer.

e: bruce.mckendrick@assetmanagement.co.uk

Adam Keith - Independent Financial Adviser

Adam joined Asset Management Financial Advisers in August 2016, having worked in banking for 9 years where he held compliance and financial advice roles. He is the newest member of the ‘advice’ team and is looking to start his journey towards Chartered status.

Outside of work he enjoys boxing, playing football and squash. He lives by the sea and when time allows he likes to go kayaking and paddle boarding.

e: adam.keith@assetmanagement.co.uk

David Robertson - Independent Financial Adviser

Dave has been with Asset Management Financial Adviser Ltd since 2014 having first become a qualified Financial Adviser in 1995. He is a Level 4 qualified Financial Planner specialising in pensions, auto enrolment, investments and personal/business protection.

In his spare time Dave enjoys good food, craft beer and travelling with his wife and is also a keen cyclist.

e: david.robertson@assetmanagement.co.uk

Lisa Pearson - Independent Financial Adviser

Lisa started her career in Financial Services in 2004 working with the military, following in her parents footsteps as Independent Financial Advisers. She is a qualified Mortgage Adviser and Financial Adviser with the London Institute of Banking and Finance (LIBF). Having a range of experience she has worked at HSBC, Nationwide and as a self-employed adviser. She works with the Huntington’s Disease Association (HDA) providing financial advice where possible as she has a family history and understanding of the illness.

Lisa joined AMFA in December 2019 as an Independent Financial Adviser based primarily in our Southampton office and visiting clients at home in the local area.

Outside of work Lisa enjoys spending time with her husband and her two young sons, going swimming, on nature hunts and lots of kids parties! Aside from family time Lisa enjoys socialising and eating out with friends and time at home relaxing.

e: lisa.pearson@assetmanagement.co.uk

Ian Jones - Independent Financial Adviser

Ian is an experienced Financial Adviser having had many years experience with a High Street Bank as both a Financial Adviser and Branch Manager. Previously he has also worked for the Financial Ombudsman Service in London Docklands. His aim is to offer “local, professional and friendly advice and putting my clients first at every opportunity”. In addition to pensions, protection and investment advice he is also qualified to give advice on Equity Release.

In his spare time he is an Officer of New Forest Primary School Parent Teacher Association and an avid Luton Town FC supporter.

e: ian.jones@assetmanagement.co.uk

Rav Rai - Independent Financial Adviser

e: rav.rai@assetmanagement.co.uk

Dev Digpal - Independent Financial Adviser

e: dev.digpal@assetmanagement.co.uk

William Neal - Independent Financial Adviser

e: will.neal@assetmanagement.co.uk

Richard Wilson - Operations Associate

Richard has worked at Asset Management since 2014 initially as an administrator before moving into compliance working alongside the Head of Operations. He also provides the Directors with Management Information and is our ‘in-house’ IT support.

Previously, Richard worked at Skandia (now Old Mutual) and was there for 10 years, starting off in the Pensions administration team before moving into Marketing. He later progressed to the Finance Reporting team before finally moving to become a Sales Analyst.

e: richard.wilson@assetmanagement.co.uk

Kaleigh Wyeth - Operations Analyst

I joined Asset Management in June 2016 working one day a week as an Administrator. Due to having a young child I also worked evenings and weekends at Tesco to work around my family life. I have since increased my hours and now do two full days with Asset Management.
Before working for Asset Management, I was employed by Capita working for Overpayment of Housing Benefit as a Revenues Assistant. I have had a variety of job roles varying from a Co-Worker at IKEA, to an Optical Assistant at Vision Express.

e: kaleigh.wyeth@assetmanagement.co.uk

Kieran Boakes - Paraplanner

I joined the Southampton branch of Asset Management in June 2017, working closely with Rachel Swinfield in the Administration team to support our Advisers. I previously worked in the Group Pensions department at Old Mutual Wealth (previously Skandia). In the near future I aim to complete exams in order to move into an Advisory role.

In my own time I play for a Sunday league football team, have a keen interest in boxing and enjoy continually growing my knowledge of History.

e: kieran.boakes@assetmanagement.co.uk

Courtney Pearse - Paraplanner

e: courtney.pearse@assetmanagement.co.uk

Connor Doyle - Paraplanner

e: connor.doyle@assetmanagement.co.uk

Joe Rees-Long - Paraplanner

e: joe.rees-long@assetmanagement.co.uk

Mikhailah Ranada - Paraplanner

e: mikhailah.ranada@assetmanagement.co.uk

Izzy Hayward - Administrator

I joined Asset Management as an Administrator in November 2015 working within a team supporting a number of Advisers. The job covers writing financial reports relating to Pensions, Life, and Investments. I previously worked for 20 years for HSBC covering a variety of roles such as a Pensions Product Manager and a Marketing Manager.

e: izzy.hayward@assetmanagement.co.uk

Lisa Allsop - Administrator

I joined Asset Management as an Administrator in the Group Pensions Department in November 2010, and now work within a team supporting a number of Advisers. The job covers the whole range of administration relating to Pensions, Investments, Life and Mortgages. I previously worked for Bradford & Bingley for 24 years in various roles.

e: lisa.allsop@assetmanagement.co.uk

Denise Brown - Administrator

I joined Asset Management as a Part Time Administrator in November 2013 working between the Administration and the Accounts Departments. I previously worked full-time for Bradford & Bingley and then Santander for a total of 25 years in various roles starting as a Part-time typist and progressing through to Branch Manager.

e: denise.brown@assetmanagement.co.uk

Carol Sellar - Administrator

I joined Asset Management in June 2010 having previously worked with Andrew Wood for 3 years for the American Financial Company Edward Jones until they pulled out of the UK Market.

Prior to that I worked in the Estate Agency business for 20 years for various Corporate and Individual Estate Agents. Many different roles – all people facing.

My two grown up ‘children’ and my two grandchildren keep me busy most of the time. When I do get some time to myself I enjoy Zumba classes and as many holidays as I can squeeze in!!

e: carol.sellar@assetmanagement.co.uk

Louise Wood - Administrator

e: louise.wood@assetmanagement.co.uk

Belinda Ben Khalfallah - Administrator

e: belinda.bk@assetmanagement.co.uk

Courtney Craig – Administrator

I started working for AMFA in April 2019 as an Administrator at the West End branch. I have previous experience in Administration as well as a supporting NVQ in Business and Administration however, this is my first job in the financial industry. Before working in offices, I spent 6 years in the care industry supporting individuals living with dementia.

I have a passion for vintage clothing, furniture and cars. I love music and festivals, I sing in a band and play for a pool team at my local social club.

e: courtney.craig@assetmanagement.co.uk

Caitlin Wyeth - Administrator

e: caitlin.wyeth@assetmanagement.co.uk