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

Gordon Race - Director

Gordon joined Guardian Royal Exchange in Southampton after completing A-Levels in Economics and Political Studies at Richard Taunton Sixth form in 1979.

After completing training in claims, fire & accident underwriting and marine insurance he was posted to the Life & Pensions department. In 1984 he was appointed to the role of Life & Pensions New Business Inspector covering the Hampshire area, and was also seconded to train new sales representatives at the Ipswich Head Office.

Moving to Scottish Widows in 1991 to align himself with an employer who specialised in Life & Pension provision, ensured Gordon’s future career was to be embedded in providing investment advice. A brief placing with Clerical & Medical group to familiarise himself with Onshore & Offshore Trust solutions led seamlessly into a position with Asset Management Financial Advisers Limited in 1996.

Gordon was made a Director in 2001 and after heading the Sales Team for several years, progressed to fulfil the role of Managing Director until 2019. Stepping down as Managing Director has enabled him to concentrate on his existing clients, although he continues as a Director.

Gordon is chairman of Millbrook Rugby club and in his limited spare time, is a keen fly fisherman and a poor golfer.

e: gordon.race@assetmanagement.co.uk

Peter Davis - Head of Operations

Peter joined Asset Management Independent Financial Advisers in 2002 as Director and IFA. Peter has over 40 years’ experience in the financial services industry having started his career in Banking in 1971 and progressed to the IFA sector in 1993. Peter is now part of the executive team heading up the Operations and Compliance side of the business.

e: peter.davis@assetmanagement.co.uk

Roger Badley - Head of Business Development

Roger 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 recent years has become Head of Business Development.

e: roger.badley@assetmanagement.co.uk

Dick Carne - Founder

Richard (Dick) Carne founded this practice in 1982 having worked as senior consultant for a major life and pensions company for the preceding 10 years. He is a well-known industry figure having served on the Smaller Business Practitioner Panel of the Financial Conduct Authority until 2014, and on the board of the industry trade body APFA for 10 years, representing the financial advice profession nationally. Dick is a passionate advocate for the benefits of independent financial advice and for the maintenance of high ethical standards within the advice profession. He is a keen skier, fly fisherman and game shot and played rugby for Trojans and Hampshire when he was younger. He still plays 5 a-side football twice a week.

e: dick.carne@assetmanagement.co.uk

Chris Wilson - Chartered Financial Planner

Chris has worked at Asset Management for over 10 years, initially involved within the administration team progressing to para-planning and has been providing financial advice since 2009. Christopher has demonstrated his commitment to building up his knowledge and experience by completing the Advanced Diploma in Financial Planning and attaining Chartered Financial Planner status. He is also involved within our investment committee taking an active role in the design of our investment portfolios.

Christopher has the relevant knowledge and experience to advise on a wide range of financial planning matters with a specialism within the pension and investment landscape. He has attained the relevant ‘pension transfer specialist’ qualifications allowing him to advise on defined benefit/final salary occupational pension transfers.

In his spare time Christopher enjoys family time with his wife Corrina and young son Kai. He has a passion for motorsports and is a keen motorcyclist.

e: chris.wilson@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

Caroline Ophaus - Mortgage Adviser

Caroline joined Asset Management Financial Advisers Ltd in 2006 as an Independent Mortgage Broker and has over 40 years’ experience in the Financial Services Industry. She has worked in two previous High Street Banks and started off working as a Mortgage Adviser covering the whole spectrum of mortgage business from application to redemption, so has a very wide knowledge in this area. She went on to train and become a full Financial Planning Adviser covering all areas, but has specialised in mortgages for the last 16 years.

e: caroline.ophaus@assetmanagement.co.uk

Matt Wood - Head of Business Services

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.

Matt joined AMFA in November 2019 as Head of Business Services based at our Gaters Mill Office in Southampton where he will also continue his study with CISI.

Outside the work environment Matt enjoys watching and playing sports such as Golf, Football, Hockey and is an avid Skier. He also enjoys Horses supporting his Partner who competes and trains Dressage Horses. Aside from sport Matt loves cars and spending time at home with his Italian Greyhound/Whippet Marvin.

e: matt.wood@assetmanagement.co.uk

Jonathan Broad – Head of Client Proposition

I joined AMFA in October 2018 and work primarily out of the Gaters Mill office. I’ve worked in the Financial Services Industry since leaving Reading University in 2011 with a BSc in Meteorology. I spent 5 years at Brooks Macdonald specialising in Discretionary Investment Management and then spent two years learning the Advice side of the industry with Ae Financial Services. I’m currently working towards my Level 4 Diploma in Financial Advice with the CISI.

Outside of work I regularly play football and I enjoy cooking as well as travelling.

e: jonathan.broad@assetmanagement.co.uk

Richard Wilson - Governance Officer

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

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

Penny Paskins - PA to Head of Operations

Penny joined Asset Management in 2002 as PA to Peter Davis having previously held PA positions in the Health Service and Manufacturing. Penny deals with client administration, compliance and HR.

e: penny.paskins@assetmanagement.co.uk

Carol Sellar - PA to Managing Director

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

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

Paul Green - Paraplanner

I have worked in Financial Services for over 20 years. Previously, I worked for Winterthur Life/Axa Wealth and Old Mutual. I joined Asset Management in April 2017. I support Bruce Mckendrick and Ian Jones. I enjoy spending time with my young son and taking him to watch Hampshire play cricket.

e: paul.green@assetmanagement.co.uk

Nick Clayton – Paraplanner

I joined Asset Management in the summer of 2018 after just over 14 years in Investments at HSBC. I work in the Paraplanning Team at AMFA, supporting the Advisers with their New Business and Annual Review Reports. In the future I would like to complete my exams to become a fully qualified Paraplanner.

In my spare time you can either find me singing with my choir or regularly attending Boot Camp or Personal Training sessions.

e: nick.clayton@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

Kaleigh Wyeth - Administrator

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

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

Judith Jones - Administrator

I joined Asset Management as an Administrator in April 2013 working within a team supporting a number of Advisers. The job covers the whole range of administration relating to Pensions, Life, and Investments. I previously worked for eight years at RSM Tenon Financial Services in Chandlers Ford, again as an Administrator. Before that I was PA to the Health & Safety Manager at Meridian Broadcasting for a number of years until the studios at Northam closed down.

e: judith.jones@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

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

Courtney Pearse - Administrator

Courtney joined Asset Management in March 2017 and works in the Winchester office supporting our Financial Advisers Ian Jones and Bruce McKendrick. Courtney previously worked in retail banking, starting her career in Bradford & Bingley in 2009. After having a family Courtney made the career change to her administrative role here at Asset Management.

e: courtney.pearse@assetmanagement.co.uk

Lisa Parsons - Administrator

Lisa has worked in the financial services industry since 1986 and attained examination qualifications in the Financial Planning Certificate Papers 1, 2 and 3 prior to joining Asset Management in 2007. Lisa works with Chris Wilson, providing a comprehensive administrative and secretarial service.

e: lisa.parsons@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