Para-Planning Team

The para-planning team consists of Daniel Lyons, Sarah Rumsey, Mark Nicklen, Rafael Garcia-Hernandez, Anthony Bakirada and Kirsten Gogan. Rafa is the Para-planning Team Manager.

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Profile

Rafa has been with the company since 2013, and heads up the team of Paraplanners. Rafa holds the Chartered Financial Planner qualification along with certificates in Discretionary Investment Management, Securities Advice and Dealing, and Life and Pensions. In his spare time Rafa loves travelling, cycling and spending time with his daughter.

Kirsten joined the company in 2018 and holds the Chartered Insurance Institute’s Diploma in Financial Planning. In his spare time Kirsten likes to get out on the water as a Royal Yachting Dinghy Sailing Instructor. Kirsten also teaches at the local scout group. Finally Kirsten enjoys spending time with his family and walking their Cocker Spaniel Tilly.

Anthony joined the company in 2017 and holds the Chartered Insurance Institute’s Diploma in Financial Planning. He also holds advanced exams in Investment Planning and Retirement Planning and is working towards Chartered Financial Planner. Anthony has a Boarder Collie called Poppy who takes him on lovely walks when possible.

Mark joined us in June 2020 and holds a Finance and Investment Degree, Diploma in Financial Planning and is currently working towards the CISI Private Client Investment Advice and Management qualification. In Mark’s spare time he enjoys outdoor adventures such as completing the San Francisco Escape to Alcatraz triathlon and walking 500 miles through Italy to raise money for charity.

Daniel Lyons joined the company in 2018 and is studying towards the Diploma in Financial Planning. Outside of the office is all about family, music and football. He is currently the manager of Hove Lyons FC and a Season ticket holder at the Amex.

Sarah Rumsey has been with the company since 2016 and has recently joined the Para-planning team. She has been busy passing exams over the last couple of years and now holds both the certificate and the Diploma in Financial Planning. In Sarah’s spare time she enjoys Paddleboarding.

They are responsible for all the product and fund research and producing recommendations.

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