The para-planning team consists of Kirsten Gogan, Sam Evans, Anthony Bakirada, Rafael Garcia-Hernandez, Oliver Suter and Mark Nicklen. Rafa is the Para-planning Team Manager.
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.
Oli has been with the company since 2015 and holds the Chartered Insurance Institute’s Diploma in Financial Planning. Outside of work Oli loves to play football and snowboarding in the Winter. He also has two labradors he likes to walk.
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 hold 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.
Sam joined the company in 2018 and is working his way towards his Diploma in Financial Planning. Sam has a boisterous black lab called Poppy and loves travelling in his spare time.
Our newest recruit 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.
They are responsible for all the product and fund research and producing recommendations.