Author Archive

Sam Sharp

12/12/2010 | No comments

Sam joined Mantle Financial Planning in 2009 having previously been with Alexander Forbes and HSBC bank. Based on the South Coast Sam covers Southampton, Portsmouth, Bournemouth and the surrounding areas as well as covering Surrey and London. In her spare time she enjoys keeping fit and socialising with her vast network of... Read more

  Claire joined Mantle Financial Planning in 2001 having worked in the travel industry for several years. As our Mortgage Consultant Claire has many opportunities to showcase her formidable organisational and client facing skills. Away from the office Claire keeps busy looking after her young family and spending time at her local... Read more

Gill Hollis

12/12/2010 | No comments

Gill joined Mantle Financial Planning in 1999 following many years in the financial services industry and is now our Senior Paraplanner having attained Chartered Status in 2008. Out of office hours Gill juggles running a busy household... Read more

Jenny Jackson

12/12/2010 | No comments

Jenny joined Mantle Financial Planning in 2010 following stints at Aviva and Mayfair Independent, an IFA in the City. A graduate of Nottingham Trent University with a degree in Financial Services,  away from the office Jenny loves to  spend time in the gym, socialising with her friends and watching rugby at... Read more

Karen Stewart

12/12/2010 | No comments

Karen joined Mantle Financial Planning in 1996 having previously worked for Barclays Bank. Karen provides Clive with all his client support as well as being the in-house specialist for our back office system.  In her spare time Karen likes to shop, then shop again and then shop some more. How she finds the time to look after her family... Read more

Phil joined Mantle Financial Planning in 2001, prior to that he worked for Scottish Amicable and Standard Life. During office hours Phil provides Sean and Jeremy with all their client support, efficiently and in good humour. Out of the office Phil likes to play golf and cricket, watch Liverpool and enjoy good food and wine. However his... Read more

Michelle joined Mantle Financial Planning in 2006 having spent several years with Standard Life as well as another IFA. Michelle provides all the invaluable client support for Colin and Sam as well as administering several GPP schemes. Out of the office Michelle likes going to music gigs, festivals and sampling real... Read more

Chelle joined Mantle Financial Planning in 2007 having previously worked for Brown Shipley, Baker Tilley and MGM Assurance and provides client support for Charlie and for Jacques. When not in the office Chelle likes to relax by baking cakes, knitting and crocheting whilst keeping a busy household of three boys and one husband in... Read more

Annabel joined Mantle Financial Planning in 1998 having previously worked in several accountancy practices in the Kingston area. Forming one half of our amazing front of house team with June, Annabel never fails to be efficient, courteous and friendly. Although she has a young family who take up most of her time at the weekend Annabel she... Read more

June Bowles

12/12/2010 | No comments

June joined Mantle Financial Planning in 1997 and forms one half of our amazing front of house team alongside Annabel. June provides a superb and personal front of house service, recognising and making everyone feel welcome. Away from the front desk Junes likes to take part in quizzes and is a regular at The Stoneleigh... Read more

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Where We Are

Stoneleigh Office: 77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Whitton Office: 115b, High Street, Whitton, Twickenham TW2 7LG

Opening Hours

Mon - Fri  9am - 5.30pm