Team Profiles

Meet the team which will be working hard to minimise the tax you pay and maximise your investment’s potential.

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... 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... 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

Deata joined MFP in 2016  having accumulated over 10 years within Financial Services plus further experience as a Business Development... Read more

Wayne joined MFP in 2016 having had over 10 years experience in the Financial Services industry with Capita, Alexander Forbes, Mercer and Axa. A native of South Africa Wayne brings keen attention to detail plus superb customer care to his role and is a lively addition to the MFP... Read more

Janet Shaw

12/12/2010 | No comments

Janet joined MFP in 2017 having worked in financial services for over 37 years, the majority being with Barclays Bank. When not offering superb customer care Janet enjoys weekends away and fine... Read more

Carrie joined MFP in 2018 and has been involved in financial services for over 13 years. Away from MFP Carrie likes to spend time with her young family and meeting up with... 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... Read more

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

Tony joined Mantle Financial planning in 2006 having previously worked in various accounting firms across the South East. Under his stewardship the Tax department has gone from strength to strength, forging a strong reputation for timely, cost effective... Read more

Contact the Team

Call 020 8394 0954    Email

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