Team Profiles

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

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

Malcolm joined MFP in July 2018 and brings a wealth of knowledge to the team, having run his own tax consultancy business since 1989.  Malcolm’s association with Mantle’s goes back to 1990 and over the years, many of his own tax clients have also become financial services clients.  Married and living in Ewell, his interests... Read more

Clive Shaw

12/12/2010 | No comments

  Clive joined Mantle Financial Planning in 1991 and became Chief Executive in 2007. He has been in the financial sector for over 20 years and thus call on a vast pool of experience. Whilst a fan of most sports particularly rugby, football and golf, his passion is cricket where he has enjoyed great success as... Read more

Colin joined Mantle Financial Planning in 2000 as Technical Manager. As well as achieving Certified status he was also one of the first 300 in the country to become a Chartered Financial Planner. In 2002 he won the Pension Adviser Of the Year Award from national financial magazine, Planned Savings. In 2006 Colin became a Director and joint owner in 2007. An ex-professional sportsman, Colin... Read more

Jeremy Jukes

12/12/2010 | No comments

Ex semi-professional footballer Jeremy joined Mantle Financial Planning in 2008 after many successful years with Aegon Scottish Equitable. A keen golfer and all round sportsman, Jeremy still finds time to spend with his young... Read more

Sean joined Mantle Financial Planning in 2008 and has been an IFA for over 20 years. Experienced in personal and corporate financial planning with expertise in pre and post retirement planning for individuals and company directors Sean has proved himself a useful asset to MFP. Away from the office he is a volunteer representative for Macmillan... Read more

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 2019 Sam attained Chartered status. In her spare time she enjoys keeping fit and socialising with her... Read more

Claire Allison

12/12/2010 | 3 comments

  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

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