personal financial team
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
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 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 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
Fiona joined Mantle FInancial Planning in September 2013 having previously been with a major high street bank for 4 years. Out of the office Fiona enjoys skiing, socialising with friends and fine... Read more
Tom joined Mantle Financial Planning in July 2020 after spending five years in the financial planning team of a London based accountancy firm and being involved in financial services for 20 years. Away from work Tom has a keen interest in most sports, particularly tennis and tries to play as often as possible while reserving... Read more
Elliot joined Mantle Financial Planning in November 2020 after successfully passing his exams to be a qualified Advisor. In his spare time, when not studying for his Chartered qualification, he enjoys playing cricket and golf, together with supporting Harlequins &... Read more
