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Our Advisers

Alison Treharne –  Plymouth – Chartered Financial Planner and Fellow of the Personal Finance Society

“I was brought up to look after what you have and to save. I was also brought up reading the Financial Times newspaper but that was a little unusual for a girl of 9. As a Chartered Financial Adviser in Plymouth, I want my clients to understand that financial planning is an essential part of life. If you want to achieve certain things in life, such as owning your own home, funding educational fees or early retirement then you need a plan to get you there. Once I know my clients aims and ambitions I work with them to financially plan for it to happen. My biggest strength is to bring the skill of investment and pension knowledge into that plan. You need a plan for your money; know your destination and I will help you get there.”

Experience

Alison is a Chartered Financial Planner and Fellow of the Personal Finance Society. This membership level is attained upon successful completion of the PFS Fellowship programme, the highest qualification awarded by the Chartered Insurance Institute. She worked in the City of London for investment management firms for 10 years, with another 5 years previously in banking and insurance. She set up Shore Financial Planning (Plymouth) Ltd to provide financial advice for private and business clients wishing to build and manage their wealth.

Specialities

plymouthAlison focuses on investment both pre and at retirement, in retirement income and capital needs, care fees funding and inheritance tax mitigation. She also provides advice to trustees, attorneys and deputies under the court of protection. Alison is also proficient in lifetime cashflow modelling to help ensure her clients have ample income for the rest of their lives.

E-mail usTel: 01752 674 922

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Kate Talbot – Thames Valley – Chartered Financial Planner and Fellow of the Personal Finance Society

A love of numbers and the value of money was instilled into me from an early age. Pocket money came with a ledger book and respect for money was important. I was taught to enjoy money, but save for the future.

I work with all of my clients to make sure they have a plan that’s right for them, whatever their circumstances or their priorities. I am acutely aware that every client will have very individual financial goals and aspirations to grow and protect their wealth for the life they choose. Your financial plan should be practical and reviewed regularly to stay on course and maximise tax efficiency.

It’s also true that life is full of unexpected events, from being widowed too soon, a difficult divorce, losing a parent suddenly, to a surprise inheritance or the joy of holding your first child. That’s why having financial security for you and your family can’t be underestimated. It can be hard to make decisions alone, so I help people assess their options and choose the right path for their future financial needs.

So if you’ve found yourself dealing with the unexpected, or simply want to make retirement in the South of France a reality, she can help.

Experience

Kate is a Chartered Financial Planner and Fellow of the Personal Finance Society. This membership level is attained upon successful completion of the PFS Fellowship programme, the highest qualification awarded by the Chartered Insurance Institute. After graduating with a degree from the University of Plymouth, for 14 years she has provided financial advice to high net worth clients.

Specialties

Kate’s investment and tax knowledge assists clients in both quantifying clients’ requirements and then putting a financial plan in place. She particularly enjoys working with complex pension and inheritance tax cases and has assisted clients attain HMRC pension protection. She provides advice to individuals regarding their own family wealth, as well as trustees, attorneys and deputies under the court of protection. Lifetime cash flow modelling is integral to assure each chosen lifestyle, balanced with protecting wealth for the next generation.

kate-mapE-mail me Tel: 07772 710 110

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Andy Thatcher – Gloucestershire

“I have been in the financial planning industry for over 20 years. During this time I have seen how financial planning with sound financial advice can help clients to make informed financial and lifestyle decisions to their benefit and that of their families.

I am delighted to return to the financial planning world with Shore Financial Planning and continue to provide financial planning advice in a way that has real value and meaning.”

Experience

Andrew has considerable financial planning experience, having been a part owner in a highly successful financial planning practice until this was acquired in 2013.  The practice achieved accreditation status with the then Institute of Financial Planning for the high standards adopted and the professional manner in delivering financial planning to clients. Andrew also attained Certified Financial Planner (CFP) status, recognised worldwide as the financial planning benchmark.

Andrew has used lifetime cashflow modelling extensively over the years as part of the financial planning process.

Specialties

Andrew will continue to use lifetime cashflow modelling to help clients understand how they can use their capital and income resources efficiently to help with financial and lifestyle objectives.  Personal cashflows, including ‘what if’ scenario’s, form the basis of pension, investment and tax planning strategies, leading up to and in retirement. This together with estate planning enables Andrew to offer a comprehensive financial planning service to clients.

andy-mapE-mail me Tel: 07910 703 713

 

Mark Helmke – Cheltenham – Chartered Financial Planner

“Having been involved in the financial planning industry for many years I have seen how good quality financial advice can change people’s lives for the better.  Unfortunately, too often the focus is entirely on just the money and without linking finances to lifestyle it is difficult to understand what can be achieved, not only personally but also for future generations.

I am delighted to be able to return to the financial planning world and provide financial planning advice in a way that has real value and meaning.”

Experience

Mark has considerable financial planning experience, having owned a highly successful financial planning practice for 20 years until this was acquired in 2013.  The practice achieved accreditation status with the then Institute of Financial Planning for the high standards adopted and the professional manner in delivering financial planning to clients.  To achieve this it was also necessary for advisers to have attained Certified Financial Planner (CFP) status, recognised worldwide as the financial planning benchmark, and Mark was one of only 200 in the UK at the time to be a CFP.  He is now a Chartered Financial Planner.

Mark has used lifetime cashflow modelling extensively over the years as part of the financial planning process.

Specialities

Mark will continue to use lifetime cashflow modelling to help clients understand how they can use their capital and income resources efficiently to meet lifestyle objectives.  Projecting personal cashflows forms the basis of investment and tax planning strategies, both before and during retirement, and these, together with estate planning and passing wealth to future generations, are Mark’s areas of expertise.

mark-mapE-mail me Tel: 07973 109 508

 

Our Advisers
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