Charlie started out with Allied Dunbar in Cheltenham in 1992, set up his own practice as an IFA in 1997, and set up the network Financial Ltd in 2003, that grew to £35m turnover before selling out to what is now Sanlam Financial. He bought IFAC in 2005 as the compliance consultancy to the network. The software we built since 2005 has always been developed in house, until spun out into separate company BAT in 2018.
Charlie is church warden of Whittington, has written several books, including Comply or Die, available on Amazon, and has a small farm in the Cotswolds.
John has Dip PFS, CeMap, Advanced CeMap, SMP, Cert LTC, Cert RER and previously worked with Lloyds, in Domestic Banking, then moved into Financial Services in 1987. He has worked with in a Tied, IFA and Network environment, with roles including Financial / Mortgage Adviser, Training & Development Officer, Sales Manager, Compliance Manager, Training and Competence Manager, Compliance and Oversight etc, before joining IFAC in January 2016 to head up the Compliance Support regime. Previous Employers include Aviva, Whitechurch, Paradigm, Sesame Bankhall & Online Partnership.
A keen DIY enthusiast, caravanner and musician, John continues to enjoy all these activities, but only partakes in the music scene part time now, having briefly been on the Bristol circuit for Jazz / Rock / Big Band / Classical as a Drummer / Percussionist / backing vocalist.
Alastair is level 3 qualified mortgage broker with RO1, RO5 and CF6.
After leaving university Alastair started with Bank of Bermuda in 1998, working in Investments and Settlements and corporate actions. He was involved with a project to centralise the banks European back office activities to Dublin. After nearly 3 years he spent the next four years working for Global Asset Management in their alternative investments and corporate Secretarial area. Meeting his wife and moving to London in 2008, he took on a role with Bank of New York Mellon managing one of the UK’s largest Hedge Funds. His appointment was a signature moment for IFAC and Alastair has been with the firm since 2016.
Izabela Siestrzykowska joined Sanlam Financial in 2010 and has qualified in accounts, and she also has a BA graudate degree.
Chidi is a level 4 financial planner qualified in life and pensions work both by examination and experience. He has previous experience in claims with Axa. Chidi started with Grant Thornton working in Compliance, and after some years moved to IFAC in order to build a career as a consultant, and has been at IFAC since 2018.
Ken commenced employment as a trainee investment analyst in 1976 with Touche Remnant,a leading Investment Trust Group. He joined Legal and General Investment in 1987 as a senior portfolio manager and subsequently rose to the position of Head of European Equities, responsible for Life, Pension and Unit Trust portfolios worth over £1.2 billion. Since setting up his own investment consultancy in 2002, he has worked with a hedge fund, private clients, charities,stock brokers and IFA’s providing a variety of investment services. He is a Fellow of the UK Society of Investment Professionals. When not glued to Bloomberg or the Financial Times, he runs, cycles and plays the piano.
Niel started life as an RAF Regiment Officer and eventually came into the industry as a Corporate Consultant with Friends Provident. In his time he has worked in PEMA with some of the largest Private Equity houses, managed in-house DB and DC schemes for the likes of Lloyds Bank, ITN and Land Securities and been intimately involved in large pension scheme buy-outs and ETV projects. He lives in Cheltenham, has two children and is hugely involved in England Netball.
Nick works as team leader of the file checkers, who all work remotely, are all qualified, and share work according to skillset.
Nick is level 4 qualified, has worked as IFA, in mortgage packaging firms, in broker sales, and across several national networks. MAQ, CF7, R01-5, CF7, J11, JO5 Dip PFS
Georgina Foster joined Financial in 2005 and qualified as an IFA before becoming Director of Financial Ltd, and senior manager at Sanlam Financial Ltd. She joined in November as consultant.