Gianni Campopiano Adviser (IFA) and Managing Director
ER1, Equity Release
CeMAP, Advanced Financial Planning in Mortgages.
Diploma in Financial Planning Level 4
G10, Advanced Financial Planning Certificate in taxation & trusts.
K10, Advanced Financial Planning in retirement options.
SV1, Advanced Financial Planning in savings & investments.
AF4, Advanced Diploma in Investment Planning
AF1 Advanced Diploma in Personal tax and trust planning
AF5 Advanced Diploma Financial Planning Process
Gianni is the MD of the practice and a senior Independent Financial Adviser with over 25 years experience in financial planning. Due to the above qualifications, Gianni has achieved the Diploma in Financial Planning as awarded by the Chartered Insurance Institute (CII) and the Advanced Diploma in Financial Planning. Gianni is a member of the Personal Finance Society and a Chartered Financial Planner.
Andy Barr
Adviser (IFA)
Certificate in Financial Planning
Certificate in Life and Pensions
Certificate in Mortgage Advice
R01 Financial Services, Regulations & Ethics
R02 Investment Principles & Risk
R03 Personal Taxation
RO4 Pensions & Retirement Planning
R06 Financial Planning Practice
AF5 Advanced Diploma in Financial Planning Process
Andy is an Independent Financial Adviser with more than 10 years experience in financial planning. Due to the above qualifications, Andy has achieved the Diploma in Financial Planning as awarded by the Chartered Insurance Institute (CII). Andy is a member of the Personal Finance Society.
Jennifer Lee Adviser (IFA)
Graduate Program
Jennifer gained a first-class honours degree in Mathematics and Finance at the University of Exeter.
The relevant modules undertaken by Jennifer were Microeconomics, Statistics, Vectors and Matrices, Financial Markets and Decisions 1&2, Introduction to Accounting and Finance, Calculus and Geometry
Jenny has achieved the Diploma in Financial Planning as awarded by the Chartered Insurance Institute (CII) and the Advanced Diploma in Financial Planning. On her way to Chartered Status, Jenny has been elected as an Associate of the Personal Finance Society and is entitled to use the designatory letters APFS due to her passing the following exams:-
Diploma in Financial Planning Level 4
Mortgage Advice CF6
R07 Advanced Mortgage Advice
JO2 Trusts
J10 Discretionary Investment Management
AF8 Retirment Income Planning
AF1 Advanced Diploma in Personal tax and trust planning
AF4, Advanced Diploma in Investment Planning
AF5 Advanced Diploma Financial Planning Process
Since obtaininng competency Jennifer advises both new and existing private clients
William Gwillim-Jones
Graduate Program, Investment Specialist
William gained a first-class honours degree in Economics (BSc) at the University of Sussex
William is undergoing a structured training programme at Foundation Financial Planning and as a result of passing the following exams has completed the Diploma in Financial Planning, Level 4
R01 Financial Services, Regulations & Ethics
RO5 Financial Protection
RO2 Investment Principles and Risk
RO4 Pensions and Retirement Planning
R03 Personal Taxation
RO6 The Financial Planning Process
CFA Level 1
William is sepecialising in investments he delivers and helps to direct our in-house investment research and annual review process and sits on the Investment Committee.
William is a member of the Personal Finance Society.
On his first attempt William passed the Chartered Financial Analyst (CFA) Level 1. William is now studying for his CFA Level 2.
Nicola May, Senior Administrator
Nicola's experience of financial services is extensive having worked for Bradford & Bingley, Legal & General early in her career and prior to taking the position with Foundation Financial Planning was the Administration Manager at Blevins Franks. With 25 years' experience in our industry Nicola is perfectly placed to ensure our administration remains robust and compliant.
R01 Financial Services, Regulations & Ethics
RO2 Investment Principles and Risk
Lorraine Carroll
Administrator/Compliance underpin
Lorraine brings a diverse and extensive portfolio of administration, operational and support experience to us, gained from her background in investment banking, the education sector and commerce environment. This means Lorraine is the perfect addition to our dedicated administrative unit. Lorraine performed significant roles within these organisations, preparing her perfectly for the key role she performs for Foundation Financial Planning. Lorraine delivers support in to our compliance and Anti Money Laundering process.
Max Smith
Graduate Trainee
Max gained a first-class honours degree in Economics and Mathematics at the University of Surrey. He was awarded the Best Overall Student Prize for Economics and Mathematics. Max is undergoing a structured training programme at Foundation Financial Planning that will include examinations by the Chartered Insurance Institute (CII) and on the job training. This process will take him first to the Diploma in Financial Planning and then on to Chartered status. In pursuit of this professional status Max has passed:-
R01 Financial Services, Regulations & Ethics
RO2 Investment Principles and Risk
RO5 Financial Protection
R03 Personal Taxation
Max delivers input into our in-house investment research and our annual review process and sits on the Investment Committee as part of our research team.
Emily Bolton
Trainee Adminstrator
Emily is new to financial services and is studying for the Award in Financial Adminstration.
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