• Tel: 01444 410 276
  • Foundation Financial Planning, 2nd Floor, 38-42a South Road , Haywards Heath, West Sussex, RH16 4LA, front entrance next to HSBC Bank
  • RH16 4LA

 


Gianni Campopiano Adviser (IFA) and Managing Director


 dsc8161 Gianni

chartered financial plannner

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)

dsc8208 Andy

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

Chartered Financial Planner status in process


DSC_4708-Edit

chartered financial plannner

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. Jenny is a member of the Personal Finance Society and  a Chartered Financial Planner.


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


 Jennifer advises both new and existing private clients


William Gwillim-Jones

Graduate Program, Investment Specialist

dsc7892 Will

 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

dsc7738 Nicola

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

dsc7629 Lorraine

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

dsc8037 - low res Max

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

dsc7664 Emily

Emily is new to financial services and is studying for the Award in Financial Adminstration

Miles Young

Graduate Trainee


DSC_9549_pp Miles

Miles gained a first-class honours degree in Economics (BSc) at the University of Sussex.

Miles 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.

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Our core principle is to 'add value effectively'.


 

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