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Our Team

Our trusted Advisers are here to help you navigate and elevate your finances.

Foundation Financial planning

Meet the team

Gianni Campopiano

Chartered Financial Planner and Managing Director

Andy Barr

Adviser (IFA)

Jennifer Lee

Chartered Financial Planner & Fellow of the CII

Lorraine Carroll

Administrator/Compliance underpin

Nicola May

Head of Administration

Emily Bolton


Miles Young

Graduate Trainee IFA & Wealth Manager

A note about our Graduate Scheme from Gianni:

“Independent Financial Advice is an important and well known service the public rely on. The average age of the experienced independent financial adviser (IFA) catering to this enormous market is far too high and this may lead to a dearth of experienced and qualified practitioners in the short to medium term, so attracting entrepreneurial young graduates to this industry is a shrewd move for employers and an astute career move for graduates.

The work of an IFA is wonderfully diverse; it encompasses global investment markets, Legal and Tax aspects and public relations work. The work is hard and technical, and for the right person who is prepared to sit professional exams, the rewards are high. Any ambitious graduate would do well to consider the career of independent financial advice if they want a well-paid and interesting career.”