Financial Profiles
Our Financial Planners and Advisers
We know how important it is to find someone you can trust when it comes to your finances, that’s why we’ve put together a brief profile on each of our planners and advisers.
Simon Boardman
Employee Benefits Adviser
Minesh Gajjar
Chief Investment Officer
Sophie McLoughlin
Head of Operations
Alan Hopley
Head of Financial Planning & Analysis
Rohit Nigam
Mergers and Acquisitions Manager
Greg Klar
Head of Operations for Radiant Platform Management
Samantha Darbyshire
EA to Simon Cogman-Hellier | Marketing Co-ordinator
Robert Taylor
Group Compliance Director
David Edwards
Managing Director of Radiant Financial Planning
James Cumming
Chief Finance Officer
Nick Ellaby
Director of Financial Education
Helen Taylor
Director of People