Meet The Team

Richard Bowyer

FINANCIAL ADVISER

Favourite quote: "Helping one person might not change the whole world but it could change the world for one person"

Location: Grantham, Lincolnshire

Richard is Diploma qualified and has been advising clients since 2007. He has previously worked at Nationwide and Prudential, helping clients with most aspects financial planning including Pensions, Investments, Protection and Mortgages. Richard Prides himself on helping clients understand their finances through friendly face to face conversations, helping them feel more confident in their financial planning.

Richard enjoys days out and holidays with his fiancée Jasmine and on his days off loves getting stuck into DIY projects and home renovations.

Qualifications: BA (Hons), DipPFS, CeRER, CeMAP

Amandeep Kooner

Favourite Quote: Live as if you were to die tomorrow. Learn as if you were to live forever - Gandhi

Qualifications and experience: BSC (Psychology), DipFA, CeMAP - Amandeep is currently working towards her Chartered status.

Amandeep has been in financial services for nine years, she has experience in all aspects of financial planning to ensure she can offer holistic advice including pensions, SIPPS, income drawdown, investments, mortgages, personal and Key Persons protection. Her goal is to ensure she can deliver excellent customer service and ensure the clients and their families are protected.

Amandeep has actively been involved in organising and participating in Charity events. She was selected to represent Lloyds City Office as a Charity Champion whereby she organised many events including Bake sales, McMillian coffee mornings, Children in Need fundraisers. She also completed the Mcmillan 26 mile challenge.

Outside of work Amandeep enjoys hiking and spending time with her family. Her next venture is to climb Mount Kilimanjaro.

Colin Thomson

B.Sc(Hons), ACIB, DipPFS, CeMAP, MLIA(dip), EFPA

FINANCIAL ADVISER

Favourite quote: ‘If you are walking down the right path, and you are willing to keep walking, eventually you will make progress’~ Barack Obama

Location: Coleshill, North Warwickshire

Colin has been active in Financial Services since 1987, during which time, he has worked for a number of high-profile companies, such as Nationwide, Lloyds Bank, AVIVA and AXA in various advisery and management capacities. In recent times, he has also had extensive experience as a self-employed financial adviser.

As a result of these roles, Colin has accumulated vast knowledge and experience across a broad range of areas, including all aspects of Retirement Planning, Investments, Mortgages, Protection and Inheritance tax mitigation.

Colin is fully qualified to Diploma Level and possesses a number of other highly relevant professional qualifications.

He is passionate about delivering the highest standards of advice and ongoing service to his customers, using market leading products, to help his customers achieve their goals and financial aspirations.

Colin’s interests beyond financial advice, include gardening and following sport, particularly Rugby League and Football, as well as spending time with family and friends.

Keith Nicholson

FINANCIAL ADVISER

Favourite quote: The glass is always half full, rather than half empty

Location: Bradford

Over 30 years’ experience in financial services, with a diverse background on all types of advice.

Specialising in corporate protection market, to include Workplace Pensions, Shareholder and Keyman protection, together with Death in Service schemes.

Well versed in at retirement planning, and planning towards retirement.

Protection for individuals, for mortgages, families, and businesses.

Employee benefits are not regulated by the Financial Conduct Authority

SPECIALISMS
Corporate and Individual Protection
At Retirement planning

Qualifications

• Dip PFS

Bill Eadie

Financial Adviser

Favourite Quote: You cannot step twice into the same river, for other waters are continually flowing on - Heraclitus

Location: South Central Scotland

Bill is diploma qualified with over 25years in financial services. Bills specializes in retirement planning, investment and protection, he likes to meet clients in the comfort of their home or work if preferred.

Bill is married to Helen, they enjoy holidays abroad and on days off Bill will be down on a local river fly fishing.

John Cockerell

Financial Adviser

Favourite Quote: Our plans miscarry because they have no aim, when a man does not know what harbour he is aiming for, no wind is the right wind. Seneca

Location: South East, Reading

John has been working within the financial services since 2013. Mostly with families but also small businesses within the local area.

John is fully qualified to Level 4 diploma and is working towards becoming Chartered within the next 18 months. He has great knowledge into occupational pension schemes Equity release.

He has a passion for helping his clients with continued ongoing advice and prides himself on providing great customer service.

He has a number of interests outside of work including surfing and his two beloved dogs. As well as a mad Rugby Union fan.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Michael G. Donkor

Financial Adviser

Favourite Quote: Whether you think you can, or you think you can’t–you’re right.- Henry Ford

Location: Royal Vicotoria Docks, East London

Michael has over 10 years of experience in the Financial Services, and has been providing tailored advice to private clients since 2011. He works closely with his clients to build a bespoke, structured financial plan to help them achieve their ultimate goals of financial freedom.

With a wealth of advanced financial planning tools, tax efficient strategies (both onshore and offshore) and numerous planning opportunities at his disposal, Michael is well equipped to provide the highest level of advice for his clients.

He works hard to build trusted relationships and prides himself on providing a high-quality service to his clients. His main aim is to always ensure his financial solutions are delivered with a high degree of professionalism and integrity.

Nick Davies

Financial Adviser

Nick is one of Alexander House’s diploma qualified advisers and holds DipPFS, along with CeFA & CeMAP.

After leaving University, he pursued a career within Financial Services working at Aviva and beginning his training. Now he has over 15 years experience within the sector and has been advising clients for over 12 of those years. Nick is friendly and approachable and believes in delivering an excellent standard of service to his clients. A financial architect who helps people achieve their financial goals in life through solid planning and the highest standard of advice.

In his spare time, Nick loves nothing more than spending time with his family – including a very lively 4 year old son and Labrador puppy. He is a keen follower of football and enjoys playing his classical guitar whenever he has the chance.

He also loves to go on family holidays to his beloved Devon and Cornwall at least once or twice a year.

Specialism & Expertise
Nick has spent his career working predominantly as a financial adviser, having qualified in 2008. He has advised in a variety of areas, from investments to life protection and mortgages. Nick’s preferred area, and one he feels he specialises in, is Pensions and Retirement Planning having spent the majority of his advising career in this area. He is dedicated to helping people to achieve their financial goals now and in retirement.

Qualifications

• BA Honours Degree (History)
• DipPFS
• CeFA
• CeMAP

Paul Cryan

Chartered Financial Planner

Favourite Quote: Good financial planning is not just about having insurance policies, pensions or investments, but having the right ones that give you financial independence and peace of mind.

Location: Northern Ireland

About Me: Working in financial services since 1979, Paul has gained an in-depth knowledge and experience of the profession, working in a wide variety of roles in firms ranging from small locally owned businesses through to national companies with household names.

Experienced in advising personal and corporate clients for over 25 years with a broad range of planning needs, Paul was one of the first financial planners in the country to be awarded the title of Chartered Financial Planner in 2005. He is interested in, and has developed particular expertise in the following areas:

• Inheritance Tax Planning;
• Investment Planning for individuals, corporates and trustees;
• Retirement Planning, including advising on SIPP and drawdown schemes;
• Tax-efficient Investment Planning and retirement strategies for business owners and directors;
• Protection Planning for individuals and business owners.

Away from work, Paul enjoys spending time with his family, holidaying abroad, going to concerts and playing a variety of musical instruments, including guitars and keyboards when time allows.

Greg Chong

Financial Adviser

Favourite Quote: Nobody plans to fail, they just fail to plan.

Location: Southern England

About Me: I started my career in the Financial Services industry as a financial planner in 1987. I have considerable experience in all areas of financial planning. It is my objective to ensure that my clients achieve their financial goals through unbiased and professional financial planning.

I obtained my Financial Planning Certificate in 1994. In 1998 I passed the necessary exams at the advanced level and was awarded the Diploma in Personal Financial Planning. In 2007 I undertook and passed the exams for the Institute of Financial Planners and so was awarded the Certified Financial Planner status, an internationally recognised qualification. I am a member of the Personal Finance Society (PFS).

I am a specialist in the areas of Occupational pensions (pension transfer specialist), Investing for income, Estate planning, Corporate financial planning.

SPECIALISMS

Although Gregory’s experience is extensive and varied in all areas of financial planning, his main expertise is in the following areas:

• Pre-Retirement Planning (occupational and personal)
• Post-Retirement Income Planning (ensuring clients’ retirement income expectations are met)
• Personal Investment Planning (ensuring the investments recommended suit the clients' clients’ attitude to risk profile and fulfils their objectives)
• Tax Planning (personal income and inheritance).
• Corporate Financial Planning
• Holistic Financial Planning

Gregory has dealt with clients from all backgrounds, but his ability to deal and explain complex issues in an easy to understand way has helped his clients to find their way through the ‘jungle’ of financial planning issues, such as investment taxation, portfolio creation and management, Inheritance tax mitigation and retirement income planning.

Jacob Wright

Financial Adviser

Favourite Quote: “All things work together for good” – Romans 8

Location: Grantham, Lincolnshire

About Me: Before moving into the financial services industry Jacob ran his own business for 2 years, before selling it on and using the proceeds to start family life. He has been working in the financial services industry now for 5 years. He started working for a life insurance provider, helping professional advisers protect their clients and learnt quickly that he wanted to be the one giving the advice as he really felt his calling was to help clients directly. From there on he moved into advising on mortgages, working for a major high street estate agent where he gained a vast amount of experience. He then moved into an holistic financial planning role with Landmark IFA, working initially as an adviser aide before moving full time into financial planning. He left Landmark IFA in August 2020 and joined Alexander House Financial Planning.

He joined Alexander House Financial Planning with a view to help more clients and to join a firm that truly embraces a culture of ethics. Alexander House Financial Planning firmly believe that every client is unique, and their ethos is to put clients at the heart of everything that they do. Working with Alexander House Financial Planning and the Quilter Group (a FTSE Company) means that I can offer holistic financial planning, ensuring that my clients not only get the best advice and service, but also access to the best products.

Jacob lives in Grantham, Lincolnshire but can easily meet clients in their own homes or at a prearranged meeting point, whichever is easier for them. Being located in Grantham gives great access to the A1, as well as being on the London mainline. Therefore, depending on client needs, I can meet clients up to 2 hours/120 miles away or virtually over Zoom/Skype/FaceTime or any other video conferencing tools.

Jacob’s main focus is to help clients with their financial planning, their goals and objectives in life. Whether that is ensuring you can retire on time, save for school fees or anything else, his job is to make things simple, come up with a plan, put that plan into action and ensure it stays on track and ultimately deliver for his clients.

On a personal level, Jacob has been married to his wife Stephanie for just over 7 years and they have 2 lovely (albeit young and challenging!) children, James and Erin. They also have two dogs and have recently acquired a new puppy, Chief (I know… blame his 4-year-old!) and looking forward to seeing how he grows up. He has a keen interest in all things sport and would watch it all day if his wife allowed him! On the weekends they spend time as a family, and they go to Church every Sunday.

If you need help and advice, please get in touch. Any initial consultation is carried out at no cost or obligation on your part.

Chate Dosanjh

Financial Adviser

Favourite Quote: : If you don't find a way to make money while you sleep, you will work until you die. (Warren Buffett)

Location: East London / Essex

About Me: Chate is Diploma qualified with over 15 years’ experience, providing expert advice on retirement objectives, investments goals, protection needs, estate planning as well as mortgages. He began his career at Abbey National (Santander now), later he was recruited by HSBC and then worked for Prudential Financial Planning, where he provided specialist pension advice.

In his youth, he found that he had a passion for finance and could simplify the language to make it easier to understand. While offering advice to his friends he realised that helping people was his calling.

Away from work, Chate is married. He and his wife have children of their own but chose to become foster carers in 2014 and have foster children stay with them.
Chate holds a 2nd degree black belt in Tae Kwon Do, he enjoys spending time with his family, (playing games and watching movies) and travelling with his wife.

Specialisms: Investment (ISA, OEIC, Investment Bond) Retirement Planning, Protection (Life, Critical Illness, Income) Mortgage. Inheritance (estate planning).

Qualifications: CeFA, CeMAP, Dip PFS

Nigel Forde

Financial Adviser

Nigel is a Diploma qualified adviser in financial planning. After 16 years in the RAF he qualified as a Financial Adviser in 1998, majority of his time is in Bancassurance for Birmingham Midshires, Staffordshire Building Society, The Halifax and 7 years as a Financial Adviser for Dudley Building Society and over the last few years as an IFA.

Married to Jennie and has 3 children. Enjoy keeping fit and most sports but more as a spectator these days.

Specialism & Expertise
Advise in all aspects of Financial planning advising clients from all walks of life from the ordinary in the street to high net worth, professional and SMEs. Specialise in Protections, Retirement Planning & Savings and Investments.

Qualifications

• Dip PFS.

Hiren C. Patel

Favourite Quote: “True Wealth is not about only securing your future, but the future of the next generation and the one after that and the one after that...” ~ Me

Location: Bristol, North Somerset, South Gloucestershire, BANES and Newport.

Having left university with a Degree in Forensic Science and Investigation Analysis and the Forensic Science Service closing shortly after gaining his degree, Hiren wanted to use the skills that he had learnt, in the financial industry.

He now has over 12 years knowledge and experience and has now gone on to gain his Level 4 Diploma in Regulated Financial planning and Certificate in Mortgage Advice and Practice, he is also working towards in gaining his chartered status in Financial Planning and looking to specialise in estate planning and intergenerational wealth.

In this time he has worked in one of the largest mortgage brokerage firms in the UK, the world’s largest building society, a small run IFA firm and also gained experience in providing complex advice to medical Doctors both in the private sector and NHS.

He also keeps busy by spending time with his two daughters, who are 5 and 1. He also enjoy playing hockey for South Glos HC during the winter and he is lead coach of the club’s youth section. During the summer he likes to get involved with his local Cricket Club.

Supporter of Fulham Football club.

Specialism & Expertise
Pension, Investment, Retirement planning, Protection, Mortgage (including Buy to lets) & Estate Planning.

Qualifications

• Level 4 Diploma in Regulated Financial planning & Certificate in Mortgage Advice and Practice

Mike Chase

Financial Adviser

Location: Liverpool

Specialist Areas: After University Mike became a trainee actuary with a leading firm of consulting actuaries/employee benefit consultants (Mercer). Once part qualified, Mike received a certificate in Actuarial techniques. He has since specialised in high net worth corporate pensions, predominately Small Self Administered Pension Schemes (SSAS). Mike then managed a team specialising in SSAS and Self Invested Personal Pensions (SIPPs) at one of the top four accountancy firms (KPMG). Mike later moved to a leading bank (HSBC) and was a pension transfer specialist covering North West England, Wales, Scotland, and Northern Ireland.

Mike is also one of our five Pension Transfer Specialists. This highly specialist team of advisers is one of the highest quality, knowledge and experience in the retirement arena. Mike can help you understand and agree your long-term plans for your retirement. This includes utilising fully your final salary schemes and other protected pensions where it is suitable and in your best interest.

Qualifications & Experience: MA (Physics), Diploma in Personal Financial Services, G60

Mike very much enjoys reading, drinking wine and good food. Mike likes to cook – it’s one of the few creative things he is good at. Mike finds the more wine; the more creativity he is able to expose.

Mike is a part time single parent to two wonderful children, and he has an elderly cat that keeps him on his toes. Mike is a lifelong fan of Everton Football Club which some might say can be considered character building.

Daniel Cornish

Financial Adviser

Favourite Quote: ‘Whether you think you can or think you can’t, you’re right.’ ~ Henry Ford

With 6 years of experience for an Independent Financial Advice firm, Daniel has encountered a full spectrum of clients needs and requirements. From maximising retirement income, management of investments to tax efficiency and estate planning. Motivated by helping his clients achieve their financial goals and desires, Daniel prioritises his client relationships, supporting in identifying short, medium and long term goals. Delivering practical, impartial and unbiased financial advice.

A short way off achieving chartered adviser status, Daniel commits a great deal of time on his professional development to ensure he has the right knowledge to offer his clients the most appropriate advice. Daniel is a Pension Transfer Specialist, and where appropriate will enable you to access your Final Salary and protected pensions to help you fully realise your retirement’s potential.

Daniel has three young children and loves spending his weekends with them. His other passion is health and fitness, working out a few times a week. Although his rugby playing days are behind him, he is also a keen follower of sports and enjoys travelling when he has the chance.

Specialism & Expertise
Investment Planning, Retirement Planning, Estate Planning, Tax Planning, Pension Transfers

Qualifications & Experience:
Diploma in Financial Advice, Award in Pension Transfers, Certificate in Long-term Care Planning all from the London Institute of Bank and Finance.

Simon Searl

Financial Adviser

Favourite Quote: "If you don’t know where you are going, you’ll end up someplace else"~ Yogi Berra

Location: Plymouth

ABOUT ME TAB: Simon has been a financial adviser for 29 years working through out Devon & Cornwall. During this time, he has developed strong client relationships providing advice on his clients on their Investment, Pension, Retirement and Protection needs.

Simon is married with two children. In his free time, he enjoys spending time on the coast and in the countryside of Devon & Cornwall. He enjoys water polo, cycling, surfing and sailing.

Specialism Investment Planning, Retirement Planning, Pension Drawdown, Protection, Workplace Pensions.

Simon has gained a wealth of experience in providing advice on client investment and pension planning, helping clients fore fill their retirement plans.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Qualifications

• Financial Planning Certificate Parts 1, 2 & 3
• CeMAP – Certificate in Mortgage Advice and Practice
• CF9 – Pension Simplification
• CF2 – Investment and Risk
• CF7 – Lifetime Mortgage Activities
• CF8 – Long Term Care Insurance
• R03 – Personal Tax

Stephen Maynard

Financial Adviser

Favourite quote: The moving finger writes and having writ moves on. For all your Tears, Piety and Wit you cannot change a thing. Omar Kyyam (1125)

Location: London Borough of Kingston

Stephen has provided financial advice to Institutional and Individual Clients for more than 25 years having worked for major Investment Banks in the City like Merrill Lynch, Deutsche Bank and St.James’s Place Asset Management. Stephen recognises that personal interaction is key to a successful mutually beneficial long-term relationship with clients.

Stephen was a keen footballer and cricketer in younger days and still enjoys sport as a spectator. Good food and wine and exotic travel are high on his list of pleasures as is watching his five Grandchildren grow and prosper.

Specialism
Pension Consolidation

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested

Qualifications
Chartered Institute of Insurance [CII] , a Diploma in Regulated Financial Planning [Dip PFS] . I am also a member of the Society of Mortgage professionals and am qualified to give mortgage advice holding a Certificate again from the CII, Cert CII [MP].

Kevin Yim

Financial Adviser

Location: London/South East

Favourite Quote: A journey of a thousand miles beings with a single step.- Chinese Proverb

Kevin has been working in financial planning industry for over a decade and has a wealth of experience dealing with a diverse range of clients. Prior to Alexander House, Kevin has worked with high net worth clients whilst working in London. Kevin values building long term client relationships to ensure that he delivers the best client experience.

Kevin is married with two young children - who like to keep him busy! Kevin is also passionate about cars and amateur photography.

Specialism: Kevin is happy to help with any queries relating to:Tax planning, Pensions, Retirement planning, Estate planning ,Investments, Financial protection

Qualifications: DipPFS – Regulated Diploma in Financial Planning BA (Hons) – Accounting and Finance

Bhupinder Singh

Financial Adviser

Location: London, East London, Ilford, Barking Romford, Buckhurst Hill, Chigwell and Loughton

Favourite Quote: A goal with a plan is just a wish without a plan” Antoine de Saint-Exupery

Bhupinder is one of our experienced Diploma qualified advisers in financial planning and has over 10 years’ experience working in financial services. After many years of working in Banking, he became a Senior Financial Consultant for Lloyds Banking Group in London and transitioned into Financial Advice in 2017 working alongside St. James’s Place Wealth Management.

Specialism: Bhupinder enjoys helping and educating people on all areas of financial planning whilst keeping everything as simple as possible, He likes to take a holistic approach when providing advice highlighting all areas that need attention over time.

Some of the advice areas which Bhupinder can help with are:

• Retirement Planning
• Protection Planning
• Tax efficient Investment Planning
• Inter-generational Wealth Planning
• Inheritance Planning

Inheritance Planning and Tax planning is not regulated by the Financial Conduct Authority

Qualifications:
Diploma in Financial Advice - DipFA
Certificate in Financial Advice and Planning - CeFAP
Ba Hons Economics and Finance

Andy Monk

Financial Adviser

Favourite Quote: “History doesn’t dictate the future.” Warren Buffett

Location: East Anglia

About Me: Having previously worked as an IFA as well as for Coop and Wesleyan Financial Services Andy has more than 9 years experience of working in financial services.

Andy can offer bespoke holistic advice on investments, pensions, protection and estate and retirement planning tailored to your individual needs.

Andy’s goal is to always exceed his customer’s expectations and ensure his clients are comprehensively protected and get to achieve what they want to in their financial future.
Andy follows Liverpool FC and enjoys writing and spending time with his family.

Qualifications:
DipFA
Graduate Diploma in Law
BA (Hons) English & History