Chris Long
Managing Director
Over the course of his career, Chris has founded both private and listed companies, including a financial advice firm and a foreign exchange brokerage. Chris has been a member of the Institute of Chartered Accountants since 2005 and was approved by the Financial Conduct Authority in 2012.
Sukh Jawanda
Financial Advisor
Sukh has worked in financial services since 2007. He specialises in helping people to plan their personal finances, especially retirement planning. Sukh likes to build long-term relationships with his clients so that he can support them as their financial needs change over the years.
Ross Speedie
Financial Advisor
Ross began his career in Financial Services in 2000 and became a regulated advisor in 2004. Over the course of his career he has worked in private banking, retail banking and IFA roles and is highly experienced in personal financial planning. Ross is a strong believer in a personal approach and his core focus is delivering both initial advice and an ongoing service for his clients.
James Egan
Financial Advisor
Following his completion of his degree in Economics, James started working in financial services in 2007 as an independent mortgage broker. He then moved into full financial planning with St. James Place, with a particular focus on planning for retirement and investment management. His speciality lies in structuring clients' assets and income in a tax efficient way to maximise funds available at retirement.
Gary Beesley
Financial Advisor
Gary qualified as a Financial Adviser in 2014 and has continued to add to his qualifications over the years. His main driving force as an advisor is to pass on knowledge to his clients in order to give them the ability to make informed decisions about their finances to best achieve their objectives. Gary enjoys getting to know and learning about his clients and establishing trusting, long lasting relationships in order to help them through every stage in their life.
Luca Giorgetti
Compliance Officer for InterestMe Financial Planning
Luca joined the firm at the start of 2020. He has over 20 years' financial services experience, beginning his career for a local IFA business. After working his way through roles of Administrator, Paraplanner and IFA, Luca decided on a change in career and began working within Audit and Quality Assurance. During this time, he has worked extensively for a variety of firms including Deliotte, Barclays, Lloyds Banking Group and Brewin Dolphin, helping these businesses manage and control their suitability and regulatory requirements.
Mike Cook
Senior Paraplanner
Michael has clocked up an amazing 20 years in financial services. Over the course of his career, he has worked for pension providers, independent financial advisors, and a business process outsourcer servicing two of the larger UK pension companies. His expertise led to a period conducting pensions training in Chennai, India. Michael has a broad knowledge of the pensions landscape, and specialises in defined contribution schemes.