FCA Authorised Advisors
|Mark Kitson - Investment Director (Principal)
Joined MPL in June 2007 after nine years with stockbrokers JM Finn & Co. Mark undertakes technical and fundamental analysis to develop investment ideas and contribute to MPL’s investment strategy. Outside of work he enjoys all things Italian and restoring classic sports cars. Mark is a Fellow of the Securities Institute.
|Jim Spicer - Pensions Director (Principal)
Jim has over 30 years experience within the financial services industry including employment for some years with a major International Insurance company. Joining MPL during 2008, he brings broad levels of expertise and knowledge with him including specialist knowledge in pensions for both corporate and individual clients. Jim enjoys interests in Cricket and Golf. Jim is a Chartered Financial Planner.
|Peter Lewiston - Client Services Director
Our Compliance Officer has over 30 years' experience in financial services with major firms. Peter brings a wealth of hands-on experience. Outside work Peter has a busy family life and enjoys sport, cinema, literature and the arts. Peter is a Chartered Financial Planner.
|Simon Weighell - Senior Investment Manager
Simon hails originally from Zimbabwe, but furthered his education in South Africa, where he attended the University of the Witwatersrand, before moving to the UK and completing his postgrad studies at University of Kent. He started in the City with Jardines in the late 80’s and has over twenty years experience in private client wealth management, in both advisory and discretionary capacities. He maintains a keen interest in markets, and in the aerospace, industrials, and commodities sectors specifically. Simon joins us to focus on MPL’s new offering of a more bespoke level of advisory service to our existing and valued clients.
|Richard Dawes - Investment Manager
Joined MPL in 2004 as an advisor with over 10 years' experience in Sales and Financial Planning. In January 2007, Richard joined the Discretionary Management Team and is actively involved in the day to day management of all portfolios. In his spare time Richard enjoys all forms of sport particularly football and cricket, as well as spending time with his young family.
|Malcolm Snook - Senior Financial Planning Manager
Malcolm has over 20 years financial services experience, previously gained at Prudential Assurance and Whole of Market Independent advice with Cooperative Bank. Malcolm is Diploma qualified via Chartered Insurance Institute and provides advice in all areas of Financial planning but specializes in Investment planning with regards to inheritance Tax at retirement and Long Term Care planning. He also has experience of both individual and corporate clients. Malcolm is a Qualified football coach, which takes up his free time managing a high level youth team in matches across the south east of England counties.
|Richard Wareham - Senior Financial Planning Manager
Richard has over 21 years’ broad financial services experience gained with an International Insurance and Investment organisation. Previous to this he achieved Board Director status within the Advertising industry. Having attained ’Chartered Financial Planner’ qualification in 2007, he joined MPL in 2012 with technical expertise in both the individual wealth and corporate benefits marketplace. Away from work, Richard enjoys family life, travelling, driving a sports car and following his favourite rugby and football teams.
|John Glover - Consultant
John has over 40 years experience in the financial services industry specializing in wealth management and retirement planning as well as being a registered mortgage professional. Joining MPL during 2008, he brings experience in a wide area of financial advice. Outside work John enjoys travelling, the arts and music.
Giles Garlick – Senior Financial Planning Manager
My career in financial planning began in 1994 and since that time have worked in organisations that have specialised in providing independent financial advice across all aspects of financial planning. I am individually authorised by the Financial Conduct Authority (FCA) and attained Chartered status in 2012. I am passionate about providing financial advice that makes a difference to people’s lives. Away from work, I enjoy all sport and travelling.