The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

 

Debbie LincolnOffice Manager

Debbie has worked for Tremellen Jeffrey Allan Ltd since 2010 and is the Office Manager. Debbie spent 9 years working in the IFA division of Allied Dunbar and has in excess of 10 years financial services experience. As well as managing the office, Debbie is involved with all aspects of the business and provides invaluable support to the advisers.  Debbie is also a qualified adviser holding the Diploma in Personal Financial Services and although not currently practicing, she continues her professional development ensuring that she keeps her knowledge up to date and relevant.

In her spare time Debbie enjoys eating out, reading and going to the gym.

 

E: [email protected] T: 01923 333199
Sam BakerAdviser Support

Sam originally trained as a secondary school teacher before joining Tremellen Jeffrey Allan Ltd as an Administrator in 2015. Sam has extensive experience in customer services and works alongside Debbie and Mel to ensure all administrative duties are fulfilled. Sam achieved a Level 3 Certificate in Paraplanning and Financial Administration in March 2018 and is currently working towards the Diploma in Regulated Financial Planning.

In her spare time Sam enjoys attending exercise classes and socialising with friends. 

E: [email protected] T: 01923 333199
Mel NorthAdministrator

Mel is our most recent addition to the admin team having joined in May 2018. Mel has 9 years’ experience working in the IT industry and, during this time, she gained various IT related qualifications. She is ready to apply her skill set to our industry and is a valuable member of our team.

In her spare time, Mel enjoys cooking, especially Indian and Italian, however, she also enjoys taking a break to eat out with her friends and family. Mel also enjoys walking her sausage dog, swimming and going to the cinema. Mel is a mum of two who like to keep her busy, her life is full of surprises and no two days are the same. 

E: [email protected] T: 01923 333199
Fiona PatelRetail Investment Adviser

Fiona is a Retail Investment Officer and TJA’s Compliance Officer and began working for Tremellen Jeffrey Allan Ltd in 2008.  Fiona graduated from Leicester University with a BSc Degree in Chemistry and holds a Diploma in Financial Planning.  Fiona worked as an IFA with both Woolwich and then Barclays, and also gained experience in Compliance, Complaint Handling, and Training & Supervision working for Barclays for seven years.   Fiona is able to advise on all areas of financial planning, and particularly enjoys advising on Ethical Investments and Family Wealth Planning. As well as giving advice, as Compliance Officer, Fiona ensures that TJA is fully compliant in line with all of the Financial Conduct Authority (FCA) requirements and legislation.

With a young family, Fiona is a busy mum but when she finds time to herself she enjoys swimming, walking and reading.

E: [email protected] T: 01923 333199
Gianni PaulonRetail Investment Adviser

Gianni is a Retail Investment Adviser as well as a Director of Tremellen Jeffrey Allan (TJA) Ltd. He has been in the industry providing financial advice since 1985 having worked for major institutions such as Prudential and Standard Life. Gianni has an Institute of Financial Services Diploma for Financial Advisers and has been providing independent financial advice since 2007. Gianni joined TJA in 2009 and his specialist areas are pensions and investments, incorporating tax and trust planning.

Gianni is a keen follower of sports, particularly football and cricket however his main passion is travelling abroad with his partner.

E: [email protected] T: 01923 333199
Ralph BarnettRetail Investment Adviser

Ralph joined the team at Tremellen Jeffrey Allan Ltd at the beginning of 2016 as a Retail Investment Adviser. Although Ralph is relatively new to TJA he is no stranger to the world of financial planning with over 40 years’ experience in the industry including branch development for life assurance companies, recruitment and training and product development. Ralph built and managed his own successful IFA practice prior to joining TJA and we are happy to offer his areas of specialism which are Estate Planning, Investments and Divorce Financial Mediation. Ralph also has a great deal of experience lecturing at universities on Business Development and Marketing Business Consultancy.

Ralph fills his spare time with many hobbies and activities including enjoying good food and drink, listening to music, going to the cinema and going to the theatre. He also likes to travel as much as possible and take long walks whenever he can. Ralph's philosophy is to keep things simple and provide clarity and understanding.

E: [email protected] T: 01923 333199
Ravi ManiarRetail Investment Adviser

Ravi is our most recent addition to the Tremellen Jeffrey Allan team having joined in August 2018. Ravi is a fully qualified Financial Adviser and holds both DipFA and CeMAP qualifications. He has been advising since 2007 with various organisations such as Halifax, Nationwide and St James’s Place Wealth Management Ltd.  His specialist areas are Retirement and Inheritance Tax Planning. He is passionate about helping clients to not only enjoy their retirement but also to pass on their wealth to their loved ones as tax efficiently as possible through goal based financial planning. Ravi strongly believes in understanding clients’ needs and building solid foundations in order to create long lasting relationships.

Ravi enjoys travelling the world with his wife, meeting new people, experiencing interesting cultures and, of course, tasting the various types of food. Ravi loves a challenge with his stand out achievement so far being a three-night, four day trip along the Inca Trail in Peru. His next challenge is to climb Kilimanjaro which he hopes to complete by 2020.

E: [email protected] T: 01923 333199
Trevor SmithPensions Administration Manager

Trevor is our Pensions Administration Manager and now concentrates on Workplace Pensions and in particular, the new Automatic Enrolment schemes that all companies have to introduce by 2017. Previously he was an Independent Financial Adviser and joined TJA in January 2011.

Before becoming an IFA, he had a career in both sales and management with Prudential Assurance and spent 28 years with them before taking early retirement. As an Associate of Chartered Insurance Institute, qualifications were gained in pension scheme administration and law, and this knowledge is very relevant to the changes taking place in workplace pensions.

During his spare time Trevor loves travelling in his motorhome in both the UK all over and Europe, swims, follows his favourite football team, and when he’s home, grows fruit in his garden.

E: [email protected] T: 01923 333199
Jeff RichmanIntroducer Liaison Manager

Jeff independently formed Jeffrey Allan & Co in 1977, acquired Norman Tremellen in 1999 and became a director of Tremellen Jeffrey Allan Ltd in 2007. Jeff now works part-time in the business and is currently acting as a consultant working alongside local solicitors and accountants.

Outside of work Jeff is actively involved in classic car events including tours and rallying both in the UK and across Europe. He participates with his own 1956 Austin A30 and 1988 Mercedes 300SL as well as his friend’s Austin Healey Sports. Jeff is also a keen outdoor tennis player who will play all year round regardless of the weather. 

Jeff's aim is to provide a first class service and to 'think outside of the box'.

E: [email protected] T: 01923 333199

Company address: Tremellen Jeffrey Allan Limited, 137 Watling Street, Radlett, Herts, WD7 7NQ

T: 01923 333199 F: 01923 338809 E: [email protected]

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Tremellen Jeffrey Allan Limited is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 492279.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

Registered in England and Wales under reference 6269572.

Registered office address: 137 Watling Street, Radlett, Herts, WD7 7NQ.

logo

Copyright © 2014 Adviser Pro All Rights Reserved.