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.


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. 

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
Avidan LastRetail Investment Adviser

Avidan joined Tremellen Jeffrey Allan in February 2019. Avidan holds a Level 4 Diploma in Financial Planning and has a wealth of experience as a Protection Adviser, specialising in Relevant Life, Critical Illness Cover and Business Protection. He joined TJA to widen his experience in order to ultimately advise on both pensions and investments, as well as protection.

Avidan devotes most of his time outside of work to his family and loves spending time with his two young boys. He is also a fitness enthusiast having recently completed his first triathlon, he aims to do more of this in the future. When Avidan does find time to himself he likes to read, mainly pursuing his interest in philosophy.

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

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 ( 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

Registered in England and Wales under reference 6269572.

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


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