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Pension Planners: Meet the experts

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Tom Selby

Senior Analyst, AJ Bell

www.ajbell.co.uk         @thomasselby

Tom is a multi-award-winning former financial journalist specialising in pensions and retirement issues. He has over five years' experience working at Money Marketing magazine, where he became the Head of News in 2014. He has a degree in economics from Newcastle University.

Read my Pension Planner Q&A:

What fees and charges should I prepare for if I choose a SIPP (self invested personal pension)?

 

Audio guides: Let's talk pensions with Tom and Holly

15-minute conversations about pensions in your 40s, 50s and beyond

Susie Bewell

Chartered Wealth Manager, Raymond James

www.rjwealthmanager.co.uk     01462 422 507     /susiebewell

I help my clients use their savings and investments to give them the choices to create the life that they want. This can be as simple as building up savings for the family, using both ISAs and pensions to plan for or enhance retirement or safeguard assets for future generations.

My team is passionate about working directly with clients and I am particularly keen on assisting women to understand and benefit from mainstream and lower risk investments. We developed the “Prosecco Pound” events to empower women to understand and take control of their financial future. Even if you’ve never dealt with investments before it is important you understand the choices available.

Laith Khalaf

Financial Analyst, AJ Bell

www.ajbell.co.uk        @LaithKhalaf1 

Laith began his financial services career in 2001 at Hargreaves Lansdown, where he worked a variety of roles across pensions and investments, covering both DIY and advised business.

Laith began to focus on research and investments in 2007, becoming a leading industry commentator. He’s provided daily business bulletins on LBC, is a regular contributor to the financial pages of the national press, and a frequent guest on TV and radio. He has a degree in Philosophy from Cambridge University.

Scott Moorhouse

Chartered Financial Planner, Mulberry Bow

www.mulberrybow.com         /scottmoorhouse89

Following a career as an international athlete, competing at Olympic & European level, Scott joined Seven Investment Management at the start of 2014 to pursue a career in wealth management, where he advised private clients on their discretionary and advisory investment portfolios.

He attended the University of Essex, where he attained a BSc Hons 2:1 in Business Management. Scott is a Chartered Member of the Institute for Securities and Investments and a Chartered Financial Planner. Scott joined the Mulberry Bow team in September 2020 to lead the investment process and lead strategic relationships with carefully selected partners in private banking and discretionary portfolio management.

Rachel Vahey

Senior Technical Consultant, AJ Bell

www.ajbell.co.uk         @RayVay

Rachel has almost 30 years’ experience of working in the pensions industry for several different pension providers. She specialises in how the tax and regulation rules on pensions and ISAs work in practice, and regularly writes content and articles for our website. Rachel holds a PFS Diploma in Financial Planning.

Gregory Deer

Senior Financial Planner, Paradigm Norton Planning

gdeer@pnfp.co.uk     0207 269 7960     @GregoryJDeer

I’m a Chartered Financial Planner who helps people align their time and money to their values. I believe financial planning and a further understanding of money can enhance everybody’s life, not only by maximising monetary wealth but also through improved personal wellbeing.

My goal is to positively impact as many lives as possible. I use my technical knowledge and communication skills to provide this to my clients at Paradigm Norton.

Outside of work, I’m a Governor of the school I used to attend and an optimistic Watford supporter. Staying active, eating good food and spending time with friends and family are all important to me.

Anna Stoughton

Relationship Manager, Boring Money
& former Financial Advisor

www.boringmoney.co.uk         /anna-stoughton

I aim to help those who are fed up with financial jargon and who want to invest but don’t know where to start!

Everyone should have access to reliable information that they can trust, and I believe that Boring Money offers just that. So I left my position as a financial advisor and came here! I'm most looking forward to helping our tribes, like Pension Planners and Women Talk Finance, and getting involved in all we have planned around sustainable investing.

Outside of finance I’m hoping to run the London Marathon 2021. (Covid permitting…)

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