Director and Chartered Financial Planner
Mike has worked in financial services for over 25 years having begun his career with a large insurance company working with advisers and their clients, before becoming a specialist in risk management and business consultancy. Mike is a Chartered Financial Planner, the leading accolade of The Chartered Insurance Institute and has been an Assistant Examiner for them for over 20 years. Mike is married and has two adult children and lives locally in Fareham.
Chartered Financial Planner
Andy has worked in Financial Services for over 35 years beginning his career with Equity & Law before joining a number of other major financial institutions including Barclays and M&G. Following this he started advising clients firstly with a national Lloyds broker before smaller advice firms which were more client focussed. In the recent past Andy spent over 4 years working for the former industry regulator, The Financial Services Authority (FSA) supervising small firms giving investment advice, before returning to customer focussed advising in 2012.
Andy is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute, a Fellow of the Personal Finance Society and a Chartered Member of the Institute of Securities and Investment and specialises in investment advice but is qualified to offer comprehensive independent financial advice for most situations.
Janice has been managing the financial services arm of the business for over 10 years, and was involved in forming the limited company and separating it from the legal arm in 2014. Janice remains as the link between the two businesses, both legal and financial services, and is responsible for management support for the whole team.
Senior Financial Services Administrator
Karen has worked for Larcomes Legal Limited for all of her working life and had spent the past 20 years working within the firm’s financial services department before transferring to Larcomes Financial Services Limited. She has a detailed working knowledge of our clients and the various providers with whom we deal so that we can provide an efficient personal service to all our clients. Karen is married with three adult children and lives locally in Portsmouth.
Vicki transferred over to Larcomes Financial Services Limited having spent 18 years with Larcomes Legal Limited working in the Accounts Department as Head of Accounts. Vicki brings a wealth of experience to the company and her skills set compliments the team. Vicki is married with two children and lives locally in Portsmouth.