Arundel Office
Expert financial planning from our Arundel team that supports every step of your financial journey.
Financial planning services in Arundel
At Finli, our financial planners in Arundel provide a comprehensive range of services to help you take control of your financial future. Whether you’re planning for long-term goals or managing life’s uncertainties, our expert team is here to support you every step of the way.
Our financial services in Arundel include:
- Financial Planning: Bring all aspects of your financial life together with a personalised, holistic plan that supports your goals.
- Savings & Investments: Maximise your wealth with strategies designed to grow and protect your assets.
- Retirement & Pensions: Plan for a comfortable retirement with expert pension advice and retirement strategies.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
- Mortgages & Protection: Safeguard your financial future with tailored mortgage advice and protection plans.
Our Arundel team is committed to delivering personalised solutions, ensuring you can achieve your financial goals with confidence. Speak to our team today to learn more about how we can help.
Meet our Arundel team
Gary RollisonRegional Manager
Gary has over 38 years of providing financial advice and now as the Regional Manager for Finli he works closely with the financial planners at Finli to help them deliver financial advice and great client outcomes.
Mark Rose Senior Financial Planner
Mark has been a financial planner for over 27 years specialising in Retirement Planning, Investments and Long-Term Care planning. He is married to Mandy and has two adult boys, Joe and Nathan. A keen follower of cricket and football.
Ed BryceFinancial Planner
Ed has been in financial services for over 20 years. Having held various investment roles in the banking industry, he has been a qualified financial adviser for 3 years.
Jamie MellorFinancial Planner
Jamie has been working in Financial Services since 2007, working his way up to becoming a Financial Adviser with The Mellor Practice in 2013. Jamie has a big passion for music (both playing and listening) and is a follower of Brighton & Hove Albion FC.
Simon Mynall-WoodFinancial Planner
Simon joined Finli in 2023 as a Financial Planner. He retrained during Covid, and has several years of experience in account management. He highly values building relationships and trust with people. Outside work, he enjoys the gym and the cinema.
Ian O'BrienFinancial Planner
Ian has worked in the financial services industry since 1987 and has been an Independent Financial Adviser since 2002. Ian holds a Diploma in Financial Planning.
Lauren O'BrienParaplanner
Lauren joined the financial services industry in 2017 as an administrator and she is now a level 4 diploma qualified paraplanner.
Natasha NealParaplanner
Natasha joined the Financial Services industry in 2017 and held many positions along the way as an Administrator to start, Paraplanner and Financial Adviser. Currently she is part of the Paraplanning team on a part-time basis.
Lloyd HammondParaplanner
Lloyd has worked in financial services and banking for 7 years. He has worked in client facing roles/administration roles in the past and is now a level 4 diploma qualified paraplanner.
Tom GristParaplanner
Tom has been working in the Financial Services industry since 2018 in a mixture of Sales and Administrative roles. Tom holds the CII Level 4 Diploma in Regulated Financial Planning qualification.
Peter ThomasClient Engagement Manager
Peter has been working in financial services for over 20 years, in roles ranging from mortgage adviser to management positions.
There is constant change within financial services, but clients are the constant factor throughout the years that have made, and continue to make, the job enjoyable and fulfilling.
Clients needs really vary, so finding solutions suited to each of them, is really pleasing.
Andrea BarnardClient Engagement Assistant
Andrea has been with the team for 6 years in Client Engagement working closely with our financial planners to schedule client meetings. Prior to that Andrea worked at Aviva for 12 years as an Account Manager working with partner brokers for large corporate PMI.
Louise FormaggiaClient Engagement Assistant
Louise has been in the Financial industry for 2 years; she is part of the Client engagement team, and her main role is booking in Client meeting for the adviser in FA92 group.
Her past roles have been working in the retail industry and working closely with customer care and assistant roles within Marks and Spencer’s.
Nicole O'BrienPersonal Assistant
Nicole has been working in the financial services industry since 1987, with both insurance providers and financial advisers, as an administrator.
Julie ArnoldIncome Reconcilliation Support
Julie has worked in the Financial industry since 2004 and specialises in Reconciliation of Adviser’s Remuneration and in her spare time likes to read, knit and spend time with her family.
