Westerham Office
Based in Westerham, our approach to financial planning and advice ensures that you can trust us to listen attentively until we completely understand what you want your money to accomplish.
Financial planning services in Westerham
At Finli, our financial planners in Westerham are dedicated to helping you achieve financial success and peace of mind. Whether you’re planning for major life milestones or seeking expert advice to manage life’s uncertainties, we’re here to help.
Based on your needs and objectives, we will craft customised solutions that are designed to help you achieve your financial goals. We maintain regular communication to ensure everything we implement stays on track, helping you manage your progress effectively.
Our financial services in Westerham include:
- Estate Planning: Ensure your legacy is managed effectively for future generations.
- Savings & Investments: Protect and grow your wealth with personalised strategies.
- Financial Planning: Develop a holistic plan that aligns with your goals and values.
- Retirement & Pensions: Plan for a secure and fulfilling retirement with expert advice.
- Mortgages & Protection: Safeguard your financial future with tailored advice.
Our Westerham team is here to guide you every step of the way. Contact us today to start your financial planning journey.
Meet our Westerham team
Brian DaviesPrincipal Partner & Financial Planner
Brian is a Principal Partner and Financial Planner who has worked in financial services for over 25 years. He provides holistic financial planning service for his clients, both personal and corporate. Currently, there is an ever-growing focus on financial freedom in retirement and achieving both personal and family goals, and objectives, through savings. Because of this Brian has found himself specialising in helping clients achieve this through careful longer-term planning with investments and pensions, while utilising all tax breaks available to them.
Gerard O'DonoghuePartner & Financial Planner
Gerard has worked in financial services for over 30 years and has been with our team since 2012. He specialises in providing pension, retirement and investment advice to a range of different people, focusing in particular though on insurance brokers and lawyers.
Alastair BurtenshawFinancial Planner
Alastair joined our team in September 2021. As part of his role at Finli he assists in delivering exceptional service to clients.
Guy LashmarFinancial Planner
Guy has worked in financial services for 6 years, initially in corporate financial planning specialising in workplace pensions and employee benefits before transferring into wealth management in 2019. Guy is Diploma qualified and holds the Diploma In Regulated Financial Planning with the Chartered Insurance Institute.
Mike FryerChartered Financial Planner
Mike is a Chartered Financial Planner with over 30 years’ experience. Based in Dartford Kent, he helps clients live their best financial life. By taking a life-centred holistic approach to financial planning he focuses on your life and not just your money.
Anthony BassFinancial Planner
Anthony has over 20 years experience in personal finance.
He is passionate about financial planning and delivers advice in a way that is easy for clients to understand.
An advocate of cashflow modelling, he has a long-term relationship with many clients using tax-efficient strategies to provide best outcomes.
He is a Pension Transfer Specialist holding the AF7 qualification from the Chartered Insurance Institute and continues towards Chartered status.
Anthony’s goal is to help clients create their own financial plan so that they can live the best life possible and then make sure that they stay on track and enjoy that life.
Neil JeffriesFinancial Planner
Neil has over 20 years experience in personal finance. He joins from Fairstone and has worked at UBS and The Royal Bank of Canada, looking after private clients.
He is passionate about financial planning and building the right foundations using cash flow analysis.
Neil is a Chartered Fellow from the Chartered Institute for Securities and Investment.
He is able to provide advice on all areas of financial planning to clients, with a particular focus on wealth management and retirement planning.
Neil offers a professional and friendly approach, with a drive to provide focused holistic advice to help people plan for all eventualities.
Beryl KnappParaplanner & Office Manager
Beryl is our Office Manager and Paraplanner. Her role keeps the office running smoothly on a day to day basis while assisting advisers by helping to produce client reports. Originally from South Africa, Beryl has worked in financial services for over 30 years. When time permits she enjoys reading, cooking and swimming as well as spending time with her grandchildren.
Sam YoullParaplanner
Sam has 28 years financial services experience, 16 as a Paraplanner. Sam’s role includes reviewing client files, including their objectives following meetings with advisers, as well as providing research and recommendation reports. She also holds the Financial Planning Certificate. Making the most of modern technology, Sam lives and works in Australia. When she’s finished for the day she enjoys swimming, card making, puzzles, reading, knitting and long walks with her dog.
Dave RobinsonPersonal Assistant
Dave has worked in financial services for 30 years. His role as a Personal Assistant sees him processing applications and helping with client enquiries.
Away from the office Dave is interested in photography and travelling.
Denise KnightPersonal Assistant
Denise has worked in financial services for approaching a decade and is a Personal Assistant providing administrative support to Gerard O’Donoghue. Away from the office Denise is interested in music and travelling.
Marianne JonesPersonal Assistant
Marianne is one of our Personal Assistants, helping Brian Davies, our Principle Partner, with administration, submitting applications online to various providers, as well as arranging meetings with clients. She first started working in financial services 5 years ago, when she joined our team. Away from the office Marianne enjoys spending time with family and friends, as well as shopping.
Yvonne OrrPersonal Assistant
Yvonne helps in managing diaries, conducting research, writing reports and gathering data for periodic review meetings. She has worked in similar roles for over 26 years and her experience is invaluable to the service which we offer to clients. At home Yvonne enjoys music and cooking.