About Us
THE IMPORTANCE OF INDEPENDENT
FINANCIAL ADVICE
We are a straight talking financial planning firm
We are built around our clients. You are all individuals so every piece of advice we give is unique to you.
Our company is built around our clients. We won’t treat you as a number. You are all individuals, so every piece of advice we give is bespoke to you. With over 100 years of advisory experience between us, Verdant Financial Planning offer highly qualified independent advice, so you can rest assured you are in capable hands.
Maintaining our independence and having access to the whole of the market for our clients, is central to our core beliefs. We are not tied to any one investment house or life office provider, allowing us to provide you with maximum choice and flexibility at any given time.
We strive to be successful and want to share that success with the communities both we and our clients live in. We aim to achieve this by helping local clubs and charities and to make a positive contribution to our community.
What we do
We will meet with you and establish your personal circumstances and goals, assess how much risk you wish to take and discuss if your existing products are fit for purpose. We will not charge for this initial meeting …although we do like a cup of tea!
After conducting in depth research, we will then write to you with a detailed report explaining your current position, confirming your objectives and providing recommendations on how to achieve these goals. These reports are not as much fun as they sound, so we will meet with you to run through them and should you then wish to proceed, we will then implement the advice.
Thereafter, we will want to see you regularly to make sure your plans are monitored and remain suitable for you and your family. If your life changes for good or for bad, we will want to see you to ensure that everything remains on track.
Should you wish, we can also work with your accountant and keep them informed of our recommendations.
What we don't do
Some people don’t want our advice but want us to facilitate an instruction. This might be investing in a specific fund, surrendering a product or transferring a pension. Sorry, but we won’t act for insistent clients, although we will happily talk things through. Our clients seek our continued advice and form a long-lasting relationship with us to ensure long term protection.
We don’t advise on mortgages or equity release schemes, but can point you to trusted advisers who can help.
We do not write Wills, but your accountant might have this facility in house or may have a link to a local Will writer or solicitor. If not, we will happily point you in the right direction.
We have chosen not to provide advice on any aspect of defined benefit (final salary) pension schemes.
We can only give advice in the UK.
The Team
Meet our people
Jim Monger APFS
Jim founded the company in 2020, almost 20 years after first becoming an adviser. He holds Chartered Status and is a Long-Term Care specialist. When not working you will find Jim watching non-league football. Jim is allergic to suits and as a father of three, looks older than he is.
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Jim Monger APFS
Doug Pike DipPFS IMC
Doug has been an adviser for over 27 years. He holds the prestigious IMC qualification and is a specialist on AE compliant workplace schemes. Doug is married to Maria and has three adult sons, all working in the financial world. In his spare time, he likes to eat out and visit the Greek Islands.
Doug Pike DipPFS IMC
David Mullen Dip PFS
Dave has been working as an IFA for 30 years, but is still not old enough to have seen a successful Tottenham Hotspur team. Dave is married to Trudi and they have two sport mad boys. He is a qualified cricket coach, and plays for Letchworth Garden City Cricket Club.
David Mullen Dip PFS
Jon Driscoll FPFS
Jon has been providing Independent Advice for over 20 years, working with professional introducers throughout. He is a Chartered Financial Planner, a Long Term Care & Pensions Transfer Specialist and a Fellow of the CII. Jon is married to Suzie and spends most of his spare time running around after his son Luca.
Jon Driscoll FPFS
Helen McCormick Dip PFS
Helen has been an adviser since 2014 and enjoys helping people to plan their futures. When not working Helen will be abroad photographing wild animals and drinking cocktails.
Helen McCormick Dip PFS
Tom Beal APFS
Tom remains the best dressed IFA & Director at Verdant. He is a Chartered Financial Planner, based in the Sussex & Surrey area. He loves walking in the countryside with his dog, attempting to play golf and is the proud father of three children.
Tom Beal APFS
Chantel Parry
Chantel is an experienced para-planner and knows how to manage IFA’s after years of dealing with Jim and Dave. When not working she is managing her husband Les and three children!
Chantel Parry
Tom Chapman
Tom is operations manager and oversees all our administration and income reconciliation. He is a season ticket holder of Man United so spends his weekends trying to enjoy the football and exploring the British countryside with his girlfriend Siobhan and dog Hector.
Tom Chapman
Steven Loftus
Steven is an experienced administrator and paraplanner. He has worked with Jon and the team for several years in his previous employment. When not working or looking after his family, Steven will often be found in the in the hills in search for a new hike (pub)!
Steven Loftus
Lauren Brooks
Lauren is an experienced paraplanner and has been in the industry since 2014. When not working, Lauren enjoys spending time with her family and friends and running around after her young niece and nephew.
Lauren Brooks
Sophie Partlow
Sophie is our administrator and makes sure the advisers are doing everything correctly. Sophie likes taking selfies and watching football with her Dad.
Sophie Partlow
Siobhan McGowan
Siobhan is an administrator and keeps our advisers in line. When not working, you’ll find Siobhan exploring the countryside with her fiancé Tom and their dog Hector.
Siobhan McGowan
Sam Newnham Dip PFS
Sam has over 5 years worth of experience in the financial industry. He is a Liverpool fan who loves visiting new countries with his girlfriend Niamh and spending time with his family and dog Archie.
Sam Newnham Dip PFS
Les Parry
Les is an Administrator and HR Administrator having worked in the Social Care sector for over 30 years. Les loves the Welsh rugby team and is a long-suffering supporter of Leeds United. When not working Les stands in fields watching his son play youth football.
Les Parry
Maria Garcia
Maria is married to Doug and has two adult children. As with all Mediterranean families, family is everything, closely followed by copious amounts of food and drink. Maria helps keep Doug’s office running smoothly and assists as the first point of call for clients when Doug is out of the office.
Maria Garcia
Tania Beal
Tania acts as a Personal Assistant, whilst also providing input as a Tax Advisor. As well as feeding and bathing our Director Tom Beal, she also looks after her other children, Bella, Grace and Jack.
Tania Beal
Core Values
The Verdant Philosophy
‘Everything I do …I do it for you.’
The song that spoiled the summer of 1991 for many people, but it sums up what Verdant Financial Planning is about. Without you we are nothing.
We will always act with integrity and with due care, skill and diligence, whilst paying due regard to the interests of our clients, always treating them fairly. Simplicity is key and we’ll look at the bigger picture to help clients understand how they can achieve their goals. We will meet with clients regularly to monitor progress and deal with events in life that change their plans.
Clarity
Integrity
Professionalism
Teamwork
Business Links
Verdant Partners
Contact us
Interested?
For experienced and highly qualified advice, please get in touch. Rest assured you are in capable hands.
Get in touch
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