Founder and Principal Adviser
Brendan started in Financial services in the City of London in 1982. These days he primarily looks after business owners, supporting them with their holistic financial and tax planning. Brendan's view of financial planning is very simple, it's about ensuring clients financial affairs are easy to understand and manage. Also, that clients enjoy the lifestyle they choose to lead and that their future remains financially secure - whatever happens. It's about discovering, how much is enough?
Outside of work Brendan enjoys, running, the outdoors, reading and socialising. He is a Board member of BITA (British and Irish Trade Alliance)
Specialist Mortgage and Protection Adviser
Andy has a wealth of experience in financial services, specializing in mortgage and protection advice, with over 30 years industry knowledge.
He covers both residential and buy to let mortgages, and has personal contacts with the major high street lenders and more specialist lenders where appropriate. He also ensures that all client’s protection needs are fully catered for.
Andy strives to ensure that the correct solutions are easy to understand and are managed with the minimum amount of time and stress. Essentially, to make the process, from a client’s perspective, effortless.
Peter's early career was with three leading pension companies before joining Shipmans in 1998. He became a Director in 2004 and was appointed Managing Director in 2005.
"My client work is predominately providing advice to wealthy families, charities and entrepreneurs, who typically require ongoing succession planning, investment management and a comprehensive understanding of the tax system we work in and the allowances available. The majority of my work is in conjunction with the client's accountant and legal advisers".
Peter is a Certified Financial Planner and has particular expertise in advising Family Business Enterprises. He is co-Founder and Director of Shipman Investment Managers, a Guernsey based asset management company; a Trustee of the Born Free Foundation and a Fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce (RSA). When time allows, Peter enjoys travelling with his family, playing tennis and cycling.
Philippa is a Chartered Financial Planner and a Fellow of the Personal Finance Society with 25
years’ experience in Financial Planning in a number of areas including client advice, compliance
monitoring, coaching and supervision.
With the benefit of her knowledge and background in Wealth Management and advice to clients,
she works closely with our advisers and support staff providing a practical and efficient approach to
the compliance management role and supervision of the advisers.
Outside of work she enjoys keeping fit at the gym and countryside walks.
Client Care Manager
Cathy joined BKD Wealth Management in September 2015 as a Client Care Manager following a change of career from the fashion industry. Cathy focusses on the pensions and investments side of the business, supporting Brendan and the Paraplanners in these important aspects of the financial planning process.
Outside of work, Cathy’s young family keep her very busy. She also organises fund raisers for the school PTFA and enjoys yoga and running through the beautiful parks of Ealing.
Lucy has worked within financial services since 2014 and joined Shipman Financial Planning in early 2018. Having previously worked as a Personal Banking Manager within the Retail Banking sector, Lucy joined Shipman as a Para planner working closely with the Directors and advisors. After progressing to the Practice Manager role Lucy now oversees all aspects of the business and team.
She holds a BA (Hons) degree in Photographic Art and obtained her Level 4 Diploma for financial advisors in 2017.
Tara joined BKD Wealth Management in January 2019 as a Protection Adviser and will soon be advising clients holistically on all aspects of their financial planning.
Tara holds a BSc in Finance with Management and since joining the firm has obtained her Level 4 Diploma for Financial Advisers. Tara now has her sights set on becoming qualified as a Level 7 Certified Financial Planner.
In her spare time Tara enjoys running and long walks with her Cocker Spaniel Ernie.
Claire joined BKD Wealth Management in 2008, having previously worked within the Finance Industry for 4 years.
She has a built up a broad knowledge of our client base having worked closely with BKD’s mortgage advisors for many years, helping to ensure all clients receive a high level of service and excellent experience when dealing with the firm. She very much adopts a hands-on and can-do attitude.
Outside of work, Claire likes to spend time with her family, travelling, reading and socialising.