Meet our experts

Meet our Financial Planning team

 

Tom Barnett - Partner and Director of Kreston Reeves Financial Planning

Tom Barnett

Managing Director and Chartered Financial Planner of Kreston Reeves Financial Planning

See Tom’s profile >

Patricia Ivans

Dr Patricia Ivan PhD

Director of Kreston Reeves Financial Planning & Head of Risk

See Patricia’s profile >

 

Kim Williams - Financial Advisor

Kim Williams

Financial Planning Director and Financial Planner

See Kim’s profile >

 

 

Terry Burgum - Chartered Financial Planner

Terry Burgum

Chartered Financial Planner and Senior Manager

See Terry’s profile >

 

Georgia Leahy - Financial Planner - Financial Planning

Georgia Leahy

Chartered Financial Planner

See Georgia’s profile >

 

Tom Bulbrook - Group Scheme Specialist - Financal Planning

Tom Bulbrook

Group Scheme Specialist

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Bev Sharp - Compliance Manager - Financial Planning

Bev Sharp

Compliance Manager

See Bev’s profile >

Tracy Hartnoll - Central Operations Manager - Financial Planning

Tracy Hartnoll

Central Operations Manager

See Tracy’s profile >

 

Megan Priestley - Advisor Support

Megan Priestley

Advisor Support

See Megan’s profile >

 

Rebecca Hollis

Administrator

See Rebecca’s profile >

 

 

Tim Maakestad - Partner, and Director of Kreston Reeves Financial Planning

Tim Maakestad

Director of Kreston Reeves Financial Planning

See Tim’s profile >

 

David Hurst - Partner, and Managing Director of Kreston Reeves Financial Planning

David Hurst

Consultant of Kreston Reeves Financial Planning

See David’s profile >

 

Lee Hayward - Chartered Financial Planner

Lee Hayward

Chartered Financial Planner and Senior Manager

See Lee’s profile >

 

Cara Herdman

Cara Herdman

Chartered Financial Planner

See Cara’s profile >

 

Guy Hilton - Financial Planner - Financial Planning

Guy Hilton

Financial Planner

See Guy’s profile >

 

Bethany Turton

Bethany Turton

Financial Planner

See Bethany’s profile >

 

Daniel Robertson - Business Development Manager - Financial Planning

Daniel Robertson

Business Development Manager

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Karen Reed Advisor Support

Karen Reed

Advisor Support

See Karen’s profile >

 

Amy Jones - Administrator

Amy Jones

Advisor Support

See Amy’s profile >

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