About us

One of the most important aspects of providing financial planning is to genuinely understand your aspirations, whether for yourself, your family, your company or a trust. Only when we truly understand these can we offer any form of financial solution.

Meet the team

David Noone
Director of Client Services

One of only approximately 500 individuals in the country who were sufficiently qualified to attain Chartered Financial Planner status when it was introduced in 2005, David has been involved in financial services since 1985. Roles have included Director of Financial Planning at Michael Davey Financial Management in London (an investment advisory firm primarily advising solicitors in the UK and Europe) and Southern Director of Financial Planning at HW Financial Services Ltd (the IFA arm of Haines Watts accountants) prior to its purchase by the Bestinvest Group.

Roland Baggott
Chartered Financial Planner

Roland has worked in financial advice for 14 years and has achieved the Chartered Financial Planner qualification. He joined Pallant Independent in October 2015 after heading the financial planning desk of the private bank Kleinwort Benson. His main areas of expertise are pensions and inheritance tax planning.

Nigel Daisy
Chief Operating Officer

Nigel has been employed in financial services for over 25 years with the last 13 years in compliance management roles for a range of financial services firms, including asset management, product providers and independent financial advisers.

Lawrence Cook
Director of Marketing and Business Development

Lawrence brings a wealth of experience in distribution and business development. Working with Standard Life for over 25 years Lawrence has wide experience of developing business primarily with professional intermediaries. Most recently he managed the Bristol operation for Towry Wealth Management specialising in advice for private clients in association with lawyers.

David Tyerman
Managing Director

David has a degree in Biochemistry from Cardiff University and a post-graduate qualification from City University Business School. He began his city career at Société Generale before taking up a role managing the portfolios of ultra-high net worth investors. David specialises in advising high net worth families, estates and institutions. He has worked in investment management since 1987.

Bryan Fraser
Adviser Support

Bryan graduated in Forensic Investigation with Applied Criminology before joining an adviser firm providing at retirement advice. Having completed the CII Certificate in Financial Planning (CertPFS) he joined Pallant Independent in April 2016 to gain experience within the wider financial services industry, and to complete his Diploma in Financial Planning.

Joey McNamara
Adviser Support

Joey joined Pallant in January 2017, previously he worked as the head administrator for a teacher training network. Joey is currently studying towards his Diploma in Financial Planning and is looking to pursue a career as a Paraplanner.

Kelly Hines
Office Administrator

Kelly has been a PA and secretary for many years, facilitating the administration within operation teams and providing excellent customer service. Kelly previously worked for a leading travel company within a busy operations team. Kelly has been at Pallant Independent since August 2014 primarily covering all administration, managing diaries and the general running of the office.

Careers

  • Financial planner - Guildford

    A new opportunity has arisen for a financial planner to join Pallant Independent in Guildford.

  • General Office Assistant

    A new opportunity has arisen for a General Office Assistant to join Pallant Independent in Guildford.