Jason’s expertise covers pensions, investment management, pre and post-retirement planning and more, and he has experience working with a diverse client base including families, entrepreneurs, entertainers, and high-net-worth individuals. With previous experience working as a Paraplanner, he has a strong technical knowledge and foundation to the advice that he provides. 

In addition to advising his clients, Jason has presented TPO's inheritance tax webinar, where he explained key considerations with intergenerational wealth planning through various life stages. 

As well as being a Chartered Financial Planner, Jason has certification in Discretionary Investment Management, Securities Advice & Dealing and Life & Pensions. He also holds a degree in Hispanic Studies from the University of Nottingham. 

When he's not helping his clients to build their financial plans, Jason enjoys travelling and playing sports, having fulfilled a lifelong dream of participating in the 2019 London Marathon.

Merve’s experience includes pension advice, inheritance tax planning and income protection for a wide range of clients, whether they are looking at what to do with an inheritance, planning for retirement or looking to maximise their tax allowances. 

Before joining TPO, Merve worked at a local IFA in Norwich, which allowed her to develop comprehensive technical expertise in financial planning. In addition to being a Fellow of the PFS, she has other qualifications including certification in Discretionary Investment Management, Securities Advice & Dealing and Equity Release. 

Originally from Germany, Merve read BSc Business Management and Economics at the Ruhr University Bochum and decided to apply for a postgraduate degree in Quantitative Financial Economics at the University of East Anglia to specialise in Investment Analysis. She always had a keen interest in financial markets and wanted to understand their seemingly complex underlying mechanisms. 

When she is not advising clients, Merve enjoys travelling and getting to know different cultures.

David has expertise in inheritance tax planning and finding effective ways to structure family assets in order to take advantage of the various reliefs available for mitigating liabilities. He advises on all aspects of pension planning and uses cash flow modelling to develop tailored strategies for clients predominantly across the south east. He often helps clients in conjunction with their other advisers and has several clients who are looked after by the Court of Protection, where he supports their deputies or attorneys in managing their affairs. From his experience with this he contributed to an article in FT Adviser about how to advise clients acting as a power of attorney. 

As a result of the valuable support he offers his clients, David has been a VouchedFor top rated adviser for the past few consecutive years. In addition to advising his clients, he has presented multiple webinars, including a pension webinar to the Chartered Institute of Management Accountants, and is also involved in TPO's adviser training programme where he shares his experience with those in the process of becoming financial advisers. 

David has lived in Ealing since 2000. On weekends he coaches and manages his son's under 12s football team and he has recently obtained his UEFA C licence. Outside of that, he enjoys participating and watching cycling and an annual trip to Belgium with friends.

Alex has worked in financial services since graduating from Exeter University with an honours degree in Economics in 2008. He has experience across the full range of financial planning services with a particular focus on pensions. He also supports clients with tax planning, cash management and investment advice.

Alex believes the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families. He has lent his expertise to publications such as The Times, FT Adviser and the Mail on Sunday.  As a result of the valuable support he offers his clients, he has been a VouchedFor top rated adviser for the past few consecutive years.

Alex holds several qualifications including an Advanced Diploma in Financial Planning, a Certificate in Life & Pensions and he is a Fellow of the Personal Finance Society. 

When he is not advising clients, Alex enjoys music and sports.

Donna’s experience covers financial planning for later life, long term care, retirement and inheritance tax. She is also one of our leading equity release specialists within the firm and has supported families across the country to use their property wealth to meet their financial needs. 

Donna has developed high levels of technical knowledge and has specialist qualifications for later life planning, including the Accreditation of Training Excellence for Later Life Advisers by the Society of Later Life Advisers (SOLLA). 

Due to the valued support she provides to her clients, Donna has been a VouchedFor top rated adviser for the past few consecutive years. She was a finalist for ‘Woman of the Year – Retirement Planning’ four years in a row at the Professional Adviser Women in Financial Advice Awards (2021, 2022, 2023 and 2024), which is testament to her expertise and experience. 

When she is not assisting her clients with wealth planning, Donna enjoys spending time with her family and going on holidays where they can see animals living in the wild.

With experience advising across a range of areas for clients who have a variety of financial requirements, George’s expertise include investments, pension advice and protection planning. He works with some of our Family Office clients, helping to manage the financial affairs of wealthy individuals and their families. He believes that lifetime cash flow modelling is an important tool to help develop strategies for wealth accumulation, preservation, and retirement and uses it to map out his clients’ financial futures as their circumstances evolve over time. 

George has worked in financial advice since joining TPO in 2017, prior to that he served as an Infantry Officer in the British Army for seven years. The valuable support he provides to his clients is recognised in his client reviews and he has been a Vouched For Top Rated Adviser several times over the last few years. 

In addition to being a Chartered Financial Planner he is working towards becoming a Fellow of the Personal Finance Society and a Certified Financial Planner. He keeps up to date with financial planning legislation as part of his ongoing professional development. 

Outside of work, George plays football and cricket at weekends, is a keen student of history, and enjoys spending time with his wife and young children.

Steffan has a wealth of experience in helping clients navigate the complexities surrounding pensions. He also guides his clients with issues such as inheritance tax planning, protection planning, and maximising tax allowances. 

Working in financial services since 2014, Steffan has had a number of client facing roles, ranging from providing premier banking services for one of the world’s largest banks and their clients to providing independent protection advice for clients on an individual and corporate basis. He has been a regulated financial adviser offering independent financial advice since 2017. 

Steffan provided commentary to The Telegraph in 2023, and he also shares his knowledge with our internal adviser training programme to support those in the process of becoming financial advisers. 

When he is not advising clients, Steffan enjoys following the Italian football league (Serie A) and specifically Juventus, which he says is a by-product of having Italian parents. He can also be found attending the many music concerts and gigs that London has to offer.

Her expertise allows her to be able to advise on all aspects of financial and strategic planning, including inheritance tax planning, maximising tax allowances and pension advice. She provides support to a wide range of clients, including some of our Family Office clients, managing the financial affairs of wealthy individuals and their families. 

Kirsty has previous experience working with the Citizen’s Advice, where she delivered one-to-one guidance to the general public on the 2015 legislative changes to pensions. This experience honed her ability to relay complex technical information without the need for industry jargon and has driven her to ensure that her approach to advising clients is always as clear and concise as possible. 

With regular features in the press, Kirsty has lent her expertise to publications such as The Times, The Telegraph and The Guardian, and has appeared on BBC Money Box and BBC 1 - Morning Live. She is also involved in our internal adviser training programme, sharing her knowledge and providing support to those in the process of becoming financial advisers. 

As well as being a Chartered Financial Planner, Kirsty also has qualifications including certificates in Discretionary Investment Management and Securities Advice and Dealing. She holds a Law degree from Bournemouth University.

Tony takes time to truly understand a client’s background, what is important to them, where they are in life and where they want to be. This forms the strong foundations to create a clear, bespoke, and realistic financial planning strategy to help achieve his clients' goals both now and in the future. He finds it particularly rewarding to be able to explain complex financial issues to clients in a way that they can relate to and understand in order to empower them to make informed and confident decisions surrounding their wealth throughout their lives. 

Tony specialises in providing advice on pensions, investments, protection, and inheritance planning for a broad range of clients. He joined TPO in January 2014 following a successful early career at other independent financial planning firms and has over ten years’ experience in financial services. He has strong technical knowledge from his previous experience working as a Paraplanner which gives a solid foundation to the advice he provides. 

In addition to being a Chartered Financial Planner, he holds qualifications in Pension Transfer Advice and a Certificate in Life & Pensions. He has a degree in Finance and Investment from Sheffield Hallam University. 

When he is not advising clients, Tony likes to keep active and can be found running, rock climbing, playing golf, or road biking.

Over the years, Matthew has developed a strong reputation for advising clients within the music, entertainment and creative sectors. He works with everyone from emerging talent to globally established artists, as well as the businesses and professionals that support them, including record labels, management companies and publishers. His experience also extends to advising music executives, managers and a range of media and creative personalities.

He understands the unique financial dynamics of creative careers, such as irregular income, royalties, international tax considerations and the need to protect intellectual property. Matthew works closely with clients and their wider teams to build robust and flexible financial strategies that support both their lifestyle and long-term legacy goals.

As an advocate of lifestyle financial planning, Matthew specialises in using financial forecasting to show clients what their wealth means both now and in the future. Building the foundations of a financial plan using cash flow modelling creates a strong base upon which a clear, bespoke and realistic financial planning strategy can be developed, enabling clients to achieve their goals and objectives. His expertise also includes inheritance tax planning, maximising tax allowances, and income protection. 

As a Partner and Adviser Manager at TPO, Matthew provides direct support and guidance to a team of advisers. During this time he has attained Chartered Status and has been listed in New Model Adviser’s Top 35 Next Generation Advisers for five years running. He has also provided commentary to The Telegraph in an article about private banking. As a result of the valuable support he offers his clients, Matthew has been a VouchedFor top rated adviser for five consecutive years.

Matthew hold a number of qualifications, including a Certificate in Pension Transfer Advice and an Award in Long Term Care Planning, and he keeps up to date with financial planning legislation as part of his ongoing professional development. 

When he’s not working, Matthew enjoys seeing live music and watching the Exeter Chiefs Rugby Club.