meet the team

Lucy “the clerical queen”

Accounts/Financial Administrator

As a previous business owner, Lucy’s experience in managing accounts, liaising with suppliers and general professional communication is superior. She keeps a close eye on our finances to ensure we’re spending in the right places as business and manages the relationships with those who provide a service to us at The Money Partnership.

Lucy also supports our advisers with administration so that they are able to maintain a high level of efficiency and responsiveness to clients.

Mike “magic mike”

Mortgage Case Manager

Mike joined The Money Partnership during the height of the pandemic. His experience in financial services and customer care enabled him to jump straight in and support our mortgage team with case management. Our clients speak very highly of Mike and his friendly and professional nature. First-time buyers particularly feel at ease having Mike look after them during the application process.

Simone “the smooth operator”

Customer Care/Mortgage Admin

Simone is our customer care manager and Dave`s right (and often left hand!) With 20+ years of experience working in financial services, our clients can rest assured that their mortgage or protection case is in safe hands. Simone's level of communication and telephone manner is by far the best in the business; she liaises with lenders, solicitors and estate agents, keeping clients fully informed from application to completion.

Geraint “the money mentor”

Managing Director / Independent Financial Advisor (BSC, CeMAP, CeRER, CeFA DipIP, CMA, Chartered Banker)

As you can see above, Geraint is a highly qualified independent financial adviser. He’s worked in the financial sector for over 20 years, originally in the corporate world of Halifax and Barclays. In 2008 he created The Money Partnership so that he could have the freedom to help people from all walks of life.

Need help with your pension or considering investing? Geraint can sit down with you and go through current financial circumstances, understanding your goals and concerns and offer guidance on how to make your money work better for you.

Alice “the brand warrior”

Business Development & Marketing Manager (BA Hons Events Management)

Alice brings energy to any room she walks into, add this to her can-do attitude and we have the perfect prescription to grow our business. Armed with a marketing degree and experience working with companies such as Virgin, Disney, and Google, Alice’s role here at TMP is to increase brand awareness and connect our financial services to people and businesses that need our help.

Want to know what’s going on in the fast-paced ever-changing world of finance? Follow us on social or request to join our mailing list alice@themoneypartnership.com

Caroline “the money guardian”

Pension Administrator

Police, Teacher, Nurse, call her a public hero; Caroline is one of those people who always wants to help others. She joined The Money Partnership with a keen interest in learning more about how to help people with their finances.

As we’re continuing to get busier, Caroline’s administrative and people skills have certainly come in handy. She assists Geraint with research, liaises with providers/fund managers, and generates suitability reports, welcoming onboard new pension and investment clients and keeping existing ones up to date on the performance of their funds.

Olivia “the aftercare agent”

Financial Administrator

Olivia is one of our newest members of the team. From doing mortgage applications to taking care of investments, Olivia has experience in almost all sectors of financial services. She predominantly does the after care for all our clients, arranging annual reviews and keeping a close eye on all policies we service.