We have been advising clients for many years on all aspects of Savings, Investments and Pensions. We have built a significant client base of satisfied customers. The comments of some of these can be found in the Testimonials section.

We operate both in the individual and corporate market.

About Us

Pauline Curran – Financial Planner
Pauline has been a Financial Planner for 22 years, and holds advanced qualifications in Tax and Trusts, Pensions and Business Planning. Pauline has been delivering seminars to solicitors, accountants and financial planners for over 20 years and is now launching a series of educational seminars to the general public.

Sean Curran – Financial Planner
Sean is a senior Financial Planner and founder of TSP and TSP Estate Planning Limited. With over 20 years experience and holding advanced qualifications in Tax and Trusts, Sean has a unique ability of relating to clients across the spectrum of ages and cultures.

Ricky Satija – Financial Planner
Ricky has been a Financial Adviser in the industry since 1991. He is a senior partner and founder of TSP and TSP Estate Planning Limited. He has trained Financial Advisers over the last 15 years and has enormous experience of dealing with individual and corporate clients. Ricky is responsible for the Strategic management and pricing of the business.

Mark Evans – Financial Planner
Mark has been in the Financial Services industry for 30 years and is ACIB and FPC qualified. Mark previously worked for Midland Bank/HSBC and whilst at the Bank, gained a wealth of experience in both the personal and business market. Since 2003, Mark has been a partner with TSP working with both individuals and business clients, helping them with their financial planning needs and using his experience to great effect.

Kalpesh Jethwa – Financial Planner
Kalpesh has been in financial services since graduating from University in 2002, and has been a Financial planner since October 2007. Prior to this Kalpesh was a Paraplanner with us, he holds the Financial Planning Certificate and the Diploma in Financial Planning. He also holds the Mortgage Advice Qualification and is a licensed Will writer and Estate Planner.

Rajeev Satija – Financial Planner
Raj has been working as a financial planner for over 10 years helping his clients create tailor made financial solutions. Raj holds the Financial Planning Certificate and Certificate in Mortgage Advice and is now studying towards the Diploma in Financial Planning.
 
Antony Smith - General Manager
Tony oversees the day to day running of TSP and is responsible for everything from Finance to HR and IT. In addition to this, Tony provides advanced technical support to our Financial Planners and is an expert in tax and trust planning. Tony is aiming to complete his studies to become a Chartered Financial Planner within the next 2 years.

Bita Parsafar – Sales Support
Bita is a graduate of Queen Mary College, University of London, in Mathematics & Statistics. She joined TSP in 2006 and supports Tony to ensure the smooth running of the business and holds overall responsibility for ensuring all our clients’ applications progress in a timely manner. Bita holds the Mortgage Advice Qualification and is now studying towards the full Certificate in Financial Planning which she is aiming to complete by October 2010.

Astra Roberts - Paraplanner
Astra joined us in January 2008 after having worked in client services at Barclays Life. She is one of our Paraplanners and is currently responsible for research and investigation for Rajeev and Pauline’s clients. She holds the Certificate for Financial Advisers and aims to have achieved the Diploma for Financial Advisers by October 2010. Astra is also the Project Manager of our Seminar Programme.

William Fay - Paraplanner
William has been in the financial services industry since 2002 gaining valuable pensions experience with Scottish Equitable and Clerical Medical. He joined us in 2005 and has since been working as a Paraplanner carrying out extensive research for the company and servicing Sean’s clients. William is currently working towards obtaining the financial planning certificate and aims to have achieved the full qualification by October 2010.

Hiral Khatri - Paraplanner
Hiral is one of our Paraplanners and is solely responsible for the research, investigation and servicing of Ricky’s clients. She joined our team in July 2009 after having obtained several years experience at another firm of Independent Financial Advisers. Hiral has completed her Certificate in Financial Planning and is now studying towards her Diploma in Financial Planning.

Robert Simmons - Paraplanner
Robert has been working in the independent financial advisory industry for over 4 years and has been with us since 2008. He works alongside Eddie; both being responsible for the servicing of Mark’s clients, concentrating on client research and investigation. Robert is currently studying for the Certificate in Financial Planning and hopes to achieve the full qualification by October 2010.

Eddie Pockneall – Client Liaison Manager
Eddie joined us in January 2006 to assist Mark on a part-time basis, having previously worked at
HSBC for nearly 40 years. Eddie is responsible for the ongoing servicing of Mark’s clients and resolving any issues as and when they arise.