Our Team

With over a combined 180 years experience as advisers, paraplanners and administrators, our team brings together a range of complementary skills and disciplines.  As a result we are uniquely placed to observe any industry trends, changes to processes or legislation whilst ensuring that our services remain compliant.  
 
In the same building as us, we also have an advice arm (a Chartered IFA run by Ray Galbally - see below), but at no time are there any conflicts of interest and we believe the fact that we have a close in-house relationship with an IFA gives us an extra edge as we understand the demands of IFAs and their clients.
 
We aim to remain at least one step head of the industry standard actively encouraging staff to gain further qualifications and engage in continued personal development (CPD).
 
Link up with our team today and you will not look back.
 
Dan Galbally DipPFS
 
Managing Director
 

With 17 years experience within the industry as a paraplanner, adviser and IFA office manager, using his exceptional organisational skills, Dan has brought the Adviser Support Hub to life.

 

As Managing Director, Dan develops the business, maintains client relationships and engages in high level paraplanning work.

Ray Galbally FPMI FPFS
 
Director and Chartered Financial Planner
 

45 years industry experience and highly qualified as an IFA who is a Chartered Financial Planner as well as a Fellow of The Pensions Management Institute and The Personal Finance Society.

 

Ray keeps an eye on the numbers for TASH and provides technical support to the paraplanning team.  In addition to his role within TASH, Ray runs his own succesful Chartered IFA firm.

 
Dean Galbally DipPFS
 
Paraplanning Manager
 

With 10 years industry experience behind him now, Dean has reached a very high standard in achieving both Diploma status and the CII Paraplanning Certifcate Award.

 

Dean is responsible for ensuring that his paraplanning team are kept busy and working to priorities and deadlines. 

 

His technical knowledge is excellent and his common sense approach to his work coupled with his exceptional attention to detail ensure his work is always of a high standard.

Shane Ali DipPFS
Paraplanner 

Shane is a Diploma qualified Paraplanner and holds the Certificate in Securities Advice and Dealing. 

 

Shane ensures excellent attention to detail within his report writing, and enjoys the product and fund research area of the Paraplanning role. He brings a solid knowledge base of all major areas of the Financial Planning process.

Geoff Lord 
 
Auto-Enrolment Specialist & Head of Corporate Business
 

With over 30 years industry experience, Geoff's key skills relate to corporate benefit scheme work, handling Group PMI, PHI, GPP and he is now a specialist in the Auto-Enrolment field. Geoff approaches his work with great attention to detail, ensuring his work is always of the highest standard.

 

Geoff is the person to speak with for any corporate related enquiry.

Robert Barber
 
Trainee Paraplanner
 

Robert joined us in April 2018 as a Trainee Paraplanner.  His background is in Personal Banking and holds the Professional Banker Certificate.  Prior to his banking career, Robert was in Client Services at IFDS providing information to IFAs on ISAs and OEICs.

Robert is currently studying toward his Diploma (level 4) with the CII. and within 12 months of starting has passed the RO1, RO2 and RO4 exams.

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Karen Sutton Dip PFS
 
Paraplanner
 

Karen started working with us in Summer 2017 and has quickly become a valuable asset to our paraplanning and administration teams.  She works with us on a flexible basis as required, helping to ensure we meet the demands of our clients.

She has a friendly, 'can-do' approach to her work.

Eleanor Youd DipPFS
 
Paraplanner
 

Eleanor has been in the industry for over 12 years and attained her Diploma in 2011. She also has a BA (hons) Degree in Social Sciences.

 

Technically very good and logical in her approach to her work, Eleanor has been an excellent addition to the team since joining us in the Summer 2014 . 

 

Donna Boulton
 
Administrator
 

Donna joined us in July 2016 and provides valuable administration support for our clients,  She works closely with IFAs to ensure that their back office systems are kept up to date and supports our paraplanning teams by collating data on a daily basis.

 

Donna has over 20 years experience in the industry, and has previously worked in sales support roles at large insurance companies, such as Axa.  This background allows her to bring a depth of knowledge to our team. 

Alison Calder
 
Executive Assistant
 

Alison joined us in January 2019.  She has over 30 years' experience in the industry starting her career with GRE (Guardian Assurance) followed by providing sales support for a number of IFA firms.  Her strengths are her good product knowledge and effective customer service skills..

As Ray and Dan's Executive Assistant she will be your first port of call and will be happy to assist.

Jamie Livermore
 
Trainee Paraplanner 

Jamie joined us in May 2019 as a Trainee Paraplanner.  Jamie has spent 16 months working for an established IFA firm, and prior to this, he was in Client Services at IFDS providing information to IFAs on ISAs and OEICs.

Jamie is currently studying toward his Diploma (level 4) with the CII. .

to sum up our services, we can do anything that an IFA business requires!

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