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.
 
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Dan Galbally DipPFS
 
Managing Director
 

With 20 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.

Dean Galbally DipPFS
 
Operations Director & Paraplanning Manager
 

With 15 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 has recently become a Director of the company and 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.

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Ray Galbally FPMI FPFS
 
Director and Chartered Financial Planner
 

48 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's most recent exam was the Certificate in Discretionary Investment Management.

 

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.

 
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Rosella Fretten Dip PFS
 
Paraplanning Team Leader
 

Rosella re-joined TASH in April 2021.  She had previously worked for us for 6 years.  She has returned to lead a team of Paraplanners, and brings with her a wealth of experience.   

 

She has a friendly, 'can-do' approach to her work and bright personality - nothing is too much trouble.

Shane Ali DipPFS
Senior Paraplanner 

Shane is a level 4 Diploma qualified Paraplanner and holds the Certificate in Securities Advice and Dealing (J12) and the Certificate in Discretionary Investment Management (J10). 

 

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.

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Graham Last DipPFS
 
Senior Paraplanner
 

Graham joined us in November 2020 as a Senior Paraplanner.  He is level 4 Diploma qualified and holds the Certificate in Discretionary Investment Management (J10). 

 

Graham has previously held Adviser status at Lloyds Bank and HSBC, which gives him the ability to approach his paraplanning work from the viewpoint of an Adviser dealing with a client.

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Jamie Livermore
 
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 and has recently passed his first exam RO1.

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. 

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 . 

 

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Lydia Galbally
Assistant to Directors
 

Lydia has 25 years of experience working in the corporate industry with a background in Event & Conference management for Deutsche Bank, so brings a positive and creative perspective to the business. She is also an experienced PA and therefore a very logical thinker and highly organised.

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