Adrian Taylor has been a financial services professional since 1987. Adrian has a breadth and depth of experience that allows him true empathy with clients, and the ability to understand their individual goals and objectives in detail. Adrian qualified to QCA Level 4 in Financial Services.

The highest priority for Adrian is making sure the advice you receive from TFM is appropriate for you.

Greg Simmonds has been a financial services professional since 1999. Having worked for a major UK pension provider, he moved to the advisory community in 2002, and has been a Chartered Financial Planner since 2007.

Greg has qualifications in Pensions, Retirement Benefits, Tax and Trusts, Portfolio Management, and Long Term Care.

Joining the team in September 2023, Angela brings management experience and an eye for details to the administration of our clients' affairs.

Angela has recently finished her R01 (Financial Services, Regulation and Ethics) examinations.

With over thirty years' experience in the investment sector, Matthew brings a wealth of knowledge to the research process at TFM, helping us to thoroughly research investment options for our clients.

Following a 12-year career in the British Army, Owen joined the firm in January 2026, bringing a disciplined approach and strong attention to detail.

Prior to joining, Owen achieved the R01 (Financial Services, Regulation and Ethics) and R05 (Financial Protection) examinations and continues to develop his knowledge while supporting advisers in delivering clear, appropriate advice.

In addition to holding a Master's Degree, Katalin possesses extensive knowledge of organisations, individuals, and processes gained through her role as a regulatory inspector in the education sector.

Leveraging this expertise, Katalin actively contributes to the development, execution, and continuous evaluation of our policies and procedures, reinforcing a commitment to sound governance and advancement, and positive client outcomes.