Consultancy Teams

Tim leads the new business sales teams across the country, focusing on growing new business for Rowanmoor Pensions’ schemes via the intermediary channel. He has supplemented his Economics & Law BA (Hons) degree with the full Financial Planning Certificate & G60 professional qualifications. Tim has many years’ experience in dealing in the corporate market and with SSAS and SIPPs in particular. Tim has worked as an IFA and as a consultant for Commercial Union and Clerical Medical.

Bob has over 30 years of experience in the financial services industry, specialising in pensions, life assurance and investment products, in Administration, Technical and Consultancy roles. He holds the full Financial Planning Certificate. Bob joined James Hay in 2002, and is now Sales Manager at Rowanmoor Pensions, providing consultancy services for New Business across South Wales, the West, South and South East of England, London, East Anglia, and the Home Counties.

Matthew has over 20 years of experience working in the financial services industry specialising in life, pension and investment business. He joined Rowanmoor Pensions in 2011 and is now Sales Manager for New Business across the South West, Wales, Northern Ireland, the North of England, the Midlands and Scotland. Matthew holds the full Financial Planning Certificate and Diploma in Financial Planning and is currently studying towards Chartered Certificate Status. He has already completed the specialist pensions papers CF9 Pension Simplification, G60 Pensions, J01, J03, J04 and J05 on tax, pension funding and income options.

Neil leads a team responsible for providing a consultancy and advisory service for both clients and professional advisers across the whole of Britain. Neil has over 25 years of industry experience, in specialist advisory roles and with Fund Management houses. Neil holds the Diploma in Financial Planning, full Financial Planning Certificate and the specialist pensions G60 Professional qualifications

Toby has over 20 years of pensions industry experience and joined James Hay in December 1997. He is a fully qualified Chartered Financial Planner and his team provide consultancy services to Rowanmoor Pensions’ clients in London, the South East, East Anglia and the Home Counties.

Gary Watson has over 20 years of experience in the financial services industry, spending the vast majority of this time advising small to medium sized employers and high net worth individuals on their retirement planning. He holds the Diploma in Financial Planning, full Financial Planning Certificate and the specialist pensions G60 professional qualifications. Gary’s team provides advisory and consultancy services to Rowanmoor Pensions’ clients across the whole of southern Britain from Sussex in the east to South Wales and Cornwall.

Rob has over 30 years of experience in the financial services industry. He holds the Advanced Diploma in Financial Planning including the specialist pensions G60, K10 and K20 qualifications. Rob’s team provides advisory and consultancy services to Rowanmoor Pensions’ clients across the North of England, the Midlands and Scotland.