Advisers Support Team

The advisers have a strong and highly qualified support team made up of:

Helen Alldred APFS Cert CII (MP)
PA to Gideon Kasler

Helen has been working in financial services for over 25 years, the last 24 years alongside Gideon as his P.A.

Qualifications
Financial Planning Certificate (FPC), Personal Tax & Trust (G10), Pensions (G60), Personal Investment Planning (G20), Business Financial Planning (G30), Long Term Care (G80), Savings & Investments (SV1), Mortgage Advice Qualification (MAQ), Pension Simplification (CF9).

 



Joanne Nuttall Dip PFS
Paraplanner
Research / Technical Analysis & Client Account Management

Joined GK&A in October 2007 and has over 15 years industry experience, specialising mainly in investment and portfolio planning.

Qualifications
Financial Planning Certificate (FPC), Personal Tax (JO1), Trusts (JO2), Investment Principles, Markets & Environments (JO6), Investment Planning (AF4), Savings & Investments (SV1), Mortgage Advice (CF6), Retirement Planning (CF4), Financial Services Regulations & Ethics (R01),Wrap & Platform Services (J11).

 

 

Adam Neale Dip PFS 
Paraplanner
Research / Technical Analysis & Client Account Management

Joined GK&A in January 2005. Adam has over 20 years industry experience, specialising mainly in pensions and retirement planning.

Qualifications
Financial Planning Certificate (FPC), Personal Tax & Trust (G10), Pensions (G60), Retirement Options (K10), Pensions Update (RO8).

 


Helen Farrell Cert CII (MP & Life & Pensions)
Paraplanner
Research / Technical Analysis & Client Account Management

Helen has been working in the financial services industry since 1999 and joined GK&A in November 2004. Her role includes research, administration and client liaison.

Qualifications

UK Financial Services (CF1), Investment and Risk (CF2), Financial Protection (CF3), Retirement Planning (CF4), Mortgage Advice (CF6), Pensions Administration (FA2).

 


Diana Montalban
Office Manager

Diana joined GK&A in March 2010 having completed her studies at the University of Murcia, Spain graduating with degrees in Business, Administration & Management.

Qualifications

Administration & Management Degree in Murcia, Spain.