Gideon Kasler | Advisers Support Team

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

Joined GK&A in October 2007 and has over 25 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).

Helen Cheetham Cert CII (MP & Life & Pensions)
Client Account Manager & 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, Regulation and Ethics (CF1), Investment and Risk (CF2), Financial Protection (CF3), Retirement Planning (CF4), Mortgage Advice (CF6), Pensions Administration (FA2).

Diana Montalban Cert CII (FS)
Office Manager & Paraplanner

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. UK Financial Services, Regulation and Ethics (CF1), Financial Services Products and Solutions (LP2), Personal taxation (RO3).

Emilia Kasler
Client Account Manager

Emilia joined GK&A in April 2021.

Qualifications
Master's Degree, Textile Practice from The Manchester Metropolitan University.

Julie Ridgley
Client Account Manager

Julie joined GK&A in August 2021 and has worked in financial services since 2007.

Qualifications.

UK Financial Services, Regulation and Ethics (CF1), Financial Services Products and Solutions (LP2).

Advisers Support Team

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

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