Our team of experienced advisers use their technical knowledge and expertise to help our clients make the right financial choices.

Providing reassurance every step of the way, our dedicated advisors all have a genuine desire to support our clients in making the right choices. To ensure high standards are maintained, our advisors all hold FCA recognised qualifications and attend regular CPD programmes. Our Financial Planners and Mortgage Advisers are supported by a strong team of administrative staff who ensure all business is processed smoothly and efficiently.

Dawn Wood

Job Title: Financial Planner

Having worked initially in accounting and then progressing into financial advice to become a Financial Advisor, Dawn has worked consistently with finance and property throughout her career. Dawn recently acquired shares in Orchard Financial Management and is committed to growing the business.

Matthew Anderson

Job Title: Financial Planner

Matthew has spent the majority of his career working in Financial Services, after graduating from University. In his role as a Financial Planner, he provides holistic advice in a wide range of areas, such as Pensions, Investments, Protection and Estate Planning.

Mei Glennon FPFS

Job Title: Chartered Financial Planner

Mei is our Chartered Financial Planner who is passionate about holistic financial planning. She achieved Fellowship of the Personal Finance Society in 2021.

Prior to her career at Orchard, Mei worked in a technical capacity for a large national financial advice firm.  She is highly driven and dedicated to the cause of improving her, and her team’s, financial knowledge.

Shara Campbell-Starreveld

Job Title: Client Relationship Assistant

Shara is very experienced in Wealth Administration, she has spent the last 5 years working in Finance, gaining exposure to technical and complex business. Shara is passionate when looking after our Clients, she enjoys building and maintaining client relationships.

Andrew Moreton FPFS MCSI

Job Title: Senior Paraplanner

Andrew is our Senior Paraplanner and has worked in financial services for over 30 years holding various managerial, technical and paraplanning roles at larger companies, as well as at smaller Independent Financial Adviser firms. Andrew holds the Chartered Financial Planner qualification through the CII and is also a Fellow of the Personal Finance Society.

Andrew holds Level 6 qualifications through both the CII/PFS and CISI.

Kayleigh Young

Job Title: Client Relationship Assistant

After graduating from Bedfordshire University, Kayleigh worked for Kent County Council as an administrator for the finance team and latterly as a client transport co-ordinator for KCC. Kayleigh is now valued member of our Client Relationship Team.