Patrick McKeown

Associate Partner

Michelle Owen, PA & Administrator

Michelle has 7 years’ experience within the Financial Services Industry and provides Patrick with complete office and administrative support, together with liaising with Patrick’s clients to ensure that they each receive the highest levels of service. Michelle is currently studying for her J09 Paraplanning qualification with a view to continuing her study to Diploma level.

Sarah Godfree, Paraplanner

Sarah is able to support Patrick with all his clients’ needs, but in particular where analysis and research are required.

She has studied for and qualified in the Certificate in Financial Planning in order to ensure that she is always completely up to date with technical issues.

Simon Hicks, Senior Partnership Development Manager

With over 17 years of experience within the Financial Services Industry, Simon’s service complements Patrick’s significant experience well. Meeting on a regular basis, Simon acts as a consultant for Patrick’s business, supporting Patrick with client events, some technical issues and changes to the industry. Simon has the Diploma in Financial Planning and is a Bachelor of Laws.

Mark Lamb, Client Servicing Manager

Mark works closely with Olivia, ensuring Clients receive exceptional levels of service both on and offline. Mark also assists Patrick in meeting the appropriate increased regulatory requirements.

Olivia Reece, Marketing & Communications

Ensuring clients receive relevant, informative information; Olivia takes care of all client communications, both on and offline. She also organises corporate entertaining events, advertising and marketing.