People & expertise

Cliff Cooper
managing director

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Having joined the holding company from the Sedgwick Group in the mid 1980s, Cliff finally acquired the business in 1992. As managing director, he is proud of the progress the team has made over the years and the quality of all staff. As with all staff, he undertakes continual professional development (CPD) each year to ensure his professional knowledge of the financial services industry is maintained and kept up to date.


Andrew Potter APFS
director of pensions

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Andrew has been a senior IFA since 1996 specialising in all aspects of pension planning. Andrew was originally with Scottish Widows Group where he developed his initial passion for pensions. “More than ever before, thoughtful pension planning is central to a robust financial plan, whether you're at the start of, or later into, your career.” Andrew is a Chartered Financial Planner and, as with all our advisers, he too maintains a continual professional development programme to ensure he is up to date with changes within the financial services sector.


Tom Beckett DipPFS
senior investment adviser
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Tom joined in 2004 from Ernst & Young. Specialising in advising high net worth individuals, Tom brings to the team a wealth of experience on investment, inheritance tax and care fee planning. Currently progressing towards Chartered status, Tom also holds the CF8 ‘Long Term Care’ qualification, required when advising on long term care issues.

Tom is a ‘media’ IFA and a regular contributor to BBC radio and national press.


Ian Briscoe
senior mortgage adviser
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Ian has many years of experience as a senior mortgage adviser gained within corporate agency, private finance and the financial services sector. Assisting clients with all aspects of property-related finance he utilises an in depth product knowledge to provide cost effective mortgage and life assurance solutions with the focus always on achieving the clients’ objectives. Ian holds the required CeMAP qualifications and follows Continual Professional Development (CPD) to maintain up to date expertise for the lenders requirements, industry changes and FCA compliance standards.


Harriet Trendell
ASSOCIATE adviser


Harriet is an associate adviser for us via Mushroom Ltd. As a leading specialist in Equity release, Lifetime mortgages and Long term care she provides advice directly to our clients.

Harriet’s career started at Abbey National but now via Mushroom Ltd. provides financial advice to corporate and private clients. Harriet has also served as Chair and Area Liaison Officer for The Personal Finance Society our professional body in the Surrey & Kent Region.

Harriet’s qualifications include HNC in Business & Finance, Cefa, Ce-Map, J01 – (Personal Tax) ER1 & QFC – (Equity Release), CF8 – (Long Term Care Insurance) and J08 – (Financial Planning).

Please call our main office in Gerrards Cross (01753 889090) with your requirements and we will ask Harriet to contact you.

Independent investment, pension, mortgage and insurance advisers