Our People

Paul Burley FPFS - Chartered Financial Planner

Paul has 25 years experience in the Financial Services Industry.

He was previously a Director of Smith & Williamson Financial Services and has held senior positions with Sedgwick Independent Financial Consultants and HSBC.

Paul specialises in advice to Corporate clients covering all aspects of employee benefits, from the pension scheme through to Group Risk schemes such as Death in Service, Group Income Protection and Group Critical Illness cover.

Paul is also an investment specialist and was involved in setting up the Advisory Portfolio Service, which is an advisory investment service providing whole of market, bespoke investment advice to private clients.

Paul is a Chartered Financial Planner holding the Chartered Institute’s Advanced Diploma in Financial Services; he is also a Fellow of the Personal Finance Society and is qualified to provide a supervisory function to a Financial Services firm.

 

Paul Fox ACII, FPFS - Chartered Financial Planner

Paul has 28 years' professional experience as an Independent Financial Adviser.

He was previously a Director of Smith & Williamson Financial Services, and prior to that held senior positions at Marsh, and Lloyds Independent Financial Advisers.

Paul provides corporate financial planning advice to clients ranging from owner-managed businesses to large corporates, covering all aspects of employee benefits, such as pensions and Group Risk schemes.

Paul's professional qualifications also enable him to provide advice on all aspects of pension transfers. Paul also set up the Advisory Portfolio Service, which provides advisory, whole of market, bespoke, investment advice to private high net Worth and pension clients. He is an Associate of the Chartered Insurance Institute by examination, a Chartered Insurance Practitioner, and Chartered Financial Planner.

 

Isobel Stevenson - Operations Manager

Isobel has worked in financial services for 20 years. The last 10 of which, have been with Paul Burley and Paul Fox.

Having started as an annual review administrator, she has made her way up to Operations Manager, and continues to learn and develop her skills and knowledge.

Her experience of managing client relationships, together with her back office system and compliance experience, is key to the effective management of the office.

Isobel loves spending time with her friends and family and visiting strange new places

 

Kevin Hunt DipPFS (DM) - Investment Manager and Paraplanner

Kevin has worked in the financial services sector for 14 years with the last five years solely within financial advisory firms.

He holds the Chartered Institutes Diploma in Financial Services and is continuing with his studies with the goal to achieving Chartered status within the next three years.

His role at Burley Fox requires him to regularly review and analyse our Advisory Portfolio Service investment funds which involves ongoing research and meetings with fund managers. Kevin is also a key member of our Investment Commitee which decides on the investment direction and asset allocation of our portfolios. In addition he is an integral part of the Paraplanning team assisting the advisers with research and client reports.

Outside of work he likes going to the gym, taking his cocker spaniel for walks and photography.

 

Janine Cooke ACII, DipPFS - Paraplanner

Janine has worked in Financial Services for over 25 years including various roles within Barclays Bank PLC. She has a wealth of experience in all aspects of financial planning and is an Associate of the Chartered Insurance Association by examination. She also holds the Diploma of the Personal Finance Society. She is enjoying working with us as a paraplanner assisting the Directors with client research, technical report writing and reviewing of portfolios within our APS service. As part of her role, Janine also undertakes compliance file checking. Out of work she enjoys travelling, skiing, going to the gym and walking the Pembrokeshire coastal path.

 

Emma Pateman DipPFS - Paraplanner

Emma has worked in the Financial Services industry for over 15 years, seven of which were for Legal and General.

Emma was an administrator with us for 12 months before obtaining the Chartered Institutes Diploma in Financial Services and becoming a Paraplanner. She is enjoying assisting the Directors with client research, technical report writing and review of portfolios within our Advisory Portfolio Service (APS) and continues to learn and develop her skills and knowledge.  

Outside of work, Emma loves to read and spending time with her friends and family.

 

Holly Rathband DipPFS - Trainee Paraplanner

Holly has worked in Financial Services for 4 years, and has recently taken on the role of a Trainee Paraplanner having previously been an Administrator with us at Burley Fox. Holly has just passed the Chartered Institutes Diploma in Regulated Financial Planning.

In her spare time, Holly enjoys going on long coastal walks and baking with her two young children.

 

Joanne Willcox - Administrator

Joanne joined Burley Fox in May 2019, having returned to her home town of Cardiff after more than 20 years working in London in both the hotel hospitality industry and the financial services sector in the City of London. Joanne brings with her a wealth of client services and administration experience gained firstly while working in large 4 and 5 star deluxe hotels and subsequently during 15 years in senior administrative roles at the UK headquarters of major European, Japanese and American global investment banks.

In her free time Joanne enjoys travelling abroad whenever possible, especially in Europe, is an avid book reader and is also constantly striving to improve her Spanish language skills.

 

Christopher Channon – Administrator

Chris has worked in Financial Services for 4 years. He is currently studying for the Chartered Institutes Diploma in Regulated Financial Planning which he aims to complete by the end of 2020 and he continues to learn and develop his skills and knowledge.

Chris likes to spend his spare time watching sport, in the gym and spending time with his son.

 

Jenna Grech – Administrator

Jenna joined the team in October 2019. Having previously worked in financial services for three years, Jenna is looking forward to expanding her knowledge at Burley Fox and developing her career in financial services.

Jenna lives in Cardiff with her family and two cats and enjoys spending time with her friends and family.