Samantha works part time for us dealing with general office functions such as the binding of Financial Plans and Reports, document printing and photocopying, Client liaison, database entry and generally keeping the office running in an efficient manner. Sam is also a fully qualified Holistic Therapist (Reflexologoist and Aromatherapy) which comes in handy sometimes when we are exceptionally busy!

Georgia joined Buryfield Grange when we took over the financial services operations of Alchemy Financial Management in early 2010. Georgia was practice manager at Alchemy and has several years’ direct experience of dealing with all aspects of mortgages, as well as day to day Financial Planning administration.

Georgia is responsible for general Client liaison, mortgage administration, database management, and integrating Alchemy’s business with ours.

Tracey has worked in Financial Planning, Pension and Investment for over 13 years with experience working for two large UK insurance/pension companies.   Her roles have covered general day to day administration and more recently managing a team, deputy office manager and personal assistant to two specialist pension consultants.  Tracey joined Buryfield Grange in October 2008, is a pension specialist and is responsible for general administration plus Client and Independent Financial Adviser “IFA” liaison.  

Tracey holds the full Financial Planning Certificate “FPC”. Her interests include walking, gardening and cooking. In 2009 Tracey gained the European Computer Driving Licence “ECDL” which is a Europe wide qualification demonstrating competence in computer skills.

Chris, also know as The IT Director, is responsible for the smooth running of all our technology (with the exception of telephones!). He has worked in IT all of his working life (nearly 30 years) and amongst other things is a member of the Association of Independent Computer Specialists.

Chris regularly works with our other specialist IT and software providers such as 1st Software Adviser Office, Truth,   O & M Systems, Selectapension, Linden House (Invu),  Aequos Engage, and Exweb. Chris works with a number of Independent Financial Advisers throughout Kent.

As a company Buryfield Grange is committed to making maximum use of the latest technology in order that we can provide our Client’s with the most effective and value for money solutions.

Anita, our Practice Manager, has over 20 years experience in Financial Planning, Pensions, Investment  and Banking.

As well as being Ian’s personal assistant, Anita is responsible for the day to day running of all aspects of our practice including finance, data management, Client liaison, and provider contact.

She is a member of the Personal Finance Society and holds the Certificate in Financial Administration (Pensions) and the Certificate in Regulated Customer Care. She is currently working toward the full Certificate in Financial Planning. In 2009 Anita gained the European Computer Driving Licence “ECDL” which is a Europe wide qualification demonstrating competence in computer skills.

Her outside interests include Football (a Chelsea supporter), Walking, Holidays  and Chocolate!

Ian has been practicing as a Financial Planner for 25 years and provides a comprehensive service to his Clients.

Ian is Chairman and Managing Director of Buryfield Grange Limited and Buryfield Grange Life Planning Limited. He is also a Director of Independent Pension Specialists Ltd.

The underlying theme to his approach to financial planning is to help Clients decide how they want to spend the rest of their lives, to agree planning assumptions related to the likely cost of that lifestyle and then to help them prepare a plan which, when implemented, will make the best use of their resources towards the achievement of their objective. Typically, this involves helping them with investment planning, tax minimisation pension arrangements and risk management.

He is happy to work in conjunction with his Clients’ other professional advisers. Ian believes in comprehensive, values based financial planning, whilst at the same time bringing specialist pension and investment knowledge to BGL. He holds the following professional qualifications:

From the Institute of Financial Planning

 Certified Financial Planner

 Ian is also an assessor for the Institute of Financial Planning Certified Financial Planner examination.

From the Chartered Insurance Institute / Personal Finance Society:

 Chartered Financial Planner

Advanced Diploma in Financial Planning (AFPS)

Advanced Financial Planning Certificate (AFPC)

Financial Planning Certificate (FPC)

CF1 (UK Financial Services Regulation and Ethics)

CF2 (Investment and Risk)

CF3 (Financial Protection)

CF4 (Retirement Planning),

CF6 (Mortgage Advice)

CF9 (Pensions Simplification)

CF8 (Long Term Care)

K10 (Retirement Options)

G10 (Taxation and Trusts),

G20 (Personal Investment Planning)

G60 (Pension Transfers)

G20 (Personal Investment Planning)

AF5 (Financial Planning Process)

HR1 (Home Reversion Plans) 

R02 (Investment Principles & Risk)

From the Institute of Financial Services (IFS)

The Pension paper of Professional Investment Certificate (PIC)

The Investment paper of Professional Investment Certificate (PIC)

Certificate in Lifetime Mortgages

From the Society of Trust and Estate Practitioners

The STEP Certificate for Financial Services (Trust and Estate Planning)

 It is estimated that there are less than 1,000 advisers in the UK qualified to this level.

Ian is authorised and regulated by the FSA, and has the special qualifications and FSA approval to provide advice on occupational pension transfers and long term care and is a “suitably qualified” investment adviser under the terms of The Trustee Act 2000.

As well as being a member of the relevant professional bodies, he is a member of the Institute of Directors (IOD) and is also a certified Master Practitioner in Neurolinguistic Programming, Advanced Neurological Repatternining, Ericksonian Hypnosis and is a Christopher Howard Certified Master Results Coach and Performance Consultant.  

His outside interests include Judo (UKCC level 1 coach), Golf, Travel, Angling and Personal Development.