Meet the Bourne Taylor Neville Team
Director/Independent Financial Adviser
Paul has been an Independent Financial Adviser since 1991, he became Level 3 qualified in 1997 and then achieved the Level 4 Diploma qualification in 2012.
Prior to becoming an IFA Paul worked in the banking industry and subsequently as a Senior Account Manager for a well known product provider.
Independent Financial Adviser
Peter first became involved as an adviser in the Financial Services Industry in 1981. He initially worked directly for a number of life offices and financial Institutions before becoming an independent adviser in the year 2000. Peter has completed his IFS School of Finance Level 4 Diploma for Financial Advisers and specialises in the ‘at retirement’ area looking after a wide range of clients interests including Pension and Investment planning for income.
Peter joined Bourne Taylor Neville Limited in February 2013.
Gemma is our Office Manager/ParaPlanner. Having been employed by the company since she graduated from Worcester University with a BA (Hons) in Business Management in June 2003, she is an experienced and knowledgeable member of the team.
Gemma has completed her Level 6 qualification and is a Chartered Financial Planner (APFS). Gemma splits her time between running the office and managing our team of administrators, assisting with compliance matters, looking after the account of Paul Mitchell’s clients, File Checking, Research & Report writing, preparing management information and assisting with the preparation of the management accounts.
Jade is employed as one of our Life & Pensions Administrators and is responsible for looking after client accounts for Paul Mitchell and Mike Richards.
Jade joined the company in November 2007 and has successfully completed the Certificate in Financial Administration (Life).
Jade plans on obtaining further qualifications to continue developing her knowledge of the financial services industry.
Karen joined Bourne Taylor Neville Limited as a Life & Pensions Administrator in March 2016.
Karen had 18 months experience in the industry before joining us and is looking to gain further knowledge and experience as well as having plans to obtain the CII Certificate in Financial Administration.
Karen’s role is to look after the accounts for clients of Peter Cooper.
Harry is the newest addition to the team, having joined Bourne Taylor Neville Limited as a Trainee Life & Pensions Administrator in November 2019.
Harry recently graduated from Cardiff University with a first class Economics degree. Whilst learning about all aspects of the financial services industry, Harry is particularly interested in funds and portfolio construction with a focus on ethical and sustainable investing.