About Us


Meet the team

 

Our team of Independent Financial Advisers

Wayne Griffiths Dip PFS Cert CII (MP & ER)

Independent Financial Adviser
Managing Director and founder of One Financial Solutions

020 3714 9565


Wayne has provided financial advice since 1993, accumulating a wealth of knowledge and experience from his interaction with customers ranging from individual, personal clients to FTSE 250 corporate bodies.

Wayne has become an expert in providing advice to SME clients, in particular those running and managing their own businesses, and sees this as his specialisation. He has also developed an in-depth knowledge of setting up employee benefits packages, particularly group personal pensions and ensuring their compliance with the recently introduced Automatic Enrolment legislation.

Wayne's decision to form One Financial Solutions was based on his long-held personal desire to provide his clients with true independent advice and not be restricted to a panel of providers. Wayne selects the advisers at One Financial Solutions personally, ensuring they share his values of wanting to be truly independent, offer the most appropriate product and provide exceptional customer service.

Wayne is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing.

Reviews and Ratings for Financial adviser Wayne Griffiths, Croydon

Paul Keeley Dip PFS Cert CII (MP)

Independent Financial Adviser

020 3714 9565


Paul has worked as a financial adviser with a number of major high street banks since 1998. In 2007 he switched to the commercial sector, developing and managing a portfolio of over 450 clients ranging from individual consultants to IT companies with turnovers exceeding £10m.

Paul has developed a broad knowledge of both the personal and commercial financial sectors and takes pride in the personalised service he provides his clients. He specializes in pension transfers and all forms of personal, family and business protection.

Paul joined One Financial Solutions in July 2013 and is committed to providing new and existing clients with the widest possible choice of financial products and services.

Paul is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing.

Andrew Lee Dip PFS Cert CII (MP)

Independent Financial Adviser

020 3714 9565


Andrew has worked in the financial services industry since 1989, gaining exceptional skills as a financial adviser while working with some of the principal high street banks. Initially Andrew's career focussed on retail clients and providing financial planning and mortgage advice but, keen to develop his skills and knowledge, he moved to the commercial sector in 2004. Since then, Andrew has been advising a portfolio of clients ranging from start-ups to companies with turnovers in excess of £15m.

Andrew specialises in company pension and business protection schemes including group life and income protection cover. He continues to work closely with personal clients, advising them on their ongoing mortgage, protection and retirement planning needs.

Andrew believes that building strong bonds and forging close working relationships with his clients is an essential aspect of providing financial advice and believes that One Financial Solutions is the place to continue his career.

Andrew is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing.

Christine Tucker Dip PFS Cert SMP Cert CII (MP & ER)

Independent Financial Adviser

020 3714 9565


Christine joined a major high street bank in 1998, gaining invaluable experience and knowledge in her role as financial adviser. During this time she developed a varied portfolio of personal and commercial clients that included SMEs, private schools and IT consultants.

Christine's principal areas of expertise are advising business clients on wealth management, business protection, succession planning, profit extraction and employee benefits. For her personal clients, which includes many of the directors of those businesses she advises, Christine provides advice on wealth management, mortgage borrowing, retirement planning, personal and family protection and estate planning.

Christine is convinced that individuals and businesses look for a bespoke personal service from their financial adviser. She believes their ideal is to have a proactive adviser who is willing and able to advise on all aspects of their financial needs and to do so during the course of a long-term relationship. Christine joined One Financial Solutions as she firmly believes that its range of products meets her clients' needs and its business ethos matches her own.

Christine is a member of the Chartered Insurance Institute (CII) and the Society of Mortgage Professionals, she also holds a Statement of Professional Standing.

Reviews and Ratings for Financial adviser Christine Tucker, Croydon

Barry Vanderpant Dip PFS

Independent Financial Adviser

020 3714 9565


Barry has a longstanding career as a financial adviser having worked in the financial services industry since 1984. During this time he's amassed an enviable fund of skills, knowledge and experience and has held key positions within a number of high street banks and insurance companies. As a sales manager at Prudential he successfully promoted his customer-centric approach to financial advice as widely as possible via his team of advisers.

One of Barry's key strength's is his ability to explain complex financial products and services in a simple yet professional way. This allows his clients to better understand them and, as a result, make well-considered decisions. Although Barry specialises in investments he takes a holistic approach to providing financial advice and tries to ensure that a client's financial needs are being addressed and met in full.

Barry was keen to join One Financial Solutions as he believes its independence will allow him to offer the best possible choice of products to his clients and consequently underpin the strong relationships he has with them.

Barry is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing.

Mark Deasy Dip PFS

Independent Financial Adviser

020 3714 9565


Mark has an in-depth knowledge of the financial services industry having spent 12 years as a financial adviser for a major insurance company followed by a further 16 years working for two principal high-street banks. He also spent two years working on the Isle of Man providing independent financial advice to clients living and working in a low-tax jurisdiction.
 
Mark's ambition is to use the experience gained during his career to provide his clients with the best guidance about preserving the wealth they have accumulated. Doing so means exploring, understanding and then advising on the opportunities to pass property and funds onto the next generation in the most tax efficient way.
 
Mark is also able to advise clients on all aspects of succession including the preparation of wills, power of attorney and the various trust arrangements that can be used to help protect and preserve personal assets.
 
Mark is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing.

Amit Mittal Dip PFS Cert Cll (MP)

Independent Financial Adviser

020 3714 9565


Amit joined Santander in April 2007 as a financial adviser and within a year was promoted to client relationship manager advising 'HNWIs' (high-net-worth individuals) about the bank's wealth management proposition. Having a desire to offer financial advice on a more holistic basis, Amit joined Nationwide Building Society in January 2014. Moving to Nationwide, the largest building society in the world, allowed Amit to provide advice on a broader range of products drawn from across the market and become involved in Inheritance Tax planning.

Amit joined One Financial Solutions in March 2017, a move that further increased the diversity of the advice he can provide his clients. Working for a firm of independent financial advisers allows Amit to offer his clients a personalised service encompassing an extensive range of products drawn from the whole financial services market.

Amit is a member of the Chartered Insurance Institute (CII), holds a Statement of Professional Standing and, via the CII, is working towards gaining Chartered status.

Reviews and Ratings for Financial adviser Amit Mittal, Harrow

Daniel Karim BA (Hons) Financial Services Dip PFS Dip CII Cert CII (MP)

Independent Financial Adviser

020 3714 9565


Dan is an experienced adviser, having embarked on a career in financial services in 1991. Having completed his degree, Dan spent two years working in banking and insurance underwriting before joining a major international bank where he accepted a four-year assignment in Asia as the bank's internal management consultant and project manager. Returning to the UK in 2000, Dan held a number of financial planning advisory roles over the next 13 years, 11 of these in central London. Dan then worked as an adviser in three boutique IFA practices, firstly in Brighton and then two in the City.

As an adviser, Dan specialises in business and commercial wealth planning, a subject that covers exit-strategy planning, profit extraction, maximising returns on reserves, succession planning and risk mitigation. He strongly believes that financial planning should be truly holistic, encompassing both the client's business and personal circumstances as the two are often interlinked.

Dan brings his wealth of experience to us, joining the team in 2016 to work on a number of projects throughout the firm before moving into an adviser role in April 2017.

Dan is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing.

Reviews and Ratings for Financial adviser Daniel Karim, Tonbridge

Joe Wadsted DipPFS, Cert CII (MP)

Independent Financial Adviser

020 3714 9565


Joe started his career in financial services in 2006 when he joined a leading high-street bank. 

His aptitude, knowledge and professionalism led to a series of promotions, including to a Mortgage and Protection Manager in 2010 and then a Premier Relationship Manager in 2014.  As a Premier Relationship Manager he worked with personal, corporate and high-net-worth clients, offering them financial advice across a range of financial services.

Joe joined One Financial Solutions in November 2017, the move allowing him to expand the range of financial solutions he can offer his clients and, by working in an independent environment, ensuring that the advice he gives them is tailor-made to their needs.

Operations, client relationship and support staff

Danielle Cook CeMAP, Cert FP, LLB (Hons)

Operations Manager

020 3714 9565


Danielle has worked in the financial services industry since 2004 during which time she has held a variety of roles including financial adviser, mortgage broker and paraplanner.

Danielle's principal role is to ensure One Financial Solutions runs smoothly as a company; that the team of advisers receive the support they need and that clients have a knowledgeable point of contact.

Ajantha Ranjan

Accounts

020 3714 9565


'AJ' oversees the financial well-being of One Financial Solutions and is responsible for compiling and producing the management and financial reports needed to monitor and ensure this.

Having worked in accountancy since 1999, 'AJ' has an in-depth understanding of her profession and, in particular, dealing with SMEs.

Alex Mason Dip PFS

Executive Business Development Manager

020 3714 9565


Alex worked as a management accountant before changing career and becoming a financial adviser in 2001. Joining a well-known high-street bank, Alex initially focused on a personal-client portfolio before moving to the commercial sector. Here he developed and managed a client portfolio of companies with a turnover of up to £30m, providing advice to both the company and, on a personal basis, to their directors and their shareholders.

Alex's principal area of expertise was providing business loan protection, key-person protection, investments and general insurance, to corporate clients.

Alex joined One Financial Solutions as an Executive Business Development Manager as he believes that the breadth of experience within the company's talent pool coupled with its independence, makes it an ideal place from which his clients can benefit from an enhanced proposition through one of our experienced advisers.

Alex is a member of the Chartered Insurance Institute (CII).

Judy French

Client Relationship Manager

020 3714 9565


Judy is a highly experienced client relationship manager having worked for a top high street bank since 1976 where, working in a fast-paced, customer-focused retail environment, she provided a first-class, customer-service experience.

Judy thrives on her expertise at developing long-term relationships with clients built on trust and deliverance. She ably demonstrated this during the 11-year period immediately before joining One Financial Solutions by managing a portfolio of high-net-worth personal clients.

Judy is looking forward to repeating her success at One Financial Solutions as she believes that being truly independent will enhance the trust and confidence that her clients already have with her.

Thandi Larbi

Office Manager

020 3714 9565


Thandi has worked with a number of high-street lenders since 2002 performing a variety of roles including mortgage manager and branch manager.

Her principal roles are to ensure One Financial Solutions' team of advisers receive the support they need to deliver a superior service to the firm's clients and that the company runs smoothly. Her experience of retail banking makes her a knowledgeable first point of contact for any client, either new or existing.

Thandi believes that it's essential for clients to seek and receive quality advice that's individually tailored to their own unique needs before making key financial decisions.

Rebecca Matthews

Office Administrator

020 3714 9565


Rebecca is often the first person at One Financial Solutions that new clients speak to. Apart from providing a welcoming voice, Rebecca’s understanding of the firm’s activities and her professional attitude ensure all enquiries are handled efficiently, with every caller receiving the attention they need.

Rebecca also works closely with the advisers, assisting them throughout the four-step Financial Advice Process, and provides administrative and organisational assistance to the entire team.

Kirsty Jimmison

Administrator

020 3714 9565


Kirsty works closely with Andrew Lee, providing administrative and organisational assistance and support for both him and the rest of the One Financial Solutions' team of advisers. Kirsty is frequently involved with processing mortgage applications, a task which needs a meticulous approach, and dealing with client queries in the absence of one of the team.

Before joining One Financial Solutions, Kirsty worked for a publishing company as a project manager, managing the production of medical journals and organising and running conferences for pharmaceutical companies.