Our people are carefully chosen, and we invest heavily in their training and development. We never forget that our clients have a choice; when you choose to work with us, you’ll be assured of dealing with qualified experienced professionals who are astute, motivated and dedicated to our ethos of aiming to provide unrivalled individual service.
It is thanks to our people that our clients stay with us, and new clients come to us by personal introduction. Our team comprises financial advisers, technical planners, client liaison staff, skilled administrators and a wealth of specialist support from The Openwork Partnership
Director & Financial Planner
Neil started the business in 1991 as a single parent father after a career change from Motor Engineering to enable him to look after his daughter. Neil embedded these core family values in h2o Financial and it is one of the reasons we maintain such long lasting relationships with our clients.
Along with time with his family, Neil enjoys cycling and snowboarding and has a passion for sailing and has even sailed around the world in a yacht race.
Practice Manager & Financial Planner
Richard, son of founder Neil, joined the team in 2017 bringing youthful energy and a variety of experience from his career at HSBC including corporate lending, international credit underwriting, software development and supporting customers with mental health challenges – he's now an essential part of business – keeping the wheels turning.
Richard enjoys snowboarding and motorcycling or will be found at his computer enjoying games.
Tim has been longstanding friends with Neil since they worked together in the 90s. Successfully running his own financial advice practice he amalgamated with h2o in 2022. Tim has over 30 years of advice experience and has achieved the highest level of qualifications possible in our industry with the title of Fellow with the Personal Finance Society.
Tim is a keen sportsman and spent many years as a cricket fast bowler before moving into tennis and badminton.
Chartered Financial Planner
Ian started working in financial services in 1986 and has worked for a number of well respected firms before meeting Neil through Allied Dunbar, he subsequently joined h2o in 2005.
Ian retired from h2o in 2016 and as a leaving present we helped him to fulfil his wish to climb mount Kilimanjaro.
Ian returned in 2017 and has swapped mountain climbing for seeing every corner of the world by cruise ship.
Laura has a wealth of experience from several financial advisory firms and ran her own team at Metlife supporting their relationship with The Openwork Partnership. After Laura started her family she decided to join h2o in 2018 after recognising our family values.
When Laura isn’t having fun with her daughters she can be found enjoying a spa day and a glass of bubbles.
Helen worked internationally in the Middle East, Africa, Europe and Asia in the Oil and Gas industry for 15 years before taking on the new challenge of working in financial services with h2o in 2021. Helen still works internationally occasionally, taking her laptop all over the world when visiting her family.
When Helen isn’t on a plane, she is in London with her children enjoying the next stage show.