About Us

A team of advisers you can trust to ensure your future financial security

Medical Family Finance helps medical professionals to navigate the complex world of finances, protection, pensions, investments and mortgages*.

We understand that as a busy professional you will have little time to address your financial interests or keep track of the latest government regulations. You could be missing important ways to secure your long-term wealth or reduce your tax liabilities.

We are a team of advisers you can trust to ensure your future financial security while you get on with the important medical work at hand.

*Mortgage advice is on a referral basis.

Financial Planners

Non-Advising Practice Principal – Director

A former anaesthetist, Mark changed careers when he was unable to find a financial adviser who understood the intricacies of the NHS pension scheme. He has been working in finance for over 30 years and has a wealth of experience in helping doctors and health professionals plan their own finances. Mark is widely regarded in the industry as one of the go-to experts for medical pensions and retirement planning.

paul hart

Practice Principal – Director – Senior Financial Planner

Paul has worked in financial services for over 20 years, supporting medical clients with a broad range of services for every stage of their careers. He provides first-rate, specialist advice on the complex nature of the NHS pension and remuneration package as well as advising on investments and tax issues.

Paul finds helping clients to achieve their aims for later life particularly rewarding and enjoys keeping up-to-date with those now enjoying their well-earned retirements.

He enjoys five-a-side football and introducing his son to his love of classic cars.

daryl stafford

Senior Financial Planner

Daryl has been a qualified financial adviser for over 34 years and has worked exclusively with medical professionals for the last 21 advising doctors at every stage of their careers. He enjoys meeting new people and helping to simplify the complexities of the NHS pension and benefits package so that his clients can make an informed decision on their future.

Daryl has ongoing relationships with his clients that have lasted many years. He has a keen interest in current affairs and enjoys weight training and yoga in his spare time.

joseph awaritefe

Chartered Financial Planner

Joseph joined Medical Family Finance with considerable experience in the industry which is evident in his confident, personable approach to financial advice. He enjoys meeting clients, gaining a true understanding of their particular needs and helping to make them aware of each element of their financial position.

Joseph also leads our internal training and is a mentor to many members of our team, supporting their development and instilling a culture of lifelong learning at Medical Family Finance. He is also a member of our senior management team and provides careful counsel to help steer the business.

Out of the office, Joseph enjoys cycling and travelling.

ben manso de zuniga

Chartered Financial Planner

Ben enjoys meeting clients and simplifying the confusion and uncertainty that can surround financial decisions. He believes good financial advice is about more than just numbers; it is about understanding what matters most to clients and helping them make informed decisions with confidence.

Outside of work, Ben enjoys keeping fit and cooking for friends and family, ideally with a good glass of red wine in hand.

mira scull

Financial Planner

Mira has worked exclusively with medical clients and so has an innate ability to help them tackle their difficult NHS challenges as well as oversee their overall financial planning strategies.

The most enjoyable part of her job is seeing people achieve the best outcome for themselves and their loved ones – and knowing that their future wealth has been secured.

Mira loves the theatre, reading and travelling.

oliver prichard

Financial Planner

Oliver enjoys building solid relationships with his clients and working together to create strategies that help them to achieve their own objectives for the future.

Outside of the office, Oliver is a big fan of all sports and particularly watching football. He also likes to visit the gym, go to live gigs and is learning to DJ too.

thomas popplewell

Financial Planner

Thomas is adept at providing specialist advice for his clients that looks at their overall financial picture, not just individual challenges. He values the long-term relationships and the trust that develops while listening to his clients and helping to create plans for their future. The end result is seeing those plans come to fruition as they enjoy a full and independent retirement.

When not working, Thomas likes to play or watch cricket and football.

andres chamorro trabado

Associate Financial Planner

Andres has spent his career exclusively working with medical professionals and has extensive knowledge of the nuances of NHS pension and pay packages. He particularly enjoys helping clients understand their options through robust research and analysis, and presenting investment strategies that form part of their overall financial planning.

Andres likes to keep fit at the gym, support his football team and return to Southern Spain to enjoy time in the sun with family and friends.

robert dunne

Associate Financial Planner

Robert started his career working in the NHS so has an intent understanding of the issues and pressures many of our clients face. He recently achieved his Advanced Diploma in Regulated Financial Planning and enjoys learning about pensions, investments and helping people to reach their objectives for later life.

In his spare time, Robert likes to swim, read, listen to music as well as spend time with family and friends.

Paraplanners

jessica williamson

Executive Assistant to the Practice Principal

Jessica joined MFF following her degree at Canterbury Christ Church University and works closely with Paul Hart to action client recommendations, find solutions to solve any challenging issues and help them achieve their financial goals.

Jessica is organised, hard-working and a great team-player – she particularly enjoys the office environment and working alongside her colleagues.

Outside of work she enjoys dining out and socialising.

rachel beyioku

Paraplanner

Since joining Medical Family Finance in 2019, Rachel has gained ever-expanding knowledge in NHS pensions and financial investments.

Rachel works closely with our advice team to action clients’ financial aims and objectives to achieve their financial goals. She also ensures clients have the most up-to-date technical pension analysis to hand and particularly enjoys tackling complex cases involving annual allowance and other pension-related matters to aid a smooth transition into retirement.

Out of the office, Rachel enjoys travelling, clothes shopping and trying new restaurants.

morgan bishop

Paraplanner

Morgan supports our financial planning team. She is always keen to develop her understanding of the financial services arena and loves to apply her new knowledge to improve office practices.

Outgoing and helpful, Morgan enjoys the friendly atmosphere in the office and her daily interactions with clients. She also loves to socialise with friends and family in her spare time.

festim micaj

Paraplanner

Festim works closely with our financial planners and loves being part of such a supportive team. Organised and helpful, he ensures our clients’ affairs are conducted efficiently, managing instructions for their pensions, investments and insurance protection.

When not working, Festim enjoys travelling, running and reading.

jivan walia

Junior Paraplanner

Jivan joined us after reading Industrial Economics at the University of Nottingham and was keen to put his extensive academic experience into practice.

He helps our adviser team by preparing meeting agendas, preparing client reports and conducting investment analysis using a range of online tools.

Outside of work, Jivan enjoys golf, Taekwondo and travelling.

brian okwaisie

Junior Paraplanner

Brian first joined Medical Family Finance on work experience before returning to us after completing his degree. He prepares comprehensive client reports, delivers in-depth research to help our adviser team and ensures clients have the right information to manage their wealth effectively.

When not working, Brian enjoys playing football and practising judo, as well as playing the piano.

henry martin

Junior Paraplanner

Henry works with our full adviser team, conducting technical research and creating reports that support our work for clients. He enjoys being part of a fun, dynamic team that understands our clients’ unique needs and works hard to help them.

When he’s not working, Henry enjoys fencing (competing at a very high level) and playing musical instruments.

michael tonto

Junior Paraplanner

Michael enjoys collaborating with our team of dedicated and hardworking individuals to conduct his technical paraplanning tasks. He supports our financial planners by conducting research, preparing detailed reports and drafting client documentation while understanding the importance of providing accurate information.

Michael has a degree in chemical engineering and, outside of work, enjoys football, American football, and travelling.

dan cam

Junior Paraplanner

Dan’s main responsibilities are to support our financial advisers by preparing reports, analysing data, and processing investment instructions to ensure a smooth and efficient financial planning service for our clients.

He particularly enjoys developing his experience in the industry while working alongside a supportive and collaborative team.

Outside of work, Dan enjoys spending time with family and friends as well as learning new creative hobbies.

rose lu

Junior Paraplanner

Rose works closely with our adviser team, making sure they have all the necessary information to be able to take action on behalf of their clients. Her responsibilities include preparing reports, analysing key data and liaising with clients and providers.

Rose enjoys working with friendly colleagues and broadening her experience every day. Outside of the office, she enjoys reading, Pilates, and discovering new cafes.

Client Services

emma ireo

Client Services Team Lead

Emma leads our client services team and ensures our clients receive the best experience when working with us. She loves to be part of such a supportive team and uses her multi-tasking skills in her role. Organised and efficient, she enjoys helping her colleagues whenever they need her.

In her free time, Emma likes to socialise with friends, spend time with family and dine out.

marie jean pierre

Client Services​

Marie has a wealth of experience in providing critical support to her colleagues. She is super organised, hard-working and a positive team player. She loves working with such a tight-knit team and is always keen to get the job done.

Marie enjoys going to the gym, spending time with her family and friends, travelling and dining out.

christian warwicker

Client Services

Christian is on hand to support our full advice team with administrative tasks. He has gained vast experience from outside of financial services and enjoys using his varied skills base in the office such as providing great customer service and engaging fully with clients and colleagues.

Christian has a degree in zoology and is a trained actor. When not working, he likes to play video games and football, write and play music, and attend live theatre and concerts.

samuel huet

Client Services

Samuel supports the full Medical Family Finance team with essential office duties as well as drafting documents and client correspondence. He is good at coping with our busy and demanding workload, using his multi-tasking skills to ensure he completes work on time.

Samuel’s hobbies include photography, reading and collecting comics, and playing video games.

nell damen

Client Services

Nell supports our busy adviser team by keeping on track of our client work, making sure our processes are working smoothly and sending documentation to our clients. She also has the important but challenging task of communicating with the NHS to gain essential client information.

Outside of work, Nell likes to run, spend time with family and has travelled extensively.

matt cleetus

Client Services

Matthew is an excellent multi-tasker, and uses his skills to stay on top of helping our clients complete all their required documentation. He also assists clients with our portal and liaises with the NHS on their behalf.

Matthew enjoys working in our relaxed and friendly company and believes the team is approachable and supportive. Outside of work, he plays basketball and goes to the gym.

sofa thomas-sheehan

Client Services Team Member

Sofia is organised, adaptable and responsive. As a member of our hard-working client services team, she manages client documentation, assists our advice team with essential information and liaises with our clients to make sure they have everything they need to have a good experience with us.

Sofia enjoys the atmosphere of our busy office and getting to use her problem-solving skills in her role. When not working, she likes to travel, visit friends or listen to music.

Office Team

cristina morais

Head of Client Services &
Compliance

Cristina not only holds a degree in economics and a masters in accounting and finance, but she also has extensive experience of overseeing financial planning for clients. She now leads our client services team and is committed to delivering first-rate support and advice.

In addition, Cristina implements training for her team, monitors the efficiency of our company processes and ensures we comply with all regulatory requirements.

She loves the dynamic nature of the MFF team but when not working, she likes to travel, experience new cultures and try new foods.

monique oyeleye

Personal Assistant to the Financial Planners

Monique provides exceptional support to our financial planners – managing their diaries, liaising with our clients and ensuring annual review meetings are scheduled on time.

Organised and efficient, Monique enjoys being part of a well-structured office and loves the camaraderie in the company.

Outside of the office, she enjoys cooking, travelling and spending time with her family.

olivier chatelain

Facilitator of Happiness

Olivier ensures our business runs smoothly with his excellent organisation skills. He looks after our financial matters, thoroughly checking payments in and out of our operations.

Olivier has picked up two medals for completing marathons in London and Amsterdam. He’s a great cook, spends a lot of time skiing and is also learning to speak Catalan.

david norris

Head of Communications

David keeps our social media platforms up-to-date and is regularly in touch with clients to keep them fully informed of important news and updates. Internally, he manages staff communication and maintains the company’s intranet.

When not at work, David likes going to football matches and walking his Labrador.

Practice Principal – HR Director – General Insurance Adviser

Joffrey brings over 25 years’ experience in the mortgage and investment industries, with deep expertise in administration, regulatory compliance, and fostering a happy, motivated, and talented workforce. As Practice Principal – HR Director, he thrives under pressure and is a vital part of the team, especially when working to tight deadlines.

Outside of work, Joffrey is a passionate and creative performer. He sings in a low-voice choir, dances with an inclusive dance academy, and attends regular training sessions to stay sharp and energised. He also enjoys writing, producing music and caring for his Italian greyhounds.

Meet the Friends of Medical Family Finance

At Medical Family Finance we value the recommendations made by our clients to their friends, family and colleagues who would benefit from our services. In turn, we are happy to refer you to small businesses from which we have enjoyed excellent experiences over many years. These people are the ones who go the extra mile and we are pleased to share their details.

Get in touch with our adviser team

To arrange a complimentary initial consultation with one of our team, please use this contact form or call us: