How the best advisory firms structure their CIP

How the best advisory firms structure their CIP

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Home > Who are Clever? > People

Meet the people who are creating the future of investing.

Heather Anstey
Heather Anstey Business Relationship Manager Heather visits our IFAs, gaining an understanding of how their business works alongside Clever and supporting them in making sure they have the best possible processes in place. Additionally, she… Read more
Patrick Boughton
Patrick Boughton Sales & Marketing Director With over 20 years’ experience in direct B2B software sales. Patrick is a key member of the team with a very good understanding of modern sales and marketing methodology including… Read more
George Cliff
George Cliff Technical Analyst George joined CleverAdviser straight from University in 2013, graduating with a degree in Business Studies. George is responsible for the day to day support of our IFA Partner Firms’ user-base,… Read more
Nicola Cornish
Nicola Cornish Operations Director Nicola was a qualified family therapist and counsellor before moving into the Financial Services Sector as a Senior Administrator at Helm Godfrey (Chester). Working closely with Colum Wilde, she supported… Read more
Stephen De Rycke
Stephen De Rycke IT Director Stephen set up Concerto Support Services Ltd with Kevan Davey in 2004, implementing a leading web-based suite of software for project management and performance improvement. Previous to this, he was… Read more
Andrew Farrard
Andrew Farrard Developer Andrew is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Andrew… Read more
Garry Flanagan
Garry Flanagan Developer Garry is responsible for the smooth running and day to day maintenance of all internal computer systems and devices including hardware, software, networks and liaising and research with any service… Read more
Joanne Graham
Joanne Graham Marketing Manager Joanne is a key member of the Management Team in her role as Marketing Manager. She is responsible for the management of all Marketing at Clever.  Including all brand management and… Read more
Natalie Green
Natalie Green Executive Assistant to the Directors Natalie joined CleverAdviser after gaining a first class honours in psychology and criminology from Chester University. As Executive Assistant, she is deeply involved in supporting the day to day running… Read more
Neil Harding
Neil Harding Senior Developer Neil manages the Software Development Team and is responsible for the gathering of all requirements, specification writing and prioritisation of improvements and support requests. He leads all analysis of continual… Read more
Michael Harper
Michael Harper Developer Mike is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Mike… Read more
Zenon Iwanicki
Zenon Iwanicki Developer Zenon is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Zenon… Read more
Thomas Mawdsley
Thomas Mawdsley Tester Tom designs and implements test strategies to test all the new computer code before it is released to the system. This ensures the software created meets a good standard and… Read more
Caitlin McLaughlan
Caitlin McLaughlan Account Assistant Clerk Caitlin is currently working towards the AAT Accounting level 4 diploma. Caitlin supports the Finance Director in producing monthly invoices for IFA Partners, ensuring accuracy and integrity are maintained in… Read more
Simon Quiligotti
Simon Quiligotti Non Exec Director Prior to his current role as Finance Director of Northpoint Ltd, Mr Quiligotti was a senior finance manager at GE Plastics, and prior to that a Chartered Accountant at Pannell… Read more
Gary Roberts
Gary Roberts Finance Director Gary started his professional career with Kidsons Impey in 1990 where he qualified as a Chartered Accountant, specialising in personal/corporate taxation and statutory audit work. He went on to become… Read more
Dr. Henry Shirman
Dr. Henry Shirman Chairman Henry gained his Doctorate in Nuclear Engineering and Computing from Manchester University and then worked for 10 years in Finance at the Ford Motor Company. He has held several senior… Read more
Tom Stefanou
Tom Stefanou Developer Tom is an enthusiastic member of the Development team, optimising, introducing enhancements, resolving issues, and maintaining our unique platform in close cooperation with the Technical Analysts. Eager to learn and… Read more
Anthony Walters
Anthony Walters Technical Analyst Anthony is responsible for the day to day support of our IFA Partner Firms’ user-base, responding to all technical and support requests. He is responsible for the formation and analysis… Read more
Colum Wilde  CFP<sup>CM</sup> Chartered MCSI
Colum Wilde CFPCM Chartered MCSI Founder and Managing Director Colum has over 25 years’ experience as an IFA, specialising in advice to High Net Worth private clients. He founded St Peter’s Square Investments Ltd (St. Peter’s) in 1991, which… Read more

Heather Anstey

Business Relationship Manager

Heather visits our IFAs, gaining an understanding of how their business works alongside Clever and supporting them in making sure they have the best possible processes in place. Additionally, she informs them of new developments within Clever. She carries out indepth training of how to use the process and how best to present the system to the IFAs’ clients.

Having previously been Office Manager for Helm Godfrey (Chester), Heather has an indepth understanding of the Clever process and how to integrate it into an IFA’s business.

Heather is a key member of the Management Team offering a friendly and focussed support on training, implementation and ongoing expert advice.

Patrick Boughton

Sales & Marketing Director

With over 20 years’ experience in direct B2B software sales. Patrick is a key member of the team with a very good understanding of modern sales and marketing methodology including social media, marketing automation, email marketing, content management, analytics and CRM.

He is passionate about both sales and marketing and have helped companies grow their business by adapting their sales and marketing strategy to match a more modern customer journey and specialises in direct B2B software sales, SaaS products, business development, digital marketing, CRM, channel management, strategic account management.

George Cliff

Technical Analyst

George joined CleverAdviser straight from University in 2013, graduating with a degree in Business Studies.

George is responsible for the day to day support of our IFA Partner Firms’ user-base, responding to all technical and support requests. He is responsible for the formation and analysis of performance reports on current investment processes for both new and existing IFA partners. Working as a Technical Analyst, George also responds to queries about both the Clever technology itself and the industry.

George also performs quantitative analysis of the current system and is heavily involved in the continuous improvement of the process.

Nicola Cornish

Operations Director

Nicola was a qualified family therapist and counsellor before moving into the Financial Services Sector as a Senior Administrator at Helm Godfrey (Chester). Working closely with Colum Wilde, she supported the development of the Clever process and is currently responsible for all Operational activities within the company.

Nicola has developed close relationships with all of Clever’s IFA Partners and supports them at Director level on all operational aspects of their businesses that relate to Clever.

Stephen De Rycke

IT Director

Stephen set up Concerto Support Services Ltd with Kevan Davey in 2004, implementing a leading web-based suite of software for project management and performance improvement. Previous to this, he was a Partner and Lead Designer in APD Associates, designing the software suite which is currently used for the management of asset management and property data in over 40 government authorities across the UK. He also designed and developed a bespoke billing and project cost measurement system across a major UK consultancy which is now used in international pharmaceutical organisations.

Andrew Farrard

Developer

Andrew is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Andrew liaises with the Technical Analysts on technical issues and stays abreast of the latest developments in computer technology to ensure our system is always at the cutting edge.

Garry Flanagan

Developer

Garry is responsible for the smooth running and day to day maintenance of all internal computer systems and devices including hardware, software, networks and liaising and research with any service providers. He is consistently investigating opportunities to automate any manual tasks within the office environment. Garry provides key support to the Technical Analysts, using his database analysis, SQL and script writing skills.

 

 

Joanne Graham

Marketing Manager

Joanne is a key member of the Management Team in her role as Marketing Manager.

She is responsible for the management of all Marketing at Clever.  Including all brand management and corporate identity as well as management of all marketing programs.  She is also responsible for digital and print PR /Marketing campaigns and co-ordinates all Social Media.

Joanne is also CIPD qualified and is responsible for all recruitment and all aspects of Human Resources.

Natalie Green

Executive Assistant to the Directors

Natalie joined CleverAdviser after gaining a first class honours in psychology and criminology from Chester University.

As Executive Assistant, she is deeply involved in supporting the day to day running of the company, expertly matching the needs of the clients, managers and directors in one smoothly flowing support function.

Neil Harding

Senior Developer

Neil manages the Software Development Team and is responsible for the gathering of all requirements, specification writing and prioritisation of improvements and support requests. He leads all analysis of continual performance improvements to our system. Neil is responsible for leading the development of CleverAdviser software.

Michael Harper

Developer

Mike is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Mike liaises with the Technical Analysts on technical issues and stays abreast of the latest developments in computer technology to ensure our system is always at the cutting edge.

Zenon Iwanicki

Developer

Zenon is a key member of the development team and is responsible for building and maintaining user interfaces, integrating databases, web services and maintaining systems when they become operational. Zenon liaises with the Technical Analysts on technical issues and stays abreast of the latest developments in computer technology to ensure our system is always at the cutting edge.

Thomas Mawdsley

Tester

Tom designs and implements test strategies to test all the new computer code before it is released to the system. This ensures the software created meets a good standard and is quality assured. As well as analysing software, systems and processes are also analysed to keep loading and development times as low as possible. Our software testing procedures ensure that we take the necessary steps to avoid risk of exploitation or improper use and avoids any negative user experiences.

Caitlin McLaughlan

Account Assistant Clerk

Caitlin is currently working towards the AAT Accounting level 4 diploma.

Caitlin supports the Finance Director in producing monthly invoices for IFA Partners, ensuring accuracy and integrity are maintained in our internal control systems.

Using our Sage invoicing system, Caitlin enters and checks invoices and prepares them for dispatch.

Simon Quiligotti

Non Exec Director

Prior to his current role as Finance Director of Northpoint Ltd, Mr Quiligotti was a senior finance manager at GE Plastics, and prior to that a Chartered Accountant at Pannell Kerr Forster Accountants.

Gary Roberts

Finance Director

Gary started his professional career with Kidsons Impey in 1990 where he qualified as a Chartered Accountant, specialising in personal/corporate taxation and statutory audit work. He went on to become a corporate tax manager for PricewaterhouseCoopers and qualified as a Chartered Tax Adviser. From there he moved into industry, as a Financial Controller with Kemira GrowHow UK Limited, before becoming the Finance Director of JPCS Limited. Gary is also a director of Business & Tax Solutions Limited.

Dr. Henry Shirman

Chairman

Henry gained his Doctorate in Nuclear Engineering and Computing from Manchester University and then worked for 10 years in Finance at the Ford Motor Company. He has held several senior executive positions including Managing Director in a wide range of sectors including Automotive, Engineering, Transport and Manufacturing, working in Britain, France, Germany and the USA. As Chairman of the Board, he is responsible for providing leadership to, and management of, the Board of Directors of the company.

Tom Stefanou

Developer

Tom is an enthusiastic member of the Development team, optimising, introducing enhancements, resolving issues, and maintaining our unique platform in close cooperation with the Technical Analysts. Eager to learn and evolve by assimilating modern technologies, following best practises and constantly expanding his knowledge base by taking development courses.

Anthony Walters

Technical Analyst

Anthony is responsible for the day to day support of our IFA Partner Firms’ user-base, responding to all technical and support requests. He is responsible for the formation and analysis of performance reports on current investment processes for both new and existing IFA partner firms. Working as a Technical Analyst, Anthony also responds to queries about both the Clever technology itself and the industry.

Anthony also performs quantitative analysis of the current system and is heavily involved in the continuous improvement of the process.

Anthony holds the Diploma in Regulated Financial Planning (DipPFS) and is also a part-time student of the University of London: London School of Economics, studying BSc Economics and Finance.

Colum Wilde CFPCM Chartered MCSI

Founder and Managing Director

Colum has over 25 years’ experience as an IFA, specialising in advice to High Net Worth private clients. He founded St Peter’s Square Investments Ltd (St. Peter’s) in 1991, which he ran until his business joined with Helm Godfrey Partners Ltd in 2002.

Colum designed and developed the thinking behind Clever Adviser Technology and launched it to his own clients in 2007 and to the wider IFA market in 2009. He is also the Director of Helm Godfrey Chester office.

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