I am approachable and enthusiastic, with a passion for helping people. The energy that I have coupled with my technical expertise on investments, pensions and tax planning helps me offer clients the support they need.
I have worked for leading global companies such as Friends Provident (now part of Aviva), Zurich Financial Services and Standard Life. Prior to this I worked on the trading floor of the International Petroleum Exchange. This extensive experience in the finance industry has ensured I have the knowledge and expertise to be an effective independent financial adviser.
I am a Chartered Financial Planner, but I have also achieved Fellowship of the Personal Finance Society & The Chartered Insurance Institute which is the highest award available from our professional body.
Currently, I am doing further wealth management research at Cass Business School in London. Outside of the office I have a beautiful wife, three very cheeky little boys and a Rhodesian Ridgeback called Rocco. Time is often spent coaching (& sometimes playing,) at Chipstead Rugby Club.
Dave Chamberlain, Director
I am a highly qualified Independent Chartered Financial Planner and have also achieved Fellowship of the Personal Finance Society & The Chartered Insurance Institute - which is the highest award available from our professional body. My priority is to help our clients achieve all their financial goals, both in the short and longer term.
I have particular expertise in financial planning for families, small businesses, people approaching retirement and those with inheritance tax concerns. Within these areas I can support with recommendations for pensions, investments and life insurance, as well as more bespoke planning solutions.
I have over 20 years experience across three leading UK insurers and one specialist pensions provider, giving me the knowledge and skills I need to support our clients with all their financial planning needs. In my younger years I gained a BSc Mathematics & Statistics from Warwick University.
Outside of work I enjoy spending time with my family, and have three young children that keep me very busy! I also enjoy watching most sports, and am still active on the football pitch and tennis court. I am also an active member of my local church in Tooting.
Tim Rea, Chartered Financial Planner
I am a Chartered Financial Planner and Fellow of the Personal Finance Society with 18 years of financial services experience and am passionate about building long term relationships with clients to help them achieve their financial goals.
I hold both the Advanced Diploma level qualification via the Personal Finance Society and the Investment Management Certificate from the CFA Society UK.
My background is in asset management, so I have an in depth experience of the investment world. I joined the financial services profession in 2001 after completing my degree in Economics & Finance and worked at Friends Provident (now part of Aviva) until 2008, followed by the global investment manager, Capital Group, until 2016. I then worked as a Partner at Smith & Williamson before joining Qi Financial Solutions in early 2019.
Outside of work I enjoy spending time with my family and have two young children. We live in West Dulwich, South East London, and currently spend most weekends feeding the ducks and scooting around our local parks! I also have a passion for travelling and am a keen sportsman. I particularly enjoy playing football and various racket sports when time (and my body!) allows.
Neville Crofts, Adviser
I have been a financial adviser since 1976 and have seen a great many important changes to our industry. My advice has stood the test of time as many of our clients have been with the firm since the early days.
I am a specialist in financial and estate planning, pensions and investment advice and hold the relevant, current qualifications to support these areas. After all these years I still enjoy guiding people to realise their life long ambitions by providing them with bespoke financial advice. I am currently working a reduced number of days in the office as I glide towards retirement myself!
Derek Cooke, Adviser
I am a very experienced adviser having been in the industry for many years, put simply, I enjoy it!
I specialise in pensions and capital investment. I am also qualified and competent to advise on protection, savings and general financial planning, all on either a corporate or personal level. I look forward to seeing you.
Wendy Povey, Mortgage Adviser
I joined Qi in 2013. I am a qualified mortgage adviser, holding the Certificate in Mortgage Advice from the Chartered Insurance Institute. I also hold the position of Company Secretary for the firm. My career began as a primary school teacher, although these days I tend to do more compliance checking than book marking!
I work hard with my 'little' brother Paul to make sure we have the right systems and processes in place to continually improve our client experience.
Tracy Sansom, Paraplanner
My role includes carrying out comprehensive research, completing due diligence on financial products and providers and compiling financial reports.
I joined Qi in 2012 from Bestinvest where I specialised in individual pensions and corporate schemes. Having previously worked for M&G and Legal & General I have a wide range of technical knowledge that supports my current role including a number of qualifications via The Chartered Insurance Institute.
In my spare time I enjoy watching films and doing cryptic crosswords. I also enjoy travel, especially a city break.
Debbie Holloway, Paraplanner
I have worked in the financial services sector for over 25 years, starting my career in banking in Barclays, then progressing into Mortgage Underwriting & Advising at Alliance & Leicester before moving into Independent Financial Adviser practices around 18 years ago.
I have a wide range of experience and knowledge in pension, investments, and protection that supports my role as a Paraplanner assisting the Financial Planners carrying out technical research and compiling recommendation reports for client meetings.
I have achieved the Certificate in Life & Pensions & Financial Services & Level 4 Diploma in Financial Planning via the Chartered Insurance Institute.
In my spare time, I enjoy spending time with my family, walking my two dogs and practising Yoga & Pilates
Jane Dearing, Mortgage Manager and Accounts
My accountancy skills play a key role in the business, and my experience in the mortgage market has been invaluable to our clients.
I joined Qi in 2010 having previously been a Group Manager at Barclays Bank and a Senior Branch Manager at the Woolwich.
Jake Dunn, Client Service Associate
I joined Qi Financial Solutions in the summer of 2019 as a graduate fresh out of University. I completed a BSc in Economics at the University of Portsmouth, having previously studied economics during my GCSE’s and A-Levels. In the coming years I am aiming to complete my Diploma in Regulated Financial Planning and the advanced level qualification.
My role at Qi involves supporting and assisting the Financial Advisers and Paraplanners in identifying clients needs and helping to provide meaningful solutions to any issues they may have. I also help to undertake any necessary research and compile financial reports. Outside of work I enjoy staying fit through various sports which have consisted of boxing, kickboxing and cycling.