Meet The Team

With more than 30 years in the industry Martin has worked for some of the most prestigious private banks and wealth managers. Martin qualified as a Chartered Financial Planner in 2008 and is a Fellow of the Personal Finance Society. Martin annually qualifies as a "Top Rated Financial Adviser" and featured in VouchedFor 's guide to the UK's Top Rated Financial Advisers which featured in The Times Newspaper.
 
The Chartered status is a qualification that is widely regarded as the premier title for financial advice professionals. A limited amount of the UK’s diminishing number of financial advisers are qualified as Chartered Financial Planners. Even fewer have gone on to achieve FPFS accreditation.
 
Martin likes to keep active by going to the gym and running around his local village. He is an avid film and music fan and can sometimes be seen near the front of a Depeche Mode concert.

Alan has been with the firm since 1972. Being both an accountant and financial adviser, he is experienced in advising proprietors on tax efficiencies in unlocking money from their businesses for retirement planning.

Over the past ten years Alan has built a detailed knowledge of investment trust companies which are cost effective long term savings vehicles. He is a specialist in Inheritance Tax mitigation.

Alan loves socialising and has a passion for football.

Claire has been working at tba for over 30 years, 17 of which have been in the financial services Wealth Management department. Claire represents the administrative backbone which ensures all clients are provided with compliant, impartial and service driven advice.

Outside of work Claire enjoys spending time with her family, socialising with friends, travel, reading and binge watching Netflix.

Claire often spends time throughout the year organising and raising money for various charities.

Roan joined the Wealth Management team in August 2024 following a year in the Insolvency department, with the goals of becoming a qualified financial advisor. 

He attended the University of Reading where he studied Economics and International Relations. 

In his free time, Roan enjoys seeing his friends, attending live music events and going to the gym. 

Since joining TBA in 2022 Laoise's ambitions to become a qualified financial advisor have grown. She is looking forward to commencing her studies and becoming qualified in the near future.

Outside of work Laoise likes to spend time socialising with friends and family.