Our team

Get to Know Our Team

At The Money Partnership (TMP), we’re a friendly team of financial advisers who work together to make financial planning simple and straightforward. Whether you’re getting on the property ladder, planning for retirement, looking to grow your savings, or protecting what matters to you most, we’re here to help you take confident steps towards your goals.

VALUE IN EVERY CONVERSATION isn’t just our strapline—it’s how we approach every client, every conversation, and every decision. When you work with us, you’ll have a team that listens, explains clearly, and supports you every step of the way.

Our advisers

  • Geraint Davies

    Independent Financial Adviser and Company Director

    Qualifications: Chartered Banker, DipIP, CeFA, CeMAP, CeRER

  • Dave Hill

    Independent Mortgage Adviser and Company Director

    Qualifications: CeMAP

  • Indy Sidhu

    Independent Mortgage Adviser 

    Qualifications: CeMAP

  • Sam Williams

    Trainee Independent Financial Adviser 

    Qualifications: CeMAP

Our managers

  • Simone Deakins

    Office Manager

  • Lucy Davies

    Accounts Manager

  • Michelle Shaw

    Advice Team Supervisor 

Our developers

  • Alice Manship

    Business Development Manager

    Qualifications: Events Management BA (Hons)

  • Rob Jones

    Senior Software Developer 

    Qualifications: Honours Degree in Computer Science

  • Ben Iorns

    Software Developer

    Qualifications: Master’s in Software Development

Our administrators

  • Caroline Clement

    File Checker

  • Rhiannon Jones

    Financial Administrator

  • Joanna Heap-Diaz Garcia

    Financial Administrator

  • Evan Maidment

    Trainee Financial Administrator