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
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Geraint Davies
Independent Financial Adviser and Company Director
Qualifications: Chartered Banker, DipIP, CeFA, CeMAP, CeRER
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Dave Hill
Independent Mortgage Adviser and Company Director
Qualifications: CeMAP
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Indy Sidhu
Independent Mortgage Adviser
Qualifications: CeMAP
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Sam Williams
Trainee Independent Financial Adviser
Qualifications: CeMAP
Our managers
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Simone Deakins
Office Manager
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Lucy Davies
Accounts Manager
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Michelle Shaw
Advice Team Supervisor
Our developers
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Alice Manship
Business Development Manager
Qualifications: Events Management BA (Hons)
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Rob Jones
Senior Software Developer
Qualifications: Honours Degree in Computer Science
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Ben Iorns
Software Developer
Qualifications: Master’s in Software Development
Our administrators
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Caroline Clement
File Checker
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Rhiannon Jones
Financial Administrator
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Joanna Heap-Diaz Garcia
Financial Administrator
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Evan Maidment
Trainee Financial Administrator