The Team at Southernhay

Our team of dedicated experts have the knowledge and experience you’re looking for. Why not contact us today?

RICHARD WHEELER

Director & Independent Financial Adviser

Richard Wheeler was educated at the City of London Freemen’s School in Ashtead Park, Surrey. He joined Lloyds Banking Group in 1987, working in their retail banking division in the South East before relocating to the South West in 1989. He worked in a variety of roles within the Lloyds Group in the South West, including as Senior Branch Manager with responsibilities for staff in up to 15 branches. Upon leaving Lloyds Banking Group in 2007, Richard set up his own Independent Financial Advisory Practice which now has clients based throughout the South West & East of England and London. The Practice has grown substantially during this time and the main office is now based in Southernhay, Exeter, which is in the heart of the city’s business and professional district. The Practice can call upon a number of associates with an array of different qualifications and specialist areas and is backed up by an exceptional administrative team. The Practice can offer advice across all areas of financial planning including investment & pensions advice, estate planning, mortgage and protection planning. Where appropriate, clients will benefit from regular financial reviews to ensure that their financial plans remain on track to achieve their objectives and they can be sure that they will benefit from bespoke financial solutions tailored to their individual requirements.

ROBERT GRAY

Client Relationship Manager

Rob has over 30 years experience working within the UK financial services industry, initially as a General Insurance Broker, and then in 1997 became a qualified Financial Adviser with the Co-operative Group, achieving the full Cll Financial Planning Certificate and the Cll Mortgage Advice Qualification, and in 2008 as an Independent Financial Adviser with the Positive Solutions Network. Rob began working with the Southernhay Financial Planning Ltd Practice in 2012, then in more recent years, expanding on his experience and knowledge, deciding to specialise on the more technical aspects of the role, he now works closely with all the advisers within the practice providing essential technical and administrative support services across all aspects of the business.

CHRIS EDMONDS

Operations Manager

Chris has 50 years experience working in financial services. After 34 years in banking, Chris joined a firm of independent financial advisers based in Plymouth in the role of Compliance Director.  From there, he set up his own financial services business in Crediton, before joining Richard at Southernhay Financial Planning in Exeter. Chris now supports the business with his wealth of compliance experience.  In addition to his lengthy career in finance, Chris also enjoys his role as a West Devon Borough Councillor using his people skills to good effect and helping local businesses to thrive in the local economy.

DAVID LIGGINS

IFA

David Liggins was educated at Exeter School and Exeter College and joined the Nat West Bank in 1983. He worked in a variety of branches across the South West and finally at the regional office where he trained to become a Financial Adviser. He left the bank in 1999 as he wished to become an Independent Financial Adviser and joined Foster Leighton in Exeter where he was subsequently appointed IT Director; He remained with the same company for a little over 22 years (though during this period, the business was sold to Coleman Financial Services and more recently Punter Southall). David has worked as an adviser in the industry for 27 years and has joined SFP as he wishes to remain a fully independent financial adviser because he feels the only way he can be sure of providing the most appropriate solution is to have no restriction on the types of business, provider and investment you can consider. David has a smallholding which occupies most of his spare time and is a keen supporter of local rugby and football teams. When time allows, David also enjoys woodworking and attending live music events; he has seen a wide variety of bands.

JOHN HALLIDAY

IFA

John has over 10 years of financial services industry experience, starting out within Administration and progressing through various roles. Following graduation in 2009, John joined an independent financial advice firm and from this point held positions at two further firms located in the Southwest and the South Coast. Away from work John enjoys following most sports, now a keen golfer, he also enjoys reading and studying modern history.

CLAIRE TAYLOR

Business Development Manager

Claire started her career in Financial Services with HSBC Bank in 1999. Working closely with Branch and Business Managers Claire built successful relationships with individual and business clients. In 2005 Claire progressed her career as an Area Manager for Natwest Private Bank, taking responsibility for training and managing a team of Financial Advisers across the South West.

 

In 2008 Claire started her own Financial Advisory Business which has developed over time to a respected and successful practice with a dedicated and professional team. Claire and her colleagues at Southernhay Financial Planning pride themselves in building and maintaining long standing relationships with clients, working with them to help them achieve their Financial Goals. Southernhay Financial Planning provides an exceptional service to both Retail and Corporate clients. The practice has carefully selected business partners to ensure clients can be offered a comprehensive approach covering all their financial planning needs.

CHARLOTTE WHEELER

Financial Administrator / Mortgage Adviser

Charlotte started her career as a Fees Clerk at Magdalen Chambers in Exeter prior to moving to a career in the financial services industry when she joined TSB Bank in 2019. Charlotte primarily worked within personal banking, with much of her role spent meeting customers where she focused on delivering excellent customer service, using her knowledge and expertise to assist customers with their finances. Having recently qualified with the CeMAP mortgage qualification, joining Southernhay Financial Planning felt like a natural route for progression for Charlotte to grow and expand her knowledge. Outside of work Charlotte enjoys creating art, in particular drawing, and also enjoys long walks in the Cornish countryside where she lives.