The foundation of our long term relationships with our clients is based on trust, reliability and transparency. These relationships are looked after by our experienced teams, under the guidance of strong senior leadership.
Associate of the Chartered Insurance Institute
Andrew is a Director of Somerville Financial Services and Chairman of the Somerville Group, which he founded in 1982. Andrew’s whole career has been conducted in the London insurance market and he holds interests in a number of broking and underwriting businesses.View Profile
Chartered Financial Planner | Associate of the Personal Finance Society
Philip has worked in the financial services industry since 1977. He joined Norwich Union working initially in the actuarial area of their Head Office in Norwich and finally becoming a broker consultant in their flagship office in the City of London. Philip joined the Somerville Group in 1988 to set up the Financial Services business and became a Chartered Financial Planner in 2008.View Profile
Fellow Member of the Association of Chartered Certified Accountants
Julian came to Somerville in 2002 as a Management Accountant. He subsequently progressed to the role of Finance Director and sits on the Board in that capacity. Julian provides guidance on financial and corporate strategy, and is responsible for ensuring that the company operates robust and efficient financial management systems in order to meet its statutory and regulatory obligations.View Profile
Adviser | Dip. Personal Financial Planning
Gavin has worked in the financial services profession since 1995, starting his career at a regional firm, working up from junior to lead the Group Personal Pension team. He has also worked as an Employee Benefit Adviser, and for the Financial Planning department of a national accountancy firm. Gavin has worked for Somerville Financial Services as an Adviser since 2008 and has recently been promoted into the role of Operations Director.View Profile
Group Operations Manager
Reporting directly to the Directors, Allison’s role is to ensure day to day organisational effectiveness with responsibility for HR, contract management, development of company policy, supporting corporate governance and compliance, and contributing to long and short term organisational strategy. Allison has worked for Somerville since 2006.View Profile
Corporate Benefits Team
Corporate Benefits Manager
Scott has worked in the Financial Services Industry since 1998.
He started at Royal & Sun Alliance as a Senior Pensions Administrator, looking after various Group Personal and Occupational Defined Contribution clients. In 2000 he joined the administration team at Bacon & Woodrow Actuaries and Consultants, which was subsequently taken over by Hewitt Associates. Scott worked there as an Employee Benefits Administrator, latterly as the Deputy Team Leader,until he joined Somerville Financial Services in 2004.View Profile
Senior Corporate Benefits Coordinator
After completing her studies in Theology and Psychology at the University of Exeter, Rebecca started her career in the Financial Services industry with the claims team at Unum, in 2010.
Rebecca joined the Corporate Benefits team at Somerville in March 2017.
Corporate Benefits Coordinator
Marie has worked in the Financial Services industry since 2003.
In 2010, Marie joined Thomsons Online Benefits looking after various pension and group risk schemes, and implementing the company’s flexible benefits scheme. She also worked with some of the very first companies to stage with Auto Enrolment in 2012. Some of the key clients that Marie has worked with include Samsung, Microsoft and City & Guilds.
Marie joined the Corporate Benefits team at Somerville in November 2018.
Private Client Team
Private Client Manager
Mike has worked in the financial services industry since 1994, starting with the Claims department for Commercial Union, before progressing to more technical and management role within Century Life, and later Liberata, running one of the largest contracted out pension schemes in the UK at the time.
Mike switched to the IFA environment in 2007, and joined Somerville in December 2016.View Profile
An experienced paraplanner, Paul has worked in the Financial Services Industry since 1985. He started working in the City as a pension actuarial clerk for a large insurance company, National Mutual Life, before working for a number of highly regarded companies providing private client advice.
Paul joined the Private Client team at Somerville in January 2018.View Profile
Sam started working for the Private Client team at Somerville, as a Junior Administrator, in early May 2014. Sam has progressed to Administrator after passing his first exam, and is continually studying towards further qualifications to strengthen his knowledge of the sector and to effectively support our Advisers.
Jade joined Somerville in October 2016 and is currently studying for her first exam.View Profile
7-17 Jewry Street,
Telephone: 020 3872 1800
Fax: 08712 772514
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