About Us

IFPC Limited is independently owned and managed by its directors, Richard Bradly, Umesh Raj Daswani, and Paul Farrant. As an experienced Chartered Financial Planning company, we feel that we offer a superior proposition that combines the financial planning expertise of our independent financial advisers with the investment knowledge and experience of our in-house investment management team.

Our multi-disciplinary team consists of well-qualified, experienced professionals who are specialists in their fields and dedicated to providing our clients with the best possible service.

Click on the names below to read about our senior members of staff.

• Jamie Small

  FPFS
  Director, Chartered Financial Planner

  

  Jamie Small  FPFS is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Achieving Fellowship status is the highest accolade and gives practitioners a genuine differentiation within the industry . Jamie has specialist ...

• Jonathan Fleet

  APFS ATT
  Director, Chartered Financial Planner

  

  Jonathan Fleet, APFS ATT is a Chartered Financial Planner and a Director of IFPC with over 20 years’ experience in the financial planning Industry. Jonathan joined IFPC in 1997 before moving to Central London where he worked for PricewaterhouseCoopers ...

• Kerina Bradburn

  DipFA, MIBLF
  Financial Planner

  

  Kerina Bradburn, DipFA, MLIBF, is an Independent Financial Planner at IFPC. With nearly 30 years of experience in the financial services industry, having started her career in 1996, Kerina is a highly valued member of the IFPC team. She has expertise in ...

• Richard Bradly

  Dip PFS
  Joint Managing Director

  

  Richard Bradly, Dip PFS is a Joint Managing Director having been at IFPC Ltd since its inception. He is one of three primary shareholders of the firm following the management buy-out of IFPC Ltd in 2006. He has been the head of Financial Planning during ...

• Umesh Raj Daswani

  IMC MCSI
  Joint Managing Director

  

  Umesh Raj Daswani IMC MCSI, is a Joint Managing Director of IFPC Ltd and has been in the financial services industry for over 35 years with extensive experience in financial planning and researching collective investments. He is one of the three primary ...

• Paul Farrant

  CFA
  Joint Managing Director

  

  Paul Farrant, CFA is a joint managing director of IFPC and one of three primary shareholders of the firm following the management buy-out of IFPC Ltd in 2006. As the head of investments, he is responsible both for setting the overall investment strategy ...

• Robert Allinson

  CFA
  Investment Manager

  

  Robert Allinson, CFA is the firm’s investment analyst and acts as a portfolio manager. Robert has more than 15 years of experience as an investment professional, having occupied senior portfolio management roles in a number of medium-sized wealth ...