CHIEF EXECUTIVE OFFICER
CHIEF OPERATING OFFICER
BUSINESS DEVELOPMENT MANAGER
DIRECTOR & HEAD, OPERATIONS
ASSOCIATE DIRECTOR - ESTATE PLANNING
Jamie is a highly experienced Financial Adviser and Estate Planner, with over 20 years of experience in both domestic and cross-border estate and legacy planning. He holds level 4 and level 6 qualifications with the Chartered Insurance Institute, London Institute of Banking & Finance and Society of Will Writers.
Jamie's specialty lies in assisting individuals and families with complex family situations who wish to ensure that their estate is managed according to their wishes both before and after their lifetime. With a keen eye for detail and a deep understanding of estate and legacy planning, Jamie provides his clients with bespoke solutions tailored to their unique needs and circumstances.
Whether you're looking to safeguard your assets, plan for the future, or navigate the complexities of cross-border estate planning, Jamie has the expertise and knowledge to guide you through the process with ease. With a track record of delivering exceptional results for his clients, Jamie is dedicated to helping you achieve your goals and secure a secure future for you and your loved ones.
Jenni has had a progressive career since 1986 with PA and Office Management roles for various private and Ltd companies within the Manufacturing, Marketing and Retail sectors, including household names such as Kellogg UK & Regatta Great Outdoors.
With an extensive administrative background she changed direction in 2019 and has been working for herself within the Wills & Trust industry operationally.
Based in the North West and after spending the last 4 years helping to build a successful wills & trust business with her partner Jenni is excited about the new opportunities available to help promote awareness of this important sector to the next level across the UK with the team at Finanze Legacy.
With a love for all things creative and travel based the dream is to eventually spend more time abroad and with extended family and friends.
Alastair has been involved in finance and venture capital for over 20 years. While still at university he founded two companies, one focused on entertainment and concierge services along with an online property portal. Both of which were sold, the former to his university student’s union and the latter to an insurance company. He then went on to work in investment banking which took him around the world from London to Paris, Hong Kong to Singapore and New York.
He left investment banking at 30 to become COO of a £31bn investment manager in Hong Kong. He focused on regulatory compliance, raising assets for the various funds from international investors and also created two equity UCITS funds for the firm before deciding a few years later to setup his own firm, specializing in consulting for both hedge funds and private equity and undertaking venture capital activities of its own. Within this role, he undertook a string of advisory appointments over the next 7 years, consulting C-Suites and Boards within private equity, real estate, renewable energy, investment management, cryptocurrency and a number of FinTech and PropTech startups.
He sold his interest in the firm in 2021 to return to the UK for family reasons. Since then he has setup Finanze Group, a diversified financial services company with interests in Property & Business Finance, Protection & Insurance, Estate Planning, Education, Publishing & Events, Technology and Origination & Lending. The Group continues to grow rapidly and further venture capital investments are scheduled to be made in the coming years.
He was ranked in the Top 30 UK brokers in 2022 and followed that up with being ranked in the Top 40 most influential property professionals nationally in 2023. He is highly sought after as a speaker and still handles some transactions himself for clients that have been with him since the beginning, or where the transaction is particularly complex. He also works as a Board Adviser to a pension’s administrator, a business focused on helping those with distressed finances, a housing charity and a real estate investment fund when he isn’t busy with his family or travelling to events.
David has been involved in the Financial Services Sector for over 32 years, progressing through the ranks of various insurance companies before becoming a business owner and forming a financial services practice in 2002.
In 2017 he retrained as a specialist in estate planning as an IFA and set up his own estate planning company.
He is also the MD of RC Administration who administer over 800 SSAS pension schemes and is a Member of the Chartered Insurance Institute and holds the designation of Cert CII (MP) and the CII Financial Planning Certificate.
With his extensive background and knowledge in both of these areas a large part of what he enjoys most is helping others achieve their goals, whether it be through Estate Planning, setting up life assurance policies under trust or creating a strategy for a SSAS Member/Trustee.
David’s values are to treat everyone as you expect to be treated yourself, listen to and help as many people as he can to get to where they need to be.
A memorable moment in his own journey was receiving feedback from a customer saying “the reason I chose to work with you and your company was because you told me how great you can make me and not how great you are”.
Paul is a finance specialist, with an extensive career spanning over two decades in banking, mortgage, investments, bridging, and development finance. He is known and respected for his no-nonsense approach and plain speaking when it comes to simplifying this often-complex industry.
For the first twelve years of his career, Paul honed his expertise as a mortgage professional, distinguishing himself as both a broker, manager, and owner of reputable brokerage firms. During this period, he developed a comprehensive understanding of the industry, further solidifying his reputation as a trusted adviser.
In the subsequent nine years, Paul worked in Bridging and Development Finance, with six years of this operating as a Business Development Manager to several prominent lending institutions. His invaluable insights, innovative approach and ability to deliver results made him a sought-after authority in the field.
Paul's unwavering commitment to excellence, deep industry knowledge, and enviable skillset make him a trusted source in the complex world of financial services. His clients benefit not only from his vast experience and extensive connections built up over decades in the industry, but also from his ability to create results in a continually challenging and changing landscape.
Trish is a former Mental Health Nurse who previously spent 15 years specialising in addictions and trauma. Having advised on and led numerous large public sector partnerships, she learned how to navigate policy and compliance. Integrating different political, financial and social agendas to achieve a single goal was a key requirement.
Having created a strong foundation and reputation for getting the job done, she left the NHS to establish a full-time consulting service specialising in strategic planning and multi-agency partnerships. Since becoming involved in property in 2003, she’s experienced life as an investor, landlord and estate agency owner and has spent a great deal of time dealing with homeowners and investors who are in financial distress.
Her background has enabled her to really understand and connect with people’s needs and coupled with her experience in strategic planning and consulting she’s able to create solutions that work for them.
With a remarkable journey spanning 15 years in the competitive world of professional football, Jimmy Keohane possesses a unique blend of discipline, determination, and strategic thinking. His career on the pitch has taken him through the ranks, including the League of Ireland, English Football League, UEFA Champions League, and UEFA Europa League Qualifiers.
Jimmy's passion for learning extends beyond the football pitch. He earned a BSc in Mathematics from the Open University, demonstrating his commitment to personal and intellectual growth. Now, he's eager to leverage his analytical skills and strategic mindset to make a lasting impact in the fields of Property and Finance.
Outside of his professional career, Jimmy is an avid traveller who embraces an active outdoor lifestyle. His appreciation for the environment, coupled with his curiosity for new technology, reflects his broad interests and his well-rounded approach to life.