Team Profiles

Established in 1988 Searchlight Investments has grown and developed into a leading regional financial planning and wealth management advisory business. There is a strong in-house administration team which enables us to respond quickly and efficiently to clients’ needs.

Simon Alway – DipPFS, Director

Simon has 18 years industry experience as a financial adviser and is a graduate from the European Business School in London.

He previously worked for the large institutions AMP Pearl and Standard Life during which time he qualified to Advanced Financial Planning Certificate standards in Trusts and Taxation, Pensions and Personal Investment.

Simon provides advice to private clients and is responsible for the implementation of technology within the business.

Richard S Pipe – DipPFS, Director

Richard is a specialist investment and pension adviser and joined Searchlight Investments Limited in 1988. He advises a wide range of clients regarding the construction and tax efficiency of their portfolios.

He became an Associate of the Chartered Insurance Institute (ACII) by examination in 1994 and a Chartered Insurance Practitioner in 1995.

John Scholes – DipPFS, Senior Consultant

John Scholes - Searchlight InvestmentsJohn has 14 years industry experience as a financial adviser and joined Searchlight Investments in 2011 having previously worked for HSBC Wealth Management.

He specialises in establishing what clients want from their lives and then helps them achieve and maintain this through sound financial planning.

John is studying for the Certified Financial Planner certification, the only globally recognised mark of excellence in Financial Planning.

Ken Baksh – Investment Specialist

Ken Baksh – Investment SpecialistsKen joined the business as a consultant in September 2016 and attends our formal quarterly Investment Committee meetings. He has over 35 years of investment management experience working for two major City institutions between 1976 & 2002. His expertise includes equities, bonds, hedge funds, currencies, derivatives and commodities.

He has a BSc (Mathematics/Statistics), is a Fellow Member of the UK Society of Investment Professionals and plays a key role in reviewing all aspects of our Core Portfolios & Satellite Baskets.

Jenny Powell – Office Manager

Jenny has worked in Financial Services for over 16 years and has experience within both financial adviser and provider environments.

Before joining Searchlight Investments Jenny had worked for a large national IFA as well as Guardian Financial Services but most recently for Standard Life as a Support Team Manager.

Lisa Currie – Back Office Manager

Lisa worked for an IFA prior to joining Searchlight Investments in 2009.

She has broad administrative and organisational experience spanning accounts, office management, technology and logistics.

Lisa has a BTEC National Certificate in Business and Finance and a BTEC Higher National Certificate in Business. She is currently studying with the Chartered Insurance Institute.

Liz Waldock – Administrator

Liz-WaldockLiz joined Searchlight Investments in June 2016 bringing with her a wealth of experience in financial services since starting in the industry in 1998.

She has experience of operating within both an IFA and provider environment, holds the Financial Planning Certificate and is looking to study further with the CII.

Gemma Driscoll – Adviser Support

Gemma Driscoll – Adviser SupportGemma joined Searchlight Investments in July 2016. Having graduated with Honours in 2004 from the University of Newcastle in English she went on to attain her Graduate Diploma in Law.

She also holds the Diploma in Insurance (Dip CII) from the Chartered Insurance Institute. Her previous experience includes the role of Compliance Officer for a large multi-national insurance company based in the City of London.

Back to top

Latest Updates:
© Searchlight Investments Limited| |Web design by Uidigital.com