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Client Area

Financial Services

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David Gascoigne BA (Hons) ACII APMI

Managing Director

David.Gascoigne@trigon.co.uk

 

 

 

Whilst David's primary role is as Senior Pension Consultant to a number of our corporate clients, he also oversees the delivery of our Investment Consultancy services.  David is also responsible for the provision of advice for individual and corporate clients through Trigon Financial Services.

Memberships

  • Associate member of the Pensions Management Institute
  • Associate member of the Chartered Insurance Institute

Career

  • Having graduated from Liverpool University with a degree in full Classics, David joined the pensions industry in 1984.
  • David was one of the founders of Trigon back in 1988.

Personal Interests

  • Keen but ageing runner
  • Racehorse owner
  • Non-Executive Director of a local Academy  

 

No DescriptionJamie Flook DipFA

Financial Planner

Jamie.Flook@trigon.co.uk

 

 

 

 

Jamie is a Financial Planner for a large number of our private wealth clients.  He spends most of his time advising clients on their retirement planning, managing the retirement transition, and advising clients on an ongoing basis in retirement.  He obtains a thorough understanding of the client's circumstances and needs, as well as their short and long-term objectives and plans.  To meet those objectives a financial plan is put in place and regular meetings are held to ensure those plans remain on track, and any adjustments are made as and when necessary. Jamie is also an active member of the Trigon Compliance Committee.

Jamie is qualified to advise on transferring pensions and is one of a relatively small number of financial planners in the UK authorised to do so.

Memberships

  • Diploma with the London Institute of Banking & Finance
  • NextGen Planners

Career

  • Jamie joined Trigon in April 2016, having spent the previous ten years working for some of the UK’s largest insurance companies. He has advised individuals previously during his time working for Friends Life.

Personal Interests

  • Music festivals, usually the annual trip to Glastonbury
  • Travelling, and with it the local cuisine
  • Jamie maintains a keen interest in all kinds of sport, although this tends to be more of the spectator variety

 

No DescriptionDaisy Jefferys BSc (Hons) DipPFS

Corporate Consultant

Daisy.Jefferys@trigon.co.uk

 

 

 

Daisy works in the Trigon Financial Services team as Corporate Consultant, focusing on Group Personal Pension schemes used for automatic enrolment purposes. She provides governance services to employers, ensuring that their workplace pension scheme remains appropriate and continues to deliver value for money for the membership. Daisy also provides services to individual scheme members, delivering group training sessions and one-to-one member surgeries.

Memberships

  • Chartered Insurance Institute (CII)
  • Diploma with the Personal Finance Society (PFS)

Career

  • Daisy graduated from the University of Southampton in 2012 with a degree in Economics.  Starting her career in a Marketing role for a software company, she joined Trigon Financial Services in June 2013 and has progressed to the team’s Corporate Consultant. Daisy has obtained her Diploma in Regulated Financial Planning.

Personal interests

  • In her spare time, Daisy enjoys baking pies, both savoury and sweet.

 

No DescriptionSteph Culpin

Team Leader

Steph.Culpin@trigon.co.uk

 

 

 

 

Steph is the Team Leader of the Trigon Financial Services Team and is responsible for ensuring work is completed accurately and in a timely manner. Steph is the point of contact for the teams Personal Finance Portal system which allows clients to view their plan information and communicate with their adviser securely online. Steph is also responsible for the ongoing development of staff within the team and sits on the company Operations and Compliance Committees.

Memberships

  • Certificate in Regulated Financial Services Operations

Career

  • Steph joined Trigon in September 2016, having spent over eleven years in the financial services industry.
  • Steph is experienced in cradle to grave administration of Wrap products including Self Invested Personal Pensions and management of administration teams.

Personal Interests

  • Films
  • Cooking
  • Socialising with friends

 

No DescriptionPaul Humphrey BA (Hons)

Financial Planner

Paul.Humphrey@trigon.co.uk

 

 

 

 

Paul will be offering advice to both new and existing clients of Trigon Financial Services.  The advice process is focused on the management of assets to enable clients to meet their short and long-term lifestyle and financial objectives.

Memberships

  • Personal Finance Society

Career

  • Since graduating with a degree in Financial Services in 1996 Paul has had a variety roles within the industry.
  • He joined Trigon in December 2017 and has been a qualified Financial Adviser since 2007. 

Personal Interests

  • FA qualified football coach
  • Running
  • Red wine and curry

 

No DescriptionDuncan Harvey

Paraplanner

Duncan.Harvey@trigon.co.uk

 

 

 

 

One of Duncan’s duties is to provide technical support to the advisers at Trigon by researching and analysing investments and portfolio performance and writing client advice reports. He also provides our clients with quarterly asset class updates and assists with the design and implementation of new systems and processes within the advice side of the business.   He is currently studying for his diploma in regulated financial planning and is aiming to become a financial adviser in the near future.

Career

  • Duncan joined Trigon in June 2017 having spent 7 years in the financial services industry in a variety of roles for both providers and advisory firms. 
  • During his placement year as part of his Economics Degree, he worked in a trading room in the City of London for a Sharia compliant Islamic financial facilitator trading base and platinum group metals.  Prior to university, Duncan spent 12 months in the Merchant Navy as a deckhand in order to travel the world.

Personal Interests

  • Hiking and Bushcraft
  • Wild Swimming
  • Cooking
  • Wine
  • Travel 

 

No DescriptionMatt Goddard

Senior Financial Services Administrator

Matthew.Goddard@trigon.co.uk

 

 

 

 

Matt is responsible for providing all of our private wealth clients with a high level, quality service on a professional but personal basis which reflects their needs and expectations. Matt acts as a point of contact for clients, responding to client requests and queries as well as supporting senior members of the team. Matt’s responsibilities include preparing valuations for investment portfolios, coordinating the purchase and sale of investments, dealing with administrative matters following meetings and assisting clients using the Personal Finance Portal.

Career

  • Matt joined Trigon in December 2017 after 2 years as a Sales Support consultant for Zurich
  • He is now working towards completing a diploma in Financial Planning.

Personal Interests

  • Listening to live music
  • Cooking
  • Go-karting

 

No DescriptionShannen Vincent

Employee Benefits Administrator

Shannen.Vincent@trigon.co.uk

 

 

 

 

Shannen is an administrator, specialising in group risk policies including DIS, GIP and PMI.

Career

  • Shannen graduated from Plymouth University with a Business Degree
  • Before joining Trigon in April 2018 Shannen was a nurse assistant in a Private Home

Personal Interests

  • Travelling
  • Spending time with family and friends
  • History and culture

 

No DescriptionCourtney Stevenson

Corporate Advisory Support

Courtney.Stevenson@trigon.co.uk

 

 

 

 

 

Courtney is responsible for providing support to the teams Corporate Consultant, Daisy, and is the key point of contact for our corporate clients providing assistance with their work place pension scheme and member queries.

Career

  • Courtney joined Trigon in December 2018, having spent over five years in the financial services industry.

Personal Interests

  • Reading
  • Travelling
  • Baking