With 24 years experience within the industry as a paraplanner, adviser and IFA office manager, using his exceptional organisational skills, Dan has brought the Adviser Support Hub to life. As Director, Dan develops the business, maintains client relationships and engages in high level paraplanning work.

With 19 years industry experience behind him now, Dean has reached a very high standard in achieving both Diploma status and the CII Paraplanning Certificate Award. Dean is responsible for ensuring that the paraplanning team are kept busy and working to priorities and deadlines. His technical knowledge is excellent and his common sense approach to his work coupled with his exceptional attention to detail ensure his work is always of a high standard.

Elena joined TASH in January 2022 and has four years of experience in the financial services industry and also has her Level 4 Diploma in Financial Planning. She plays a key role across both operations and paraplanning, helping to ensure everything runs smoothly behind the scenes and supporting the wider team with her knowledge and experience. Elena is also often the first point of contact for clients - if you call the office, chances are you’ll be greeted by her.

Rosella returned to TASH in April 2021. She had previously worked for us for 6 years. She has returned to lead a team of Paraplanners, and brings with her a wealth of experience. She is Level 4 diploma qualified. She has a friendly, 'can-do' approach to her work and bright personality - nothing is too much trouble.

Adam joined us in 2022 and brings over 15 years of experience in the financial services industry. He holds the DipFA qualification and has spent the past nine years specialising in paraplanning. Starting as a Senior Paraplanner, Adam quickly progressed to Team Leader, where he now oversees the paraplanning team and supports the delivery of high-quality advice and client service. His background as an Independent Financial Adviser gives him a well-rounded perspective and a strong understanding of both client needs and technical requirements.

Eleanor has been in the industry for 17 years and attained her Diploma in 2011. She also has a BA (hons) Degree in Social Sciences. Technically very good and logical in her approach to her work, Eleanor has been an excellent addition to the team since joining us in the Summer 2014 .

Tamsin has over six years of experience within the Financial Services industry. She is Level 4 Diploma qualified and is currently working towards achieving Chartered status. Tamsin has been in the Financial Services industry for 6 years, having previously worked as a Paraplanner for an established IFA at AFH Wealth Management, and earlier as an Administrator at LV= Financial Services. Tamsin applies her excellent knowledge and attention to detail to support our clients and mentor newer team members.

Liam joined TASH in June 2024, bringing with him a wealth of experience from previous paraplanning and taxation roles across the financial services industry. As a highly experienced senior professional, he has a strong technical background in tax planning, investments, and pension transfers. Liam is known for his meticulous approach, technical expertise, and collaborative attitude - always ready to support the team and deliver high-quality outcomes.

Dominic is a Level 4 Diploma qualified paraplanner who has been working in the finance industry for 10 years. He has experience as an Independent Financial Adviser but prefers the report writing, research and technical aspect of the paraplanner role

Steven Joined TASH in August 2024, having already achieved his Diploma Status. Having spent the last 15 years in financial services, including advising, he has gained valuable experience within the industry. Personally, Steven loves watching and playing football, spending time with his young family and last year was honoured be have been able to join Mensa.

Following a career break for her family and a move from London to greener pastures. Fran Joined us as a Senior Paraplanner in December 2024. She previously enjoyed 10 years working as a financial adviser within major high street banks. Fran wanted to enjoy a better work life balance and now works part time assisting our advisers in achieving the best goals for their clients - from behind the scenes. Fran is diploma qualified and obtained her first chartered exam whist working as an adviser. She brings a great level of hands-on job experience and knowledge to the team.

Josh joined us in August 2021 and is a Level 4 Diploma qualified Paraplanner, with 6 years industry experience. ​ He focuses on producing accurate Annual Review Letters on a daily basis and is part of Rosella Fretten's team.

Rhys joined TASH in July 2024. He has been in the industry for 3 years, but prior to this he sought further education and self-funded his Level 4 Financial Advice qualification, which he passed in May 2022. ​ Rhys describes himself as driven, eager to learn and itching to improve and add value.

Lorraine has worked in financial services since 2007 and has worked closely with financial advisers since 2013. She joined TASH in 2026, bringing with her five years of paraplanning experience. Having achieved three RO qualifications, she is working towards completing her diploma. Outside of work, Lorraine enjoys spending time with friends and family. She is passionate about being active, particularly plays cricket for her local team.

Rachel recently joined TASH in March 2026 and brings with her three and a half years of industry experience. She holds a First Diploma in Business Management with Law and currently holds the R01, R02 and R03 qualifications. She is actively working towards achieving Diploma status, and has also completed a Level 4 Certificate in Paraplanning. With a strong enthusiasm for learning, Rachel is committed to continually developing her knowledge and skills as a paraplanner.

Billy joined us in May 2022 as a Trainee Paraplanner. Prior to joining us, Billy spent time working for an established IFA firm within a general admin role, furthermore he is an Economics graduate (1st). Billy is also a Level 4 Diploma qualified Paraplanner.

Allan joined us in September and has already become a solid and reliable member of Adam’s Paraplanning Team. With his Level 4 Diploma in Financial Planning and strong industry experience, he’s brought valuable knowledge and consistency to the team. Allan has settled in quickly and is contributing well to the team’s workload and overall output

Joe joined TASH in July 2023. Prior to joining us, Joe gained experience within the industry working for James Hay for 3 years as a Client Service Executive. Joe has already established himself as a key member within Rosella's Paraplanning Team, and has now begun his RO exam journey, with aspirations of achieving his Level 4 Diploma.

Marcus joined the company in October 2024, embarking on his first role within the financial services industry. He currently holds the R01 and R05 qualification and is actively working towards Diploma status. With a strong enthusiasm for learning and a keen eye for detail, Marcus is committed to building a solid foundation in paraplanning. Outside of work, he’s a passionate sports fan and a proud supporter of Brentford FC.