Meet the Team
Lampiers Financial Planning
A Team That Delivers Personalised Financial Planning for the Life That Matters
Dedicated Client-Focused Team
At Lampiers Financial Planning, we’re proud to be more than just a collection of professionals—we are a dedicated team working together to help you achieve financial clarity and confidence. Our strength lies in individual expertise and how we collaborate, support each other, and serve our clients with care and consistency. From the moment you engage with Lampiers, you benefit from the collective knowledge, experience, and integrity of a fully committed team to your financial journey.
Financial Planners
Peter Wheeler
Managing Director and Chartered Financial Planner
Peter joined Lampiers in 2012 following a senior management role in one of the UK’s largest financial services firms. As Managing Director, he leads the team with energy and precision. Peter advises individuals and businesses, always driven by a passion for outstanding service.
Outside work: Peter values family time and enjoys playing competitive hockey and cricket.
Tim Harrison
Development Manager and Senior Financial Planner
Tim has been part of Lampiers for over 25 years, making him the longest-serving team member. With deep expertise in pensions, investments, and estate planning, Tim also guides business performance and plays a critical leadership role.
Outside work: Tim enjoys golf and relaxing with sports on TV.
Lyndon Hore
Chartered Financial Planner
Lyndon joined Lampiers in 2006 and brings over 30 years of financial services experience to the team. He advises individuals and businesses with insight and professionalism.
Outside work: Lyndon enjoys squash, golf, and running around Bristol.
Anna Portch
Mortgage & Protection Adviser
Anna brings over two decades of experience to the team and has built a thriving practice in mortgage and protection advice since joining in 2015.
Outside work: She enjoys running and spending time with her daughter.
Emma Vieth
Chartered Financial Planner
Emma joined in 2018 as a financial planner. With over 26 years of experience, she adds depth to our advisory team.
Outside work: Emma enjoys the gym and family time.
Graham Hovell
Chartered Financial Planner
Graham joined the team in 2022 after a 17-year career at a FTSE 100 firm. His Fellowship with the PFS underpins his detailed, client-focused advice.
Outside work: He runs marathons and keeps up with his daughters and dogs.
Financial Planning Support
Andy Chidgey
Head of Operations
Andy leads operations at Lampiers, drawing on 35 years of experience across banking, insurance, and advice. He ensures the entire team runs efficiently and clients receive seamless support.
Outside work: Andy coaches cricket and rugby and lives locally with his wife and four children.
Mark Gould
Compliance Manager
Mark is the most recent addition to the Lampiers team and brings over 30 years of compliance experience. Over his career, he has worked across various sectors of the industry, including 10 years as Compliance Director for a large regional IFA practice.
Outside of work: Mark enjoys taking Milo, his 4-year-old golden retriever, for walks, watching his 3 adult children play football and playing golf whenever he can.
Charlie Beresford
Employee Benefits Consultant and Financial Planner
Charlie brings over 20 years of expertise in Workplace and Individual Pensions. He partners closely with Lampier’s corporate clients to strengthen their Employee Benefits programmes—including Workplace Pensions, Group Risk and Financial Wellbeing—helping organisations support their people while planning confidently for the future.
Outside work: Charlie keeps himself busy with a wide range of interests. He can often be found doing CrossFit, cycling, wild swimming, running or playing golf—active pursuits that are nicely balanced by his love of cooking and spending time socialising with family and friends.
Marie Small
Client Services Team Leader
Marie has supported Lampiers’ leadership team for over 20 years and is key in staff training and social coordination.
Outside work: She enjoys fitness classes and all kinds of movies.
Roxanne Rostam-Shirazi
Client Services Team Leader
Roxanne joined the team in 2020 and holds a Diploma in Regulated Financial Planning. She plays a vital role in supporting client services.
Outside work: Roxanne loves theme parks and walking with her family.
Graham Underhill
Paraplanner
Since 2021, Graham has supported the advisory team by preparing and reviewing comprehensive financial plans.
Outside work: Graham follows football and spends time with his wife and daughters.
Phil Collard
Senior Paraplanner
Over 30 years of experience in Financial Services across all elements, from the provision of advice to compliance and training, Phil now focuses on what he finds most enjoyable: providing technical support.
Outside work: Phil, with the help of an incredibly supportive wife, can largely be found either on a bike, swimming in a lake or dashing around the country (and beyond) with his two sporty sons!
Chris Ledbury
Client Services
Chris joined in 2022 with 20+ years of experience. He helps the team by creating robust, compliant financial reports and analyses.
Outside work: He captains his cricket team and mentors young players.
Kerry-Ann Chidgey
Client Services
Kerry-Ann joined the in 2022 with 23 years of experience. She supports advisers and clients with personal and corporate advice.
Outside work: She enjoys running with her family and dog.
Laura Smart
Client Services
Laura re-entered the workforce in 2023 and now supports our mortgage team, using her 20 years of industry experience.
Outside work: She volunteers locally and enjoys walking and reading thrillers.
Kim Trueman
Client Services
Kim joined the in 2024, bringing 17 years of experience and a background in client care within wealth management.
Outside work: She runs charity races and is learning Greek to enhance her travels.
Professional Partnerships
Why Our Team Makes the Difference
What sets Lampiers apart is not just experience but the way we work as a team. Our collaborative spirit ensures continuity, reliability, and a smooth client experience—whether in a discovery meeting, implementing your plan, or receiving ongoing advice. Every member brings unique strengths, and together, we deliver exceptional financial planning with consistency and care.