Meet the team
Founder and Director
Barry has worked in the Financial Services industry for over 30 years. He started his business, formally Greenirdge (life, Pensions & Mortgage Consultants) based in Wallington over 25 years ago. During this time he has grown the business which resulted in the office relocating to Banstead in 2017. He is very proud of the good relationship he has built up with his clients over the years, many of which he now classes as friends. He has no plans to slow down anytime soon.
In his free time (when he is missing from the office) Barry can be found at the nearest racecourse enjoying his love of horseracing.
Senior Financial Planner
Dean joined Clear 3 years ago and has been in the financial services industry for 30 years. He started his career with the Prudential and has held several senior roles with other companies over the years, the last of which was Head of Financial Planning at Bells Solicitors.
He holds the Advanced Financial Planning Diploma, which was gained 20 years ago.
His likes include, Welsh Rugby, Liverpool FC, military history and Australian red wines! He dislikes English rugby, Manchester United and political correctness …
Louis has been with us for over 7 years now working in all aspects of investments, implementing a strong and robust investment process for all clients. His real passion is economics and keeping up with global markets as best he can!
Louis has over 14 years of investment experience working for large asset management companies and also platform/pension providers.
When not carting children around from sports game to sports game, Louis enjoys a good glass of wine and the occasional game of golf!
Anna graduated in 2010 with a degree in Mathematics and Economics from a leading Moscow University. She also has an MBA in Investment Management from one of the London business schools.
Anna started her career with another advisory firm before joining Clear Financial in May 2016. She holds an Advanced Diploma in Financial Planning and recently achieved Chartered Status.
Anna’s interests and passions are taken up by her 3 kids and travel, whenever she can squeeze it in!
Darren has spent the last nine years working in the Financial Services industry and joined Clear in July 2018 to further develop and become part of a forward-thinking company that matches his ambitions.
Having achieved his level 4 diploma in regulated financial planning, Darren is currently working towards achieving Chartered status.
Darren’s hobbies include travel, eating out and reading.
Client Services Manager
Leonie provides administration support for our paraplanners and work closely with the advisers. She also assists with the day to day running of the office and everything that might entail including post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone.
Leonie has worked in the financial industry since 2011, her roles during this time have mainly been client service orientated. She initially worked for a Bank for 6 years in various roles from Cashier to Back Office Manager. Leonie worked for Fidelity in their pension’s team before switching roles to working with Independent Financial Advisors for the last year.
In her spare time Leonie enjoys spending time with her family and friends.
Client Services Assistant
Harrison joined Clear in September 2017 and currently provides administration support for our paraplanners and works closely with the advisers. He also assists with the day to day running of the office and everything that might include post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone. Harrison ensures all our back office information is completely up to date and tracks through all new business from start to finish for our clients.
Previously, Harrison worked for a large accountancy firm however is still very new to the financial industry.
Harrison has started an apprenticeship as a paraplanner to broaden his knowledge on all of the technical aspects of the role. Having undertaken and passed his R01 and R02 exams, he is now currently taking his R03. After completing the R03 and J09 exams by the end of the apprenticeship he will be a certified paraplanner.
In his spare time Harrison enjoys spending time with his family and friends.
Claire has spent most of her working life in banking and finance, before joining Clear in 2015 to work in the accounts department. Claire has many years’ experience in the financial environment including extensive knowledge in account reconciliation.
At Clear, Claire provides a vital role in the monitoring of accounts and budgets. She also provides assistance to the Business Manager with various HR roles.
Claire enjoys eating out with family and friends but spends most of her weekends watching her 2 boys play football!