Our Team

Clive Goldthorpe - Managing Director

After a degree in Economics & Finance, Clive started his financial serices career in 2006 as a paraplanner en route to becoming an adviser and designed paraplanning software with PowerPlanner Solutions co-founder Adam George in 2008. He is a founding director of Thames Valley IFA firm Beaufort Asset Management (2010 to present) and was Group COO of Beaufort Group for 9 years from inception (2012), managing technology, operations and compliance for its independent network of 50+ IFAs and DFM managing over £1.2bn shortly before the Group's successful acquisition by Solomon Capital.

Clive has always enjoyed the technical side and was reported to have been one of the youngest members of the Personal Finance Society to become a Fellow after obtaining Chartered Financial Planner status in 2015. He holds additional qualifications in occupational pensions, mortgages, discretionary investment management and long term care.

Outside of work Clive enjoys rugby, hockey and motor racing albeit time is at a premium given the demands of his two young sons!

Samantha Nicholson - Chief of Staff

Sam joined the business in 2022, having worked with Clive since 2015 for Beaufort Financial. Sam assists with the running of the business and helping firms and staff to achieve the best outcomes. Outside of work Sam mainly enjoys spending time with family and friends, but also enjoys travelling and being by the beach.

Kellie Sharp - Paraplanner Coordinator

Kellie started her career in financial services in 1999 and worked as a Financial Adviser for many years after completing a three year training program in the industry after University. Having taken time off to have a family and live abroad for a few years she decided to return to financial services, preferring to offer back office support through Paraplanning. She has an extensive knowledge of both client-facing and research roles within financial services which she feels gives her a more holistic view of the advice process.

Kevin George - Paraplanner

Kevin has worked in financial services since 2016 and plays a key role in relation to assisting firms with suitability reports, reviews and investment research, as well as other tasks.  Outside of work, Kevin enjoys sport (especially martial arts), cooking, reading and travelling.  Kevin also speaks French, German and Spanish, having studied languages at the University of Southampton.

Isaura Rodriguez – Administrator

I am a happy, enthusiastic and positive person. I firmly believe in approaching both work and life with a "can do" attitude. I love animals. What I enjoy the most is cooking and eating with my partner.

I like to help people and be around friends and family.

I am very easy-going and love to live and enjoy every moment of every day.