Altorfer Financial Management Ltd Independent Financial Advisers
Our Staff
Katy Calcaterra: Assistant Administrator
Katy joined the company in August 2007, supporting Lynn in our Administration function.
“When I am not working, lots of my spare time is spent with my 9 month old nephew. He is my favourite hobby. I also enjoy socialising, travelling and going to the gym.”
Mark Chaplin: Director of Finance and Lead Fund Manager
Mark trained as a chartered accountant with Grant Thornton. He has wide industry experience, having spent some years as Finance Director of a FTSE listed company.
“One of our sons has now graduated from Durham, and the other is at Warwick, so I can now be found mowing the grass more often, or completing DIY projects, as well as playing golf and walking our labrador!”
Christina Georgiou: Financial Adviser
Christina has an Honours Degree from the University of London. She spent 10 years with the Woolwich both as a Branch Manager and Financial Adviser.
“Outside work I like to get out and about as much as possible visiting interesting new places. When I am not gallivanting, I am quite a homebody and enjoy nothing more than pottering around my house and garden.”
Gill Lovelace: Financial PlanningAssistant
Gill joined Altorfer's advisory team in April 2006 working with Christina Daniel and Helen. Gill has had many years of experience in Financial Services, returning to employment after having a family.
“This is my first job since having my three girls and I'm enjoying being me again, not just Mum! When I'm not working I like to potter at home and take the girls out to trips to the park and farms or visit friends and family”
Roger Taylor: Managing Director
Roger has degrees from Cambridge University and the University of Victoria, Wellington, NZ. He spent sixteen years abroad working variously as a teacher, carpenter, seaman and classical musician.
“I have always believed in keeping a good balance between work and leisure. When not looking after the needs of over 400 clients, I am usually to be found sailing, skiing, high walking in the Bernese Oberland, or attacking my Steinway grand piano.”
Daniel Wackett: Senior Adviser
Daniel has now been with Altorfer for nearly ten years. He had previously spent 10 years in advisory positions with both Lloyds Bank and Midland Bank.
“I spend most of my spare time looking after my two young sons. I also enjoy watching and playing sports, visiting National Trust properties and other places of historic interest and relaxing with a good book after a hard day at the office.”
Helen Wake: Financial Planning Assistant
Helen studied law at the University of Hertfordshire and is now a Registered Adviser with the FSA.
“I have a practical and honest approach to life, which fits in well whether I am walking through National Parks, crawling underground investigating caves, coaching my son, or meeting Altorfer's client needs.”
Lynn Webb: Head of Administration
Lynn spent 11 years with the Bank of England before joining Abbey National plc for a further 19 years. She has now been with Altorfer for nearly six years.
“When I am not working my hobbies include travel, going to the theatre and golf, which I never thought would be for me, but I enjoy every minute (even on the bad days!)”
