Chartered Financial Planner

Roger is the Managing Partner of Devereaux Montague LLP and has worked in financial services since 1989. His initial career was in accountancy for NPI, a life assurance company before spending 2 years at Saudi International Bank in the City. Concentrating on high net worth individuals he delivers impartial advice on all aspects of a client’s finances.

Chartered Financial Planner

Jonathan is a Partner in the firm and has been a Financial Adviser since September 1991. He spent his early career working for large organisations such as Prudential and Pearl Assurance. Jonathan went on to spend almost six years working for Barclays providing financial advice to high net worth and commercial clients. He became an Independent Financial Adviser in November 2002. Jonathan is therefore equipped to provide his clients with a full financial planning service with solutions offered from the whole of the Market. Jonathan is a Pension Specialist and regularly advises on Pensions and Divorce and is an authorised Pension Transfer Specialist. Jonathan does not advertise and his clients are referred to him by his existing clients and professional contacts.

Jonathan is married with two teenage children. He enjoys spending time with his family, reading and socialising. He is a keen cyclist and also enjoys his holidays with the aim to see as much of the world as possible.

Support Manager    

Holly gained her experience in office administration in a variety of roles upon leaving school in 2007. Her initial profession was beauty therapy but she didn’t find this mentally stimulating. Holly joined Devereaux Montague LLP in 2013 and was invited to 10 Downing Street by the Prime Minister to celebrate the achievements of those involved in the Trailblazer scheme in 2014.

Holly is married with 2 young children. She loves spending time with her family, taking care of herself and crafting.

Senior Paraplanner

Helen is a Senior Paraplanner in the firm and has worked in the industry since 2002, previously having been employed as a Chartered Financial Adviser/Company Director for an Independent Financial Advisory firm in Canary Wharf.

Helen is a specialist in Pension Transfers and has experience in providing holistic financial planning solutions to clients. She is driven in helping clients to achieve their goals.

Helen is married with two children and two fluffy cats! She is a keen runner having run in the London and Berlin Marathons and is also a classical pianist.

Mortgage Adviser 

Alex has always worked in the financial services industry and has been providing clients with jargon-free mortgage and protection advice since he qualified as an adviser in 2002. He has worked for large banks such as NatWest and Santander where he honed his skills as a Mortgage Adviser and has worked in Estate Agency as an Independent Mortgage Broker advising clients on their mortgage and protection needs. He joined Devereaux Montague LLP in 2012, enjoys working as part of the team and says “the best part of my job is chatting with clients and getting to know them”.

Alex is married and has a son. He enjoys spending time with his family, walking and cycling. In his spare time, he volunteers as a cub leader for his local scout group.

Head of Administration

Chelle is the head of our administration team. She has worked in financial services since 1997 initially with a large Life Company before moving into administration with several large IFAs and has undertaken a number of roles throughout her time in the industry, including responsibility for training new and existing staff, compliance, accounts, pension and investment administration, personal assistant duties and project management.

Chelle is married with 3 grown up children and in her spare time enjoys spending time with family and friends, handicrafts and cooking.

Administrator

Jacqui started her career in office administration in 1995. Her initial profession was teaching where she learnt a great deal about people and time management. She specialises in customer services and systems support.

Married with 2 children she likes cooking, study and keeping fit. Her ambitions are to run a marathon and write a book.

Administrator

Christopher joined Devereaux Montague LLP in 2015 shortly after graduating from Loughborough University with a BSc (Hons) in Geography. He has been involved in a variety of roles including interning for First Atlantic Bank in Ghana and volunteering for the London 2012 Paralympic Games.

Keen to develop his career with us, Christopher has achieved an Award in Financial Administration and is now studying for a Diploma in Regulated Financial Planning.

In his spare time, Christopher enjoys visiting family and walking.