Our People

jigsaw people
If you want to find out a little more about the individuals within our firm, feel free to click on the links below.

Sarah Bond (Chief Financial Officer)

Sarah Bond has a banking background and has worked full-time in the business for the past 20 years.

Following the election of Arch Financial Planning Limited to the Nucleus Advisory Board, Sarah has attended the Advisory Board meetings. Sarah also regularly attends the quarterly Nucleus user sessions and has been used as a presenter to groups of new users of the system.

Sarah is a collector of pigs (not the live variety) and enjoys family life with her husband Steve and son Stuart.

Qualifications: Financial Planning Certificate, Certificate in Financial Planning – Life Office Administration (FA1), Certificate in Financial Planning – Pensions Administration (FA2).

Rick Callaghan (Chartered Financial Planner)

Rick is a  Chartered Financial Planner with advanced qualifications in pensions, trusts and investment planning.  He has always worked in finance since his “teens” and he has been providing trusted financial advice to his clients now for over 20 years.  After a long career managing and advising within the Zurich/Openwork Group Rick chose to join Arch Financial Planning in February 2015 where he has quickly settled in as part of the adviser team.

Rick enjoys helping people and values all the relationships he is able to build in life, this is no exception when dealing with his clients, both old and new.

Rick is married, lives in Berkshire, has two sons and enjoys watching most sports and playing golf, when he can find the time.

Arthur Childs (Director, Chartered Financial Planner)

Arthur Childs is a Certified Financial Planner and a Chartered Financial Planner and holds fellowships of the Chartered Insurance Institute and the Personal Finance Society.  He was also until recently a Fellow of the Pensions Management Institute.

Arthur was the founder in 1989 of what is now Arch Financial Planning Limited.  He remains on the board but his main responsibilities now are in looking after his clients.

A member of Millmead Baptist Church, a very large Christian community based in Guildford, Arthur was for 14 years the leader of the NewFocus group which particularly seeks to meet the needs of retired and semi-retired people.

Niki Covington (Paraplanner)

Niki Covington joined the Support Team at Arch Financial Planning Limited in January 2010. Niki has worked in the Financial Services for over 20 years initially at Cornhill Insurance in Guildford where she undertook customer service based roles including managing administration teams. Niki then joined Legal and General Assurance in November 2000 as a Compliance Auditor for 8 years before moving into a Compliance Policy Manager role, still within Legal & General, in 2008. Niki took 18 months out of work to spend time with her first daughter before joining Arch.

Niki spends most of her time with her two young daughters Emmy and Isla, together with her husband. They enjoy sunny holidays, outdoor activities and eating out. Niki has two pet dwarf rabbits named Sully and Mike - Monsters Inc. fans!

Qualifications: Financial Planning Certificate (parts 1, 2 and 3), Certificate in Mortgage Advice, Institute of Leadership & Management Certificate

Katy Dickson (Support Team Supervisor)

Joanne Enticknap (Support Team)

Joanne Enticknap has been in financial services for 20 years, starting at Legal & General looking after the Company Pension Scheme. After 12 years, Joanne moved into mortgage administration with an independent mortgage adviser in Guildford. She briefly moved out of financial services and worked for a management consultant before joining the Support Team at Arch Financial Planning Limited in 2007.

Joanne lives with her daughter and husband. They have an entertaining pet dog named Barry and two cats named Sydney and Denzil. The men in Joanne's family have a passion for competing in motorcycle trails and have become District Champions in their class, which the whole family enjoys supporting and spectating. Joanne and her family also arrange fund raising events to raise money for the Surrey and Sussex Air Ambulance. Joanne very much enjoys socialising at the local pub in Dunsfold with her friends and family.

Qualifications: Financial Planning Certificate

David Lemar (Independent Financial Adviser)

Rod Stewart (Managing Director)

Rod Stewart is the Managing Director of Arch Financial Planning Limited.  Rod has over 20 years’ experience growing and managing IFA firms in the UK and abroad. Having been an IFA and a business owner Rod has a keen insight into how a top Chartered Financial Planning firm best serves the needs of clients and how to support advisers to give the highest quality advice and service available.

Rod and his family love their sport, with most weekends filled with either playing sport or watching it.

Qualifications: DipFA CII, DipPFS, RG146

Melissa Sweet (Support Team)

Mark Taylor (Independent Financial Adviser)

Mark has 25 years' experience in retail financial services and is a Member by Diploma of the Personal Finance Society. Having spent 4 years with a large insurance company in a business management role, he decided to become an Independent Financial Adviser in 1991. Mark joined the team at Arch Financial Planning Limited in 2010.

Mark is qualified to advise on all aspects of personal financial planning, from savings and investments to pensions, life assurance and estate planning. He specialises in Pension Planning for both individuals and corporate bodies. He is also able to advise on all aspects of pension transfers.

Mark is a graduate of the University of Life. He lives in Cranleigh with his wife Ann and has three adult children. He is involved with the Duke of Edinburgh's Award and Explorer Scouts.

 

Julia Tidy (Support Team)

Julia Tidy joined the Support Team at Arch Financial Planning Limited in 2000. Julia previously worked for a private insurance broker for 3 years and has carried out administration for her own family company for 30 years.

Julia and her husband run their own family business. Julia has many interests such as skiing, diving and cycling etc.

Joe Triccas (Independent Financial Adviser)

Joe Triccas has been in financial services for the whole of his working life although his original intention was to be a journalist. He worked at Royal Insurance and General Accident before joining a general insurance brokerage. His longest time with a company was the 16 years that he worked at Lloyds Bank plc. Prior to joining Arch Financial Planning Limited in 2004 he was a successful independent financial adviser at two IFA firms owned by accountancy practices. Joe specialises in pension planning, both for individuals and SMEs.

Joe is married with three children and in any spare time he helps run a youth football team and also does voluntary work as a public footpath inspector.

Qualifications: Chartered Insurance Practitioner, Dip PFS

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Arch Financial Planning Limited is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 595270. Arch Financial Planning Limited is registered in England, no. 04600308.