Swann Financial Consultancy

Senior Partner Practice of St. James's Place Wealth Management


Ray Sommerfield, Partner and Wealth Management Adviser

Northampton Office

A partner of Swann financial Consultancy with over 25 years of Financial experience

Ray has been involved in advising individuals, families, and businesses, plan for their financial future since 1996 helping clients achieve investment and saving goals and comfortable retirements. He has worked with in St. James's Place as an executive manager supporting and training many advisers and now, as part of Swann Financial Consultancy, is one of our Senior Partners.

Ray further specialises in tax and trust planning, helping legacies pass to families with the minimum amount of stress whilst also mitigating tax. Ray is also a respected public speaker on this subject often addressing large groups at venues around the UK.

Ray is married with two children and in his spare time is very actively involved in the local community running events and fund raising for the community. Ray is also a fisherman and has a narrow boat to enjoy when he has time.

Trusts are not regulated by the Financial Conduct Authority.

Tel: 01295 275 269
Mobile: 07341961210
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Claire Gore, Wealth Management Adviser

Northampton Office

A specialist in Investment and Pension planning, with a key focus on building client relationships

Claire Gore has been providing valuable financial advice for many years and brings a high degree of professionalism and a wealth of experience to the industry.

Claire specialises in Investment and Pension Planning advice and believes that it is essential to build long term relationships with clients and prides herself on doing so.

Claire feels that working for a Senior Partner Practice of St. James’s Place Wealth Management, will be of great benefit to her clients offering a wide choice of Investment and Pension planning solutions with the backing and experience of this highly respected Wealth Management firm.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Mobile: 07789 710 876
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Barry Gordon, Wealth Management Adviser

Northampton Office

A specialist in Pension and Investments with nearly 40 years of Financial experience

Barry Gordon began his career in financial services in 1981. He is therefore highly experienced and now specialises in Pension and Investment planning. Barry is proud to be an Adviser for Swann Financial Consultancy, Senior Partner Practice of St. James's Place Wealth Management.

Barry steadfastly focuses upon building longstanding relationships with his clients, building trust and confidence by offering his clients solutions to achieve both personal & business aspirations. He believes in providing clients with a cohesive structure to what is a broad, complicated and often bewildering financial world.

Mobile: 07790 866 616
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Michael Bull, Wealth Management Adviser

Northampton Office

Mikes aim is to help your financial circumstances to be in tune with your goals and aspirations

Michael Bull's philosophy focuses on building and maintaining a long term trusted relationship with clients showing distinct quality, integrity and excellence. He specialises in building or preserving wealth and protecting and passing on wealth to future generations.

Michael believes Financial Services is very much a “people business” with a strong client focus. This can be judged by the fact new clients are driven on introductions from existing private clients. Clients are happy to recommend their friends, families and colleagues so they too may benefit from the sound professional advice they have themselves received.

With an ever-changing environment and changing client circumstances, Michael will help your financial circumstances to be in tune with your goals and aspirations for both your personal life and your business. Michael ensures financial planning is proactive and delivers guidance to give a clearer vision of your future with regular reviews to check they remain current and accurate.

Mobile: 07811 153 172
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Martin Clayton DipPFS (MP), Wealth Management Adviser

Northampton Office

Has a key focus on getting to know all his clients and providing them valuable financial advice

Martin is delighted to have the support of a Senior Partner Practice of St. James’s Place Wealth Management. He feels that this will be of great benefit to his clients offering a wide choice of Investment and Pension planning solutions with the backing and experience of this highly respected Wealth Management firm.

Martin, genuinely enjoys spending time getting to know his clients, finding out what matters to them first and foremost and using this to create a sound experience, enabling him to provide valuable financial advice.

Outside of the Practice, Martin is a keen motorcyclist and musician, fronting his own band!

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Mobile: 07587729228
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Harvey Dosanjh, Wealth Management Adviser

Northampton Office

Harvey had a level 4 Diploma in Financial planning and joined the industry 20 years ago. He has experience from working from working as a Financial Adviser for high street financial institutions before he joined Swann Financial Consultancy.

Harvey believes in understanding the importance of treating all clients as individuals, and ensuring that they are given a personal service that they can count on at all times.

Outside work he enjoys playing badminton to keep fit and spending quality time with his family and friends.

Mobile: 07941 348 756
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Sharon Bassett FCII, FPFS, Chartered Financial Planner

Northampton Office

Sharon provides a completely dedicated service to her client’s financial needs

Sharon has worked in financial services for 20 years with experience in all areas of financial planning. She is proud to have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). Sharon has achieved the highest accolade by the CII of Fellowship. This award demonstrates that she has satisfied rigorous criteria relating to professional qualifications and ethical good practice so you can be confident that you are dealing with one of the UK's leading financial planners, who is wholly committed to providing you with the best possible advice, service and support.

Sharon looks to nurture a long term relationship with her clients and their families by building a strong bond and trust. Sharon believes by taking time to get to know her clients and their needs through regular face to face meetings, she is able to recommend a bespoke solution. A continued review service helps them remain on track to achieve their financial objectives.

Sharon is a fully licensed consultant for clients requiring assistance with Long Term Care and is able to provide her clients with the best advice possible when it comes to planning for a loved one’s long term care.

Mobile: 07889 328416
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Kathy Tait, Administration Manager

Northampton Office

With 10 years’ experience within the finance business she is a key asset to our team

Kathy has over 10 years’ experience within the business, engaging in a variety of roles during that time.

Kathy is responsible for supervising day to day operations within the company, allocating workflow responsibilities, providing training and support to our administration staff when required, along with the development of systems and processes.

She takes pride in the provision of an excellent service for both partners and clients alike and aims to achieve this through expanding new and existing skills within the team.

Outside of work Kathy enjoys socialising with friends and family, travelling, walking and cycling.

Tel: 01295 275 269


Laura Byrne, Marketing Executive

Northampton Office

Laura brings to the role her extensive experience in marketing and project management

Laura joined Swann in 2019 as a part of their data cleanse. Since then she has progressed into the Marketing team as Marketing Executive. Laura's previous roles in the Finance and Accountancy industry's means she has a key insight and experience in this sector.

Her experience in Marketing, Project management and Data analysis is key to Swann, she is helping increase Swanns’ presence online through their website and LinkedIn. She also organises Swanns’ range of events they hold for clients throughout the year.

When not a work, Laura enjoys being out with her camera and she also photographs a few weddings a year. She helps in her local community running large events throughout the year including a music festival and a large bonfire for over 4,000 people.

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Meggan Panayides, Paraplanner

  • Provides support for Wealth Managers
  • Ensuring that all regulatory and compliance standards are met
  • Liaising with product providers and other relevant third parties
  • Ensuring that all Client requirements are followed through to the appropriate conclusion
  • Outside of work Meggan enjoys travelling, movies, socialising with family and Friends and the outdoors.



Kirsty Marakis, Paraplanner

  • Analyses data by using research tools, to provide solutions that meet client needs and objectives
  • Consolidation of client requirements, as set out by Wealth Managers, documented in a written format consistent with compliance procedures
  • Kirsty enjoys the outdoors and playing sports.



Jade Malloy, Business Support Administrator

Northampton Office

Jade has been in the Financial Services sector since 2014. Jade has been keen to expand on her knowledge and experience within the team and has taken exams to become a Technical Consultant with the intention of taking further exams.

Jade supports two of our financial advisers in various areas of financial planning and does her upmost to provide valuable support to clients when they need her assistance.

In her spare time, Jade likes to draw and paint. She also enjoys travelling and spending quality time with her family and friends.

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Katie Jeffs, Business Support Administrator

Northampton Office

Katie provides comprehensive support to our partners and advisers, handling client queries and all general administration services

Katie began her career within St. James’s Place in 2012 and has gained 7 years’ experience working in financial services, and now continues to bring that knowledge and professionalism to Swann Financial Consultancy.

Katie provides comprehensive support to our partners and advisers, handling client queries and all general administration services. Katie is keen to continue expanding her already significant knowledge base within financial services and is willing to assist when needed.

Outside of work Katie is kept entertained by her two young daughters and enjoys outdoor activities with her family.

Tel: 01295 275 269


Bethany Bampkin, Business Support Administrator

Northampton Office

She prides herself on her organisational skills and enthusiastically undertakes assigned tasks.

Bethany began her career in the Financial Services sector in 2012 as an IFA Administrator and since then has eagerly progressed gaining valuable knowledge.

Bethany is PA to two of our Financial Advisers, handling all general investment administration along with business processing. Alongside her main role, she keenly supports our paraplanning team. She prides herself on her organisational skills and enthusiastically undertakes assigned tasks.

Bethany is currently in the process of training to become a Technical Consultant and is keen to expand her knowledge even further.

Outside of work Bethany enjoys spending time with her family and friends, hiking activities and photography.

Tel: 01295 275 269


Alison McClean, Business Support Administrator

Northampton Office

Alison brings a wealth of administration and business support experience to the team.

She is an experienced, driven professional who has an enthusiasm for undertaking new challenges and prides herself on her organisational skills and adaptability.

Alison has previously enjoyed a long and varied career in the Emergency Services and has also worked as a Senior Administrator in local government, and as a Customer Relations Co-ordinator in the house building industry.

In her spare time Alison enjoys quizzing, spending time with family and friends, kayaking, baking and is currently writing her first novel.

Tel: 01295 275 269


Shaunie Fenlon, Business Support Administrator

Northampton office

Shaunie joined the team in 2019 as a Business Support Administrator.

Prior to this, Shaunie worked for Northamptonshire Social Services for four years in which she dealt with care planning and management, administration and customer care.

Outside of work Shaunie enjoys spending time with family and friends, cooking and exploring new places.

Tel: 01295 275 269