Kevin Allenby DipPFS, Cert CII (MP), Cert PFS (DM), Cert CII (Life and Pensions), Cert PFS, EFA – Managing Director
Jersey-born Kevin has over 30 years’ financial services experience and specialises in Investment and Pension planning. He started his career with Liverpool Victoria Friendly Society before becoming an Independent Financial Advisor.
Omega was established to offer a personalised service for our clients rather than the standard offering that was available. Our clients value our bespoke service and we find a lot of our new business comes from existing client referrals.
Kevin has two grown up children and in his spare time enjoys travelling and cooking.
Kevin is on our Board of Directors and also Chairs our Investment Committee.
Qualifications
- Financial Planning Certificate
- The Mortgage Advice Qualification
- The Diploma in Financial Planning
- The Certificate in Discretionary Investment Management
- FE Analytics Certification
Richard Marshall DipPFS – Director
Richard is originally from Beverley in East Yorkshire and began his career with the Prudential Assurance Company over 25 years’ ago.
In 2003 he moved to HSBC as a Financial Adviser, before moving to become an Independent Financial Adviser with the Bank in Hull in 2008.
In 2013 Richard moved to Jersey to work advising HSBC Expat’s International clients, before moving to join the Team at Omega in 2017.
Richard is on our Board of Directors, a member of our Investment Committee.
Outside of work Richard has two grown up children and enjoys travelling, football and golf.
Qualifications
- Financial Planning Certificate.
- The Diploma in Financial Planning.
- Mortgage Advice Certificate.
Richard prides himself on his warm, friendly approach to customer service and financial advice.
Anthony Lathwell – Wealth Consultant
Anthony is originally from Nottingham but begun his Financial Services career in Leeds, qualifying as a Stockbroker in 2001.
In 2013 Anthony moved to Jersey to work advising HSBC Expat’s HNW International clients, before joining the Team at Omega in December 2022.
Anthony is a Chartered Fellow of the Chartered Institute for Securities and Investments.
A family man, married with two young daughters, Anthony’s hobbies and interests outside the office include playing squash, padel tennis and golf.
Qualifications
- BA(hons) Business Studies
- Level 6 CISI Private Client Investment Advice and Management
Louise Allenby – Office Manager
Louise was born in Jersey and was educated at Beaulieu Convent School between the ages of 5 and 18. She enjoys managing front of house; “I provide a valuable link between the client and their adviser”.
Her hobbies include personal training, charity events and catching up with friends. She also enjoys spending quality time with her family.
Louise has been with Omega since 2013 and she enjoys the client contact. She is responsible for the day to day running of the office.
Qualifications
- Foundation Degree (Plymouth University)
Diana Campanario – Trainee Financial Advisor
Diana was born in Jersey and completed her A Levels at Hautlieu school. She is a native Portuguese speaker and studied Spanish in school for over 5 years.
Diana is currently studying for the CISI Investment Advice Diploma
Her hobbies include training at the gym, cooking, dancing, and walking her 3 Pugs.
