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.
- 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 – Investment 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.
- 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 keeping fit, travel and spending quality time with her friends and 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.
Louise is currently studying for her Foundations in Accounting with ACCA.
- Foundation Degree (Plymouth University)
Diana Campanario – Trainee Wealth Consultant
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 Diploma in Financial Advice with the London Institute for Banking and Finance.
Her hobbies include training at the gym, cooking, dancing, and walking her 3 Pugs.