Meet the Team

kevinKevin Allenby DipPFS, Cert CII (MP), Cert PFS (DM), Cert CII (Life and Pensions), Cert PFS, EFA – Managing Director and Owner

Jersey-born Kevin has over 25 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 a member of our Investment Committee.

Qualifications

  • Financial Planning Certificate
  • The Mortgage Advice Qualification
  • The Diploma in Financial Planning
  • The Certificate in Discretionary Investment Management

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 and Company Secretary.

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.

Simon Harman BA(Hons), PgDL, Chartered MCSI, DipPFS , MIoD and Cert CII (MP) – Director  

Simon’s career was initially military and legal, before moving on to gain extensive risk, compliance and corporate governance experience globally at board level within independently owned, private equity backed, and bank owned companies.

Prior to joining Omega his most recent roles have involved overseeing multi-jurisdictional Group Risk, Compliance and Legal functions with responsibility for Compliance and Governance standards maintained within various firms.

In his spare time, Simon is a flying Instructor and Examiner

Simon is on our Board of Directors and also a member of our Investment Committee as well as the Compliance Officer, MLRO and MLCO.

Qualifications

  • Post Graduate Diploma in Legal Practice
  • Chartered Member of the Chartered Institute for Securities & Investment
  • Member of Institute of Directors
  • Financial Planning Certificate
  • The Mortgage Advice Qualification
  • The Diploma in Financial Planning

louiseLouise 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”.

Louise is currently studying for the Award in Financial Administration.

Her hobbies include personal training, charity events and catching up with friends.

Qualifications

  • Foundation Degree (Plymouth University)