Frederick Hervey-Bathurst MSI (Director)
Chartered Financial Planner
(Click here for qualifications..)

Frederick was a founding director of Clarendon. He is aged 45, married with two children and started his career in financial planning after graduating from university. Frederick is a member of the Securities Institute and is a Chartered Financial Planner. He runs employee benefit schemes for a wide range of employers. Frederick’s private client work involves developing strategies to create and manage wealth to meet his clients’ objectives and goals.
Email: fhb@clarendonfp.co.uk

Peter Pelly. APFS Consultant
Chartered Financial Planner
(Click here for qualifications..)

After a short service commission in the Royal Green Jackets, Peter joined an insurance brokerage specialising in advising the Armed Forces. In 1987 Peter joined an insurance company as an adviser, developing a detailed knowledge of individual and company pension arrangements. Peter joined the Clarendon team in 1999 and has continued his professional development, qualifying as a Chartered Financial Planner in the first year that the qualification was available. Peter provides advice to individuals and companies, particularly on pensions matters, including divorce issues. Peter is married with four children and lives in Salisbury.
Email: pelly@clarendonfp.co.uk

Trevor Smith. APFS Consultant
Chartered Financial Planner
(Click here for qualifications..)

Trevor joined the financial services industry in 1974. He has worked for a number of investment companies including Skandia and Old Mutual, where he headed up the technical marketing department. Trevor became an Independent Financial Adviser in 2001 when he bought into an established practice before joining Clarendon in 2011. He specialises in providing investment and pensions advice to individuals and trustees.
Email: trevor@clarendonfp.co.uk

Kim Parkhouse. Dip PFS (Consultant)
(Click here for qualifications..)

Kim is a pension and investment specialist, who has extensive experience in advising on investments and supervising the establishment and administration of Small Self Administered Pension Schemes (SSAS) and Self Invested Personal Pensions (SIPP). Kim and Gary Walsh worked together for a number of years up to 2008 during which time Gary carried out much of the research and report writing for Kim. In 2008 Gary left to join Clarendon to develop his career and is now an adviser in his own right looking after his own portfolio of clients. The wheel has turned full circle with Kim and Gary now working together again but under the Clarendon umbrella.This further strengthens Clarendon’s leading role in the pensions field.
Email: kim@clarendonfp.co.uk

Gary Walsh. BA (Hons) Dip PFS (Consultant)
(Click here for qualifications..)

Gary joined the Clarendon team in 2008 and has worked in financial services since 2000, specialising in corporate pensions and investment. Gary has achieved the higher level Diploma in Financial Planning (required for all advisers by 2013) and is progressing toward full Chartered status having already passed the highest level of pension exam. Gary’s qualifications include employee benefits (group risk), trusts, and investment portfolio management.
Email: gwalsh@clarendonfp.co.uk

Robert Butcher. Dip PFS (Paraplanner)
(Click here for qualifications..)

Robert, aged 32, joined the financial services industry in 2010 after a previous management career in the entertainment industry and will initially be supporting Frederick and Peter in a research and administrative role. Robert is currently studying for the Advanced Diploma in financial planning on his way to Chartered status.
Email: robert@clarendonfp.co.uk

Christine Holloway

Christine has worked with Frederick and Peter since 2000.  Her primary role is to support Frederick and she has responsibility for the day to day office management.  Christine has been working in financial services for over 20 years and was previously an adviser for Abbey National.

Helen Walker
Client Administrator

Helen joined Clarendon in 2011 to support Frederick and Trevor. Helen began her career in financial services with HBOS in 1999, within their Credit Card Operation, before being promoted to a Customer Relations role based at Halifax Head Office. Having relocated to Salisbury, Helen spent the last 4 years working for one of the UK’s largest pension providers (James Hay Pension Trustees) covering all aspects of SIPP and WRAP.

Val Goode
Client Administrator

Val has worked with Frederick and Peter since 2001.  Val predominantly provides reception and secretarial support for the office and also provides administrative support to Frederick and Peter when necessary.