Steve is Kingsgate’s founder (1996) and the driving force of the business. Prior to Kingsgate he spent 8 years as a senior consultant with Abbey Life and spent 16 years in the airlines, where he held various operational, marketing and management positions, culminating as Service Standards Controller for Ground Operations at Gatwick. We all benefit from his long experience and 32 years of financial advice provision to individuals and corporate clients who range from Nasdaq companies through to sole traders. Very strong analytical and interpersonal skills as you might expect. A great believer in high standards of excellence, client centric systems and personal service.
Over 28 years experience in the Financial Industry with management, supervisory, administrative and sales support services experience. Responsible for Kingsgate Portfolio Management, office management, compliance and administration. Firm believer in providing excellent customer service.
Senior Client Services Administrator
Over 20 years experience in the Financial Services Industry with supervisory & administrative experience. Responsible for the work flows and administration. Providing excellent customer service.
Client Services Administrator
Laura is an outstanding administrator with 18 years financial customer service experience and 2 years in pension services. Her role covers all aspects of policy administration, product and client liaison and quality assurance, with a strong bias for attention to detail.
Jenny holds an advanced accountancy qualification (AAT Level 4) and has 12 years experience in accounts and pension administration. She was honorary treasurer of the local music festival for three years and loves to be involved in community events. In her spare time she enjoys live music, dancing and the great outdoors.
Poenie van der Merwe
MLIBF DipFA, AwPETR
Poenie van der Merwe is a level 4 qualified adviser and our in-house Pension Transfer Analysis Specialist (PTAS) for Final Salary pensions. He is also a writer of Wills and Powers of Attorney.
Being South African by birth Poenie (pronounced poo-nee) became a naturalised British citizen in 2016 after 8 years in the UK. Prior to financial services he was a consultant winemaker for many English and South African vineyards so is well versed in looking after the investments of others. Nowadays Poenie provides holistic financial advice to clients for whom he maintains the highest professional standards. As perhaps the world’s worst angler, in his spare time he enjoys travel, cricket, golf and socialising.
Samantha had a successful financial services career prior to taking a career break to raise her daughter. Having returned to financial services in March 2016, she is level 4 qualified and presently studying for Chartered status with the Chartered Insurance Institute (CII). Her career spans more than 20 years of underwriting, insurance, private banking and wealth management experience, which stands her in high regard.
Samantha is married and enjoys spending time with her family. A secret love of sailing (she lived on a boat for 6 years in her teens) says she would eventually like to own a Westerly or a Miller Fifer Ketch.
Client Services Administrator
Over 25 years' experience in administration and secretarial roles, including 8 years in the independent financial advice sector. Friendly and highly attuned to excellent customer service.
Rosie is currently responsible for all aspects of client administration and systems integrity.
With over 23 years’ experience in PA and HR roles, Linda is a great addition to the Kingsgate team. She is a graduate of the Chartered Institute of Personnel & Development and her role includes HR, office management and projects.