Martin Fox
From a young age I have enjoyed working with people, building relationships, and investing money. In my role as an investment adviser, I work with clients to help them define their financial objectives and create a tailored investment strategy. I joined SwainWoodham Group in March 2022 which was an exciting move for me after 18 […]
Andy Pender
I have been an insurance adviser since 2020, joining the SwainWoodham group in December 2022. Leveraged from my 16 years in professional aviation, I take a strategic and procedure-driven approach to my insurance advice. I see many similarities between insurance with aviation. My clients rely on me to keep them and their loved ones or […]
Brian Burgess
I first entered the Life Insurance Industry in 1996 and have enjoyed working with and learning from a number of Senior Insurance Advisers within their respective Firms over that period of time. Apart from many years of experience within the Insurance Industry I have kept up to date with the knowledge required by attending ongoing […]
Jim Smith
FIA, CERA, CFA, FRM, SCR, CFP, FPFS I entered the financial services industry in 1995 and joined the SwainWoodham Group in June 2023. I have broad range of experience in advising private clients, investment advice to large institutional pension funds and financial planning for international migrants. I have a passion for helping others succeed financially […]
Corey Williams
I joined SwainWoodham Group in early 2009, bringing broad experience in business to my role as an adviser. An early career in banking was followed by a series of roles in sales and marketing, management and business development both in New Zealand and in the UK. Joining SwainWoodham Group has provided a unique opportunity to […]
