Michael Rothman CertPFS
Director
I have over 20 years experience as a private client adviser and specialise in investments and asset protection. I also provide specialist advice on Inheritance Tax mitigation. Prior to my move into personal finance, I worked in asset management in merchant banking and property development.
I also supervise the firm’s mortgage operations and enjoy building client-focused relationships with solicitor and accountant firms.
My golf handicap is a work in progress and I am a Founder Member and season ticket holder of AFC Wimbledon.
Selena Batchelor
I have worked in the Financial Services Industry for the past 12 years and joined Finance Together in 2004.
I passed my final exam in 2005 and now hold the Financial Planning Certificate (FPC). This helps me in my support role preparing reports, valuations, research and general client servicing.
I enjoy swimming, reading and walking my dog in the surrounding countryside.
Julie Bibby
I joined Finance Together in 2005 as a Mortgage Administrator and deal with the processing of mortgage and protection applications. My role includes liaising with clients, lenders, insurance companies, housing associations and solicitors.
I have over 25 years of experience in the financial services industry and worked for many years both as a mortgage underwriter and in general banking for well known High Street banks. I enjoy Salsa, Yoga and walking my dog.