Financial Planners Chartered

Sean Scahill

Director

Sean Scahill

I founded ABG Financial Services Ltd (as it was then called) in 1987 with the partners of the accountancy practice Arram Berlyn Gardner (ABG). Since then I have seen the company grow from one person (me) to its current complement of twenty-five staff.

We have always worked very closely with ABG and the flow of work in both directions has been prolific - hence the success of the company.

I am a Chartered Financial Planner and still actively involved in the sales process as well as being responsible for the running of the company.

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Peter Kelsey

Director

Peter Kelsey

I am a Chartered Financial Planner and director of Optimal Wealth Management  providing holistic financial advice to a range of clients many of whom are professional footballers.

I have been an Independent Financial Adviser since leaving University in 1985 spending seven years at an accountancy practice before joining Optimal Wealth Management. 

Having previously represented England at schoolboy level as a skier and then raced karts internationally against many of today's Formula 1 drivers, I now accept that I am a has-been and have taken up golf.

I am married to Margot and have two daughters, Maddie and Layla.

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Lee Warman

Director

Lee Warman

I joined Sean in November 1994 becoming a director in 2001.

My role has become very specialised over the past few years from providing independent financial advice to a broad spread of high net worth clients to working almost exclusively with professional football players.

Although a West Ham supporter historically, it's fair to say that I now support a whole host of clubs due to the number of players I advise!! Outside work I enjoy using the gym, which enables me to enjoy socialising, and love skiing when I can get the time.

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Howard Rentell

Compliance Director

Howard Rentell

I am responsible for the good practice of the Company, ensuring that we meet our regulator's requirements and provide a high level of service to our clients.  I also look after the operations side of the business.

I joined Optimal in January 2006 having spent the previous 17 years in various roles within financial services encompassing compliance, technical and advisory work.

With my sporting ambitions well and truly behind me, in my spare time you'll find me either at the gym, on my mountain bike or more than likely spending time with my wife Emma and daughter Charlotte.

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Paul Forde

Financial Adviser

Paul Forde

I have been at Optimal Wealth Management since May 1998 and consider myself a real all-rounder, advising both individual and corporate clients on mortgages, pensions and insurance. When I originally joined the Company, I worked as an administrator to the directors before passing my industry exams and qualifying as a Financial Adviser in my own right.

After graduating from Middlesex University with a degree in Communications and Media Studies, I worked for National Mutual (now GE Life) for two years prior to joining the firm.

Outside of work, my main interests are writing, music, travel, following the mighty Liverpool and desperately hoping the West Indies cricket team can start winning a few games again.

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Russell Brooks

Financial Adviser

Russell Brooks

I have been at Optimal Wealth Management for five years and have worked within the financial services industry since graduating from University in Leeds in 1998.

I have greatly enjoyed my time within the firm since joining and have gone on to pass my financial planning exams to qualify as a Financial Adviser. My current focus involves developing and maintaining my current client portfolio.

My private time is taken up by keeping an ever deluded eye on Leicester City Football Club whilst playing regular weekend football, long distance running, snowboarding and private flying.

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Richard Brand

Financial Adviser 

I joined Optimal in January 2005 having worked in the financial services industry since graduating from the University of Reading in 2001.

I previously worked alongside Peter Kelsey and now provide advice to clients in the areas of investment, pensions, mortgages and employee benefits.  I am also a member of the Company's Investment Committee.

In my spare time I am a wannabe guitarist and enjoy both mountain biking and skiing. To get the most out of these I have come to accept going to the gym as an unfortunate necessity.  I am also a Spurs fan which provides me with varying degrees of joy and despair!

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