The Annuity Direct Team
Bob Bullivant (Chief Executive Officer)
Bob is a Chartered Financial Planner who has held a number of senior roles in life companies and independent financial advisers. He spent five years as deputy CEO of the Chartered Insurance Institute where he was responsible amongst other things for the awarding body. He has a deep interest in advice at retirement and led a research group for the Society of Fellows of the CII looking at the future of retirement.
He regularly writes for both the consumer and trade press on retirement issues and has made three appearances on the BBC Radio 4 Today programme.
Katherine Oxenham (Financial Planning Director)
Katherine is a Chartered Financial Planner with over 20 years’ experience. She has worked for life companies and independent financial advisers and has significant experience as an adviser. She is a senior examiner for the Chartered Insurance Institute (CII) and a web tutor for the Institute of Financial Services (IFS). Katherine is responsible for the day to day management of the adviser team and their development.
Your Advisory Team
Our advisory team is supervised by Anita Jones. Anita holds the Diploma in Financial Planning from the CII and has three years’ experience with Annuity Direct.
Geoff Lewis and Sarah Winterbottom head up our advisory teams. They also have three years’ experience with Annuity Direct, and are both working towards the IFS Diploma in Financial Planning.
Hana Lee and Lauren Ogiliev both work closely with Geoff, Lauren as a paraplanner, and Hana as an adviser. Hana is working towards the IFS Diploma in Financial Planning.
Working with Sarah are Charlie Nicol and Tarja Keen, both advisers who are currently working towards the IFS Certificate in Financial Planning.
Your Administration and Broking Team
Our administration and broking team is managed by Lara Dyson, who is instrumental in managing close working relationships with our employee benefit consultant, trustee and corporate clients as well as ensuring our individual clients’ annuities are processed within rate guarantee deadlines.
Lara is supported by Jade Ragsdale, Helen Wendes, Adam Gifford, Louise Loake, Victoria Mason and Amanda Mitchell.
