Meet The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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    01548 856096

    Dan Burner

    Director & Financial Planning Consultant

    Dan has over 20 years of experience in Financial Services, providing quality planning advice and assistance for clients. Over this time he has built a wealth of knowledge in Planning for Pensions, Investments, Borrowing and Protection as well as Tax Planning. He also holds qualifications in Equity Release and Long-term Care Planning. Dan manages financial planning scenarios for both private...

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    01548 856096

    Mark Eynon

    Operations Manager

    Mark has over 25 years of experience in the Finance Services industry. After a successful career as a top-performing adviser with a global financial institution providing quality financial advice to personal, commercial, and private client customers he brings his skills and expertise to the role of Operations Manager. He has overall responsibility for the research team, including line...

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    01548 856096

    Geoff Robins

    Financial Planning Consultant

    Geoff started work for a high street bank when there were local Bank Managers in each branch. Those initial experiences nurtured a strong belief in long term business relationships and that has endured to the present. Consequently, he considers himself fortunate that most of his new clients are from personal recommendation and introductions.

    Sports (particularly rugby), sea fishing,...

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    Jonathan (Jonty) Tucker

    Financial Planning Consultant

    Jonty grew up in South Devon and after graduating with a BSC Hons Degree in Maritime Business & Law he spent some years living around the world. Upon returning to the UK nearly 20 years ago, Jonty began working in the financial planning industry, initially as a financial researcher and paraplanner before qualifying and becoming a financial planner. He enjoys the diversity, ongoing learning...

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    Mark Lidstone

    Financial Planning Consultant

    Mark has been a fully qualified Financial Planning Consultant since 1987, with over 30 year’s industry experience. He specialises in Investments, Pensions, Protection and Tax Planning.

    Typical clients that Mark provides advice for range from local families and tradesmen to business professionals.

    Having been born in Salcombe, he has lived and worked in the area all his life. Mark...

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    01548 856096

    Trevor Branton

    Financial Planning Consultant

    Trevor is the antipodean sounding adviser in our office. He grew up in New Zealand and moved back to the UK in the mid 1990’s. Trevor’s career started in estate agency as a mortgage adviser and he subsequently progressed his career, taking further exams to become a fully qualified financial adviser.

    Trevor is married with daughters and during his spare time he enjoys visiting different...

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    Suzanne Massingham

    Mortgage Consultant and Paraplanner

    Suzanne has worked in the financial services industry for 11 years. She started at Clearwater Financial Planning as a Paraplanner and now works as a mortgage adviser. Advising new and existing clients who want to arrange a mortgage or financial protection. She is currently working towards achieving her Diploma Status.

    Outside of work Suzanne enjoys spending time with her young family,...

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    01548 856096

    Andrew Tildesley

    Administrator

    Andrew grew up and was educated locally before moving away to further his education. He graduated from Winchester University with a 2:1 in Sport & Business, then had a year’s experience in retail team leadership before joining Clearwater in April 2018. Andrew is now training as a paraplanner.

    Outside of work he enjoys playing a variety of sports and spending time with friends.

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    Ann Hardy

    PA / Administrator

    Ann originally had a successful career with a large American Financial Institution in London before having children and relocating to the South Hams in 1997. Since moving to the area she has enjoyed a couple of different administrative roles and having joined Clearwater as a PA / Administrator is now relishing the challenges that come with a busy working office environment.

    When not...

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.