Support Team

Jenny Davis, Para Planner

Jenny joined Belgrave in 2007 and works closely with Managing Director, Michael Smith, Investment Director, Philippa Mainstone and Pensions Director, Gemma Watson. She assists them in researching individual pension and investment products as well as any aspects that may affect the performance of investments.

Jenny also deals with any queries clients may have. As blanket answers are not part of Belgrave's bespoke service, she will investigate the client's query, conducting extensive research so that when she goes back to the client all possible options have been looked at. This research has helped Jenny pass her Certificate in Financial Planning 1 exam.

In her spare time Jenny enjoys socialising with friends and has a keen eye for up and coming restaurants.

Natasha Potter, Personal Assistant to the Directors

Natasha works closely with all the Directors at Belgrave but has specific responsibility for assisting Michael Smith in the management of the company. Her role includes client liaison and helping to ensure that service standards are maintained to their highest level. Natasha's eye for detail has bought a more focused approach to our systems and procedures.

In her spare time Natasha enjoys keeping fit and prides herself on keeping up to date on all aspects of Bath's social life.

David Gregory, Investments & Pensions Administrator

David joined Belgrave in 2010 having previously had extensive experience in the building and construction sector. He specialised in pricing and quality control and his sharp eye for detail has already become a very positive asset to the company.

In his spare time Dave is a keen sportsman and has a passion for Arsenal Football Club.

Angela Lambert, Pensions Administrator

Angela works closely with Pensions Director Gemma Watson and is heavily involved in all aspects of pension research for private and corporate clients.

Angela's duties also include the drafting of personalised advice in relation to pension consolidation and retirement planning.

When family pressures permit, Angela enjoys being a spectator at rugby and cricket matches, especially when her sons are playing.