Directors

Michael Smith Managing Director

Michael founded Belgrave in 1997.  His understanding of the investment market is extensive. When offering advice, he considers a wide range of factors including the economic and political context. His areas of specialism include private client investment advice, personal and corporate pension arrangements and specialist advice for charities and trusts.

​Michael has wide-ranging experience in financial services including working as a Sales Director for a national stockbroker.

Gemma Watson Director of Financial Planning 

Gemma is responsible for coordinating Belgrave's financial planning. She oversees and works closely with the Private Client Advice Team. Her experience and outstanding strategic vision is coupled with a detailed knowledge of the pensions sector including SIPPs and SASSs, transfers, sharing orders, company pension scheme establishment and retirement options. 
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Gemma has worked in the financial services industry in various roles for over fifteen years.

Management

Donna Parfitt Operations Manager

Donna joined Belgrave in 2001 and manages the company's finances and client tax queries. She assists with pension planning and works closely with the Directors to help with the constant review of business operations and strategies. Donna  is a member of the Association of Accounting Technicians.

Bashar Aboush Head of Investments

Bashar previously worked at Belgrave and rejoined the team in March 2017. He brings with him a wealth of investment knowledge and expertise having worked in the financial services sector for over 19 years. He is also a member of the Chartered Institute for Securities and Investment (CISI). Prior to rejoining Belgrave, Bashar was involved in running both Advisory and Discretionary portfolios for clients.
Natasha Potter Office Manager
Natasha joined Belgrave in 2008 and works closely with the Directors. Her role includes client liaison ensuring client’s needs and wishes are always met. She is often the first point of contact for new clients and has an excellent understanding of Belgrave’s services bringing a more focused approach to systems and procedures. 

Support

Maria Clifton Head of Tax & Estate Planning
Maria joined Belgrave in 2015 and has extensive experience in Financial Services having worked in the industry since 1998. Maria is a member of the Private Client Advice Team and her specialist expertise focuses on holistic financial planning. She is particularly knowledgeable about family trusts, capital investments and long term capital preservation. Her experience complements her high level of professional qualifications.

Jenny Davis ​Paraplanner

Jenny has been part of the Belgrave team since 2007 and is responsible for several aspects of our investment process which involves research analysis, risk profiling and asset allocation decisions. Jenny is also part of the private client advice team which has responsibility for reviewing existing client portfolios and, report writing for prospective new clients. 
 

Lisa Stevenson Adviser Support

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