MEET OUR TEAM
PHILIP OKELL
Philip joined Deloitte Haskins and Sells in 1977 after graduating from Bristol University with a degree in Politics and Economics. Soon after qualifying as a chartered accountant he joined the Liverpool based stockbroker Tilney & Co in 1981 where he became a partner in 1985.
After initially managing private client portfolios he was instrumental in creating the institutional client division, Tilney Fund Management. He headed this up from 1991 until his departure from the Group in 2006 to set up Mosaic Money Management. Philip manages private client portfolios and can demonstrate a long track record of adding value to client investments. He is also a non-executive director of The Rechabite Friendly Society Limited.
MARCO SAMBUCCI
With over 30 years experience in the financial services industry Marco joined Mosaic Money Management in 2015 to apply his financial planning expertise for the benefit of our clients.
After qualifying as a financial planner with Sun Life in 1989 and following 7 years at Aon Consulting, he was appointed to head up the financial planning team at Baker Tilly Accountants in Liverpool and Chester. In 2007, he became a divisional director in Brewin Dolphin's Chester office.
HELEN JARVIS
Helen has a degree in French & Business Studies from Sheffield University. After seven years as an equity research assistant at Bear Stearns and latterly Goldman Sachs, she moved back to the Wirral and joined Mosaic Money Management in 2007. Helen is responsible for our investment administration.
Philip joined Deloitte Haskins and Sells in 1977 after graduating from Bristol University with a degree in Politics and Economics. Soon after qualifying as a chartered accountant he joined the Liverpool based stockbroker Tilney & Co in 1981 where he became a partner in 1985.
After initially managing private client portfolios he was instrumental in creating the institutional client division, Tilney Fund Management. He headed this up from 1991 until his departure from the Group in 2006 to set up Mosaic Money Management. Philip manages private client portfolios and can demonstrate a long track record of adding value to client investments. He is also a non-executive director of The Rechabite Friendly Society Limited.
MARCO SAMBUCCI
With over 30 years experience in the financial services industry Marco joined Mosaic Money Management in 2015 to apply his financial planning expertise for the benefit of our clients.
After qualifying as a financial planner with Sun Life in 1989 and following 7 years at Aon Consulting, he was appointed to head up the financial planning team at Baker Tilly Accountants in Liverpool and Chester. In 2007, he became a divisional director in Brewin Dolphin's Chester office.
HELEN JARVIS
Helen has a degree in French & Business Studies from Sheffield University. After seven years as an equity research assistant at Bear Stearns and latterly Goldman Sachs, she moved back to the Wirral and joined Mosaic Money Management in 2007. Helen is responsible for our investment administration.
Issued by Mosaic Money Management. Mosaic Money Management is a trade name of Raymond James Investment Services Ltd
(Raymond James) utilised under exclusive licence. Raymond James Investment Services Limited is a member of the
London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales No. 3779657. Registered office: Ropemaker Place, 25 Ropemaker St, London EC2Y 9LY.
Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc.
