Pharon Staff
Roger O'Shea
Roger founded the Independent Financial Advisory Company in 1973 when he joined the Pharos Insurance Broking Group. He negotiated the management buy out from that Group in 1986 and is the majority shareholder of Pharon.
Roger is very proud of his local roots having been born in the centre of Canterbury and educated at Simon Langton Grammar School.
Roger is a Chartered Financial Planner having obtained a Fellowship of the Chartered Insurance Institute in 1990.
Roger and his wife Claire celebrated their Ruby Wedding Anniversary in 2009 and their sons Andrew and Nicholas are both involved with Pharon.
In his spare time Roger has many hobbies but discussions seldom get past Bridge at which he is an avid player competing at both local and national level.
Nicholas O'Shea
Nicholas is the Director responsible for client business transactions and is heavily involved with all of the company's advisers and support staff to welcome new clients and maintain relationships with the existing clients. He joined Pharon in 1989 and has been involved in all aspects of the company's business.
Nicholas is a Chartered Financial Planner and understands the importance of professional qualifications, he constantly aims to increase the areas of his expertise.
On a personal front Nicholas has two children, and enjoys music, reading and just about any competitive sport people will allow him to play.
Elizabeth Rule
Elizabeth is a Chartered Financial Planner and joined Pharon in 1996 becoming a Director in 2003. Prior to joining Pharon, Elizabeth held various roles within the Financial Advice industry including sales, marketing and compliance, so she has extensive knowledge of the industry in which Pharon operates.
Elizabeth's main focus is providing support to the advisory team, maintaining the professionalism of advice provided to Pharon clients. It is also Elizabeth's task to research the financial marketplace to ensure that Pharon's clients have access to quality products and investments from the thousands available.
Elizabeth lives with her family just outside Canterbury and enjoys swimming, skiing, walking the dogs, and gardening.
David Garrard
David joined Pharon in 2001 having spent nine successful years working in the city of London with UBS. David's expertise is in Investment Management and advises both individuals and businesses.
David holds the Diploma in Financial Planning and the Investment Management Certificate (IMC). He is continuing his studies and is working towards chartered status.
David has a wife and four young children and has lived in Canterbury for more than 30 years. He is an avid cricket fan, plays classical guitar and enjoys ancient history.
Ben Taylor
Ben has been working in the financial services industry since 2001, and been with Pharon since 2005. He holds the Diploma in Financial Planning and is currently studying towards becoming a Chartered Financial Planner.
Outside of work, he enjoys socialising, spending time with his children and trying to keep fit!
Samuel Wright
Sam has been working in the finance industry since 2003, and has recently joined Pharon after working for many years with high net worth clients in the Banking sector. He holds the Certificate in Financial Planning and continues to study for further examinations to achieve Chartered Status.
Sam’s area of expertise is providing truly independent and bespoke advice to his clients with extensive knowledge in all areas. His clients are always taken through a thorough process where he looks both to understand what their needs are and how to structure their finances in order to fulfil their requirements and aspirations.
He always ensures that his recommendations are tailored to individuals' particular circumstances.
In his spare time, Sam enjoys spending time with his family and enjoys travel, reading and current affairs.
Sarah Greely
Sarah has been working in the financial services industry since 1998, and has been with Pharon since 2006. She holds the Diploma in Financial Planning and continues to study for further examinations to achieve Chartered Status.
At present she has a dual working responsibility to assist with technical report writing and directly advising clients. Her areas of expertise are Trust & Inheritance Tax Planning with extensive knowledge in all other areas.
In her spare time, Sarah enjoys spending time with her family and walking her two dogs.
Jodie Colledge
Jodie joined Pharon in 2000 as an administrator and has held many different roles within the company since this time. Having achieved the Diploma in Financial Planning she has now progressed to working in the compliance team and expanding her technical knowledge.
Outside of work Jodie enjoys dining out with friends and has recently been attending the gym in preparation for the race for life.