Traditional values, modern methods

Jimeel Angel APFS MCSI RLP

Managing Director

Jimeel founded the business in 2021 out of a desire to build a business with trust, honesty and integrity at its core, delivering high quality advice and service through a technologically enabled business. 

Jimeel is a Chartered Financial and Life Planner with over 25 years of industry experience. He started his career in 1997 as a stockbroker locally, after which he moved to London to become an International Equity and Foreign Exchange dealer. Jimeel made the move in to financial services in 2001, where he worked for two of the industry’s largest insurance companies, AEGON and AXA, before becoming an independent financial adviser in 2012. Whilst in this role he worked to gain Chartered status.

Jimeel’s passions are his family and helping people actualize their dreams by aligning their financial wellbeing to their life goals.

Jimeel is a family man and proud father of two. Away from work, he enjoys running, paddle boarding, snowboarding and all aspects of cycling. He holds belts in five different martial arts including black belts in both kung fu and kickboxing.

jimeel@ocaris.co.uk / +44 (0) 7496 180 399 / LinkedIn

Jacqueline McGill BA Hons APFS

Chartered Financial Planner

Jacqueline has over 35 years’ experience in the financial services industry. Her career started in banking before taking a 4 year career break to obtain a degree in Financial Services. Jacqueline was then employed for 10 years by AEGON as a senior sales consultant after which she became an independent financial adviser. She has continued to study during her employment and qualified as a Chartered Financial Planner in June 2013.

Jacqueline treats the advice provided to her clients with the same care and attention to detail as she applies to her own financial affairs.

Jacqueline is married with 3 children and, away from work, she enjoys all aspects of cycling, skiing and walking with her family and dog in the New Forest where she lives.

jacqui@ocaris.co.uk / +44 (0) 7769 355 544 / LinkedIn

Chris Banks

Chairman

Chris has spent a lifetime in the financial services industry founding a series of highly successful businesses ranging from Actuarial to Wealth Management companies and particularly the Private Pension industry.
He was one of the founders of the Self Invested Personal Pension (SIPP) industry 30 years ago and in 2009, founded Curtis Banks Plc which is one of the largest SIPP providers in the United Kingdom.
Allied to his comprehensive industry knowledge and his wealth of connections in the sector, this will guarantee the ability of Ocaris to become a leading player and to achieve its ambitions in the market.

Mike Crossen Dip FA MLIBF

Head of Business Risk

Mike has over 40 years’ experience in the financial services industry starting his career with National Provident Institution (NPI) back in 1980 where he spent 25 successful years finishing as the Branch Manager of their Southampton office. This was followed by 15 years as an IFA and Director of a large firm of Independent Financial Advisers in Southampton, where he headed up the company’s Investment Committee amongst other senior managerial roles. Here, Jim, Jacqui and Mike worked together for nearly 10 years.

Mike is also a proud family man with two grown up children and is a keen walker, golfer and sailor.

mike@ocaris.co.uk / +44 (0) 7760 162062

Sue Crossen

Head of Client Services

Sue has over 40 years’ experience in the financial services industry having previously worked for NPI (National Provident Institution) and then Marsh McLennan before joining a large regional firm of independent financial advisers as a senior administrator.

Sue has previously worked closely with Jimeel, Jacqui and Mike and is excited to be a part of a company whose foundations are based on integrity and providing the highest level of advice and service to its clients.

Sue is dedicated to delivering an outstanding service to all clients and works tirelessly to achieve this.

Sue is married and is a proud mother of two grown up children.  Away from work, she enjoys walking the family dog, gardening, and fair-weather sailing.

sue@ocaris.co.uk / +44 (0) 330 1 797 777

Carly Thornton

Client Service Manager

Carly has been employed in the financial services industry for 11 years.

Carly was first employed by her father, who was a partner with St. James’s Place Wealth Management. She assisted with all aspects of the day to day running of the business which enabled Carly to gain a wealth of experience and build her industry knowledge.

Carly progressed within St James’s Place, ultimately becoming a client servicing specialist. Within her role she was also responsible for organising company seminars.

Carly is extremely organised with an attention to detail and a drive for excellence in everything she does. She has a bright outlook and a warm nature which enables her to develop meaningful client relationships.

Carly is a dedicated mother to her two children. She is very sociable and loves spending time with her family and friends. She also enjoys playing netball and is a member of a netball team.

carly@ocaris.co.uk / +44 (0) 330 1 797 777