Traditional values, modern methods

Jimeel Angel APFS MCSI RLP

Managing Director - Chartered Financial & Life Planner

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.

Tom Hughes BSc HONS

Operations Director

Tom has 18 years’ experience in the financial services industry having joined the Ocaris Team from JPMorgan.

Tom was responsible for several roles whilst at JPM, most recently as Trading Services Director with oversight of multiple functions globally within the Investor Services line of the company.

At Ocaris, Tom is excited to develop first class solutions and analytics in support of an outstanding product and client service team. 

Tom is married and a proud father. To relax, Tom enjoys football, golf, cricket, food and walks with the family Labrador.

Jacqueline McGill BA Hons APFS

Head of Advisory Services - 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 has 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.

Rian Timmins Dip PFS

Independent Financial Planner

Rian has been employed in the financial services industry for 10 years starting his career in retail banking, finishing as a Branch Manager. Rian then moved into financial planning and qualified as an Independent Financial Planner.

Rian’s passionate about helping his clients develop a plan that gives them confidence in their financial future, enabling them to make great financial decisions and live fulfilling lives.

Away from work Rian lives in Bournemouth with his wife. He enjoys playing sport and keeping fit, playing for a local rugby club and being part of a running club.

Mike Crossen Dip FA MLIBF

Chairman

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.

Chris Selfe BA HONS DIP PFS

Independent Financial Planner

Chris became a financial adviser in 1993 having graduated from Stirling University in Scotland. He initially worked in London, before joining Friends Provident on the south coast in 1995, where he gained a particular interest in inheritance tax and investment planning.

Chris has spent the past 20 years working with a local IFA firm, where he created a team specialising in providing pensions and financial planning advice to high-net-worth clients, including many airline pilots. Jacqui and Jimeel were founding members of this team.

Chris delights in spending time with his young daughter. He is a keen mountain biker, both in the UK and abroad, and has more recently started road biking. He enjoys skiing, gardening, fitness training and has for many years competed in various forms of motorsport. Chris is also a member of Sporting Bears Motor Club - a dedicated group of classic and sports car owners who aim to raise money for children’s charities by offering Dream Rides and supporting charitable events.

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.

Chris Banks                      

Strategic Adviser

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.

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.

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.

Naz Nosrati BSc HONS

Client Service & Analytics Associate

Naz has recently graduated from Loughborough University with a Bachelor’s degree in Mathematics with Economics.

As a graduate, new to the financial services industry, Naz is eager to put to use skills developed over the course of his education at Ocaris. This, combined with his previous retail experience means Naz joins with a blend of soft skills combined with a sharp analytical thought process upon which to build. 

As well as continuing his education, including an Investment Management program and other self-development courses,  Naz plays a wide array of sports, including MMA, football, badminton, and table tennis. He has a very sociable nature and loves quality family time – being an uncle to 6!

Harriet Crossen BSC Hons

Client Service Associate

Upon graduating from the University of Bath in 2018, Harriet qualified as a schoolteacher and dedicated the following 6 years to this profession. After becoming disillusioned with the profession, she wanted to take on a new challenge.  Harriet is passionate about helping people and this is what attracted her to a role with Ocaris and an aspiring Financial Life Planner.

Harriet is able to transfer the many skills she has honed in her career to date and apply them to her role at Ocaris. Deep listening and genuine care are key strengths which will pave the way to a successful future. Harriet has a thirst for knowledge and is looking forward to working within a team of highly skilled individuals alongside studying for her financial planning exams.

In her free time, you’ll find Harriet sea swimming all year round! She enjoys socialising with friends and family and playing most sports - especially netball where she is a level 2 qualified coach and once played at high performance level.