Meet the team

Andrew Teeman

Andrew Teeman

Co Founder & Director

Tom Barrass

Tom Barrass

Co Founder & Director

Ian Pollock

Ian Pollock

Co Founder & Director

Tom, Ian and Andrew are passionate and driven Financial Services professionals who have devoted their entire careers to Mortgage and Financial Planning advice. Between them they have advised thousands of clients all over the world within different tax and regulatory environments.

With established Mortgage and Financial Planning businesses already delivering nationwide advice, Wills and Trust services was a logical next step to ensure all clients’ needs and objectives are considered and looked after.

Having young children and families really brought home how critical it is to have a valid Will in place and how complex it can be to ensure your children are well taken care of should the worst happen. Having a Will is the only way to have a full say in how your money, property and belongings are shared out and how your affairs are handled when you die, including who will look after your children.

MoneyBox Wills & Trusts can provide expert help and solutions for all estate planning requirements from basic Wills and Power of Attorney through to complex trusts and estate planning solutions.

Tom, Ian and Andrew can generally be found in the office or spending time with their young families. Outside of work they would like to spend more time on the golf course and represent their local communities in tennis and cricket as well being involved with the local parish council.

Joseph Etherington

Joseph Etherington

Head of Wills and Trusts

Joseph is our Head of Wills and Trusts. He heads up the department, managing the day to day operation of the business, the team and handling client cases. Joseph has been an Estate Planning Consultant for 6 Years after a successful career in later life planning with a leading UK funeral plan provider.

Joseph combines a warm and friendly approach with a diligent attention to detail ensuring all of our clients receive the best level of service and makes the process of planning for the future stress free.

Joseph would describe his best skill as being able to make a complex subject easy to understand and relatable to everybody, in spite of their own experience or understanding. In an industry full of myths and miss information, not to mention legal jargon that can often seem like a foreign language, ensuring our clients fully understand all options is key. This way they are able to make the best decisions for themselves and achieve absolute peace of mind.

Outside of work, Joseph is a father of two. He enjoys reading, keeping fit and spending time outdoors in nature with his family.

Lian Findler

Lian Findler

Protection Manager

Lian is our qualified Protection Manager. Her strength lies in recommending the right insurance protection for our clients, relevant to their needs, priorities and budget.

This is of paramount importance to Lian; having seen her husband diagnosed with a kidney disease in 2015, and experiencing the financial struggles this caused, she understands the potentially catastrophic impact of not having the right protection in place.

Lian is thoughtful and conscientious in her conversations with families and ensures that they feel in safe hands.

In an industry where we are overwhelmed with so many alternative options, Lian, and her team, pride themselves on standing out from the crowd, providing accurate and faithful (sincere) advice on which clients can depend.

In her spare time, Lian enjoys spending her time with family and going to her favourite music concerts.

Call us today for expert advice