Finance & Operations
Lisa Gilpin
Profile to follow...
Independent Financial Adviser
Derek Birrell
Derek Birrell joined the firm as an independent financial adviser (IFA) after spending three years at St James’s Place, where he worked with a wide range of clients, including high net worth individuals, sole traders, contractors and those in retirement. He has considerable experience in all areas of financial planning, including investments, pensions and insurance.
Prior to that, he spent 28 years with HSBC and its predecessor, Midland Bank, first working in retail banking and then moving into financial planning. During this time, Derek was able to build close links with the local community and won numerous awards for his work.
Derek lives with his Wife and Dog and enjoys most sports and socialising.
Independent Financial Adviser
Glenn Bond
Glenn has more than 20 years experience in Financial Services, is level four qualified, and is a member of the The Chartered Insurance Institute.
Glenn interests include rugby and DIY and spending time with his family and friends.
Chief Executive
Graham Lamont
Graham is a Chartered Accountant with a number of additional business-related qualifications. Over the past 25 years, he has developed Lamont Pridmore from small beginnings into an organisation nationally recognised for the quality and range of its services. He has been involved since the outset with the huge task of financing and building the very successful Theatre by the Lake in Keswick, remains the Joint Chair of the management committee and is a judge for both the British Accountancy Awards and Accountancy Excellence Awards.
Graham has also been the founding President of the Cumbria Chamber of Commerce, Chairman of the Employment and Skills Board, Regional Council Member of the Learning & Skills Council and a Judge for the National Business Awards.Born and raised in Cumbria, he is married to Maggie with one son Christopher. Graham’s hobbies include theatre, art, reading, jogging and golf.
Independent Financial Adviser
Trevor Iredale
Trevor joined our financial planning team in October 2019 as a highly experienced and enthusiastic independent financial planner.
He deals with a wide range of financial planning advice for both personal & family clients together with the full range of business clients. He is keen to build long term relationships and regularly review his client’s financial plans with them.
Trevor is level four qualified, keeps himself fully up to date with the latest industry information, which helps develop clients plans year on year in an ever constantly changing economic environment.
Originally from the north east he started off in mainstream banking before moving to financial planning in 1991. After holding a number of high profile positions, he built a successful financial services business with a colleague before selling his holding to re-locate to Cumbria.
Trevor has two grown up sons and lives with his partner Margaret in Langwathby. He enjoys walking the fells in Cumbria with Margaret, Fly Fishing for Brown Trout and has already manged to walk his three-year-old grandson up Hallin Fell above Ullswater under his own steam.
