About Blythe Financial
Our aim is to provide our clients with reliable and trustworthy advice, excellent investment performance and a high quality of service.
Founded in 2002, Blythe Financial is a family owned and managed business that combines an outstanding investment proposition with a comprehensive financial planning proposition.
The business also combines experience and technical knowledge built on a foundation of outstanding client service.
The directors of Blythe Financial, Alan & Sue Blythe, are both Chartered Financial Planners and Fellows of the Personal Finance Society and Alan is also a Chartered Associate of the London Institute of Banking & Finance.
Alan Blythe
Managing Director
Chartered ALIBF, FPFS,
Chartered Financial Planner
Alan Blythe is the Managing Director of Blythe Financial Limited and is the first and only person in the Isle of Man to concurrently be accredited as a Chartered Financial Planner and a Chartered Associate of the Institute of Financial Services. He holds the FPFS qualification from the Chartered Insurance Institute and the CAifs qualification from the Institute of Financial Services.
Sue Blythe
Director
FPFS, Chartered Financial Planner,
BA (Hons)
Sue founded the business with Alan back in 2002 and has been a Director and Shareholder since. Sue manages the smooth running of the business operations and gets involved with a wide range of issues. Sue is a Chartered Financial Planner and a fellow of the PFS. Sue also runs a photography business alongside her role here and whilst she is known mostly for taking pet portraits on the island, the team photographs within this website were taken by Sue. Suffice to say she doesn’t have a lot of spare time but when she does she likes to relax with hers and Alan’s two gorgeous dogs
Chris Bell
Director & Investment Manager
Chartered Financial Analyst,
BSc (Hons.) IMC
Chris has over 13 years of experience in the financial services sector and has spent the last decade managing assets. He is a holder of the right to use the Chartered Financial Analyst® (CFA®) designation which is globally recognised as one of the highest distinctions in the investment management profession. He is a family man with two young sons and a dalmatian but also manages to maintain a passion for skiing. He spends much of his free time listening to economic, investment or political podcasts – in the words of Donald Trump: Sad.
Richard Quine
Head of Compliance
Richard has over 20 years’ experience in compliance having worked across the offshore industry. His experience includes working in Funds, Banking, Insurance and Trust and Company services sectors. Richard joined Blythe in 2023 as Head of Compliance and his primary responsibilities consist of the management of the regulatory compliance function, as well as the provision of Anti Money Laundering and regulatory guidance and assistance to the business. He is a Fellow of the International Compliance Association and a Chartered Member of the Institute for Securities & Investment.
Claire Watson
Relationship Manager
DipPFS
Claire brings over 20 years of experience in financial services, with more than 10 years dedicated to providing financial advice. She joined Blythe Financial in March 2025 and is excited to help clients achieve their financial goals. Outside of work, Claire enjoys quality time with her family, including their new Labrador puppy, Rocky, who has brought much joy to their lives. Claire is also a passionate volunteer for the Alzheimer’s Society, helping to raise awareness about dementia.
Shirley McCabe
Business Support Manager
Shirley joined the team as an administrator in Business Support in March 2017 following a 22 year career with a leading global asset management firm. Since May 2018, Shirley has held the position of Business Support Manager and, together with her dedicated team, ensures that our clients’ needs are consistently met and their interests are put first. In her spare time, Shirley is a keen walker and enjoys spending time with friends and family.
Tristan Petzer
Business Support Administrator
After living in South Africa for 20 years, Tristan returned to the UK in 2001 with her two children and moved to the Isle of Man in 2004. After enjoying a variety of roles in different sectors, she has returned to her roots in finance, joining Blythe Financial as a business Support Administrator in 2023. In her spare time she enjoys walking, kayaking and spending time with family and friends.
Millicent Edu
Business Support Administrator
Millicent joined Blythe Financial in the last quarter of 2023 and holds first and second degrees in Banking & Finance and Management & Administration from the University of Cape Coast and the University of Ghana respectively. Her role in business support is a big part of Blythe Financial and she very much enjoys working with all her colleagues day to day. In her leisure time she loves to keep fit.
Jo Isherwood
Business Support Administrator
Jo joined the team in April 2024. She holds the LLB Law degree from the Open University, which she gained in 2018 after deciding on a career change from her previous dental career in which she also held various orthodontic qualifications. She is now keen to expand her knowledge within financial services subsequent to her legal studies. Outside of work hours she enjoys travel, dressmaking and walking.
Delilah
Office Dog
Doris
Office Dog