About Us

Meet the Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

ANDREW SPEED

FINANCIAL ADVISER & MANAGING DIRECTOR

Email Me

Andrew joined the industry in 1993. Qualified in Economics from Lancaster University, Andrew focuses on Wealth Management and Strategic Financial Planning to Private and Corporate clients. He sits on the Finance Board at the local Hospice and is heavily involved in local business and politics, when not supporting his young family.

PROFILE

RUSSELL GREEN

FINANCIAL ADVISER & SALES DIRECTOR

Email Me

Russell is the Sales Director of the firm having successfully worked his way up the industry in the past 12 years.  Russell specialises in Pension and Investment Wealth Management.

Outside of work you’ll most likely find Russ at the golf club or firing up the bbq in his flip flops, no matter what time of year!

PROFILE

BEN GIERTH

CHARTERED FINANCIAL PLANNER

Email Me

Ben has worked in the industry since the late 1990's and has worked in a variety of roles. He predominantly advises individual clients with regard to Investments and Pensions, and ongoing Wealth Management. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner.

PROFILE

CHRIS MASON

FINANCIAL ADVISER

Email Me

Chris has nearly 30 years’ experience in the Financial Services industry and is qualified to Diploma level. He covers all aspects of financial advice for both Private and Corporate clients.

PROFILE

TONY PALMER

FINANCIAL ADVISER

Email Me

Tony has over 25 years' experience in Financial Services and holds the Advanced Financial Planning Certificate and Diploma in Financial Planning. He advises both Private and Corporate clients in many areas of financial planning, specialising in Pensions and Investment advice.

PROFILE

GRAHAM AUSTIN

FINANCIAL ADVISER

Email Me

Graham has worked in the Financial Services Industry for 36 years. With background in Private Banking, he specialises in Investment, Pensions, and ongoing Wealth Management (including Inheritance Tax Planning).  In addition, Graham holds the SOLLA (Society of Later Life Adviser) accreditation.  

PROFILE

SIMON STUTELEY

FINANCIAL ADVISER

Email Me

Simon joined the company following completion of a Biology degree at Oxford Brookes University. Having worked closely with Andrew and Russell on the Pensions and Investments team, Simon came though the company graduate scheme and now holds the Diploma in Regulated Financial Planning. Simon has commenced his studies towards Chartered status and offers advice on investments, pensions and protection.

PROFILE

CHRIS HEWLETT

FINANCIAL ADVISER

Email Me

Chris offers advice to individual clients on investments, pensions and ongoing wealth management. He holds the Diploma in Regulated Financial Planning and is currently working towards attaining Chartered status. In his free time, Chris enjoys exploring the great outdoors; from going on camping trips with his family or cycling, walking and kayaking around the beautiful Suffolk countryside.

 

PROFILE

SAM TRAVERS

CLIENT ACCOUNT MANAGER

Email Me

Sam has 8 years of experience in the industry.  She became a Client Account Manager and currently supports Ben Gierth and Andrew Speed on the Pensions and Investments Administration/Support team, and is currently studying for her Certificate in Financial Administration, with a view to becoming a Para planner. Sam enjoys spending time with her family, socialising with friends and organising the Company yearly Coffee morning for charity.

PROFILE

JOE KEAN

CLIENT ACCOUNT MANAGER

Email Me

Joe joined the team earlier this year having worked in the industry for 3 years. He holds the Diploma in Regulated Financial Advice and is now working towards attaining Chartered status. He currently supports Andrew Speed on the Pensions and Investments Administration/Support team. Joe is looking forward to being able to advise his own clients over the forthcoming years.

PROFILE

BOBBY HOPKINSON

TRAINEE ADVISER/CLIENT ACCOUNT MANAGER

Email Me

Bobby joined the team this year having worked in finances for almost for 2 years. He's currently studying Business Management Online from the University of Essex Business School, whilst working full time.  Bobby supports Russell Green with client reviews and management and is looking to work towards a diploma in Financial Services in the coming years.

PROFILE

BRENDA BARTON

CLIENT ACCOUNT MANAGER

Email Me

Brenda joined the firm as an administrator. She is now a Client Account Manager and currently supports Tony Palmer, Graham Austin and Chris Mason on the Pensions and Investments Administration/Support team. Outside work she enjoys cycling and time with her family and friends.

PROFILE

GEMMA SPEED

MARKETING & CLIENT ACCOUNT MANAGER

Email Me

Gemma qualified at Coventry University with a degree in Mechanical Engineering in 2002 and West Suffolk College with a Diploma in Management Studies. She provides administration support to the advisers and heads up our marketing department.

Gemma is a busy mother of three, who enjoys Pilates and Golf when given the opportunity.  She also likes entertaining and socialising with Friends and Family.

PROFILE

SUE WORSFOLD

OPERATIONS MANAGER

Email Me

Sue heads up the Finance department, including Payroll, HR and the Legal and Regulatory aspects of the business. She acts as a PA to the directors and also gets involved in the Charity work the company supports, organising the social and charity events.

In her spare time, Sue loves the outdoors and enjoys spending time socialising with family and friends. Sue loves to bake and often brings in her cakes for the team to try.

PROFILE

SARAH VARDY

OFFICE MANAGER

Email Me

Sarah has over 20 years' experience in the industry, and has been with the company since it's inception. Since then she has qualified in the Certificate in Financial Administration in Life and Pensions, and was promoted to the role of Office Manager.

PROFILE

BEN CURRAN

CLIENT ACCOUNT MANAGER

Email Me

Ben officially started in July 2020 working part-time, having previously done work experience starting in December with both St Edmundsbury Wealth Management and Larkbridge to get a better understanding of the industry.  He is currently studying Business Management at the University of Suffolk, whilst working towards his Level 4 Diploma in Financial Services. Ben Supports Simon Stuteley with his day to day management and client reviews.
 

PROFILE

POPPY CRUSE

ADMINISTRATOR

Email Me

Poppy is new to the industry and joined the team July 2019.  She provides support to Andrew Speed as part of the Administration team. Poppy is currently working towards gaining her first qualification in Administration.

Outside of work Poppy enjoys her annual ski trip with her family, walking her dog and socialising with her friends.

PROFILE

JONATHAN STEWART

CLIENT ACCOUNT MANAGER

Email Me

Jonny joined the company this year having completed a degree in Marketing at Newcastle University. He has joined the company on the graduate scheme and is now working towards his Diploma in Regulated Financial Planning as he looks to become a financial adviser.
 
In his spare time, Jonny enjoys watching sports and following local non-league football.

PROFILE
STOCK DATA
Value Move %
FTSE 100
7146.68 12.62 0.177
FTSE 250
22744.51 10.379 0.046
FTSE 350
4093.25 6.27 0.153
FTSE All Shares
4074.57 6.24 0.153
Dow Jones
34393.75 -85.852 -0.249
Nasdaq
14174.144 104.72 0.744
news
News 1

Mar 25, 2021

Subscribe to our newsletter

SEND US YOUR EMAIL ADDRESS IF YOU WOULD LIKE TO RECEIVE OUR REGULAR NEWSLETTER