I have over 19 years’ experience working in the financial services industry, and have a keen interest in positive psychology and the impact on working environments.
I play an active role in the day to day running of Face to Face Finance and Face to Face Finance Consulting, both on the management and the back office side, proactively growing the company.
I am currently studying towards my industry Chartered qualifications.
Outside work, I am a Director of Buy Local Norfolk, a not-for-profit social enterprise, supporting local businesses, and a Director of the St Kilda Club, promoting interest and friendship among those who have visited the islands.
I am married, and love travelling, the more far flung the better! My plan is to return to Tibet for my next big birthday.
I have over 20 years’ experience in the financial services industry. Previously working at Acuma and Friends Provident, I became an Independent Financial Adviser in 2003. Although specialising in Investments and Pensions, I have presented on Inheritance Tax Planning and Equity Release over recent years.
I’m married and in my spare time I enjoy football and being father to three chickens and 60 fish!
I have over 20 years’ experience in financial services having previously worked for Friends Provident and St James’s Place before becoming an Independent Financial Adviser with Face to Face Finance in 2003.
I’m a Chartered Financial Planner and have recently been made a Fellow of the Personal Finance Society. I am now working towards becoming a member of the Society of Trust and Estate Practitioners.
I advise individuals, businesses and trustees and work with Accountants and Solicitors who refer their clients to me for their financial planning requirements. I specialise in Investments, Inheritance Tax and Estate planning and Pensions but am fully qualified to advise on all areas of financial planning as well as Wills and Trusts.
I’m married to Linda, have two grown up children and spend much of my spare time looking after an old house and doing the gardening basics (anything involving an engine) under the supervision of Linda!
I have worked at Face to Face Finance since 2011. Since then, I am proud to have achieved my Diploma in Financial Planning. I am looking forward to challenging myself in 2018 to achieving Chartered status within the industry. I am also working towards a Level 5 Award in Leadership and Management.
My role at Face to Face Finance is primarily to look after Ralph and his clients. This includes making and taking telephone calls, analysing pension and investment information, producing reports and processing new applications, as well as organising Ralph – sometimes a full-time job in itself! I also oversee the running of the administration team in the office.
My favourite part of the job is the satisfaction of seeing a project through from start to finish, and providing a great service to all of our clients.
Outside of work, I enjoy going for walks on the coast and reading.
I’m 35 and have two beautiful girls. One is eight and the other is six. I’ve just recently got engaged to my partner which was an amazing way to end 2016 and begin 2017! I grew up in Tasburgh which is a lovely friendly Norfolk village.
I started working for Face to Face in September 2016. They are a great company to work for. Previously, I worked for Norwich and Peterborough for 10 years and enjoyed my role there. I’ve recently moved house, hence the start of a new chapter with new job!
I’m a bubbly character with a fun personality and enjoy catching up with friends. I like going out for nice meals, cinema nights and keeping fit.
I started my apprenticeship at Face to Face in September 2016, and am currently studying towards my Level 2 Apprenticeship in Providing Financial Services. My role is an administrator, providing admin support to our consultants. My job includes creating up-to-date client valuations, writing and calling our clients, processing letters of authorities and producing reports and presentations.
I think I am friendly and easy going, and helpful where I can be! Learning more and more about the finance world each day makes my job very interesting, and there is always something new to learn. I enjoy seeing how everything works from beginning to end, and love working with my colleagues and learning from their experiences within the advisory world.
Outside of work I love spending time with my friends and family, going to all sorts of events and festivals and hanging out with my two favourite beings; Bella and Barney my wiggly Labradors!
In the future, I plan on seeing the world, not only to see the views and experience the cultures, but to also to try all the different cuisines. This year I hope to complete my apprenticeship, and start planning my travels in more detail.
Eddie Teddie is Face to Face Finance’s company mascot and Director of Happiness. His aim in life to help Deliver Happiness both amongst the team and everyone he meets.
When not busy spreading joy in the office, he is also Director of Happiness for Buy Local Norfolk, a not-for-profit social enterprise supporting local businesses. In his spare time he enjoys travelling.