I have over 20 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 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!
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 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 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.
I started working for Face to Face Finance in May 2017 as an administrator. I have learnt so much already and I am really looking forward to progressing within the company. My current role includes answering and making client phone calls, creating up to date valuations and writing up letters plus much more. It is a pleasure to work in an office so welcoming and friendly and somewhere I can always expand on my knowledge and grow my career.
I have always lived and worked in Norfolk and my family and friends are very important to me. In my spare time I enjoy socialising and catching up with friends by going out for a meal or going to the cinema.
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 working at Face to Face Finance in February 2018, so I am still learning all there is to know about the finance world! My previous job roles have been in retail, so I’ve been able to take my customer service experience in to this role, to communicate with our clients in a polite and friendly manner. I learn new things every day and working here has shown me the importance of planning for my future. I love working with my colleagues and greatly appreciate all their help and the experiences I have learnt from them.
Coming back from my travels to Australia made me realise I needed to take a different direction in life and find a job that was right for me. Face to Face fits that perfectly! Whilst working full time I am studying a BA honours in English Literature which I apply to my work when writing client and Life Office letters. I hope to use my degree in the future to be an Editor.
I have been riding horses since I was 8 years old, so this is one of my major hobbies and is also a great form of exercise. I also enjoy reading and catching up with friends.
I joined Face to Face Finance in June 2018, after being given a great opportunity to train to be a Financial Adviser. Working three days a week in the office and spending two days meeting clients with Ralph, I am quickly learning a wide range of skills that I love putting into practice.
My career in financial services began at Norwich and Peterborough in October 2013, giving me a good knowledge base for my first exam which I recently passed. I am keen to get started on revision for my second exam after all there’s only five more to go! I’m aiming to be qualified by the end of 2020, so watch this space.
2018 has not only brought to me a new job, but also the pleasure of becoming Auntie Em to my first nephew Liam. I love spending time with my family in my spare time and having as many cuddles with Liam as possible.
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, Eddie can often be found enjoying travel adventures with Julie.