Richard Jacobs, our principle owner and adviser, started his career in the insurance industry in 1971, quickly becoming involved in pensions from 1973.

Kate Barnard joined in 2000 and is the business manager as well as being a director. Kate specialises in self invested personal pensions.

Richard’s daughter, Emily, started working for the family business in 2007 and specialises in saving for, and accessing, benefits at retirement. Emily is our principle IFA and liaises with the majority of our new clients.

Gemma Lovatt joined us in 2014 and is our technical new business administrator.  Gemma’s main role is to support Emily in providing a smooth new business process.  Gemma’s main focus is from the point of application until completion, liaising with clients throughout the process.

Sarah Gorton  joined us in 2015 and is our Corporate Schemes Co Ordinator.  Sarah has over 20 years experience in the financial services industry.  Sarah runs our corporate services department and can help our clients with autoenrolment, pensions and company insurances. Sarah is an associate of the Pensions Management Institute.

Emilia joined us in 2016 and is our administration assistant.  Emilia supports Kate on a day to day basis in the existing client team.  Emilia is also our receptionist and the first point of contact for new and existing clients.

Jack Bowyer is our investment researcher for our existing client team.  He is responsible for the research and management of our investment proposition for our ISA’s, investment accounts and pensions analysing their suitability.  Jack presents his research to Richard Jacobs and Emily Jacobs who will then liaise with our clients.

Sean joined our team in 2018 and assists Emily with technical
administration support known as paraplanning.  Sean is working towards his
paraplanning certification.  He is the key contact for clients pre sales.