telfordmann.co.uk Report : Visit Site


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    The description :telford mann | pensions & investments my account log in home about us about telford mann our people how we work recruitment business business planning employee benefits investments for business wo...

    This report updates in 12-Jun-2018

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telford mann | pensions & investments my account log in home about us about telford mann our people how we work recruitment business business planning employee benefits investments for business workplace pensions case studies personal financial planning pensions planning investment planning investments for the elderly tax planning case studies media news publications contact home about us about telford mann our people how we work recruitment business business planning employee benefits investments for business workplace pensions case studies personal financial planning pensions planning investment planning investments for the elderly tax planning case studies media news publications contact log in telford mann is the new name for moore stephens financial services business financial planning we can help you select and manage a workplace pension for your employees, help you with your own pension needs and allow you to earn a good rate of return on surplus cash held in your business. read more personal financial planning we are experts in managing pensions and investments and we look after £420m on behalf of 2000 clients. we can help you achieve your financial objectives, be that a secure retirement, reducing your tax bill or protecting your family. read more investments for elderly care making sure that you can earn a reasonable return on your savings can become more difficult as you get older. our ongoing monitoring and regular review service can help make sure that you get what you need to cover care costs and other expenses. read more about telford mann we are a firm of independent chartered financial planners and discretionary investment managers. originally founded in 1988, by moore stephens chartered accountants, we are now independently owned and we manage funds in excess of £420m for more than 2000 clients. our in-house discretionary investment management service was launched in 2006 and has successfully navigated its way through the financial crisis and various other economic and political events, delivering reliable benchmark beating returns. read more × tel: 01536 462700 email: [email protected] jon telford joint managing director jon joined the company in 2004. he is a chartered financial planner, a fellow of the personal finance society and holds the investment management certificate. jon is experienced in all areas of financial planning and whilst in his role as joint managing director he spends an increasing amount of time managing the business, he is also keen to meet new and existing clients, particularly to gain their feedback. outside of work, jon is a passionate northampton saints supporter and can be found in the telford mann box at franklins gardens most weekends. tel: 01536 462700 email: [email protected] jilly mann joint managing director jilly joined the company in 2005. she is a chartered financial planner, a fellow of the personal finance society and holds the investment management certificate. there is very little that goes on within the business that jilly is not involved in. not only does she manage the operations side of the business, but she is also very much involved in the advisory aspects. however, jilly’s most significant role is heading up our discretionary investment management service under which we manage more than £420 million on behalf of our clients. outside of work, jilly follows most sports, but particularly rugby, cricket and tennis and plays the classical guitar. tel: 01536 462700 email: [email protected] adam ellis paraplanner adam joined telford mann in 2015 and has completed his diploma in financial planning qualification. adam works in the paraplanning team and is a quiet and unassuming team member. he is unfailingly polite and his willingness to get on and help clients with the minimum of fuss cannot be underestimated. beyond work, adam is a real team player as he manages his local football team in corby and is always willing to put himself forward for events, be that five a side football or debuting in a local charity boxing match to raise money for a seriously ill local chap. tel: 01536 462700 email: [email protected] charlie hancock chartered financial planner charlie joined telford mann in 2013 and is a chartered financial planner, fellow of the personal finance society and holds the discretionary investment management qualification. charlie originally studied business at peterborough regional college and despite the offer of a university place, decided his future lay in financial planning and has focused his academic studies on gaining professional qualifications. charlie has become a key member of the telford mann paraplanning team with a burgeoning interest in the investment management side of things. charlie is the office petrolhead and spends his spare time researching cars. there is nothing he doesn’t know about the latest engine release or tyre design. tel: 01536 462700 email: [email protected] charlotte knight operations assistant charlotte joined telford mann in october 2016 and aims to progress with her financial planning exams. charlotte works on the admin team to assist with some of the key tasks for our clients, such as answering their queries. beyond work, charlotte enjoys spending time with family and friends. charlotte go to zumba classes twice a week and goes to her local pub for the pub quiz on most wednesdays with friends and family. tel: 01536 462700 email: [email protected] edward cameron paraplanner edward joined telford mann in 2015 and has completed his diploma in financial planning. edward works in the paraplanning team, where his inquisitive nature and logical approach are well matched with composing the right advice for clients. since joining us, edward has demonstrated a desire to learn and ask the extra question to ensure that everything makes sense, key skills for a successful paraplanner to have. edward has a keen interest in the wider world, having spent a year in russia as part of his degree, which brings a different perspective to his work. edward is the ultimate quiz team member, having seemingly monopolised all quizzes at university and he plays football for his local team in the week. tel: 01536 462700 email: [email protected] huw powell compliance officer huw is responsible for regulatory issues and helps design our processes and procedures. he has over 30 years experience in the financial services sector having held roles in the areas of advice, management, investment management, technical, training and compliance. huw is a chartered financial planner, chartered wealth manager and a fellow of the personal finance society. he also holds the internationally recognised certified financial planner certification. huw is an avid fly angler and is a director of his local angling association. tel: 01536 462700 email: [email protected] kieron brace senior chartered financial planner kieron joined telford mann in 2010. kieron is a chartered financial planner, fellow of the personal finance society and holds the investment management certificate. kieron assists clients with a wide array of financial planning needs, but has a particular interest in investments and more complicated financial planning, especially for clients approaching or in retirement. outside of work, kieron has a busy family life and despite claims to have hung up his boots, he remains the lynchpin in his local football team. not content with just playing, kieron is now training the next generation of england football stars via his son’s junior football team. tel: 01536 462700 email: [email protected] kimberley tyson paraplanner kimberley joined telford mann in 2014 and has completed her diploma in financial planning qualification. kimberley works in the paraplanning team and has quickly developed into become one of our most senior team members. kimberley’s methodical and patient way of working has led her to start training some of the newer team members to become paraplanners, setting them the same high standards as she insists upon herself. kimberley is popular amongst the team for her baking, her flapjacks proving especially popular and her insight into farming often leads to some quite enlightening conversations. tel: 01536 462700 email: [email protected] luke o’neill paraplanner luke joined telford mann in july 2017 and is working towards his diploma in financial planning. prior to joining us, luke worked as a mortgage adviser in the northampton area, but prior to that he gained experience studying in the us and working in london for some national firms, all of which have led him to pursue a career with us in financial planning. outside of work, luke enjoys traveling, he has explored a vast array countries as well as having lived in australia and america. a former chess prodigy, luke is also an avid follower of most sports having played football, rugby, tennis, badminton, cricket in his youth and he still attempts to get involved as much as possible. although in recent years this has taken a back seat, instead choosing to try out the latest delicacies at the new restaurant everyone is talking about. tel: 01536 462700 email: [email protected] melanie bond personal assistant melanie joined telford mann in 2014 and assists jilly to keep the team and business working to optimum effect. melanie has developed an excellent range of skills over the years accrued from a variety of roles. telford mann has proven an ideal arena for those skills to be showcased, in particular helping jilly with newer members of the team to ensure that they understand the telford mann “way” and adapt to life working with us. many of our clients have also come to know melanie as the key point of contact after meetings as melanie co-ordinates all our meeting notes to ensure that clients have a thorough record of their discussions with us. beyond work, melanie spends her time cooking and harvesting and enjoying her home grown vegetables. tel: 01536 462700 email: [email protected] natasha duncan chartered financial planner natasha joined telford mann in 2014. natasha is a chartered financial planner, fellow of the personal finance society and holds the discretionary investment management qualification. natasha works with a variety of clients, but has become our leading expert in workplace pensions and auto-enrolment. natasha has presented on this subject to many employers and their workforces together with specialist seminars for banks and pension providers. beyond work, natasha tours the globe as part of the nottingham-based lace city choir, with her highlight to date, being the ladies barbershop choir world finals in las vegas in 2015 as well as being an encyclopaedia on the latest green smoothie recipes. tel: 01536 462700 email: [email protected] parag shah operations assistant parag joined telford mann in april 2018 aiming to progress quickly with his financial planning exams. parag works in the operations team assisting with key tasks for our clients and the telford mann team. beyond work, parag enjoys spending time with family and travelling. he enjoys all sports and is a big boxing fan. tel: 01536 462700 email: [email protected] paul dawes chartered financial planner prior to joining telford mann paul spent most of his career working for an employee benefits advisory firm, before moving on to another local firm of ifas. throughout this period, paul came to understand the importance of high quality financial advice and developed strong beliefs in how he wanted to help his clients. tel: 01536 462700 email: [email protected] richard mcdonald chartered financial planner richard joined telford mann in 2013 and is a chartered financial planner, fellow of the personal finance society as well as completing his discretionary investment management qualification.. richard has used his chartered financial planner qualifications to assist a range of clients from all walks of life. when he first joined telford mann, richard was integral to building our proposition for workplace pensions and has helped a number of employers, both large and small, through the auto-enrolment process. from there, richard has become a key sounding board for his clients to assist them with all areas of their personal financial planning needs. outside of work, richard plays as a forward for the bedford mens hockey 1st xi, preferring the glory of striking the winning goal to the dangers of defence. tel: 01536 462700 email: [email protected] sam matcham head of client services sam joined telford mann in 2011 and has completed his diploma in financial planning as well as his discretionary investment management qualification. sam heads up our administration team and has become a firm favourite with many of our clients, who he has been looking after for a number of years. sam is studying for his chartered financial planner exams and is passionate about ensuring his team maintain the highest levels of client service. beyond work, sam has a busy family life, but enjoys picking up his guitar whenever he gets a chance. it would be fair to say that sam isn’t a natural action man, but he has thrown himself into many of our team events, with the tough mudder and the running leg of the hyde park triathlon ranking as his highest physical achievements and some of the most entertaining for his teammates. tel: 01536 462700 email: [email protected] sarah marshall office administrator sarah joined telford mann in 2017, having spent much of her career working for the nhs in various guises. sarah works with melanie, primarily being the main point of contact for meeting notes, as well as assisting with the smooth running of the office. outside of work sarah enjoys spending time with family and friends but sometimes like to spend time by herself with a good book. sarah also ‘enjoys’ exercising, whether it’s in the gym, punishing her legs at her weekly indoor cycling class or out on a run! tel: 01536 462700 email: [email protected] simon ashby financial planner simon joined telford mann in 2015 and has completed his diploma in financial planning. simon is working towards his chartered financial planner qualifications and is keen to complete the remaining papers as quickly as possible. simon has a wealth of experience and especially enjoys helping families to ensure that all their financial planning needs are covered both now and in the future. simon has also become a key member of our workplace pension’s team and spends much of his time assisting employers and their workforces understand the new pension rules. beyond work simon is one of the biggest northampton town fc supporters you will find, with the 2015/16 promotion season rewarding all his years of support. when not following the cobblers, simon has achieved his sailing qualifications and enjoys teaching the youngsters at his sailing club how to do it. tel: 01536 462700 email: [email protected] tim freedlander financial planner timothy joined telford mann in 2017 and is currently working hard to achieve his diploma in financial planning by early 2018. ever enthusiastic and polite to the core, timothy relishes the opportunity to become fully submersed in his new role. with a previous life in the raf, a genuine love of numbers and of meeting clients, he is aiming to become an integral member of the team. timothy keeps himself busy both inside and outside of the office. when not spending time with his family, he spends the rest of his time learning anything and everything he can. a very keen martial artist with over 25 years’ experience, timothy also enjoys skydiving, ski-touring and many other sports like golf, tennis and volleyball. tel: 01536 462700 email: [email protected] victoria allthorpe operations assistant vicky joined telford mann in 2014 and is working towards completing her diploma in financial planning. vicky has become a central part of our admin team and is the first port of call for a number of our clients. vicky is responsible for looking after new clients to ensure that everything runs smoothly on the administration side of things from the start, as well as assisting with queries from existing clients. outside of work, vicky enjoys socialising with her friends and shopping, but especially for food as she is something of a cheese connoisseur, which she enjoys whilst watching the latest reality tv hit show. meet our team, we’re trusted because we care. jon telford joint managing director jilly mann joint managing director adam ellis paraplanner charlie hancock chartered financial planner charlotte knight operations assistant edward cameron paraplanner huw powell compliance officer kieron brace senior chartered financial planner kimberley tyson paraplanner luke o’neill paraplanner melanie bond personal assistant natasha duncan chartered financial planner parag shah operations assistant paul dawes chartered financial planner richard mcdonald chartered financial planner sam matcham head of client services sarah marshall office administrator simon ashby financial planner tim freedlander financial planner victoria allthorpe operations assistant trusted local experts in financial management, with over 2,000 loyal clients and 30 years’ experience. useful links home regulatory and legal cookie law policy accountancy contact www.fca.org.uk office oakley house, headway business park, 3 saxon way west, corby, northamptonshire, nn18 9ez tel: 01536 462700 newsletter sign-up telford mann ltd is authorised and regulated by the financial conduct authority. telford mann pensions & investments is a trading style of telford mann ltd. telephone conversations may be recorded to comply with regulatory requirements and for training purposes. registered office: oakley house, headway business park, 3 saxon way west, corby, northants, nn18 9ez, registration no. 2318036 by continuing to browse the site you are agreeing to our use of cookies . i understand

URL analysis for telfordmann.co.uk


https://telfordmann.co.uk/business-planning/case-studies/
https://telfordmann.co.uk/about-us/
https://telfordmann.co.uk/mailto:[email protected]
https://telfordmann.co.uk/publications/
https://telfordmann.co.uk/mailto:[email protected]
https://telfordmann.co.uk/business-planning/workplace-pensions/
https://telfordmann.co.uk/business-planning/investments-for-business/
https://telfordmann.co.uk/accountancy/
https://telfordmann.co.uk/mailto:[email protected]
https://telfordmann.co.uk/cookie-law-policy/
http://telfordmann.co.uk/about-us/
https://telfordmann.co.uk/tel:01536
462700
https://telfordmann.co.uk/mailto:[email protected]
https://telfordmann.co.uk/mailto:[email protected]
https://telfordmann.co.uk/business-planning/employee-benefits/
fca.org.uk

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Domain name:
telfordmann.co.uk

Data validation:
Nominet was not able to match the registrant's name and/or address against a 3rd party source on 16-Apr-2018

Registrar:
GoDaddy.com, LLP. [Tag = GODADDY]
URL: http://uk.godaddy.com

Relevant dates:
Registered on: 01-May-2016
Expiry date: 01-May-2020
Last updated: 16-Apr-2018

Registration status:
Registered until expiry date.

Name servers:
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WHOIS lookup made at 21:44:42 11-Jun-2018

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  NAME telfordmann.co.uk

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