While we have over 30 registered Financial Advisers who are directly responsible for providing Financial Advice, they couldn’t do their jobs without the Investment Team, the Technical Analysts, Personal Assistants, Administrators, and all of our great back office staff who do so much to assist them.
Strength in depth is one area which really sets us apart. We have built a team of long-serving staff who are knowledgeable and experienced, but even more importantly they really care about our clients’ outcomes and want to do the best for them every time.
Although we have grown over the years, we have worked hard to maintain the family feel to the company. Each client is valued and gets a personal service tailored to them.
After an earlier career as an analytical chemist, David joined S&P in 1988 as a Trainee Financial Adviser. David passed with flying colours both the Diploma exam in 1989 and Advanced exam in 1992 on the first sittings. He took part in the management buy back in 1990 and joined the Board in 1992. He was appointed Managing Director in 1995 and together with Scott Pinching has successfully seen both clients and staff through differing financial conditions to grow the business into one of the largest independent firms of Chartered Financial Planners in the country.
David believes it is important to be both a practising adviser as well as a Director of the business and advises clients on all aspects of their financial planning. He is married with three adult children. He is passionate about cars and motorsports and enjoys skiing, travelling, cycling and gardening.
Carl established Almary Green Investments Limited in 2001 after thirteen years as a senior consultant with Equitable Life. Almary Green became part of the S&P Group family in 2018 and Carl joined the Board of Directors of S&P at this point. Carl advises a wide range of clients, specialising in particular in Self Invested Pensions. Carl holds the prestigious G60 pension qualification, and is a Chartered Financial Planner. He has also qualified as a Certified Money Coach (CMC)® with the Money Coaching Institute.
Carl’s early career was as a fighter controller in the Royal Air Force and his service included time in the South Atlantic during the Falklands War. He still retains an interest in military aircraft and radar and is a trustee of the RAF Air Defence Radar Museum in Neatishead, Norfolk.
Scott is proud to have followed his father into the family business. Having worked for Ernst & Young as a Chartered Accountant, he moved to Smith & Pinching as Finance Director in 1995. His main areas of specialism are investment and retirement planning. In addition, Scott is responsible for managing the finances of the business. He’s also a member of the S&P Investment Committee which manages the model investment portfolios adopted by most of our clients.
As a strong advocate for the value of advice, Scott believes that financial planning is key to alleviating the stress of managing your own financial affairs. In his spare time he likes to spend time with his wife and four children. His interests include most sports: he swims most mornings and is a keen tennis player and golfer.
Since joining S&P in 1996, David has developed strong long-standing relationships with a wide range of clients. As a Fellow of the Personal Finance Society, Chartered Financial Planner and Associate of STEP, David has a wealth of technical knowledge which, combined with practical experience, allows him to help clients build sound, achievable financial plans. He believes that obtaining an in-depth understanding of clients’ circumstances is important to allow us to tailor a financial plan to meet their specific needs and objectives.
David started his financial services career with Aviva (formerly Norwich Union), moving to S&P to allow him to develop his skills in a client-facing role. Outside of work, David is very involved in local athletics: he coaches children and young adults aged 11 to 18 in middle distance and cross country running for the City of Norwich Athletics Club.
John has been a director of Smith & Pinching for over 15 years. His main areas of specialism are pensions and investments, but he sees his role as helping clients to identify, achieve and maintain their desired lifestyle without fear of running out of money. He is one of just two Resolution (Law Society) Accredited IFAs in Norfolk and therefore is regularly called upon by family lawyers to advise clients on the separation of pension assets in divorce cases.
In his spare time John plays golf regularly and is a season ticket holder at Norwich City FC. In addition, his love of music takes him to concerts and the theatre.
Jeremy set up Park View Financial Planning in Lowestoft in 2003 and was proud to see it achieve Chartered Financial Planners status in 2014. Park View joined the S&P Group in 2017, providing the Lowestoft office for the business. Jeremy is a Chartered Financial Planner and a Fellow of the PFS, and has worked in the financial advice sector for some 25 years. He provides holistic financial planning to individuals, businesses and trustees dealing with clients that include small business owners, retirees, board members of large corporations and trustees.
Jeremy takes responsibility for S&P’s branch offices and is passionate about working to the highest standards of professionalism, putting the needs of his clients at the heart of everything he does. He has been happily married for over 25 years with two grown up children and a grandson. In his time off he enjoys running, cycling, badminton and skiing and, when time allows, the odd game of golf.
Associate Director Chartered Financial Planner
Chartered Financial Planner
Associate Director Mortgage Adviser
Associate Director Financial Planner
Associate Director Head of Employee Benefits
Associate Director Chartered Insurance Practitioner
Ryan joined the S&P Group in 2016, working through Almary Green’s Graduate Trainee Adviser programme. He has now qualified as an adviser and aims to reach Chartered status shortly. Ryan believes that it’s fundamentally important that financial services is made accessible and clear. Although the mechanics of a portfolio can be complicated, his aim is to ensure clients can enjoy financial success and freedom without stress and confusion by comprehensively relating all their assets back to the most important point: their personal goals.
Ryan developed a keen interest in finance while studying the philosophy of economics for his degree, learning about our interactions and relationship with money. Outside work, Ryan is a singer and accomplished guitarist in a local band. He is heavily involved with an amateur theatre company, both on and off the stage. He is also a car enthusiast and enjoys the occasional holiday.
Anthony joined Almary Green – acquired by S&P in 2019 – in 2014, becoming the firm’s first client-facing paraplanner. He took the step to become a regulated adviser in 2017 and aims to achieve Chartered Status by the end of 2019. His aim is to help secure the financial future of clients and their families. He believes that providing a service clients can rely on is key to maintaining business relationships and will potentially lead to more clients coming your way via referrals.
Outside work, most of Anthony’s spare time is spent with his wife and their two young sons. Before the children arrived, he followed Tottenham Hotspur up and down the country and into Europe but is now more of an armchair fan. He hopes that once the boys are older, he will be able to convince them to join him.
Richard joined Park View Chartered Financial Planners – now part of the S&P family – in 2006, becoming a Director shortly afterwards. He holds the Chartered Insurance Institute (CII) Advanced Diploma and achieved Fellowship status of the institute during 2017. Richard has particular interest in tax and trusts, investments and later life planning. He is a graduated member of the Later Life Academy, an affiliate member of the Society of Trust and Estate Practitioners (STEP) and a Chartered member of the Chartered Institute of Securities and Investments (CISI).
Richard has worked in the financial services industry for over 21 years, including 19 as a financial planner. Outside the office, he is married with a young family. He is a keen sportsman and enjoys running, squash, snowboarding and spending time in the gym. Richard is also a keen spectator of football, golf and rugby union.
Matthew is a home-grown financial planner who graduated from the Almary Green Graduate programme in 2017. He joined Almary Green – now part of the S&P Group – in 2014 having graduated with a BSc Economics from the University of East Anglia. He is now a Fellow of the PFS, the very highest qualification awarded by the profession, and a Chartered Financial Planner. His client base extends around Norfolk and North Suffolk and he is often to be found meeting with clients at our Lowestoft office.
Matthew believes the true value of financial planning is creating clarity and providing his clients with the peace of mind that they are on track to achieve what is important to them in their lives. When Matthew isn’t taking part in outdoor pursuits he is likely to be planning his next trip to a far-flung destination.
Philip has worked in Financial Services since 2003 and has been a Financial Planner since 2007, although he studied History at University. He joined Almary Green – acquired by S&P in 2019 – in 2016. He holds the Diploma in Financial Planning and is currently working towards achieving Chartered status. His aim is to explain technical terms in a jargon-free way, to take the stress and worry away from the clients and help them to make important financial decisions as easily as possible.
Philip enjoys building established relationships with clients, helping them achieve their goals and aspirations for the future. Within the firm, he helps to mentor and coach newer members of the financial planning team. He is married and enjoys spending time with his wife, family and friends. He loves holidays and travelling, and enjoys keeping fit, as well as reading and music.
Hazel joined Smith & Pinching in 2015 as a financial adviser, moving from another local firm. She has worked in financial services since 2004.
Hazel is a Chartered Financial Planner and Fellow of the Personal Finance Society. In addition, she holds the Certificate in Advanced Mortgage Advice and Practice and the Certificate in Equity Release. Hazel is the Chair of the Norfolk Regional Personal Finance Society (PFS) Committee and Chair of Norwich Business Women’s Network.
Hazel’s qualifications and experience enable her to provide holistic financial planning for her clients. She believes the most important aspect of her role is to understand her clients’ motivations in life and support them in developing a better understanding of their financial planning, so that they feel empowered to work towards their goals.
Outside work Hazel enjoys the performing arts, both as a participator and as part of the audience. She is a member of the St Peter Mancroft church choir and attends Ballroom and Latin dance classes with her husband.
Julian joined Smith & Pinching in 2006 as a support staff team member and rapidly achieved his ambition to become a Financial Adviser. Now a Chartered Financial Planner and Fellow of the Personal Finance Society, he deals with all areas of financial planning specialising in Investments, Pensions and Tax Planning. He also sits on the Investment Oversight Committee and is one of the architects of S&P’s range of model portfolios.
He regularly works with both individuals and businesses, helping them to make the most of their own unique circumstances and opportunities. Julian’s primary objective is to build long-term relationships with his clients, putting effective plans in place and taking away the stress and complication of financial planning, offering a specialist insight into the various options available at each stage.
Outside of work, Julian enjoys spending time with his girls, going to the gym regularly and he is an active member of Soul Church in Norwich.
Douglas joined S&P in January 2014 after 17 years as a Financial Consultant for Norwich Union/Aviva. He holds the CII Diploma in Financial Planning and is currently studying towards the CII Advanced Diploma in Financial Planning. He is a member of the Personal Finance Society. Douglas deals with all areas of financial planning, specialising in investments, pensions and inheritance tax planning. He believes the most important aspect of his client relationships is making things simple to understand and making clients feel at ease during their meetings.
In fact Douglas first worked for S&P between 1992 and 1996 in a junior role, returning to us 18 years later. He is married and a keen Norwich City supporter. He enjoys distance running and has completed seven marathons, including three London Marathons. He also likes to spend time relaxing on the Norfolk Broads on his modest boat.
James joined S&P in 2014 as an independent financial adviser, having worked in Financial Services since 2011. James was keen to join S&P to have the opportunity to work for a Chartered firm. He is working towards achieving Chartered status and is a member of the PFS. Being a people person, James enjoys meeting new clients as everyone’s needs and objectives are different. His aim is to give his clients peace of mind that their financial affairs are being looked after in the best way possible.
Prior to working in Financial Services, James spent 5 years working within the care industry and also qualified as a tutor for children with Special Educational Needs. Away from work James enjoys spending his time with his family. He is a keen footballer and sportsman: he represented Norwich City FC as a youth player and still plays competitively at weekends.
Harry firmly believes in removing the stress and confusion of managing finances from his clients. His aim is to add real value through holistic financial planning by building relationships with clients founded on trust and his ability to help them meet their desired outcomes. Harry joined S&P in 2013 working at RJL, S&P’s Eaton office, having taken his first steps into the world of financial services in 2012, working for Aviva.
When he took on the role of Trainee Financial Planner in April 2017, his aim was to become one of the youngest Chartered Financial Planners in the country, something which he is proud to say he achieved in late 2017. Away from the workplace Harry has a lifelong passion for world travel, cars and motorsport as well as – more recently – golf.
Lewis arrived at Almary Green – acquired by the S&P Group in 2019 – in 2014 with a first-class honours degree in Business with Economics from the Newcastle Business School. He completed his Diploma in Regulated Financial Planning in 2016 before undertaking further study to become a Chartered Financial Planner and Fellow of the Personal Finance Society in 2018 – the highest qualification awarded by the Personal Finance Society and Chartered Insurance Institute. Lewis now provides holistic advice to a wide variety of clients.
Lewis believes in working closely with his clients to understand their goals and ambitions, creating tailored financial plans which are reviewed regularly to ensure they remain on track to achieve the lifestyle they desire. Outside work, he enjoys travel, music and sport: he is currently playing football for Norwich CEYMS Football Club in the Anglian Combination Premier Division.
Diane specialises in mortgage lending, equity release and personal protection. Her empathetic approach is particularly valued with families of vulnerable clients. She has built up strong connections with professional firms across the region and enjoys hosting and attending business and social events on behalf of S&P. Diane has worked at S&P since 1997, starting originally in administration and working her way through the various exams to Diploma standard as an Independent Financial Adviser.
Diane’s original intention when leaving school was a career in hotel management but an early move to Norwich & Peterborough Building Society set the pattern for her lasting career in the financial advice sector. She is married with two grown-up children and enjoys socialising with friends and family. Her favourite pastimes are cooking, cycling and taking long walks.
Matt began his career in 1997 and is qualified as both a Chartered Financial Planner (Chartered Insurance Institute), and a Chartered Wealth Manager (Chartered Institute for Securities & Investment). Matt is also an Affiliate member of the Society of Trust and Estate Practitioners (STEP). Although he advises across many areas, Matt’s strength is in building long-term relationships with clients – especially high net worth individuals and families – helping them to identify their lifestyle objectives and goals, and then working with them to achieve these.
Matt is also a Certified Money Coach (CMC)® having trained with the Money Coaching Institute so can now support clients in understanding their behaviours and patterns around money and resolving any conflicts caused by these. Outside of work, Matt enjoys spending time with his young family and hopes to pursue some hobbies at some point.
Matt joined Smith & Pinching in 2002 having started his career in financial services with Friends Provident. He holds the CII Diploma in Financial Planning and is currently studying towards the CII Advanced Diploma in Financial Planning. He is a member of the Personal Finance Society. Matt deals with all areas of financial planning, specialising in Investments, Pensions, Inheritance Tax Planning, and Long Term Care. He is a member of the S&P Investment Committee, the team responsible for S&P’s discretionary managed model portfolios, which Matt believes are a key and unique part of our proposition.
Matt believes the most important aspect of his client relationships is ensuring long terms goals are achieved without worry, by providing clear, effective, and easy to understand advice. He is married, and has three daughters: he is outnumbered. He enjoys early morning runs where he is guaranteed some peace. He is also (slowly) trying to learn as much British Sign Language (BSL) as he can.
Kieran joined S&P in 2011 as a trainee administrator and rapidly progressed through the ranks to attain the Diploma in Regulated Financial Planning. As an adviser, he sees his role as taking away the stress and worries that money matters can bring clients, by taking on the management of their finances. He believes in the value of advice: his objective is to build strong relationships with his clients, enabling them to identify and meet their financial goals.
Kieran likes to spend his spare time with his wife and friends. When he can, he loves to watch Rugby and most forms of motorsport. He is also huge car enthusiast and enjoys getting to any events he can. He has recently taken up the steady game of Golf which so far, he is enjoying, despite losing many balls!
Stephen joined S&P in 2014 to support employers with automatic enrolment, having spent over ten years working in corporate pensions at Aviva. He holds the Advanced Diploma in Financial Planning, is a Fellow of the Personal Finance Society and a Chartered Financial Planner. While his background is in corporate benefits, Stephen also advises private clients providing guidance and advice to business owners, businesses, and their employees over a range of pension and protection matters including auto-enrolment, workplace pensions, group life insurance and business protection.
Stephen understands that seeking advice can be daunting. His aim is to help clients work out what they want and how to get there. He loves spending time with friends and family: he has three daughters. He enjoys new challenges, such as the Cumbrian Challenge 29km Peak Walk with the S&P team in summer 2019, as well as exploring new places.
Lisa joined S&P in 2001 and has had a range of roles within the firm. She has gained financial qualifications over the years and achieved her ambition in 2018 when she was made an adviser with the firm. As well as her DipPFS, Lisa holds the Certificate in Advanced Mortgage Advice, the Certificate in Equity Release, the Award in Long Term Care and is a member of the Later Life Academy. She works with individuals in all areas of financial planning, including investment, retirement, wealth protection and mortgages.
Lisa has a compassionate and empathetic approach and aims to provide clients with peace of mind that their financial affairs are being looked after in the best way possible. She has three grown-up children and a large family with whom she loves to spend time. She enjoys long walks and eating out in North Norfolk with her partner, as well as cruising holidays with friends.
Paul started his career as the “man from the Pru” followed by service with Standard Life, latterly as a Pension Consultant. After 17 years as an IFA with another firm, he joined S&P in 2008. His primary role at S&P is to head up the Employee Benefit Division. Paul developed the S&P Auto Enrolment Assistance Programme which helps businesses meet their obligations in respect of workplace pension regulations and provides advice in respect of pension requirements.
Paul has attained the Certificate in Pensions Automatic Enrolment, a nationally recognised qualification for those delivering workplace pension advice and support in the UK. He is married and has two grown up children. He likes to travel and socialise and has been known to play a round of golf or two!
Dieter joined S&P in 2014 as the personal assistant to our FS Operations Director but, after 5 years in a support role, has now come back to what he loves best: seeing clients face to face and being more involved with helping them to achieve their lifetime goals through financial planning. Early in his career he qualified as a Mortgage Adviser and now holds the Diploma in Financial Advice, which enables him to advise clients on a wide range of financial matters.
Dieter started working in Financial Services in 1997, working in various banking roles in London. He moved to Norfolk in 2015. Most of his time outside work is spent with his wife and two sons – and the dog – although he is a keen cyclist, having previously raced to a good level.
Kelly joined the S&P team in 2011. She has been in the industry since 2002 and holds the Diploma in Financial Advice as well as Certificates in Mortgage Practice and Equity Release. She specialises in Long Term Care and is a member of the Later Life Academy. Kelly works closely with professional colleagues both locally and nationally, advising clients on complex investment, pension and inheritance tax issues. This collaboration allows Kelly to add value to the services provided by other professionals, with our advice seamlessly working alongside theirs.
Kelly also provides pension and investment advice to high net worth individuals, building financial plans that meet their agreed requirements, goals and circumstances. She is married with a daughter and two sons. They are an outdoor family and enjoy looking after animals: their extended family includes two rescue Hill Ponies as well as a Sprocker spaniel, cat, rabbit and hamster.
Lisa is a Chartered Financial Planner and holds specialist pension qualifications. She joined the S&P advice team in 2013. She works with individuals and companies in the S&P business development team providing high level financial planning services in the specific areas of investment, tax planning, trust formation and retirement planning. Clients have commented that Lisa has the ability to convert technical information into understandable and workable detail – a valuable attribute that enables clients to make good informed decisions about their financial strategies.
Lisa continues to expand her client base and adopts a thorough approach that places the client at the centre of the advice process. She is married with two children and enjoys family time with them and her two dogs. She enjoys both travelling and attending concerts and is a season ticket holder at Norwich City Football Club.
Jeff joined Almary Green – now part of the S&P Group – in 2017. He’s been working in Financial Services for over 30 years and an IFA since 2003. He advises both business and individual clients on all things relating to retirement and is a pension transfer specialist. Business clients can take advantage of his experience in workplace benefits including compulsory pension schemes. His priority for clients is to ensure that when they do retire they have sufficient income to meet their needs and continue to help fund their needs through retirement.
Jeff is married with two sons. He is a keen follower of sport with rugby and cricket being his main interests. He spends most weekends, depending upon the time of year, following either Wymondham Rugby Club or Acle Cricket Club as both his sons are involved with both clubs. Away from sport, he enjoys walking their two dogs around the UEA.
Nigel has been with S&P since 1994. He began his financial services career as a trainee with Norwich Union (now Aviva) and worked with other financial institutions in Norwich before joining S&P. He provides independent financial advice to clients and prospective clients introduced by solicitors and accountants throughout East Anglia. He focuses on building long-term relationships with clients, developing sustainable financial plans that stand the test of time. Nigel is a Chartered Insurance Practitioner, holds the Diploma in Financial Planning and is a past President of the Norwich Branch of the Chartered Insurance Institute.
Nigel’s leisure interests include sport – he is a UEFA Qualified Football Coach and enjoys bowls – and music: he plays the trombone. He enjoys long walks in North Norfolk too, but much of his spare time these days is spent renovating a cottage in North Norfolk.
Associate Director Senior Investment Manager
Ross joined S&P in 2003 and is responsible for S&P’s private client investment services. He plays a key role in the management of our standard portfolios and segregated discretionary bespoke portfolios. He is a Member of the Chartered Institute for Securities & Investment and holds the Diploma in Private Client Investment Advice & Management. He presents regular internal monthly economic and asset allocation reviews and interviews many of the UK’s leading fund managers to evaluate funds’ inclusion in model and bespoke portfolios.
After graduating with a BA(Hons) degree in economics from Leeds University, Ross joined Barclays Trust Company/Stockbrokers to manage investment portfolios on behalf of high net worth clients. He subsequently moved to Affinity Investment Management before making the move to S&P. Away from work, he enjoys watching and playing most sports. He is a lifelong (and long suffering) fan of Newcastle United.
Matthew is a member of our Investment Management team. He joined S&P in 2003 as an Office Junior and has studied extensively since then to achieve a wide range of Financial Services qualifications. He holds the Investment Management Certificate and the Advanced Diploma in Financial Planning as well as certificates in many specific disciplines including Discretionary Investment Management, Investment Operations and Securities Advice and Dealing.
In 2018 Matthew earnt his FPFS designation and became a Fellow of the Personal Finance Society.
Matthew’s role involves meeting Fund Managers and researching funds for inclusion in the S&P Managed Portfolios and bespoke client mandates. In addition, he provides commentary on market changes for client reports. He sees the most important part of his role as ensuring that we know exactly what investments we hold, why we hold them and how they fit in with other holdings within the Managed Portfolio range.
Matthew is married with three children. When time permits, he enjoys running and cycling, but reports that most of his free time is spent doing what the children tell him to do.
Louise has over 20 years’ experience in financial services working with clients and Financial Planners in London, the South East and East Anglia as an Independent Financial Adviser and a Senior Development Manager for a FSTE 100 Wealth Management company. She holds the Chartered Insurance Institute’s Diploma in Financial Planning and was previously Chairman for the Sussex region of the Life Insurance Association and Liaison Officer for the Personal Finance Society. She has also trained as a Certified Money Coach(CMC)® adding a further dimension to her skills for those wishing to understand the psychological aspects of their relationship to money.
Louise leads and coaches Financial Planners through improving skills and enhancing performance, professionalism and technical knowledge to maximise client service and experience. She believes that if you keep learning you stay young. Outside of work she loves the countryside, travelling and exploring new places.
Louisa joined Almary Green in 2008 and was appointed the S&P Group’s Personnel Manager when the firms combined operations in October 2018. She became an associate member of the Chartered Institute for Personal Development (CIPD) in 2016. She is a firm believer in building strong relationships across the business. In her role at S&P, Louisa is the first port of call for HR matters in the firm. This involves providing guidance and support for team managers, handling recruitment across the group and coordinating the introduction and updating of staff policies.
Louisa started her career with a 12 year period in the Royal Navy which saw her undertake a variety of junior management roles both at sea and ashore. She is married with one son and enjoys long walks with their lively Cavapoo, Ambrose. She also loves relaxing with friends, especially if a spa day can be involved.
Teresa joined S&P as our Marketing Officer in 2002, becoming Marketing & Communications Manager in 2003, having previously worked for Norwich Union and a number of other firms in the financial services sector. Teresa manages the firm’s marketing activities and communications including advertising, promotions, events, PR, digital marketing, shows and exhibitions. She is often required to think creatively and innovatively, particularly with the graphic design element of her role. During this time she has used her skills in all channels of marketing including online, print and social media to help build the S&P brand it is today.
Teresa’s ability to think outside the box has helped to build the excellent and trusted reputation that S&P enjoys throughout East Anglia. Outside work, Teresa spends time with her husband and family members. Holidays are a high priority for the family: they love to plan where their next adventure will lead them.
Kayleigh joined S&P in 2008, having worked for a smaller firm locally before that. Her role as our Operations Manager covers a very wide range of responsibilities which means that every day is different. It encompasses anything from management of team training to generating management reports. She is responsible for our back-office systems and works with teams to ensure that this continues to meet our needs for both clients and the management team. She also assists with the management of our offices in Eaton, Lowestoft and Holt.
Kayleigh loves the collaborative nature of her work, working with colleagues to ensure that the firm is constantly honing its processes for the benefit of the client. She has a young daughter who likes to keep her busy. Outside work, Kayleigh tries to find as many new places for Afternoon Tea in Norfolk and Suffolk as she can and writes a blog about her search.
Richard spent 42 years in the banking sector, prior to joining S&P in 2015. At S&P he has specific responsibility to manage our relationship with professional firms. We work closely with colleagues in other professions to ensure that clients’ objectives are met with a wider package of measures and plans that complement each other, rather than conflict. Richard keeps in regular contact with professional colleagues to ensure they have a full understanding of the services that S&P provide as a local Independent firm of Financial Planners.
Richard is married with two sons and four grandchildren. He is keen on all sport having played for Norfolk at both hockey and cricket. His preferred sports these days are – as a player – golf and – as a fan – football: he is a season ticket holder at Norwich City Football Club.
Jerry joined Almary Green – acquired by S&P in 2019 – in June 2012. His financial services experience reaches back as far as 1985 when he started work at the Halifax Building Society in Norwich. He has since been a Broker Consultant for insurance companies and an Independent Financial Adviser. However, his supervisory skills and all-round technical knowledge led him to move into a Compliance role. Jerry is now S&P’s Compliance Manager, working with the rest of the team to ensure that we are well positioned to meet the industry challenges that lay ahead.
Jerry holds the Chartered Insurance Institute’s Diploma in Financial Planning, including the advanced examinations in pensions and retirement planning. He is married with two daughters and keeps fit by running and going to the gym. He has previously been involved with Blofield United Football Club for many years as a player, manager and club chairman. He can still be found there most Saturday afternoons supporting the team.
Margaret joined the S&P accounts team in 1994 as an accounts technician. Her earlier career included training with a local firm of accountants before working as a Senior Accounts Assistant for a business that was, in 1981, acquired by S&P. Her current role is as the manager of our accounts team, providing oversight and organisation of the tasks and functions of the department. In addition, she prepares management accounts and reports, liaising with the firm’s Accountants, Auditors, Directors and Senior Managers.
Margaret completed her Institute of Accounting Staff qualifications in 1978 and has developed her knowledge and experience throughout her career. She is married with three grown-up daughters and has – so far – one grandchild. She is a brass instrumentalist and has been playing in a Brass Band since 1981 and in a Brass Quintet – of which she was a founder member – since 2004.
Head of Training and Development
Marketing & Communications Manager
Associate Director - Operations
Associate Director - Compliance
Business Development Manager
Hayley’s financial services career has spanned over 20 years, 15 of which she spent as an award winning financial adviser. She is a Fellow of the Personal Finance society and is also Chartered. Hayley has played a key role in mentoring and training new advisers over the last few years, who are now successful advisers in their own right.
In recent years she also trained as a behavioural coach, and made the decision to move from advising into a coaching and training role in 2020. Hayley now provides training, coaching and consultancy services to the Smith and Pinching group, working closely with company and staff.