Our team - consultants

Our consultants

Ian Burrows

Director

Professional description:
Ian has worked in financial services since 1989. In more recent terms Ian commenced working for Waveney McKenna Financial Services in 2005 and helped establish Waveney McKenna in 2007 combining the clients of the Peterborough office of Waveney Financial Services and McKenna Associates.

The success of Waveney resulted in additional resource requirements which were best serviced in moving the business to Lucas Fettes for whom Ian worked prior to Waveney.

Being with Lucas Fettes has greatly improved the service options for clients and going forwards the Financial Services proposition will be developed significantly, continually improving for both clients and staff.

Specialities: Ian looks after a wide range of client needs and is predominantly involved in personal financial planning including cash flow, business property relief, trusts for estate planning, tax planning (VCTs and EIS) and investments.

Ian is a Cerified Financial Planner and Chartered Financial Planner with specialist qualifications in retirement planning as well as inheritance tax and estate planning.

Likes: Family time.

Dislikes: Anything starting with a hashtag and queuing.

Call: 01733 890842
Email: ian.burrows@lffp.co.uk

Angela Carpenter

Angela Carpenter

Chartered Financial Planner

Professional description:
Angela has extensive experience having worked in financial services for over 30 years. As a highly qualified Chartered Financial Planner, Angela provides independent, bespoke financial planning advice to private individuals, charities, trustees and small businesses.

Specialities: Angela believes strongly in providing individually tailored solutions to meet the specific needs of both existing and new clients incorporating tax planning, investment planning, pension funding, retirement planning, financial protection, cash flow forecasting and inheritance tax planning. Clients can expect the highest standards of professionalism.

Likes: Angela enjoys exploring the great outdoors and is a keen cyclist, even representing GB at the 2017 UCI Gran Fondo World Championships Time Trial in Albi, France.

Call: 01243 520611 or 07971 500956
Email: angela.carpenter@lffp.co.uk

Kerry Holmes

Kerry Holmes

Independent Financial Planner

Professional description:
Kerry has worked within financial services for over 20 years, and has extensive experience with all aspects of financial planning; specialising in strategic solutions for the private individual and business.

She looks to solve the often complicated needs of her clients, with an aim to helping them to build, manage and protect their wealth according to their individual needs and goals. Kerry prides herself in being able to clearly present a solution to meet her clients precise needs. Kerry enjoys developing long term relationships with her clients, based on confidence and trust.

Specialities: Pensions, Investments, Trusts and Inheritance Tax Planning, Cashflow forecasting for High Net worth clients.

Likes: Kerry enjoys a good crime book, relaxing over dinner with friends and trying out new adventures and sporting activities.

Dislikes: Kerry dislikes olives and children with runny noses. A lot.

Call: 01603 706839
Email: kerry.holmes@lffp.co.uk

Beverley Lee

Beverley Lee

Employee Benefits Consultant

Professional description:
Beverley worked within financial services for almost 20 years before joining Lucas Fettes in 1998 as a Senior Employee Benefits Consultant. Working with employers Beverley gains an in-depth understanding of the business and their internal employee benefits philosophy and absence management issues in order to put in place a suitable suite of benefits. This utilises her in-depth knowledge of group risk insurance and employee benefits, such as private health, group life, critical insurance, income protection and more.

Beverley enjoys working with her clients to make sure that they have the best possible benefits package for their business at the most competitive premiums.

Specialities: Group Private Medical Insurance, Cash Plans, Group Death in Service, Group Income Protection, Group Critical Illness, Key Person Insurance, Individual healthcare.

Likes: Beverley likes entertaining her friends and family, decorating, winter nights snuggled up in front of a roaring fire.

Dislikes: Beverley dislikes rude people, bad manners, red wine and nuisance phone calls.

Call: 01603 706820
Email: beverley.lee@lffp.co.uk

John Postill

Independent Financial Planner

Professional description:
John has worked in the financial industry since 1970. For the last 23 years John has been a Senior Consultant as a financial planner dealing with personal and corporate clients and has extensive experience within all aspects of financial planning.

John has developed long term relationships over that period with his clients, based on confidence and trust.

Specialities: Pensions, investments, trusts and inheritance tax planning.

Likes: John likes driving, fishing, reading, watching motor sports and DIY.

Dislikes: Bad manners.

Call: 01603 706824
Email: john.postill@lffp.co.uk

Gary Tate

Gary Tate

Independent Financial Planner

Professional description:
Gary has more than 40 years experience in financial services and joined Lucas Fettes in 2009. Gary has previously held roles in management positions but prefers the day to day contact with clients and building long term relationships.

Specialities: Gary has gained specialist experience advising on employee benefits, corporate financial planning services and private wealth management.

Likes: Hill walking, mountaineering and reading.

Dislikes: Bad service, driving in the UK and a nagging wife!

Call: 07970 009266
Email: gary.tate@lffp.co.uk

Emma Hannon

Emma Hannon

Independent Financial Planner

Professional description:
Emma has worked within the financial services industry for almost 20 years in a variety of different roles and has been with Lucas Fettes for 2 years.

Emma very much enjoys being part of an organisation where the company culture is focused on establishing valued long term working relationships with clients.

Emma takes great professional pride in working with individuals to help them not only achieve their objectives but also ensure a full understanding of their financial situation, enabling them to make informed decisions.

Specialities: Private client work, retirement planning, investments, lifetime cash flow forecasting and estate planning.

Likes: Spending time with my husband and children, enjoying village life, a cold glass of prosecco with friends and a nice relaxing bubble bath.

Dislikes: Bad manners, clutter and bananas!

Call: 01733 890842
Email: emma.hannon@lffp.co.uk

Graham Moore

Graham Moore

Chartered Financial Planner

Professional description:

Graham has been with Lucas Fettes since 1998. He offers a holistic approach to financial planning, helping clients successfully navigate life’s journey and meet their financial objectives. He takes the time to understand the needs of every client, and provides financial advice to a wide and varied range of clients – some of whom have been with him for over thirty years.

Graham is a Chartered Financial Planner and can offer comprehensive financial advice. He is CII G60 (pensions) certified and a retirement planning specialist.

Specialities: Graham is experienced in all aspects of financial planning.

Likes: Graham is a proud father of two grown-up boys, and has a keen interest in football. He is a qualified football coach (level 2) and referee.

Dislikes: Grumpiness – life’s too short.
Email: graham.moore@lffp.co.uk

Mark Lloyd

Independent Financial Planner

Professional description:

Having worked in the financial industry since 2006, Mark has gained experience in all aspects of financial services, which allows him to deliver informed and impartial advice to clients.

Mark prides himself on building relationships with his clients and professional connections to ensure that their needs and objectives are met through the provision of a bespoke and personal service.

Specialities: Pre and post retirement, tax efficient investments, inheritance tax planning and cash flow planning for high net worth clients

Likes: Quality family time, watching and participating in any sport and food

Dislikes: Bad drivers, rude people and marmite

Call: 01243 520 617 or 07981 818657
Email: Mark.Lloyd@lffp.co.uk 

Liz Burrows

Liz Burrows

Chartered Financial Planner

Professional description:
Liz has over 20 years experience in providing financial planning advice. Having worked as a financial planner in London for several years she has been based in Peterborough since 2005, previously as a Director of Waveney McKenna Ltd and since July 2016 as Divisional Director of Lucas Fettes.

Liz holds a high level of industry qualifications including that of Chartered Financial Planner and she has extensive experience in providing bespoke financial planning solutions to private investors, businesses and trustees. Liz believes that developing trust and maintaining long term relationships adds significant value to the investor’s experience and outcomes.

Specialities: Pensions and retirement planning, personal financial planning and inheritance tax planning.

Likes: Horses, dogs and family time.

Dislikes: Liz dislikes poor service.

Call: 01733 890842 or 07387 418406
Email: liz.burrows@lffp.co.uk

Neil Clarke

Neil Clarke

Director

Professional description:
Neil has worked in Financial Services since leaving School, initially joining Scottish Life ( now Royal London ) with whom he worked until 1996 having become an Area Sales Manager. He then went on to become a Director of a local IFA in Berkhamsted joining Lucas Fettes in 2005.

Since becoming an IFA in 1996 Neil has focused upon delivering financial planning, largely to professionals, and is passionate about ensuring we understand the clients hopes and desires matching the financial planning to meet those objectives.

In addition to delivering comprehensive advice to clients, Neil’s role as a Director is to help secure the future for the business through appropriate growth ensuring clients best interests are the focus of attention. Outside of Financial Services, Neil has been Chair of the local Life and Pensions Society and is presently Chair of Governors at a Buckinghamshire Primary School.

Likes: Family, sport (keen on keeping fit), learning and reading.

Dislikes: Bureaucracy, being late and arrogance.

Call: 01908 540683
Email: neil.clarke@lffp.co.uk

Sarah Maguire

Sarah Maguire

Business Development Director

Professional description:
Sarah is qualified as a Chartered Financial Planner. She delivers a bespoke and personal planning service, assisting clients with structuring their finances to determine how much money is enough in order to achieve their life goals.

Specialities: Sarah has been advising wealthy individuals and their families since 1995 and has gained specialist experience advising on matrimonial litigation, structuring retirement provision, managing bereavement and inheritance tax planning.

New clients will often ask Sarah for advice at a point of significant change when advisory requirements are complex. Agreeing a solution and building a long term relationship is a role Sarah finds highly rewarding.

Likes: Country walks with my dogs, holidays with my family, playing tennis in the sunshine and having friends over for supper.

Dislikes: The 5.30am start for my daughter’s swim training, how hard it is to learn golf and goats cheese – which I really want to like.

Call: 07768520347
Email: sarah.maguire@lffp.co.uk

Ian Robinson

Ian Robinson

Independent Financial Planner

Professional description:
Ian is a Financial Planning Consultant with more than ten years experience in advising private and corporate clients. He has been in the financial services sector for over 25 years, having worked for major product providers, investment houses and advisory firms alike. He joined Lucas Fettes in 2015 following their acquisition of a local firm, Waveney McKenna.

Ian currently contributes to the ‘Tea Time Money’ segment on BBC Radio Norfolk.

Specialities: Pre and post-retirement planning, investments and inheritance tax planning, cashflow forecasting for high net worth clients.

Likes: Ian likes cricket and continues to support his beloved Essex through thick and thin. He also has a passion for old aircraft and spending time with his family. His aim is to teach his young daughters the laws of cricket.

Dislikes: Salad wasting space on a plate and his wife’s taste in reality TV.

Call: 01603 706864 or 07896 124124
Email: ian.robinson@lffp.co.uk

Andrew Campbell

Employee Benefits Consultant

Professional description:
Andrew is an employee benefits consultant who joined Lucas Fettes in 2008. Andrew has been providing professional advisory services for employers for 18 years and is qualified as a Certified Financial Planner.

Specialities: Andrew specialises in the planning and delivery of workplace pension solutions, automatic enrolment compliance, salary exchange schemes, employee engagement and education in the workplace, TUPE transfers, and is also a pension transfer specialist.

Andrew is also responsible for the management of the workplace pension team and provision of technical support across the company.

Likes: Being positive, enjoying life, in particular being a musician recreating 60s pop music.

Dislikes: Spending too much time around negative people.

Call: 01603 706839
Email: andrew.campbell@lffp.co.uk

Andrew Johnstone

Andrew Johnstone

Independent Financial Planner

Professional description:
Andrew has over 30 years experience of providing independent financial advice. He joined Lucas Fettes in 1999 and has extensive experience of providing Employee Benefit solutions for small and medium sized businesses and strategic planning for private individuals who are approaching or in retirement.

Andrew enjoys helping clients achieve their goals and aspirations and building long term relationships that are based on confidence and trust.

Likes: Andrew enjoys walking the North Norfolk Coast with his dogs, a good pub lunch and a log fire.

Dislikes: A typical English summer.

Call: 01603 706835
Email: andrew.johnstone@lffp.co.uk

Jeremy Silverstone

Jeremy Silverstone

Independent Financial Planner

Professional description:
Jeremy has worked in financial services for over 15 years advising private and corporate clients and joined Lucas Fettes in 2013. Prior to entering the financial services sector his background was insurance underwriting at Lloyds of London.

He takes a holistic approach to advising that encompasses all aspects of his client’s circumstances with the aim of building a long term financial plan with specific goals. This will generally mean a focus on capital growth, tax efficiency and executing sustainable income strategies for clients in retirement.

His ultimate aim is that clients are free from anxiety and confident about their future.

Specialities: Jeremy specialises in pensions, investments, trusts and inheritance tax planning.

Likes: Cooking, cycling and historical fiction, especially CJ Sanson.

Dislikes: People eating on the London Underground, potholes and hospitals.

Call: 020 7413 2751
Email: jeremy.silverstone@lffp.co.uk

Stephen Hunter

Independent Financial Planner

Professional description:
Stephen has worked within financial services for nearly 25 years and has a broad experience of financial planning. This covers both private client and corporate fields.

Stephen values building long term relationships with clients and prides himself on being open, approachable and responsive.

Specialities: Corporate and private pensions, investments, employee benefits and estate planning.

Likes: Stephen enjoys travelling and exploring new destinations and will watch any sport, as long as it doesn’t involve a horse.

Dislikes: People who think they walk at the same speed when consulting their phone. You don’t; pull over.

Call: 020 3319 1533 or 07970 009255
Email: stephen.hunter@lffp.co.uk

Request call back
close slider