
Andy Campbell
Workplace Pensions Specialist
Andy joined Lucas Fettes Financial Planning in 2008 and specialises in providing workplace pension advice to employers and their staff. He is qualified as both a Certified and Chartered Financial Planner and has over 20 years’ experience as an Adviser….

Angela Carpenter
Chartered Financial Planner
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….

Ben Shaw
Employee Benefits Consultant
Ben is an Employee Benefits Consultant, who joined Lucas Fettes Financial Planning in 2022. He helps employers find the best solutions….

Beverley Lee
Senior Employee Benefits Consultant
Beverley worked within financial services for almost 20 years before joining Lucas Fettes Financial Planning in 1998 as an Employee Benefits Consultant. Working with employers Beverley gains an in-depth understanding of the organisation and their internal employee benefits philosophy before…

Chloe Woodcock
Senior Group Risk and Healthcare Co-ordinator
Chloe is a Senior Group Risk and Healthcare Co-ordinator, who joined Lucas Fettes Financial Planning in 2007….

Christine Banks
Accounts Manager
Christine works closely with other managers, as well as our advisory and administrations teams, to ensure the smooth running of our accounts processes. She also helps set up new members of the team. Christine joined Lucas Fettes Financial Planning in…

Damian Browne
Workplace Pensions Support Manager
Damian joined Lucas Fettes Financial Planning nearly 10 years ago. As Workplace Pensions Support Manager, he is responsible for managing the day-to-day workload of the Workplace Pensions team….

Emma Bye
IT Co-ordinator
Emma joined Lucas Fettes Financial Planning in February 2001. She is responsible for the day to day running of the IT department, the planning and delivery of IT projects and development, IT security, and IT training for new and existing…

Emma Hannon
Independent Financial Planner
Emma has worked within the financial services industry for almost 20 years in a variety of different roles. She joined Lucas Fettes Financial Planning in 2015 and supports individuals, as well as businesses and charities….

Graham Moore
Chartered Financial Planner
Graham joined Lucas Fettes Financial Planning in September 1998, assisting with the set-up of our Norwich office. He offers a holistic approach to financial planning and takes the time to understand the needs of every client – some have been…

Ian Burrows
Director and Chartered Financial Planner
Ian has worked in financial services since 1989 and joined Lucas Fettes Financial Planning in 2015 as part of an acquisition. Prior to this, he worked for Wavenney McKenna and played a privotal role in establishing the business….

Ian Robinson
Independent Financial Planner
Ian is an Independent Financial planner with more than 15 years experience in advising individuals, businesses and charities. He joined Lucas Fettes Financial Planning in 2015….

Jane Hudson
Operations Manager
Jane has worked within financial services for nearly 40 years. She works to ensure that client servicing and support is delivered to the highest standards at all times, whilst developing the use of technology solutions to drive in operational efficiencies…

Jeremy Silverstone
Independent Financial Planner
Jeremy joined Lucas Fettes Financial Planning in 2013. He has worked in financial services for over 15 years and advises both private and corporate clients….

Josh Cushion
Marketing Manager
Josh joined Lucas Fettes Financial Planning in 2017. After five years with Lucas Fettes, he was promoted to Marketing Manager in October 2022. He is responsible for the planning and delivery of marketing plans and projects….

Julie Bowering
Financial Planning Support Manager
Julie joined Lucas Fettes Financial Planning in March 2016 as Financial Planning Support Manager at our Peterborough office. She manages a team of administrators, who support our advisory team….

Kerry Holmes
Independent Financial Planner
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 individuals, businesses and charities….

Kevin Froggatt
Independent Financial Planner
Kevin has worked in financial services since 2006 and joined us in 2020. He previously worked for HM Revenue & Customs. Kevin has gained his experience form working in several independent financial services firms, advising a wide variety of clients,…

Kiren Southgate
Financial Planning Support Manager
Kiren joined Lucas Fettes Financial Planning in 2020. Her main role is to provide administrative support, in addition to assisting with general office management within the Diss office….

Lisa Gedge
Financial Planning Support Manager
Lisa joined Lucas Fettes Financial Planning in 2016 as a Senior Administrator. She now oversees both the financial planning and employee benefits teams….

Liz Burrows
Chartered Financial Planner
Liz has over 25 years’ experience in providing financial planning advice. She is based in our Peterborough office and joined Lucas Fettes FInancial Planning in 2015….

Lynne Hammerson
HR Manager
Lynne is currently responsible for the day-to-day HR activities, as well as the delivery of training and development across the team. She has been with Lucas Fettes Financial Planning since 2006 and…

Mark Brown
Managing Director
Mark has been with Lucas Fettes Financial Planning since July 2000. With his broad operational and commercial experience, he leads the business on a day-to-day basis, also driving its development and strategy….

Matt King
Head of Paraplanning
Matt joined Lucas Fettes Financial Planning in 2016 as a Senior Paraplanner and has since moved into the Head of Paraplanning role. He is responsible for the daily management of the paraplanning team….

Nash Makuve
Independent Financial Planner
Nash is an Independent Financial Planner, who joined us in 2024. He seeks to deliver clear and effective financial planning advice….

Nathan Munt
Chartered Financial Planner
Nathan has been with Lucas Fettes Financial Planning since 2019. He is passionate about financial planning and the benefits it can bring to people’s lives….

Neil Clarke
Independent Financial Planner
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…

Paul Thurston
Compliance and Research Manager
Paul started his current position of Compliance and Research Manager in July 2022. He is responsible for managing the company compliance procedures and policies to help ensure clients achieve good outcomes….

Sarah Maguire
Business Development Director and Chartered Financial Planner
Sarah is a Chartered Financial Planner, who has been advising wealthy individuals and their families since 1995. She is also a Business Development Director….

Shaun Braybrook
Chartered Financial Planner
Shaun joined Lucas Fettes Financial Planning in 2020, predominantly providing holistic financial advice to personal clients. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, holding advanced qualifications in pension planning and investments….