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.
Personal Financial Planning
We are experts in managing pensions and investments and we look after £750m on behalf of over 3500 clients. We can help you achieve your financial objectives, be that a secure retirement, reducing your tax bill or protecting your family.
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.
About Telford Mann
We are a firm of Chartered Financial Planners and Discretionary Investment Managers. Originally founded in 1988, by Moore Stephens Chartered Accountants, we are now independently owned. We manage funds in excess of £750m for more than 3500 clients. Our team of Chartered Financial Planners are on hand to provide a high-quality financial planning service for both individuals and businesses. Whatever your personal circumstances and requirements you can trust Telford Mann to care about you and your money.
Our in-house Discretionary Investment Management Service was launched in 2006. We have successfully navigated our way through the financial crisis and various other economic and political events, delivering reliable benchmark beating returns. Our four Offices are situated in Kettering, Corby, Northampton and Peterborough.
If you are looking for a pension planner in Kettering and require support with personal financial planning, or are looking for ways to earn a reasonable return on surplus business funds and require advice on business planning in Northamptonshire, Telford Mann can help you. Follow the link to learn more about Telford Mann Pensions and Investments.
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. 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.
In this video Jon Telford discusses why Telford Mann is different from other Financial Advisors.
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 Model Portfolio Service under which we manage more than £750 million on behalf of our clients.
Outside of work, Jilly follows most sports, but particularly rugby, cricket and tennis. She also plays the classical guitar.
Aaron joined Telford Mann in March 2022 as a Paraplanner and he is a Physics graduate from the University of Leicester. His long-term goal is to progress in the financial sector and he hopes to become a Chartered Paraplanner.
Outside of work, Aaron is a massive football fan and supports Chelsea FC. He also likes to spend many hours watching Formula 1.
Chartered Financial Planner
Adam joined Telford Mann in 2015 and in August 2020 Adam achieved Chartered and Fellowship status. Adam is a Senior Paraplanner 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. Adam 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. His recent charity exploits have lead him to claim the crown as the fastest member of the Telford Mann team on 4 wheels.
Anna has previous experience as a PA within in the legal, logistics and accountancy industries. Anna is looking forward to embracing the new world of investment and financial planning and all that it entails.
Outside of work, Anna has a bucket list of sporting events, shows and gigs to fill her time. Netball is Anna’s sport of choice having played for over 20 years. She closely follows the progress of the England Roses, including attending the Netball World Cup in 2019. Anna also attended the Netball Superleague, controversially supporting both Wasps and Loughborough Lightning.
Bahadur joined Telford Mann in February 2022 as an Operations Assistant. Having graduated with a degree in Business Economics, Bahadur is keen to learn more about the financial services industry and build a career as a Financial Advisor. Both the theoretical and practical methods of learning given by Telford Mann will consequently enable Bahadur to hone his skills to provide the best level of service for our clients.
Outside of work Bahadur enjoys spending time with family and friends, as a major foodie Bahadur enjoys trying different cuisines.
Chartered Financial Planner
Charlie joined Telford Mann in 2013. He 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. Despite the offer of a University place, he decided his future lay in financial planning. He has focused his academic studies on gaining professional qualifications.
Charlie is our Senior Investment Analyst and is a key member of the Telford Mann investment management team in addition to helping to oversee our platform operations and cash flow modelling.
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.
Senior Operations Assistant
Charlotte joined Telford Mann in October 2016 and is progressing with her financial planning exams.
Charlotte has developed her skills to become a key member of the administration team dealing with a wide range of queries to ensure all clients receive the best quality, efficient and comprehensive service.
Beyond work, Charlotte enjoys spending time with family and friends going to Zumba classes twice a week. She also goes to her local pub for the pub quiz on most Wednesdays with friends and family.
Tel: 01536 462700
Demi recently joined Telford Mann as a University student on a placement year. With a keen interest in the financial sector, she is hoping to gain experience and knowledge from the team around her.
Outside of work, Demi enjoys travelling with her family and exploring country parks with her dog. In her spare time, Demi likes to cook and bake and loves to try new restaurants, her favourite being sushi.
Emma is naturally curious and always willing to learn new things. After completing a psychology degree, Emma decided to focus on starting a career in financial services. Emma is eager to learn more about working with clients and understanding all about pensions and investments. Since joining Telford Mann, Emma has already achieved her Diploma and is currently working towards an Advanced Diploma. Emma is working hard everyday to deliver the excellent service Telford Mann clients deserve.
Outside of work, she is interested in travelling and particularly in Asia. Emma had the joy of living in Japan for a few years as a child. She also enjoys going to the gym and spending time with family and friends.
Harry joined Telford Mann in August 2021 as a Paraplanner. Prior to Telford Mann, Harry recently graduated from The University of York and is keen to build a career within pensions and investments.
Outside of work Harry is an active person, participating in football, running and swimming. With a keen interest in football, Harry enjoys regular 6 a-side, charity games and matches with friends and family. In addition to this, he believes Peterborough United will be in the Premier League soon.
Hiran recently joined Telford Mann in May 2021 as a Paraplanner. With an educational background in Business, Banking, and Finance, she is well-equipped and excited to further her learning and begin her career with Telford Mann.
Outside of work, Hiran enjoys travelling and spending time with family and friends. At home, she is often found baking for her family or gardening.
Chartered Financial Planner
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.
Isaac has recently joined Telford Mann as a Nottingham Trent University student on a placement year and is hoping to learn from the experienced team surrounding him. He plans to study and earn his Chartered Financial Planner status once he has received his degree in Economics.
Outside of work, Isaac is an avid gym-goer and enjoys playing and watching basketball. He is also a massive Radiohead fan.
After living and working overseas for 25 years Jaki returned to England in 2004 having lived the last 18 years in Australia.
Jaki worked for 16 years with Peterborough City Council at PA level in various departments including Education, Adult Social Care and Law before starting her new role with Telford Mann.
Jaki is a very keen traveller and especially loves cruising. Her biggest personal achievement was climbing the highest mountain in Malaysia, Mount Kinabalu in Borneo
Jonny joined Telford Mann in July 2019 as a Paraplanner. Having since achieved his Diploma, Jonny is working towards his Advanced Diploma as he continues to expand his knowledge of the industry.
After completing his Business Studies degree, Jonny has spent much of his working life abroad, teaching English in Vietnam and leading educational trips to Yellowstone National Park and Uruguay.
Outside of work Jonny is an avid sports fan, playing football for his local Saturday team. When not having to endure Newcastle United’s ups (very few) and downs (quite a few), Jonny loves listening to a wide array of music, from the Rolling Stones to Kendrick Lamar. He also believes you can’t beat a good book.
Senior Chartered Financial Planner
Kieron joined Telford Mann in 2010. He 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. 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.
Chartered Financial Planner
Kimberley joined Telford Mann in 2014 and has completed her Chartered Financial Planner qualification. More recently she has become a Fellow of the Personal Finance Society.
Kimberley heads up 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. Her insight into farming often leads to some quite enlightening conversations. Kimberley has taken up running and spends most of her free time training her new puppy Toffee.
Kirstie joined Telford Mann in April 2021 as a Trainee Paraplanner. She has since been working hard towards her qualifications.
In her spare time Kirstie tries to be active and would like to try some new activities this year. She also enjoys to occasionally bake, with cookies being her speciality (although would prefer not to talk about her cake making skills).
Kulmeet joined Telford Mann as a Trainee in March 2022, having recently graduated from University studying Accounting for Management. Kulmeet has great interest in pursing a career in financial services and is looking forward to completing all the relevant qualifications related to the industry.
Outside of work Kulmeet enjoys following football and cricket and plays football regularly for a 5-a-side team. Kulmeet also has great skill in pizza making from his previous experiences.
Personal Assistant to the Directors
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. 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.
Having worked in various jobs in the UK Moira flew off to New Zealand to help a friend for a few months and ended up staying for 18 and a half years. During this time she worked in a number of roles for New Zealand Government agencies and she travelled extensively.
Moira travelled back to the UK in 2021 to celebrate her parents Diamond Wedding Anniversary with them and stayed to enjoy time with her family in the Northern hemisphere. Having sold up and shipped out of New Zealand, she is looking forward to enjoying life in her English cottage and is keen to learn as much as she can in her new role at Telford Mann, helping the team to keep delivering at the highest level.
Moira is still planning to travel whenever she can to enjoy all the wonders of the world.
Senior Chartered Financial Planner
Natasha joined Telford Mann in 2014. Natasha is a Senior 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.
In this video we learn about Natasha’s progression to Chartered Status and her extra important role as Head Gardener; the person in charge of coordinating the gardening gang at Telford Mann.
Owen is a mathematics graduate from the University of Leicester. He holds a keen interest in pursuing a career in financial services and is looking forward to progressing in this industry.
Outside of work, Owen enjoys spending time both watching and playing football. As a keen sports fan, he also spends many hours watching Formula One and Cricket.
Senior 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.
Paul is instrumental in guiding new Financial Planners in their early days, by mentoring them and providing training and support.
Outside of work he enjoys holidays with his family and the odd game of golf. Paul is also a keen follower of the Gunners. England’s disappointment in the 2018 World Cup has not marred his love of the beautiful game.
Senior 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. He 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.
Ryan has joined Telford Mann aiming to progress with his qualifications and build his career in the management of pensions and investments for clients. He enjoys talking to clients and assisting the team to deliver the right solutions in all areas. As well as working on his pool game at lunchtime.
Ryan has an interest in a range of sports including skateboarding, golf, and football. He is the self-proclaimed snazzy tie guy, and his Halloween selection is always an office favourite.
Saffron joined Telford Mann as an Operations Assistant in October 2021 to embark on a new challenge, in an industry which she is interested in. She has recently graduated from her Undergraduates degree in Sport & Exercise Science and a Masters within Psychology last summer.
Alongside her work, Saffron enjoys playing Lacrosse and in her spare time ends up at Northampton Saints at the weekend.
Chartered Financial Planner - Head of Client Services
Sam joined Telford Mann in 2011 and has over the years dedicated time and effort to qualify as a Chartered Financial Planner.
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 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. However, 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.
Senior Office Administrator
Sarah joined Telford Mann in 2017, having spent much of her career working for the NHS in various guises.
Sarah is the Senior Office Administrator working with the whole team to ensure the smooth running of the office and she is expert in booking in client meetings as well as ensuring follow up notes are issued promptly. She is always ready to pitch in and help her colleagues when she can, as well as helping clients.
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 her bicycle!
Tom joined Telford Mann in May 2021 after working in a sales role following graduating from university. He has learned from the experienced staff around him and his ambition is to become a Chartered Financial Planner once he completes the relevant qualifications. Having studied economics at university he is well prepared for continued success at Telford Mann.
Outside of work Tom plays and follows rugby as well as recently picking up golf which he enjoys a lot. Tom is also a very keen chef, a skill he used in depth when running a chalet in the French ski resort of Avoriaz.
Trainee Financial Planner
William Binks joined Telford Mann in June 2021 as a Paraplanner. As a recent graduate having completed an MSc in Economics focusing on investments and banking, he is looking forward to progressing with Telford Mann, learning from his peers, as well as studying towards becoming a Chartered Financial planner in the future.
Outside of work William enjoys going to the gym as well as watching the football. He also likes cooking and is always looking for new recipes to try out.
Yvonne has predominately been in the Legal profession for most of her career. Changing to a Financial environment has been a whole new, yet enjoyable experience for her.
Yvonne took up scuba diving 4 years ago with her son-in-law. This allowed her to fulfil a lifelong dream of swimming with sharks in Australia twice. She is a keen swimmer and also a bit of a “petrol head”. Cars are a great passion of hers, mainly the older type. She and her partner between them have 3 Jaguar cars.
Join our Team
Work for us
Are you are looking for a career in financial services? We can offer you the chance to join a dynamic firm of Chartered Financial Planners that is going places.