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 £500m on behalf of 2500 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 and we manage funds in excess of £500m for more than 2500 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.
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.
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. She also plays the classical guitar.
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. 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.
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.
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 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.
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. She also goes to her local pub for the pub quiz on most Wednesdays with friends and family.
Ella joined Telford Mann in March 2020 as a Paraplanner. Ella has already completed some of her financial planning exams. She aims to complete her diploma by the end of the year in order to further her career within the financial services industry.
Outside of work, Ella enjoys travelling and eating out. She also enjoys going to the gym and spending time with family and friends.
Emma is naturally curious and always willing to learn new things. After completing a psychology degree, she is excited to focus on starting a career. Emma is eager to learn more about working with clients and understanding all about pensions and investments. She has already made a successful start on her further qualifications and 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.
Harrison is from a background in Trading/Trader Assistance. In his spare time he enjoys going to Tottenham Games as a season ticket holder and trading currencies on the financial markets.
He is looking to advance into a planning position when the time is right.
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.
Jonny has joined Telford Mann as a paraplanner and he is excited 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 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. Her insight into farming often leads to some quite enlightening conversations.
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.
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.
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.
Rachel joined Telford Mann in February 2020 with the ambition to become a Financial Planner after she completes the relevant qualifications. She is excited to progress within Telford Mann and build up her knowledge regarding Investments and Pensions having come from a Banking and Finance background. Rachel works within the team to assist with some of the key tasks for our clients such as answering their queries.
Outside of work, Rachel enjoys going to see live bands at local pubs and also enjoys going to music festivals. She is also a qualified tap dancing teacher. Rachel used to play bass guitar in a local band in the North East. In addition to this, she supports Sunderland football club.
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 Football, supporting Arsenal and he enjoys photography; especially vintage photography with older film cameras. He also has a natty dress sense and has entertained the office with some spectacular trousers and they can’t wait to see the matching jacket.
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. He is currently studying for his Chartered Financial Planner exams. 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.
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!
Simon joined Telford Mann in 2015 and has completed his Diploma in Financial Planning.
Currently he 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. He spends a great deal 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. He enjoys teaching the youngsters at his sailing club how to do it.
Tim joined Telford Mann in 2017 and has achieved his Diploma in Financial Planning. Tim is currently working towards his Chartered Financial Planner accreditation.
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.
Tom joined Telford Mann as a Financial Planner having achieved his Diploma in Regulated Financial Planning. He is aiming to achieve Chartership and Fellowship.
Prior to joining Telford Mann, Tom was an adviser at another firm. Tom came from a background of Mortgage and Protection advice and high street bank management. Tom has now moved into full service financial planning helping clients to achieve their financial goals throughout their lifetime.
Any free time Tom has between work and studying he spends either with his partner and two dogs, Tigger and Coco, or learning to play golf. Having spent over half his life training in martial arts, Tom makes sure that he is up at 5am every morning to ensure he stays in shape. His days of competing are long behind him. That is until Telford Mann introduces its own martial arts lunchtime tournament of course.
Tyler joined Telford Mann in December 2019 as a Paraplanner. His ambition is to become a Financial Planner after he completes the relevant qualifications. He is excited to progress within Telford Mann and build up his knowledge regarding Investments and Pensions, having come from a Banking background.
Outside of work Tyler enjoys going to the gym and for the occasional run. He has a keen interest in everything regarding Football, which stemmed from his time at Northampton Town FC.
Trainee Financial Planner
Toby joined Telford Mann officially in June 2020, after completing a successful work experience program through player sponsorship with the Northampton Saints Rugby Club.
Toby has joined the team as a trainee financial planner. He is currently studying for the first part of his diploma, with a long-term goal of achieving Chartership.
Having left school 4 years ago, the focus has been playing professional rugby full time. The pandemic has given him more time to think about the future beyond rugby. This proved to be an ideal opportunity to widen his career path. Training in financial planning has always been something he’s had an interest in.
When the Rugby season picks up again, financial planning will go down to part time hours for Toby. This will allow his role at Telford Mann to run alongside his developing rugby career.
Rugby has been a passion for Toby for his whole life and takes up most of his time. In his downtime he enjoys socialising with friends at the local coffee shop and playing cards and a game on the PS4. He also enjoys plenty of BBQing with his partner!
Vicky joined Telford Mann in 2014. She is working towards completing her Diploma in Financial Planning.
Having previously been a core part of our administration team, Vicky has now joined our paraplanning team. Vicky has always prided herself on her client service. She is now able to bring her skill and knowledge to the research side of the business.
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.
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.