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.

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Personal Financial Planning

We are experts in managing pensions and investments and we look after £420m on behalf of 2000 clients. We can help you achieve your financial objectives, be that a secure retirement, reducing your tax bill or protecting your family.

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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.

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About Telford Mann

We are a firm of independent 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 £420m for more than 2000 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.

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  • Jon Telford

    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 and 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.

  • Jilly Mann

    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 and plays the classical guitar.

  • Adam Ellis


    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 and 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.

  • Callum Ogden

    Financial Planner

    Callum joined Telford Mann in September 2017, prior to which he spent just under 7 years in the British Army working predominantly as a Pashtu Linguist and an Intelligence Analyst. Callum is currently working towards his Diploma in Financial Planning.

    He has always enjoyed discussing the different aspects of financial services with family members and friends who already work in the industry and is looking forward to developing his own knowledge to a deeper level.

    In his spare time, Callum is -much to the dismay of some of the other team members- a staunch Leicester Tigers supporter. He also maintains a passion for languages and other culture. His current focus is improving his level of fluency in Spanish. Which he firmly believes is enhanced by visiting every Tapas restaurant possible.

  • Charlie Hancock

    Chartered Financial Planner

    Charlie joined Telford Mann in 2013 and 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 and despite the offer of a University place, decided his future lay in financial planning and 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 Knight

    Operations Assistant

    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 and goes to her local pub for the pub quiz on most Wednesdays with friends and family.

  • Edward Cameron


    Edward joined Telford Mann in 2015 and has completed his Diploma in Financial Planning.

    Edward works in the paraplanning team, where his inquisitive nature and logical approach are well matched with composing the right advice for clients. Since joining us, Edward has demonstrated a desire to learn and ask the extra question to ensure that everything makes sense, key skills for a successful paraplanner to have.

    Edward has a keen interest in the wider world, having spent a year in Russia as part of his degree, which brings a different perspective to his work. Edward is the ultimate quiz team member, having seemingly monopolised all quizzes at university and he plays football for his local team in the week.

  • Kieron Brace

    Senior Chartered Financial Planner

    Kieron joined Telford Mann in 2010. Kieron 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 and 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.

  • Kimberley Tyson


    Kimberley joined Telford Mann in 2014 and has completed her Diploma in Financial Planning qualification.

    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 and her insight into farming often leads to some quite enlightening conversations.

  • Luke O’Neill


    Luke joined Telford Mann in July 2017 and is working towards his Diploma in Financial Planning.

    Prior to joining us, Luke worked as a mortgage adviser in the Northampton area, but prior to that he gained experience studying in  the US and working in London for some national firms, all of which have led him to pursue a career with us in financial planning.

    Outside of work, Luke enjoys traveling, he has explored a vast array countries as well as having lived in Australia and America.

    A former chess prodigy, Luke is also an avid follower of most sports having played Football, Rugby, Tennis, Badminton, Cricket in his youth and he still attempts to get involved as much as possible. Although in recent years this has taken a back seat, instead choosing to try out the latest delicacies at the new restaurant everyone is talking about.

  • Melanie Bond

    Personal Assistant

    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 as 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.

  • Natasha Duncan

    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.

  • Paul Dawes

    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.

  • Richard McDonald

    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 and 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.

  • Rukshana Begum

    Operations Assistant

    Rukshana joined Telford Mann in 2017, having completed a degree at the University of Coventry.

    Rukshana works on the admin team assisting with all aspects of client administration and being the first port of call on the phone for our clients. Rukshana is working towards her financial planning qualifications.

    Outside of work, Rukshana enjoys baking alongside her sister, preparing orders ranging from macarons to large celebration cakes. Rukshana also enjoys shopping in her spare time and spending time with friends and family which always involves lots of food.

  • Sam Matcham

    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. Sam is studying for his Chartered Financial Planner exams and 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, but 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 Marshall

    Office Administrator

    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!

  • Selina Patel

    Operations Assistant

    Selina joined Telford Mann in 2017, having completed a degree at Nottingham Trent University.

    Selina works on the admin team assisting with all aspects of client administration, whilst undertaking her financial planning qualifications.

    Outside of work, Selina enjoys spending time with friends and family. Having practised gymnastics from a young age, Selina continues this hobby by helping to coach the local college cheerleading team on Wednesday evenings.

  • Simon Ashby

    Financial Planner

    Simon joined Telford Mann in 2015 and has completed his Diploma in Financial Planning.

    Simon 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 and spends much 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 and enjoys teaching the youngsters at his sailing club how to do it.

  • Tim Freedlander

    Financial Planner

    Timothy joined Telford Mann in 2017 and is currently working hard to achieve his Diploma in Financial Planning by early 2018.

    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.

  • Victoria Allthorpe

    Operations Assistant

    Vicky joined Telford Mann in 2014 and is working towards completing her Diploma in Financial Planning.

    Vicky has become a central part of our admin team and is the first port of call for a number of our clients. Vicky is responsible for looking after new clients to ensure that everything runs smoothly on the administration side of things from the start, as well as assisting with queries from existing clients.

    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.

Trusted local experts in financial management,
with over 2,000 loyal clients and 30 years’ experience.