Moore Stephens Financial Services has rebranded to Telford Mann Pensions & Investments following a management buyout.

Posted by Telford Mann

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The Midlands based firm of Chartered Financial Planners headed up by Joint Managing Directors, Jon Telford and Jilly Mann, has discretionary management permissions with funds under management of £420m and is a former PFS Chartered Financial Planning Firm of the year winner (2010).

Jon Telford explained that; “although Moore Stephens Chartered Accountants retain a significant stake in the business, they no longer have a controlling interest and so we have taken the opportunity to refresh our brand in order to better reflect the way that our business has evolved over the years.

Jon explains ‘When my fellow Managing Director, Jilly Mann, and I joined Moore Stephens, around 13 years ago, the business was very different. Back then we worked out of the attic in what was the Moore Stephens Northampton office. This was not ideal as it was usually freezing cold in the winter and baking hot in the summer! Asides from the two of us, our only other employee was our administrator, Shirley. Today, things are much busier, it’s amazing to see the business go from strength to strength and we’re excited for what the future now has in store’

These days the majority of our new business is with clients who come to us direct, or it comes as referrals from existing clients. We have also been quite active in the corporate pensions sector in recent years and this has also been a significant source of new business.

However, due to our history, Telford Mann and Moore Stephens continue to serve many of the same clients and we hope to maintain our close working relationship in the years to come.

As well as freshening up our brand, we have introduced a share incentive scheme for our staff, which is something I have wanted to do for a long time. Being able to own a part of the business you work for and benefit from its success has always been a powerful motivator for me and I want everyone in our team to share in what we achieve in the future.”

Although the change of name from Moore Stephens Financial Services to Telford Mann has become necessary due to the management buyout, we wanted to use this opportunity to refresh our brand in order to reflect the organisation that we have gradually evolved into over the last decade or so.