Shannon has five years’ experience working within financial services as a client services administrator. Shannon supports both corporate and individual clients, predominantly with workplace pension and benefit schemes. Originally from Brighton, she now lives in Bristol and enjoys socialising with friends & family, eating out and exploring new places.
Rachael has worked in the financial services industry for 17 years in administration and paraplanning roles for a large insurance company and more recently an Independent Financial Advisory practice and Discretionary Fund Managers. Rachael supports the advisers in all aspects of the preparation of regulated financial advice. She lives in Bristol, enjoys keeping fit and… Continue reading Rachael Fussell
Amy has worked in financial services for over 20 years for large insurance companies in regulatory risk and pension administration. She has worked at Pension Expert for 10 years in a variety of roles, currently managing the Client Services Team of paraplanners and administrators. She works closely with the advisers to support them with the… Continue reading Amy Woodland
Paul graduated from university with a statistics degree and has never met a spreadsheet he didn’t like. Starting out as an accountant, Paul soon realised that he wanted to work with people (as well as spreadsheets) and moved into financial advice and retirement planning. He spent 10 years at leading global employee benefits consultancy Aon,… Continue reading Paul Jones
Nigel started his career as an estate agent before requalifying as a financial adviser. He spent some time at a stockbroking company in Canary Wharf before moving to the prestigious wealth management firm, St James’s Place. Nigel’s biggest motivation is giving people confidence in their financial plans and allaying their worries about the future, and… Continue reading Nigel Poole
Ian qualified as a professional financial adviser in the late 1990s and has been working exclusively within the pension advice industry for over 20 years. Before joining Pension Expert, Ian worked for two leading global employee benefits consultancy firms, providing tailored advice on pensions, investments and protection for both companies and individuals. He has always… Continue reading Ian Chappell