Meet the Team
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Chris Thorpe
Founder & Chartered Financial Planner
Chris’main role is to work with our clients, producing personalised long term financial plans that help to achieve long term financial security. He manages the team, ensuring we always do the best we can for those who trust us with their financial planning.
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Cindy Beckworth
Chartered Financial Planner
Cindy analyses complex financial situations and ensures each of our clients have a detailed financial plan, specific to their needs. Having joined us from Investec, with a first degree in Business Management and advanced qualifications including retirement income planning, she brings a wealth of knowledge to our planning process.
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Karen Storr
Client Relationship Manager
Karen ensures all of our clients, old and new, get the great experience they have come to expect. She works primarily in client liaison, keeping you up to date, answering your questions and making your life easier.
With a background in financial services at Halifax and Yorkshire Building Society she’s well equipped to support you on your journey from joining as our newest client and throughout your future financial planning.
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Lucy Norton
Systems and Training
Lucy helps to ensure our processes run smoothly. She looks after our back office systems, making sure there are no snags along your financial planning journey and that all of our team work as effectively for you as possible. With many years experience looking after clients in financial planning, you can be sure that she has got your experience with us at the heart of what she does.
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Paul Hutchinson
Administrator
Paul’s main role involves working with the various policy providers to ensure what we have recommended is put into place swiftly and accurately. With a degree in economics from Leeds University, Paul is working towards his diploma in financial planning and is a valuable asset to our growing team.