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Our PeoplePhil KirkpatrickAdviser, Head of Exeter RuralView our people
Our PeopleSteve WoodhamSenior Pensions Manager
Steve runs our specialists Pensions Team and is a member of the Association of Member Directed Pension Schemes (AMPS).
He uses his extensive experience in member directed self-invested pension funds to assist Member Trustees to ensure that they meet their responsibilities and duties. This includes all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.
Suzanne has been working in Financial Services for over 25 years. She enjoys working with individuals and families to help her clients make plans now and for the future. Suzanne aims to keep things simple, give clarity to what can appear to be quite complex areas, and confer the peace of mind that professional financial planning can provide.