Our People

I joined The RU Group in 2018 as the Client Services Manager with over twenty years’ experience in managing people within the financial services sector.

I enjoy working closely with the client servicing administration team to help them grow and develop. This helps ensure we provide an efficient, effective service to our clients.

Out of work

• Socialising with family and friends
• Holidays and weekends away

I joined The RU Group in 2007 and am Receptionist at our head office at No.1 The Triangle.

As the first person people meet when popping into our offices in Nottingham, my key role is looking after our visiting clients and ensuring our busy office runs like clockwork.

Out of work:

• Socialising with family and friends
• Reading
• Chilling in my garden

I am a member of the client servicing team, joining The RU Group in January 2019.

Since graduating from the University of Leicester with a BA in History in 2018, I wished to pursue a career in financial services.

My primary role is liaising with our clients to book their review meetings. I work alongside advisers and paraplanners offering support wherever available. I enjoy working alongside a great team and providing an excellent quality service to our clients.

I am currently looking to start studying towards my diploma in financial planning.

Out of work:

• Going to the gym
• Going out for meals (and a drink!)
• Watching boxing
• Socialising with friends and family

I joined The RU Group in July 2003 and currently work within the existing client & review team.  I assist our advisers in delivering a valuable ongoing service to existing clients and enjoy being a part of an experienced team who support each other to meet our goals and provide a quality service.

I hold the Financial Planning Certificate and have gained a vast amount of knowledge from my time in the administration team. 

Out of Work

• Swimming
• I try a bit of running
• Family time

I joined The RU Group in July 2018 and I am responsible for all aspects of client welcome, from booking review meetings to greeting our clients and making sure they receive a very warm welcome.

In addition, I provide support for the advisers and paraplanners at our Sheffield office along with planning client & professional events.

I enjoy the variety of my role and working as part of a friendly team in a busy office environment.

Out of work

• Spending time with my family
• Walking our dog
• Holidays to France & Cornwall

I took on my current role as Client Relationship Manager at the beginning of 2019. This role is dedicated to building stronger and lasting relationships with our clients and to establish a centre of excellence. This involves the design and delivery of a feedback strategy, driving continuous improvement and the training and accreditation of all staff to help deliver an outstanding client journey. Later on this year I will be responsible for the roll out of our Portal, which is an exciting new service, giving our clients a brand new way to communicate with us.

In addition, I co-lead our RU Freddy forums, which is a forum whose membership includes every area of our business. Our aim is to be the best we can be, both to one another and to our clients.

I am also the Young Enterprise coordinator for the group and strive to get as many members of staff volunteering as possible!

Out of Work

I am a bit of a social butterfly and enjoy my time with family and friends. I try to commit some time regularly to some small local charities, helping those who are less fortunate than me. I enjoy Pilates and like to keep fit. I now share my home with 3 teenagers and as you can imagine they keep me on my toes!

I joined The RU Group in 2018 for a 3-month placement during the completion of my Business and Finance degree at the University of Lincoln.

In 2019 I was delighted to accept of a full-time position as a Client Servicing Administrator.

My role is to carry out administrative tasks that assist our advisers, to ensure we provide an excellent service to our clients.

I most look forward to developing skills and knowledge within my role, through the training provided by my wonderful colleagues.

Out of work:

• Ice skating
• Reading
• Socialising with family and friends

I joined The RU Group in early 2019 and have a background in Customer Service, Process Improvement & Projects. I have enjoyed learning the journey our clients take with The RU Group.

I process the paperwork that relates to clients’ accounts and policy details with us. I book their annual review appointments and prepare review packs ready for their meetings with Advisers. I then process that meeting paperwork to ensure our systems are up to date with their most recent details.

I love my job because no two days are the same. Each client is different and the tasks I get to do can vary from day to day. The most important work I do for a client is to ensure their data is correct on our system.

Out of work:

• Spending time with my family
• Gardening
• Socialising
• TV
• Reading
• Holidays abroad

Joining The RU Group in 2001, my career started as a Corporate Pension Administrator.

I enjoy helping employers run their corporate schemes and am now in the client review team, preparing our client review packs.

I have the Financial Planning Certificate and am working towards the CII Award in Financial Administration. 

Out of work

• Genealogy Time with family and friends
• Family
• Reading 

I joined The RU Group in 2001 and work part time. My background is in dealing with our corporate business but I have recently moved to a new position in quality assurance.

My role is to ensure our clients continue to receive the consistently high level of service they currently receive, whilst mitigating any risk to the company.

My role is ever changing as we strive to be the best that we can.

I have attained the full Financial Planning Certificate together with Pension and Group Risk qualifications. I enjoy working with a great team of colleagues.

Out of work:

• Family Life
• Crochet, reading and baking
• Dog Walking
• Running & Pilates

I joined The RU Group in November 2018 as Client Proposition & Project Manager.

My role is to support the business in achieving its objectives through the creation and updating of client operating procedures and technology. I plan and deliver the implementation and adoption of new methods and technology through clear project management methods.

The best part of my job is introducing new technology and methods to the support team.

I am experienced in back-office systems and project work.

Out of Work

• Gym
• Football
• Spending time and taking my daughter to her tennis lessons
• Socialising with friends and family

I joined The RU Group way back in 1997 and I am one of the Senior Client Servicing Administrators. I have seen a lot of change and growth in our company since I started and it has always been with the good of our clients in mind.

My main role is to provide our clients (both new and existing) with a first class service. I work with a great team of people who support each other and we encourage each other to be the best we can be.

The exams I hold are the CII Financial Planning Certificate and Advanced Financial Planning Certificate. I enjoy keeping up to speed with industry and legislative changes as well as tapping into vast array of knowledge held by my colleagues.

Out of work

• Family and friends
• Walking
• Swimming
• Chilling and relaxing!

I joined The RU Group in 2014 and work as part of the New Business and Client Servicing Team.

My role is to provide support to our Advisers for new business and also on-going service support to existing clients.

I really enjoy working here as part of a team whose main priority is to enjoy what they do whilst providing the very best service for our clients.

I have attained the Financial Planning Certificate and am looking forward to gaining more qualifications.

Out of work

• Shopping with my daughter & walking our dog
• Going to the cinema
• Spending time with my family & socialising.

I joined The RU Group in 2016.

My main roles include preparing our clients’ annual review packs and working as part of the dealing team, placing investments. I enjoy being part of a team who care about their clients and strive to ensure that the best service and advice is consistently delivered.

I have the Award in Financial Administration (Pensions) and I am currently studying towards the Diploma in Financial Planning.

Out of work

• Spending time with my family
• Reading
• Good food and wine

Having joined the company in 2015, my role in the Existing Client & Review team is to provide support to the Independent Financial Advisers to help them achieve ongoing service excellence to existing clients.

I have worked in the financial services industry for over 20 years and will continue to grow and develop my knowledge to be able to maintain the highest level of customer satisfaction and quality service.

I also hold Financial Planning Certificates 1 & 2.

Out of Work

• Going to the gym
• Walking
• Cinema & theatre
• Family & friends

I joined The RU Group client servicing team in June 2019.

I previously worked as a Senior Administrator in the financial industry and decided that after almost 9 years at the same company I wanted a new challenge.

The most important thing for me is to have a strong work ethic, to make the clients feel valued and provide the best customer service to our clients that they deserve by working as part of a friendly and helpful team to provide this service.

Out of work

• Badminton
• Walking
• Going to the gym
• Cinema
• Getting different jazzy nails each month (snowmen at Christmas)
• Socialising
• I take part in the Race for Life annually

I joined The RU Group in May 2018 as a Senior Client Servicing Administrator having previously worked with DB Pension Trustees and Investment Committees.

Working closely with Paraplanners and Advisers, I provide operational and technical support to help ensure that advice can be delivered and implemented effectively.

I have a BA Honours Degree in Business & Finance from the University of Lincoln and am currently making progress with my Diploma in Regulated Financial Planning. My ambition is to one day become a Financial Adviser with The RU Group by continuing to learn from the highly experienced and supportive colleagues around me.

Outside Work

• Staying Active – football, gym and hiking.
• Socialising with Family and Friends
• Sci-fi Movies
• Cooking

I joined the company in 2006 as a Client Servicing Administrator. My role is to support the advisers and paraplanners to ensure the best service is provided to clients.

I enjoy the variety of the role and working as part of a great team.

My professional qualifications include FPC1 and I am studying for RO1 and FA2.

Out of work

• Cycling, walking & going to the gym
• Family & holidays
• Sewing

I joined The RU Group in April 2018 as a Business Administration Apprentice.

I help to ensure that our CRM software is fully functioning so that all tasks can be completed and we continue to provide exceptional service to our clients. Currently, a change of CRM system is underway and I am involved in the migration process – we believe this will be a huge benefit for our clients.

I am also becoming more and more competent, in relation to client servicing tasks – although face to face contact with clients is fairly minimal, I make sure that all of the work that I do for them is thorough and done to the best of my ability, as the clients are our number one focus!

I have enjoyed the start of my journey within Financial Services and I look forward to developing further and seeing what the future holds.

Out of work

• Football – both spectating and playing
• Going to the gym and keeping fit
• Socialising with family and friends

I joined The RU Group in January 2018. I’ve been studying hard to attain a diploma in regulated financial planning to further my knowledge and help me progress my career.

I focus on assisting our paraplanners and advisers on a daily basis to ensure that a valuable and efficient service is delivered to our clients.

Out of work

• Playing badminton
• Football
• Running
• City Breaks
• Socialising with friends and family

I joined The RU Group back in 1997 and I am responsible for managing IT and communications across all of our companies. With a wealth of experience, my role includes working to make sure we continue to embrace the latest technology and that our IT infrastructure runs both smoothly and efficiently.

I really enjoy the variety of my role and particularly like working on projects to help make our client experience even better.

Out of work:

• Family and friends
• Wine tasting
• Park Run
• Playing the piano and tap dancing (not at the same time!)

I joined the RU Group in March 2018.

I am the Executive PA to Andy Dyke and Helen Lindo, the owners / Directors of the company.

I enjoy the variation that my role has to offer as no two days are the same and consider myself lucky to be working with such a great bunch of people.

Out of work

• I enjoy travelling, experiencing different foods and cultures
• Socalising with friends and family
• Walking
• Cinema
• I am also an avid reading, mostly psychological thrillers