The RU Group

Our People

Who we are

Any company is only as good as its people. And we’re very proud of ours.

  • Alannah Kinsella RU Group (headshot)

    Alannah Kinsella

    Financial Planning Administrator

  • RU Group Alison Hallford (Headshot of woman)

    Alison Hallford

    Finance Co-ordinator

  • The RU Group Allison Marwood (headshot)

    Allison Marwood

    Reception & Facilities Coordinator

  • Andrea Buck RU Group (headshot)

    Andrea Buck

    Accounts Administrator

  • Andy Dyke RU Group

    Andy Dyke

    Chairman

  • Ben Browne | The RU Group

    Ben Browne

    Financial Planning Administrator

  • Ben Slater RU Group

    Ben Slater

    Independent Financial Adviser

  • Charlie MacNamee RU Group (headshot of man)

    Charlie MacNamee

    Financial Planning Technician

  • Charlotte Brain RU Group (headshot)

    Charlotte Brain

    Financial Planning Administrator

  • Chris Conway RU Group (headshot)

    Chris Conway

    Paraplanner

  • Chris Widdowson | The RU Group

    Chris Widdowson

    Senior Relationship Manager

  • Daniel Eatch | The RU Group

    Daniel Eatch

    Independent Financial Adviser

  • Darren Mead RU Group

    Darren Mead

    Head of Operations and Risk

  • David Britton RU Group (headshot)

    David Britton

    Independent Financial Adviser

  • David Mann RU Group (headshot)

    David Mann

    Independent Financial Adviser

  • Donna-Marie Butler RU Group (headshot of woman)

    Donna-Marie Butler

    Administration & Workflow Manager

  • Emma Rich The RU Group (headshot)

    Emma Rich

    Financial Planning Administrator

  • Helen Lindo RU Group

    Helen Lindo

    Managing Director

  • Helen Pavier RU Group (headshot)

    Helen Pavier

    Financial Planning Administrator

  • RU Group Ian Browne

    Ian Browne

    Head of Financial Planning & Marketing

  • Jack Belford RU Group (headshot)

    Jack Belford

    Data & Operations Manager

  • Jade Beasley RU Group (headshot)

    Jade Beasley

    Paraplanner

  • James Batchelor RU Group (headshot)

    James Batchelor

    Premier Elite Team Adviser

  • James Corby RU Group (headshot)

    James Corby

    Business Development Manager

  • Joe Staniforth RU Group

    Joe Staniforth

    Paraplanner

  • Jonathan Nicholls RU Group (headshot)

    Jonathan Nicholls

    Independent Financial Adviser

  • Jordan Buchanan | The RU Group

    Jordan Buchanan

    Paraplanner

  • Joy Devenney RU Group (headshot)

    Joy Devenney

    Relationship Manager

  • June Curtis | The RU Group

    June Curtis

    Financial Planning Administrator

  • Kai The RU Group (headshot)

    Kai Nuthall

    SSAS Administrator

  • Karen Fox | The RU Group

    Karen Fox

    Financial Planning Administrator

  • Katie Mosley RU Group (headshot)

    Katie Mosley

    Paraplanner

  • Katie Woodward The RU Group (headshot)

    Katie Woodward

    Paraplanner

  • Kevin Jow RU Group

    Kevin Jow

    Regional Director for Sheffield

  • Matthew Harrison RU Group (ru group)

    Matthew Harrison

    Paraplanning Team Manager

  • Matthew Naylor RU Group (headshot)

    Matthew Naylor

    Independent Financial Adviser

  • Nick Onslow RU Group

    Nick Onslow

    Independent Financial Adviser

  • Peter Reddish | The RU Group

    Peter Reddish

    Trainee Paraplanner

  • Phil Marshall The RU Group (headshot)

    Phil Marshall

    Paraplanner

  • Sally Talbot RU Group (headshot)

    Sally Talbot

    Independent Financial Adviser

  • Sam Hammond RU Group

    Samuel Hammond

    Financial Planning Technician

  • Simon Hinsley RU Group (headshot)

    Simon Hinsley

    Independent Financial Adviser

  • Suzanne Hancox | The RU Group

    Suzanne Hancox

    Head of Finance

  • Wendy Clayton RU Group (headshot)

    Wendy Clayton

    PA to Andy Dyke and Helen Lindo

  • William Ingham - The RU Group

    William Ingham

    Financial Planning Administrator

Alannah Kinsella RU Group (headshot)

Alannah Kinsella

Financial Planning Administrator

I was lucky enough to join The RU Group in 2019 in order to pursue my need to learn more about the financial industry and the dynamics of business.

My role is varied across the marketing, client services and advice team. Although no two days are the same, the client always remains at the forefront and I strive to ensure the service we deliver is of the highest standards and greatest efficiency.

I am fortunate enough to work within a chartered status firm surrounded by knowledgeable people. This is an aspect that I love as it continually provides me with a great depth of experience allowing me to constantly learn and develop. I look forward to learning more about the great opportunities here at The RU Group as I aim to progress my career and complete my qualifications in financial services.

  • International competitive Irish Dancer
  • General sporting activities and staying active
  • Eating out and Socialising

I’ve always been very satisfied with the advice I have had from The RU Group, along with their help and assistance.– Client Satisfaction Survey 2020

RU Group Alison Hallford (Headshot of woman)

Alison Hallford

Finance Co-ordinator

I joined The RU Group in 1981.

For a large number of years, I have worked as the HR & Finance Manager but from August 2019 I will be reducing my hours and taking on a new role as Finance Co-Ordinator. I will provide support to our Head of Finance and I look forward to this new role and the shorter hours! I am also very happy to continue working with the excellent group of people that make up The RU Group.

I am sure the diversity of my new role will mean that every day is different, which is challenging but also very enjoyable and rewarding.

Out of work

  • Spending time with family and friends, especially my grandson
  • Travelling
  • Playing and watching sports
  • Competing in pool leagues and competitions

 

Very satisfied and very trustworthy. Good personal service and attention.– Client Satisfaction Survey 2020

Allison Marwood

Reception & Facilities Coordinator

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 like the relaxed, professional approach. When I attend the office I always feel most welcome.– Client Satisfaction Survey 2020

Andrea Buck RU Group (headshot)

Andrea Buck

Accounts Administrator

I joined The RU Group in 2013 as an Accounts Administrator

I see my role as providing support to the Finance Manager, including preparation of management reports and dealing with queries from the Admin team.

The variety of work featured with my role really appeals to me.

Out of work

  • Quality time with my family
  • Reading
  • Dance competitions with my daughter

 

Excellent, friendly and knowledgeable staff.”– Client Satisfaction Survey 2020

Andy Dyke RU Group

Andy Dyke

Chairman

I joined The RU Group in 1992.

Now, as Chairman, I relish the variety of daily challenges, finding out what makes my clients tick, and putting together a strategy that works for them.

I believe it is important to keep abreast of regulatory changes and understand how this impacts on my clients.

My areas of specialism are Financial Planner, Independent Trustee, Self Investment Pension Specialist, Trust and Tax planning.

I am a fellow of the PFS Chartered Financial Planner.

Out of work

  • Playing golf & watching rugby
  • Fair weather cycling
  • Spending time with my family
  • Drinking & eating – when allowed (and as a result – dieting!)

 

We are extremely happy with The RU Group, Andy Dyke and the team that supports him and therefore, would recommend. They communicate well and are caring. There is nothing that they can do to improve the professionalism, service and care that they have shown us since we have  been with them.– Client Satisfaction Survey 2020

You can read news and opinion from Andy Dyke here.

Ben Browne | The RU Group

Ben Browne

Financial Planning Administrator

After graduating with a degree in Sports Science, I started working at The RU Group in August 2019. While studying for my degree I worked part-time in a data management role and prior to this I served a football apprenticeship with Notts County FC.

I currently work within the client services team where we strive to ensure that the client journey is as smooth and efficient as possible. I look forward to continuing to learn new skills and further developing my knowledge.

Out of work:

  • Football, the gym and most sports
  • Socialising with friends
  • Films/TV Series
  • Cars
  • Walking/Exploring

I think The RU Group try to understand the individual and give relevant advice – and are easy to talk to.– Client Satisfaction Survey 2020

Ben Slater RU Group

Ben Slater

Independent Financial Adviser

I joined The RU Group in 2013 and was keen to progress through the business learning lots on the way.

Beginning my career as an apprentice administrator, moving through the business to a Paraplanner, I am now part of the advice team. The journey through the business has helped me to understand all of the various roles, picking up many exams along the way to ensure I know what I’m talking about!

I thoroughly enjoy the day to day contact I have with both new and existing clients and I learn so much from helping them. Helping my clients meet their objectives and make life changing decisions to ensure they are in a great position for the future is an aspect that I love. I aim to ensure that I deliver a high quality service while making the financial plan as simple as possible. I provide clear, holistic advice that helps clients enjoy life, hopefully without worrying about money.

Out of work:

  • Boxing fan & Football season ticket holder
  • Gym/Keeping fit
  • Travelling
  • Socialising

Ben has really helped shape a plan that gives me confidence my choices will help me when I come to retire.
– Client Satisfaction Survey 2020

You can read Ben Slater’s articles here.

Charlie MacNamee RU Group (headshot of man)

Charlie MacNamee

Financial Planning Technician

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

My role consists of assisting our advisers and paraplanners in every aspect of the financial planning process, to ensure we continue to offer an excellent service.

Currently, I am studying towards a diploma in Regulated Financial Planning with intentions of moving into an advice role.

Out of work:

  • Going to the gym
  • Eating Out
  • Watching boxing

Sound and dependable advice based upon a good knowledge of our plans and requirements.– Client Satisfaction Survey 2020

Charlotte Brain RU Group (headshot)

Charlotte Brain

Financial Planning Administrator

I joined The RU Group in July 2003 and currently work within the client servicing 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

The RU Group has always supported me well with my financial affairs and I would have every reason to recommend them.– Client Satisfaction Survey 2020

Chris Conway RU Group (headshot)

Chris Conway

Paraplanner

I joined The RU Group in 2013 as an administrator.

Since then I have progressed to Paraplanning and gained my Diploma in Financial Planning.

Out of work

  • Time with my wife and two sons
  • Reading
  • Walking
  • Following boxing

Good communication. Sound money management. Friendly and efficient service.– Client Satisfaction Survey 2020

Chris Widdowson | The RU Group

Chris Widdowson

Senior Relationship Manager

Having worked in the Financial Services industry since 1988 in a variety of roles, I am now Premier Elite Team Senior Relationship Manager here at The RU Group.

I am incredibly customer focused and strive to build long lasting relationships with our clients.

Here at The RU Group, the client remains at the heart of everything we do and I actively promote this ethos within the team.

I am Level 4 Qualified with the CII and accredited with the FCA to provide financial advice – something that I hope to continue to do in my current role.

Out of work

  • Family activities
  • Playing football, long-distance walking, running and keeping fit
  • Music concerts and socialising
  • Gardening

Treat clients like individuals, with the ethos very much on doing what is right for the client and the ability to build strong long lasting relationships.
– Client Satisfaction Survey 2020

You can read Chris Widdowson’s articles here.

Daniel Eatch | The RU Group

Daniel Eatch

Independent Financial Adviser

I have been helping clients achieve their financial aims and objectives since 2002.

I strive to provide a personalised service to the people I work with, focused on the things that matter most to them. I am extremely proud of the trust and confidence that the people I work with place in me.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society – the ‘gold standard’ of financial adviser in the UK.

I am also an ICAEW Chartered Accountant and an ACCA Chartered Certified Accountant, and have considerable experience assisting owners and former-owners of all types of corporate/business enterprise.

Out of work:

  • Sheffield United Season Ticket Holder
  • FA Level 6 ‘County’ Football Referee
  • Gaming tournaments and events
  • Running and cycling
  • Spending time with my young family

 

Projections, future planning, guidance and advice on all matters financial, giving options and assessing risk factors.– Client Satisfaction Survey 2020

Darren Mead RU Group

Darren Mead

Head of Operations and Risk

I joined The RU Group in June 2018 as Compliance Manager and have subsequently been promoted to Head of Operations and Risk.

My role within the business is to help delight clients by providing the framework for advice that is compliant, delivered through well run IT systems and by staff who demonstrate excellent client service behaviours. The objective is for clients to have peace of mind knowing they are receiving advice and service of the very highest quality.

I am extremely passionate about how we serve our clients and our philosophy of Treating Clients Fairly is embedded throughout The RU Group.

Out of work

  • Spending time with my family
  • Keep fit
  • Eating out

The RU Group have proved to be very approachable, understanding and professional, and have a very good reputation.– Client Satisfaction Survey 2020

David Britton RU Group (headshot)

David Britton

Independent Financial Adviser

I joined The RU Group in 2003.

I value the importance of understanding clients’ circumstances and concerns.

I enjoy providing an ongoing structured plan with the aim of helping clients achieve their financial objectives and providing peace of mind.

I am a Fellow of the Personal Finance Society and have qualified as a Chartered Financial Planner and as a Chartered Wealth Manager.

My specialism is in authorised pension transfers.

Out of work

  • Coach at local Swimming Club
  • Watching sports
  • Keeping fit
  • Family & holidays

I receive excellent personal service from David Britton. David has taken time to fully understand my financial needs and tailor accordingly.– Client Satisfaction Survey 2020

David Mann RU Group (headshot)

David Mann

Independent Financial Adviser

I joined the group in 2006, and, as a fully qualified Financial Adviser I have nearly 30 years’ experience in the financial services industry.

Supporting both corporate company and individual private clients, I am keen to simplify the complex – helping clients plan for the future and managing their wealth.

The most rewarding part of my role is the time spent with clients demonstrating a financial plan and providing reassurance that they can live the life they want to.

Out of work:

  • Playing vets 5-a-side football
  • Family
  • Supporting 3 sons’ passion for sport

 

My adviser David Mann is very professional and service is excellent.– Client Satisfaction Survey 2020

Donna-Marie Butler RU Group (headshot of woman)

Donna-Marie Butler

Administration & Workflow Manager

I have been part of the RU family since 2007, joining at a particularly difficult time for our industry having worked in Financial Services my whole working life.  Throughout my 13 years here I have carried out various roles with the role of Administration and Workflow Manager being my current role.  Anyone who knows me will know I am passionate about establishing strong relationships both internally and externally and I am driven to help our dedicated and talented Client Services team deliver an outstanding client journey.  I am proud to work for a company who is both successful and innovative but care as much as I do about how we get there!

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 have always found RU advice consistently reliable and helpful with fast response times.– Client Satisfaction Survey 2020

Emma Rich The RU Group (headshot)

Emma Rich

Financial Planning Administrator

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.

My main focus is to produce and process the paperwork relating to clients’ accounts in the most efficient manner.

I love my job because no two days are the same and the tasks I complete vary from day to day.  I enjoy interacting with our clients and think it is important they get to speak and develop professional relationships with people in the business. Although each client is different, I strive to deliver a first class customer experience for each and every one, and aim to provide a service that goes above and beyond expectations.

Out of work:

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

I believe that The RU Group is always looking to ensure that clients get the best possible returns on their investments.– Client Satisfaction Survey 2020

Helen Lindo RU Group

Helen Lindo

Managing Director

As an Adviser and Managing Director, I enjoy making a difference, educating clients and assisting them to meet their life goals and objectives. I am responsible for and relish both the compliance and operational responsibility for the business and striving to improve delivery of our services.

Since joining in 2001, I have provided straightforward, holistic financial planning advice.

I am a Chartered Financial Planner and hold the Advanced Diploma in Financial Planning.

I am a resolution trained specialist working with family solicitors for divorce.

In November 2018 I was shortlisted for the finals of the Nottingham Post Women in Business Awards 2018, making it to one of the three finalists in the, Female Executive of the Year category.

Out of work:

  • Football season ticket holder
  • Family
  • Knitting!
  • Travelling & socialising with friends

 

We feel our adviser makes every effort to find out, understand and apply our individual needs and approaches.– Client Satisfaction Survey 2020

Helen Pavier RU Group (headshot)

Helen Pavier

Financial Planning Administrator

Having worked in the the Financial Services industry since 1989 in a variety of roles, I now work as a Financial Planning Administrator here at The RU Group.

I enjoy supporting the advisers and helping clients so that as team we deliver the highest standards of customer service and a positive customer experience.

I have achieved the Financial Planning Certificate.

Out of work

  • Spending time with my family
  • Genealogy
  • Music concerts and socialising

 

I find The RU Group friendly and always willing to help.– Client Satisfaction Survey 2020

RU Group Ian Browne

Ian Browne

Head of Financial Planning & Marketing

I joined The RU Group in 2014 and I manage our great team of Advisers and Paraplanners. My role is to help grow our business and to make sure that our client propositions remain appropriate and competitive. I manage our Marketing activities and increasingly lead the firm’s relationships with other professionals. I enjoy my role – no two days are the same and I also really appreciate seeing our team develop.

Out of work

  • Road and mountain cycling
  • Racket sports, especially badminton
  • Developing my (limited) cooking skills
  • Dog walking

Advice given, communication with my adviser and RU Group magazines are exemplary and very informative. All this instils confidence as a client.– Client Satisfaction Survey 2020

You can read Ian Browne’s articles here.

Jack Belford RU Group (headshot)

Jack Belford

Data & Operations Manager

Having worked in the Financial Services industry since 2004 in a variety of roles, I am now the Data & Operations Manager here at The RU Group.

I am incredibly customer focused and strive to build long lasting relationships with our clients.

Here at The RU Group, the client remains at the heart of everything we do and I actively promote this ethos within the team.

Out of Work

  • Spending time with my daughter and attending her tennis lessons
  • Playing football,weight training and keeping fit
  • Socialising with friends and family
  • Attending sporting events
  • Watching action films and sport documentaries

 

I feel the level of service is perfect for my situation.– Client Satisfaction Survey 2020

Jade Beasley RU Group (headshot)

Jade Beasley

Paraplanner

I recently returned to the RU Group after a 18 month stint in London, and have over 7 years of experience in the financial services industry overall.

I strive to build and maintain trusting relationships with our clients, which is both an enjoyable and a highly rewarding part of my role.

I hold the Level 4 Diploma in Regulated Financial Planning, and am working towards obtaining Chartered status at an individual level.

Out of work

  • Reading
  • Gym
  • Socialising with family & friends
  • Volunteering for a local charity

 

I have always had excellent, courteous service.”– Client Satisfaction Survey 2020

James Batchelor RU Group (headshot)

James Batchelor

Premier Elite Team Adviser

Having joined the company in October 2016, I now work as a paraplanner within the Premier Elite Team here at The RU Group. Since then, I have progressed with my studies and I am now a Chartered Financial Planner and Fellow of the Personal Finance Society.

Working closely with my colleagues, I provide technical support to the Directors and senior staff to ensure the delivery and implementation of first class financial planning.

I love building relationships with clients and helping them to plan, develop and grow their finances. I am excited at being part of a dynamic, professional and growing team that supports our clients in doing just that.

Out of work

  • Half marathon running and Tough Mudder events
  • Learning new languages
  • Power electronics enthusiast
  • Father to two inquisitive children

 

I am satisfied with my adviser and trust him to give me the best advice.– Client Satisfaction Survey 2020

James Corby RU Group (headshot)

James Corby

Business Development Manager

I joined The RU Group in 2017 as the Business Development Manager.

My role involves managing internal processes and procedures, for our business book of Small Self-Administered Schemes (SSAS) to ensure our clients receive an efficient and high-quality service from us at all times.

In addition, I work with fellow professionals to establish, develop and maintain mutually beneficial relationships, offering technical guidance and solutions to suit their clients’ requirements.

Out of work:

  • Football
  • Family
  • Friends
  • Playing the guitar

 

We have always had the best advice and service. They are very good at listening to our needs.– Client Satisfaction Survey 2020

Joe Staniforth RU Group

Joe Staniforth

Paraplanner

I joined The RU Group paraplanning team in 2018 having held similar roles since I graduated in 2013.

Working closely with Jonathan Nicholls and Simon Hinsley, I provide support to ensure we deliver sound financial advice to our clients.

Getting to know our wide variety of clients and helping them achieve their financial goals is what I enjoy the most about my job.

I am proud to be a Chartered Financial Planner and a Fellow of the Personal Finance Society.

My longer-term goal is to become part of the adviser team, where the experience and technical knowledge gained from paraplanning should assist me.

Out of work

  • Mixed Martial Arts
  • Football
  • Playing any sports
  • Drinking beer and wine
  • Eating out, eating in, and just eating in general
  • Long walks in the Peak District

 

We trust them and would recommend to any friends and family.– Client Satisfaction Survey 2020

Jonathan Nicholls RU Group (headshot)

Jonathan Nicholls

Independent Financial Adviser

I have a number of years’ experience within the Financial Services sector and I joined The RU Group in October 2015.

I advise clients on all areas of financial planning and specialise in pensions and investments, in particular people approaching and in retirement. I pride myself on providing straightforward jargon-free solutions to my clients and building long-lasting relationships.

I have achieved Chartered Status and am a Fellow of the Personal Finance Society.

Out of work:

  • Watching all sports
  • Playing golf and squash
  • Family

Extremely happy with Jonathan Nicholls. It’s difficult to improve on what he’s been doing for a number of years!– Client Satisfaction Survey 2020

You can read Jonathan Nicholls’ articles here.

Jordan Buchanan | The RU Group

Jordan Buchanan

Paraplanner

Having worked in the industry since finishing my Finance and Investment Degree (1st Hons) in 2017 and gaining valuable experience, I joined The RU Group in early 2020 to continue my career.

I specialise in Investment, Tax and Trust planning and remain committed to designing and providing the best financial strategies.

I’m currently working my way towards the Diploma in Regulated Financial Planning, as well as aiming to complete the Investment Management Certification in due course.

Out of work:

  • Keeping fit (Attempting to)
  • Travelling the world
  • Cooking & trying new food
  • Socialising with friends & family
  • Finding new music, films & art

 

They know their subject inside out and communicate complex issues with clarity.– Client Satisfaction Survey 2020

Joy Devenney RU Group (headshot)

Joy Devenney

Relationship Manager

I joined the RU Group initially as Corporate Client Services Supervisor with over 25 years industry experience.  My role has changed a couple of times since then but has always lent towards maintaining and developing client relationships in order to ensure they receive a high-quality service.

I also provide a ‘Secretary to the Trustees’ role for our final salary clients.

Out of work

  • Zumba
  • Playing Badminton
  • Socialising with family and friends

 

Keeping in touch, good attention, made to feel wanted and of value.– Client Satisfaction Survey 2020

June Curtis | The RU Group

June Curtis

Financial Planning Administrator

Having joined the company in 2015, my role in the client servicing 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

Deliver excellent customer service that is tailored to the individual.– Client Satisfaction Survey 2020

Kai The RU Group (headshot)

Kai Nuthall

SSAS Administrator

I have worked in financial services since 2015 with my previous roles varying from working for an international investment company, to working for an independent protection broker; where I offered advice around life and critical illness insurance.

I joined The RU Group in October 2019 as a SSAS Administrator and look after the day to day running of our clients’ Pension Schemes. I really enjoy helping our clients achieve their goals with their pension fund.

Out of work:

  • Horse racing
  • Football
  • Video games
  • Running
  • Socialising with friends and family

 

Keep their clients will informed on many aspects of their investing.– Client Satisfaction Survey 2020

Karen Fox | The RU Group

Karen Fox

Financial Planning Administrator

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

 

Always been a successful and productive relationship for many years. No reason not to recommend.– Client Satisfaction Survey 2020

Katie Mosley RU Group (headshot)

Katie Mosley

Paraplanner

I joined The RU Group as a Paraplanner in 2019. After working in financial services for the past 15 years, the company provided an excellent customer focused setting in which to use and build on my technical skills.

My role entails client contact, technical research, report writing and cash flow modelling. Being a point of contact and providing clients with accurate and digestible information is the most rewarding part of my position.

I am qualified to Diploma level and am always looking to further my knowledge and qualifications.

Outside of work:

  • I spend most of my time running around after my two young daughters (and husband)
  • UK and European holidays in my campervan
  • Exercise and gardening, when time allows!

 

Approachable and professional.– Client Satisfaction Survey 2020

Katie Woodward

Paraplanner

I joined The RU Group paraplanning team in March 2019, having spent 3 years working for a IFA in a paraplanning and administration role.

Here at The RU Group I provide paraplanning support to the advisers based in our Sheffield office. Aspects of my role that I particularly enjoy are report writing, cash flow planning and working alongside my colleagues to ensure our clients receive an excellent service.

I hold the CII Regulated Diploma in Financial Planning.

Out of work:

  • Travelling and booking holidays
  • Walking, going to the gym and spin classes
  • Spending time with family and friends
  • Football season ticket holder

 

I am satisfied with the service and a friend I recommended was impressed.– Client Satisfaction Survey 2020

Kevin Jow RU Group

Kevin Jow

Regional Director for Sheffield

I joined The RU Group in 1990 opening our Sheffield Office shortly afterwards.

I am responsible for the development of our Sheffield Office and maintaining relationships with our professional connections, including our joint venture partnerships with two leading firms of Chartered Accountants.

My professional qualification is DipPFS.

I provide advice to new and established clients, many of whom are or have been business owners like me, so I understand the challenges they face.

As clients become more successful their needs become more complex. I enjoy helping clients with their immediate financial challenges as well as planning their own and their family’s futures.

Out of Work

  • Family
  • Countryside walking
  • Football

I have always been very satisfied with The RU Group. My adviser has always made himself available for me if I telephone and puts me completely at ease.– Client Satisfaction Survey 2020

Matthew Harrison RU Group (ru group)

Matthew Harrison

Paraplanning Team Manager

I joined the company in 2019. My passion is the ‘client journey’. Understanding clients long term goals and then implementing a strategy to achieve those goals is the most satisfying part of the job.

It is important that the client can rely on me to support them on this journey, building a strong client relationship. I have worked in the industry for over 30 years covering many subject areas within the industry, primarily investments, pensions and protection. My mantra is ‘it’s an art not a science’.

Out of work
I am married with two boys. Sport is the family’s main interest including cricket, tennis, golf and football. Other interests include a wide range of music, theatre and comedy.

Consistently reliable in all areas relating to pension planning and allied financial advice.– Client Satisfaction Survey 2020

Matthew Naylor RU Group (headshot)

Matthew Naylor

Independent Financial Adviser

I originally joined The RU Group in 2014 as a member of our paraplanning team. I have since progressed to become an Independent Financial Adviser here and a Fellow of the Personal Finance Society.

I focus on working with clients to put in place a bespoke financial plan to help them realise their goals and bring peace of mind.

Our commitment to working at the highest professional standards is essential which is why I am proud to be qualified as a Chartered Financial Planner.

 Out of work

∙ Football
∙ Cinema
∙ Socialising with friends

Keeps their clients well informed on many aspects of their investing by good and clear advice.– Client Satisfaction Survey 2020

 

Nick Onslow RU Group

Nick Onslow

Independent Financial Adviser

I thrive on building long-term relationships with clients, helping them make the right financial decisions at the right time. Great client outcomes often mean that I need to work with other professions especially those in law and accountancy to achieve this.

I am a member of the senior leadership team and responsible for our culture of learning which ensures that all our staff are trained to the highest professional standards. I am also on the Chartered Insurance Council in Nottingham and regularly contribute financial articles to national newspapers.

I am proud to be a Chartered Financial Planner which is the ultimate endorsement of excellence and professional achievement. I hold the Chartered Insurance Institute High Achiever Award for Nottingham 2017 and was a Finalist in the Personal Finance Society Chartered Financial Planner of the year 2018.

My current goals are to promote financial education in schools with Young Enterprise and support the Personal Finance Society with its Forces Money Plan programme helping ex forces personnel receive high quality financial advice.

Out of work:

  • Dedicated taxi driver to family
  • Adoption panel member at Adoption Plus
  • Assistant Scout leader

 

I have been more than happy with Nick Onslow’s advice and instructive evaluation as he makes you think outside the box. They employ talented advisers such as Nick who enable customers like me to sleep well at night.– Client Satisfaction Survey 2020

You can read news and opinion from Nick Onslow here.

Peter Reddish | The RU Group

Peter Reddish

Trainee Paraplanner

After being in the British Army for just over 5 years, I have most recently joined The RU Group as a Trainee Parapalanner.

Whilst in the Army I studied Financial Planning and am now qualified at Diploma level. I am very pleased to join the team and look forward to working with them in order to achieve the best outcome for clients.

I am excited to pursue this new challenge and career in Financial Services, and will continue to actively seek to further my qualifications.

 

Out of work:

  • Road and Mountain Biking
  • Going to the gym
  • Competition shooting

Discretion. Specialist knowledge. Cheerful front of house staff.– Client Satisfaction Survey 2020

Phil Marshall The RU Group (headshot)

Phil Marshall

Paraplanner

I joined The RU Group in October 2017, having made a career change from the voluntary sector into financial services two years earlier.

Making the more complex aspects of financial planning and advice as straight-forward as possible is my key priority.  I am delighted to be a part of the dynamic paraplanning team here at The RU Group where clients are at the heart of everything we do.  This ethos helps us to deliver the best possible service and outcomes to our clients at all times.

I already hold the Diploma for financial advisers and am always looking to sharpen my knowledge and expertise with further reading and qualifications.  I will, therefore, be working towards achieving Chartered status in due course.

Out of work

  • Non-league football devotee
  • DIY (including rebuilding my Lego collection)
  • Time with the family

 

Efficient and courteous. Always helpful.– Client Satisfaction Survey 2020

Sally Talbot RU Group (headshot)

Sally Talbot

Independent Financial Adviser

I joined The Ru Group in 2017 and have worked in the financial services industry since 2006, following my graduation from Sheffield Hallam University. I hold a degree in Financial Services and the Advanced Diploma in Financial Planning.

My role as a Chartered Financial Planner is to understand each client as an individual and to help them achieve their financial goals by providing solutions to their needs and provide ongoing support.

I enjoy building and maintaining long-term client relationships in order to help clients achieve their financial objectives.

Out of work:

  • Going to the gym
  • Running
  • Spending time with family and friends
  • Holidays

They take the time to fully understand their clients needs and provide personal tailored solutions.”– Client Satisfaction Survey 2020

Sam Hammond RU Group

Samuel Hammond

Financial Planning Technician

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

 

Friendly, understandable, reliable information.– Client Satisfaction Survey 2020

Simon Hinsley RU Group (headshot)

Simon Hinsley

Independent Financial Adviser

I have been a Financial Adviser since 1999.  During that time I have also held senior management roles within two regional firms.

I joined The RU Group in 2014, working more closely to home and focusing on clients – the part of my job I have always enjoyed the most.

My role is to help clients plan their long term future and manage their financial assets. This way, they can protect the things that are important to them and live the lifestyle they want, without the fear of running out of money.

The best aspect of my job is helping people achieve something they did not think they had the resources to do. For example, being able to retire early and still maintain their standard of living.

Whilst I look at all areas of financial planning, I specialise in pensions and investments (in particular with people approaching and in retirement).

My professional qualification is the Diploma in Financial Planning.

Out of work:

  • Family
  • Astronomy
  • Real ale
  • Reading

Gives good sound advice. I like the fact that I am made fully aware of any risks with my investments and thus given the choice of the level of risk I want to take.– Client Satisfaction Survey 2020

Suzanne Hancox | The RU Group

Suzanne Hancox

Head of Finance

I joined The RU Group as Head of Finance in June 2019, having worked in Financial Services for the past twenty years.

I enjoy working with the existing finance team as well as getting involved with the wider group and all that the company has to offer.

ACCA qualified, I enjoy the variety that the Head of Finance role brings together with the challenge of delivering key information to the board.

In my spare time, I enjoy practising yoga and walking my two dogs.

I also enjoy hiking (in the UK and abroad), travelling and going to gigs.

 

I am always confident that I have received great advice and that my views and any changes in my outlook have been considered.– Client Satisfaction Survey 2020

Wendy Clayton RU Group (headshot)

Wendy Clayton

PA to Andy Dyke and Helen Lindo

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

 

Friendly, personal advice.– Client Satisfaction Survey 2020

William Ingham - The RU Group

William Ingham

Financial Planning Administrator

I have worked part time for The RU Group since 2017 and have recently accepted a full time contract following the completion of my degree, achieving a 2:1 in business management.

Currently, my main role involves the implementation of the brand new personal finance portal. I am very client focused as I speak to them on a daily basis where I strive to form long lasting relationships.

I hope to gain my finance qualifications during my time at The RU Group and progress my career in financial services.

Out of work:

  • Working out at the gym
  • Power League football
  • Nottingham Forest fan
  • PC Gaming
  • Music

Communication is good and my adviser does what is needed to keep me informed.– Client Satisfaction Survey 2020

Careers

As an ambitious, fast-growing business, we’re always looking to attract the very best people. Find out more about careers at The RU Group below.

Loading...