Self Portraits

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.

Self Portraits

Richard Ollis – Chairman

Richard Ollis joined Lodders in 1999 from DLA Piper in Birmingham and in doing so returned to his roots, since he had spent much of his earlier career in practice there.

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William Self – Director, Chartered Financial Planner

William has managed Self’s transition over the last decade to become one of the few fee-only independent firms of Chartered Financial Planners in the UK.

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Martin Green – Director

Martin heads the Private Client Department at Lodders, having trained originally at Pinsents. He specialises in tax and trusts, capital gains tax, estate and inheritance tax planning.

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Victor Matts – Company Secretary

Victor is Lodders’ finance partner, leading the Business Department in the Stratford-upon-Avon office. He specialises in company formations, shareholder agreements and business sales and purchases.

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John Barber – Operations

John runs Self’s day-to-day finances and future planning, acting as an independent consultant to the firm.

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Angela Reading-East – Chartered Financial Planner

Angela has recently achieved the Advanced Diploma in Financial Planning and has been awarded the Chartered Financial Planner status. Angela has 13 years’ experience across a range of roles within financial services progressing from an administrator through to her current client facing role. Angela joins Self as a Financial Planning Analyst and is looking forward […]

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Jack Astell – Financial Planning Analyst

After completing a successful Apprenticeship, Jack joined Self’s as a trainee Financial Planning Analyst. Jack is currently studying towards the level 4 Diploma in Regulated Financial Planning and is on track to becoming one of the country’s youngest holders of this industry recognised qualification.

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Michael Radford – Financial Planning Analyst

Michael has joined us on a work placement from Aston University as part of his Accounting for Management degree course. He’s hoping to use this experience to compliment his studies and enhance his business knowledge. In his spare time, Michael likes watching and playing football. He’s a long-standing Chelsea supporter and is hoping to secure […]

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Stephanie Parratt – Client Services

Steph’s an administrator at Self, with great experience of working in company accounts departments and financial services departments of independent advisers.

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Claire Lane – Client Services

Claire is a new recruit and is fresh into the Financial Planning industry. Already Claire has taken a keen interest in the work that crosses her desk and is absorbing as much as possible whilst working alongside Steph.

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