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.
Continue reading...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.
Continue reading...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.
Continue reading...John runs Self’s day-to-day finances and future planning, acting as an independent consultant to the firm.
Continue reading...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.
Continue reading...James is one of Self’s Financial Planning Analysts. James provides the research and technical support to make sure the right investments are chosen to meet a client’s specific needs.
Continue reading...Tony Ross is a recent recruit as one of Self’s Financial Planning Analysts. This means evaluating investments, digging deeper to work out the real trends so that Self can advise clients on the best way ahead.
Continue reading...Steph’s an administrator at Self, with great experience of working in company accounts departments and financial services departments of independent advisers.
Continue reading...Simon is a recent economics graduate from Leeds University who has recently joined Self’s as a Research Analyst. Simon’s innate interest in finance and investments makes him a perfect match for Self’s where his job involves delving into complex areas of research and data analysis.
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