Meet the Team
John entered the Financial Services industry back in 1987 and became one of the "Men from the Pru". Although he originally worked in various capacities, he predominantly specialised in advising teachers and professional people, a more personalised area of financial advice which served to build strong bonds with his clients.
In 2001, after remaining with the same company since 1987, John moved on to become an Independent Financial Adviser (IFA) setting up Compass with Mike. This enabled him to advise his clients from the whole market place as opposed to the limited products offered by a single company, bank or building society.
John's strength is the personal service he offers his clients which is his key to building long term relationships. It is probably fair to say that many of his clients are in fact his friends and he has continued to build close relationships with a large number of local people
He holds the Full Certificate in Financial Planning along with a Mortgage Advice Qualification. He is currently studying towards the Diploma in Financial Planning. John is a member of the Personal Finance Society.
John lives just on the outskirts of Norwich and is married with 3 grown up children. His personal interests include classic speedboat restoration and motorsport.
Mike has over 30 years of industry experience having started his career with the Prudential in 1978 where his roles included both adviser and latterly Sales Team Management.
In 2001, following the closure of Prudential's direct sales force Mike and his business partner John Hughes formed Compass. In the nine years since, Mike has obtained a number of professional qualifications including the Full Certificate in Financial Planning along with a Mortgage Advice Qualification and is presently working towards gaining advanced adviser status.
Mike is a member of the Personal Finance Society. Over the years, Mike has become a staunch believer in local Independent Financial Advice and is proud Compass has remained truly independent.
Living south of Norwich near the Norfolk/Suffolk border, he is ideally placed to look after all aspects of his many clients' day to day financial planning needs. Mike is married and has three grown up children.
Away from work he is interested in sport generally but has a keen interest in football and is a lifelong supporter of Norwich City.
Chris lives in Earl Soham, Suffolk and covers the North Suffolk/South Norfolk area. He has some 40 years experience in the Financial Services sector.
Prior to joining Compass at inception in 2001 as an Independent Financial Adviser, Chris was a senior adviser with one of the countries largest UK Insurance Companies.
Chris is a member of the Personal Finance Society.
After spending 9 years in the Royal Air Force and many years in senior management in the private sector, Helen worked in the Norwich area as a senior financial adviser for a number of years before joining Compass. She is also a fully qualified stockbroker.
Helen is a member of the Personal Finance Society and is currently studying towards the Diploma in Financial Planning.
Paul lives ten miles from Norwich and has previously worked for Norwich Union and Edward Jones. He is a fully qualified stockbroker and holds the Full Financial Planning Certificate, and is currently studying towards the Diploma in Financial Planning.
Away from work Paul is a football referee and is a passionate Norwich City fan.
Living in Norwich, Anthony has 11 years industry experience, the last 4 of which have been as a Paraplanner. Prior to working for Compass, Anthony worked for a Norwich based wealth Management Company and a UK established Independent Financial Adviser. Anthony holds the Financial Planning Certificate as well as the CF9 Pensions Simplification Examination. He is currently studying for the Diploma in Financial Planning.
Sue is a member of the sales support team within Compass. An important part of Sue's duties are to ensure the ongoing administration requirements of the practice are met along with customer support. Sue has been at Compass since January 2005.
Jill is a member of the sales support team. One of Jill's many tasks is to ensure that the ongoing administration requirements of our client's portfolios are managed promptly. Jill has been at Compass since its inception in 2001.