Meet The Team
With 17 years’ experience as an adviser, Steve has worked for Prudential, Co-Operative Insurance and Adams Financial Services. He began his financial career as the “the Man from the Pru” before moving to the Co-Operative Bank where he spent 5 years as a financial adviser.
Steve lives in Lincoln and primarily deals with the Lincolnshire area. He works with a diverse range of clients who are attracted by his down to earth approach and straight forward interpretation of their financial planning needs, addressing both their current priorities and advising on future aspirations, making certain that all tax advantages are used and explored.
In his spare time Steve enjoys keeping fit and watching Lincoln City.
As an experienced financial adviser, John started his career at Prudential in 1999. He has also worked for 10 years at Barclays where he provided quality financial advice on a wide variety of areas, especially the mitigation of inheritance tax and investment planning. During his time with Barclays John won many awards for his work with clients, culminating in a reward trip to Oman in 2008. He has worked under the Intrinsic Network since 2011, catering to the needs of a growing base of clients. His aim is to continue providing present and future clients with top quality advice with the support of a dedicated team who are there to help him provide the best possible service.
John very much enjoys taking time out to walk the local fells with his sons and dog. He is also an avid reader and enjoys an active lifestyle.
Peter has worked in financial services for 47 years starting as a junior with NatWest Bank in his home town of Leicester before taking voluntary redundancy as business manager at Lincoln, Smiths Bank branch.
A financial adviser for nearly 20 years, Peter built up his own business from his bank client base before acquiring Adams Financial Services in 2009. This business was absorbed by RetireInvest in 2016.
Although Peter, at 65, is taking things a bit easier these days, he remains passionate about client service. ‘Our business is about relationships, identifying clients’ needs and recommending solutions. Great service isn’t difficult – it’s about doing simple things really well, like responding to e-mails and phone calls promptly. Client satisfaction is not enough to distinguish us from the competition, we need to delight clients.’
Peter lives in Market Rasen, Lincolnshire and his interests include restoring and sailing classic yachts and model railways, interests shared by many of his clients.
Living and working in Lincolnshire for the past 30 years, Paul has worked in finance since 1982. He spent 30 years with TSB and Lloyds Banks in a number of roles on his career path from cashier to personal manager, and finally financial adviser. After taking voluntary redundancy in 2012 he took up a role as a financial adviser with St. James’s Place and then moved to RetireInvest in late 2014. He has spent the last 10 years exclusively as a financial adviser and is DipFA and CeMAP qualified. The main areas in which Paul specialises are pensions, investments, and personal and corporate protection.
Married with three children, Paul is keen on most sports, whether playing or watching, but is equally happy to go down to his local to socialise.
Following qualification in December 2000, Sue has now been offering full holistic financial planning for 18 years. Prior to this she worked as an administrator and office manager for a well-known financial services practice.
Sue’s experience has been varied; working in banking and also as an independent financial adviser where she has helped both personal and commercial clients, covering all areas from pension planning and investments to Key Man Insurance, Income Protection Plans, and Group Pensions for business. Now working towards Chartered Status, Sue wants to broaden her areas of advice to include the specialist role of Defined Benefit Pension Transfers.
John has been a Financial Adviser for over 30 years; and in that time he has undertaken various roles.
In 1988 he began his career as a District Agent with ‘The Prudential’. Over the following 13 years John was also a Training & Competency Manager before ending his time with ‘The Pru’ as a Sales Manager. Throughout this time John quickly learned that good quality advice together with excellent service provided the perfect client outcome - something that he still strives to achieve today.
After leaving ‘The Pru’ John became a Financial Adviser with Positive Solutions (Financial Services) Ltd before moving over to RetireInvest Ltd. This has provided him with the perfect opportunity to offer a truly holistic service to his clients. John now concentrates his efforts in providing Pension and Investment advice and his continued focus is to provide a quality and valued service within the RetireInvest team.