Who Are We?
Our staff are our greatest asset. We take a great deal of care about who we employ and we expect the highest standards of them, but in return they are rewarded fairly and generously. We look for well-rounded individuals who are interested in what is happening in the world around them. We invest in our employees future potential by covering the cost of their study for professional exams and qualifications enabling them to gain additional skills and knowledge which will not only enhance their value to the company but will also make them better able to serve our customers. Moore Stephens support Diversity & life balance and are committed to ensuring that all individuals are shown respect, that everyone is treated fairly and that each individual is valued.
Jon TelfordJoint Managing Director
Jon joined MSFS in 2004. Jon is a Chartered Financial Planner, Fellow of the Personal Finance Society and holds the Investment Management Certificate.
Jon is experienced in all areas of financial planning and whilst in his role as Joint Managing Director he spends an increasing amount of time managing the business, he is also keen to meet new and existing clients, particularly to gain their feedback.
Outside of work, Jon is a passionate Northampton Saints supporter and can be found in the MSFS box at Franklins Gardens most weekends.
Kieron BraceChartered Financial Planner
Kieron joined MSFS in 2010. Kieron is a Chartered Financial Planner and holds the Investment Management Certificate.
Kieron assists clients with a wide array of financial planning needs, but has a particular interest in investments and more complicated financial planning, especially for clients approaching or in retirement.
Outside of work, Kieron has a busy family life and despite claims to have hung up his boots, he remains the lynchpin in his local football team. Not content with just playing, Kieron is now training the next generation of England football stars via his son’s junior football team.
Charlie joined MSFS in 2013 and has completed his Diploma in Financial Planning as well as his discretionary investment management qualification.
Charlie originally studied Business at Peterborough Regional College and despite the offer of a University place, decided his future lay in financial planning and has focused his academic studies on gaining professional qualifications.
Whilst studying for his Chartered Financial Planner exams, Charlie has become a key member of the MSFS paraplanning team with a burgeoning interest in the investment management side of things.
Charlie is the office petrolhead and spends his spare time researching cars. There is nothing he doesn’t know about the latest engine release or tyre design.
Jilly MannJoint Managing Director
Jilly joined MSFS in 2005. Jilly is a Chartered Financial Planner, Fellow of the Personal Finance Society and holds the Investment Management Certificate.
There is very little that goes on within the business that Jilly is not involved in. Not only does she manage the operations side of the business, but she is also very much involved in the advisory aspects. However, Jilly’s most significant role is heading up our discretionary investment management service under which we manage £300 million on behalf of our clients.
Outside of work, Jilly follows most sports, but particularly rugby, cricket and tennis and plays the classical guitar.
Natasha DuncanChartered Financial Planner
Natasha joined MSFS in 2014. Natasha is a Chartered Financial Planner, Fellow of the Personal Finance Society and holds the discretionary investment management qualification.
Natasha works with a variety of clients, but has become our leading expert in workplace pensions and auto-enrolment. Natasha has presented on this subject to many employers and their workforces together with specialist seminars for banks and pension providers.
Beyond work, Natasha tours the globe as part of the Nottingham-based Lace City Choir, with her highlight to date, being the Ladies Barbershop Choir World Finals in Las Vegas in 2015 as well as being an encyclopaedia on the latest green smoothie recipes.
Sam MatchamHead of Client Services
Sam joined MSFS in 2011 and has completed his Diploma in Financial Planning as well as his discretionary investment management qualification.
Sam heads up our administration team and has become a firm favourite with many of our clients, who he has been looking after for a number of years. Sam is studying for his Chartered Financial Planner exams and is passionate about ensuring his team maintain the highest levels of client service.
Beyond work, Sam has a busy family life, but enjoys picking up his guitar whenever he gets a chance. It would be fair to say that Sam isn’t a natural action man, but he has thrown himself into many of our team events, with the tough mudder and the running leg of the Hyde Park triathlon ranking as his highest physical achievements and some of the most entertaining for his teammates.
Richard McDonaldFinancial Planner
Richard joined MSFS in 2013 and has completed his Diploma in Financial Planning as well as his as his discretionary investment management qualification.
Richard will shortly have completed his Chartered Financial Planner qualifications and has used that knowledge to assist a range of clients from all walks of life. When he first joined MSFS, Richard was integral to building our proposition for workplace pensions and has helped a number of employers, both large and small, through the auto-enrolment process. From there, Richard has become a key sounding board for his clients to assist them with all areas of their personal financial planning needs.
Outside of work, Richard plays as a forward for the Bedford Mens Hockey 1st XI, preferring the glory of striking the winning goal to the dangers of defence.
Simon AshbyFinancial Planner
Simon joined MSFS in 2015 and has completed his Diploma in Financial Planning.
Simon is working towards his Chartered Financial Planner qualifications and is keen to complete the remaining papers as quickly as possible. Simon has a wealth of experience and especially enjoys helping families to ensure that all their financial planning needs are covered both now and in the future. Simon has also become a key member of our workplace pension’s team and spends much of his time assisting employers and their workforces understand the new pension rules.
Beyond work Simon is one of the biggest Northampton Town FC supporters you will find, with the 2015/16 promotion season rewarding all his years of support. When not following the Cobblers, Simon has achieved his sailing qualifications and enjoys teaching the youngsters at his sailing club how to do it.
Victoria AllthorpeOperations Assistant
Vicky joined MSFS in 2014 and is working towards completing her Diploma in Financial Planning.
Vicky has become a central part of our admin team and is the first port of call for a number of Richard’s clients. Vicky is responsible for looking after new clients to ensure that everything runs smoothly on the administration side of things from the start, as well as assisting with queries from existing clients.
Outside of work, Vicky enjoys socialising with her friends and shopping, but especially for food as she is something of a cheese connoisseur, which she enjoys whilst watching the latest reality TV hit show.
Melanie BondPersonal Assistant
Melanie joined MSFS in 2014 and assists Jilly to keep the team and business working to optimum effect.
Melanie has developed an excellent range of skills over the years accrued from a variety of roles. MSFS has proven an ideal arena for those skills to be showcased, in particular helping Jilly with newer members of the team to ensure that they understand the MSFS “way” and adapt to life working with us. Many of our clients have also come to know Melanie as the key point of contact after meetings as Melanie co-ordinates all our meeting notes to ensure that clients have a thorough record of their discussions with us.
Beyond work, Melanie spends many hours walking her dog around the fields as well as harvesting and enjoying her home grown vegetables.
Kimberley joined MSFS in 2014 and is in the final stages of completing her Diploma in Financial Planning qualification.
Kimberley works in the paraplanning team and has quickly developed into become one of our most senior team members. Kimberley’s methodical and patient way of working has led her to start training some of the newer team members to become paraplanners, setting them the same high standards as she insists upon herself.
Kimberley is popular amongst the team for her baking, her flapjacks proving especially popular and her insight into farming often leads to some quite enlightening conversations.
Adam joined MSFS in 2015 and has just about completed his Diploma in Financial Planning qualification. Adam works in the paraplanning team and is a quiet and unassuming team member. He is unfailingly polite and his willingness to get on and help clients with the minimum of fuss cannot be underestimated.
Beyond work, Adam is a real team player as he manages his local football team in Corby and is always willing to put himself forward for events, be that five a side football or debuting in a local charity boxing match to raise money for a seriously ill local chap.
Edward joined MSFS in 2015 and is working towards his Diploma in Financial Planning.
Edward works in the paraplanning team, where his inquisitive nature and logical approach are well matched with composing the right advice for clients. Since joining us, Edward has demonstrated a desire to learn and ask the extra question to ensure that everything makes sense, key skills for a successful paraplanner to have.
Edward has a keen interest in the wider world, having spent a year in Russia as part of his degree, which brings a different perspective to his work. Edward is the ultimate quiz team member, having seemingly monopolised all quizzes at university and he plays football for his local team in the week.
Paul DawesChartered Financial Planner
Prior to joining MSFS Paul spent most of his career working for an employee benefits advisory firm, before moving on to another local firm of IFAs. Throughout this period, Paul came to understand the importance of high quality financial advice and developed strong beliefs in how he wanted to help his clients.
Bobbie WilsonOperations Assistant
Bobbie joined MSFS in October 2016, having previously worked for a large financial institution in Northampton. Bobbie aims to complete her Diploma in Financial Planning in the years ahead.
Bobbie works on the admin team and is enthusiastic and always ready with a smile.
Outside of work Bobbie enjoys expressing herself creatively, whether it’s drawing or baking. She also enjoys being outdoors especially if it’s beside the sea or sailing traditional boats.
Charlotte KnightOperations Assistant
Charlotte joined MSFS in October 2016 and aims to progress with her financial planning exams.
Charlotte works on the admin team and alongside Melanie to assist with some of the key tasks for our clients, such as the meeting notes.
Beyond work, Charlotte enjoys spending time with family and friends. Charlotte go to Zumba classes twice a week and goes to her local pub for the pub quiz on most Wednesdays with friends and family.
"From initial contact through to ongoing communication, Moore Stephens have been efficient, helpful, friendly and knowledgeable. I look forward to a long and mutually beneficial relationship with them."− Duncan Robb, Derbyshire
"So far Moore Stephens are proving to be the financial services organisation that can help me achieve my financial goals as they develop."− Scott Marlow, Kettering
"Everything has gone very smoothly. It would have been a big worry and concern if I had not received your expert advice. Thank you and a big thank you to Paul."− David Gibbs, Northampton
"We feel we were treated with respect from all of the team especially Kieron who treated us so well; we feel very confident in the advice and the investment we undertook."− Mr Devenney & Ms Winters, Corby