The HSP Team

Caroline Simpson

CTA, DipPFS – Director & Independent Financial Adviser

Caroline joined the predecessor Firm of HSP in 2000, following 18 years at KPMG where she managed a team of Tax Advisers in the Small Business Department. Many of her former KPMG clients and colleagues still work with her today. In January 2004 Caroline became a Director and shareholder of HSP. Caroline has a wide range of clients, dealing with all aspects of investment and tax planning.

Lauren Matthews

DipPFS – Director & Independent Financial Adviser

Lauren provides advice on all areas of financial planning. Having over 12 years’ experience within financial services she has worked for HSP Financial Planning since 2005, building strong relationships with clients and providing advice to a range of individuals, businesses and trusts.

Ian Vernon

DipPFS, DipFA – Director & Independent Financial Adviser

Ian has over 12 years’ experience in financial services. Having worked for national and international companies providing regulated advice to businesses and individuals. Ian assists a wide range of clients advising on all aspects of pension planning and wider wealth management creating bespoke and effective financial planning solutions.

Russell Spiers

DipPFS – Independent Financial Adviser

Russell has worked in the financial services industry for over 30 years, having previously worked for a major life assurance company before joining HSP in 2012. He holds the Diploma in Financial Services and provides clients with financial advice across a wide range of products and services.

Tracey Stanhope

Office and Accounts Manager

Tracey joined HSP in 2004, initially working for A J Brown & Partner - its former name - from 1988.  Her role within the company are Office and Accounts Manager which entails the day to day running of accounting administration, compliance returns and overseeing staff and office matters.

Sue Hurd

Senior Office Administrator

With over 30 years’ experience in the financial services sector, Sue joined HSP in 2002, having worked for Mortgage brokers, Insurance Companies, and Financial Advisers. Sue manages the training of administration staff, along with all aspects of administration for Caroline Simpson (Director).

Sam Pole

CertPFS – Paraplanner & Compliance Assistant

Sam joined HSP in 2014. Sam prides himself on a strong technical knowledge and understanding of investment, pension and protection planning. Taking a personalised approach to produce suitability reports that are clear and easy to understand. His ultimate aim is to achieve Chartered status.

Victoria Amos

Administrator

Vicky joined HSP in 2018. Vicky has a methodical approach to her work and hopes to become an adviser in the future. Vicky manages all aspects of administration for Lauren Matthews (Director).

Sarah Johnson

Administrator

Sarah has worked for HSP for 25 years and manages the administration of group pensions and investment portfolios. Sarah’s experience and knowledge ensures clients receive the highest levels of service. Sarah also manages all aspects of administration for Russell Spiers (Independent Financial Adviser).

Sarah McKenlay

Administrator

Sarah joined HSP in 2020. Having worked at KPMG for 10 years in Corporate Recovery/Restructuring Services before taking time to have a family. With a love of musical theatre, we feel Sarah will be a great addition to the team. Sarah also manages all aspects of administration for Ian Vernon (Director).

Sue Wells

Reception & Clerical Assistant

Sue has worked for HSP for over 20 years, and brings secretarial, clerical and audio typing skills to the business. Additionally Sue provides a warm welcome and hospitality to clients visiting us in Whetstone.

Coming soon...

Coming soon...