The HSP Team
At HSP we have an expert team of Financial Advisers with a wide range of knowledge and experience to help guide and assist you in your financial planning, supported by our highly skilled administration team.
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.
DipPFS – Director & Independent Financial Adviser
Lauren provides advice on all areas of financial planning. Having over 16 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.
DipPFS, DipFA – Director & Independent Financial Adviser
Ian has over 14 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.
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.
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.
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).
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.
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 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 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).
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.