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Business Financial Planning

We can help you select and manage a workplace pension for your employees, help you with your own pension needs and allow you to earn a good rate of return on surplus cash held in your business.

Business Financial Planning Read more

Personal Financial Planning

We are experts in managing pensions and investments and we look after £550m on behalf of 2500 clients. We can help you achieve your financial objectives, be that a secure retirement, reducing your tax bill or protecting your family.

Personal Financial Planning Read more

Investments For Elderly Care

Making sure that you can earn a reasonable return on your savings can become more difficult as you get older. Our ongoing monitoring and regular review service can help make sure that you get what you need to cover care costs and other expenses.

Investments for Elderly Care Read More

About Telford Mann

We are a firm of Chartered Financial Planners and Discretionary Investment Managers. Originally founded in 1988, by Moore Stephens Chartered Accountants, we are now independently owned. We manage funds in excess of £550m for more than 2500 clients. Our team of Chartered Financial Planners are on hand to provide a high-quality financial planning service for both individuals and businesses. Whatever your personal circumstances and requirements you can trust Telford Mann to care about you and your money.

Our in-house Discretionary Investment Management Service was launched in 2006. We have successfully navigated our way through the financial crisis and various other economic and political events, delivering reliable benchmark beating returns. Our four Offices are situated in Kettering, Corby, Northampton and Peterborough.

If you are looking for a pension planner in Kettering and require support with personal financial planning, or are looking for ways to earn a reasonable return on surplus business funds and require advice on business planning in Northamptonshire, Telford Mann can help you. Follow the link to learn more about Telford Mann Pensions and Investments.

About Telford Mann Pensions and Investments
  • Jon Telford

    Joint Managing Director

    Jon joined the company in 2004. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.

    Jon is experienced in all areas of financial planning. 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 Telford Mann box at Franklins Gardens most weekends.

    In this video Jon Telford discusses why Telford Mann is different from other Financial Advisors.

  • Jilly Mann

    Joint Managing Director

    Jilly joined the company in 2005. She is a Chartered Financial Planner, a 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 more than £420 million on behalf of our clients.

    Outside of work, Jilly follows most sports, but particularly rugby, cricket and tennis. She also plays the classical guitar.

  • Adam Ellis

    Chartered Financial Planner

    Adam joined Telford Mann in 2015. By embarking on our training programme in August 2020 Adam achieved Chartered and Fellowship status. 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.  Adam 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.

  • Anna Fawkes

    Personal Assistant

    Anna has previous experience as a PA within in the legal, logistics and accountancy industries. Anna is looking forward to embracing the new world of investment and financial planning and all that it entails.

    Outside of work, Anna has a bucket list of sporting events, shows and gigs to fill her time. Netball is Anna’s sport of choice having played for over 20 years. She closely follows the progress of the England Roses, including attending the Netball World Cup in 2019.  Anna also attended the Netball Superleague, controversially supporting both Wasps and Loughborough Lightning.

  • Charlie Hancock

    Chartered Financial Planner

    Charlie joined Telford Mann in 2013. He is a Chartered Financial Planner, Fellow of the Personal Finance Society and holds the discretionary investment management qualification.

    Charlie originally studied Business at Peterborough Regional College. Despite the offer of a University place, he decided his future lay in financial planning. He has focused his academic studies on gaining professional qualifications.

    Charlie has become a key member of the Telford Mann 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.

  • Charlotte Knight

    Operations Assistant

    Charlotte joined Telford Mann in October 2016 and aims to progress with her financial planning exams.

    Charlotte works on the admin team to assist with some of the key tasks for our clients, such as answering their queries.

    Beyond work, Charlotte enjoys spending time with family and friends. Charlotte go to Zumba classes twice a week. She also goes to her local pub for the pub quiz on most Wednesdays with friends and family.

  • Chris Jones

    Trainee Financial Planner

    Chris joined Telford Mann in October 2020 as a Trainee Financial Planner. Prior to joining Telford Mann, Chris spent 6 years working for an advisory firm based in Leicestershire working his way from managing the post to attaining Financial Advisory qualifications and becoming a client facing part of the team.

    Beyond work, Chris is actively learning French and is hoping to become fluent in the language by the summer of 2021. Chris also has a keen interest in cars and basketball and keeps up to date with all the latest happenings in both arenas.


  • Elizabeth Marks

    Trainee Financial Planner

    Elizabeth joined Telford Mann in October 2020 having spent most of her career working within the Banking and Finance Sector. She is currently working towards completing her Diploma in Financial Planning.

    Outside of work, Elizabeth loves live music and is a bit of a movie buff. She is a devoted auntie to her lovely nieces and nephews and enjoys socialising with friends

  • Emma Shuttleworth


    Emma is naturally curious and always willing to learn new things. After completing a psychology degree, she is excited to focus on starting a career. Emma is eager to learn more about working with clients and understanding all about pensions and investments. She has already made a successful start on her further qualifications and is working hard everyday to deliver the excellent service Telford Mann clients deserve.

    Outside of work, she is interested in travelling and particularly in Asia. Emma had the joy of living in Japan for a few years as a child. She also enjoys going to the gym and spending time with family and friends.

  • Huw Powell

    Chartered Financial Planner

    Huw is responsible for regulatory issues and helps design our processes and procedures. He has over 30 years’ experience in the financial services sector. Having held roles in the areas of advice, management, investment management, technical, training and compliance.

    Huw is a Chartered Financial Planner, Chartered Wealth Manager and a Fellow of the Personal Finance Society. He also holds the internationally recognised Certified Financial Planner certification.

    Huw is an avid fly angler and is a director of his local angling association.

  • Jack Lawlor

    Operations Assistant

    Jack recently joined Telford Mann in August 2020 as an Operations Assistant. He is excited to progress within Telford Mann and to expand his knowledge of the industry.

    Outside of work Jack enjoys spending his time with family and friends. Jack also enjoys cooking, baking and going on runs.

  • Joel Burgess

    Trainee Financial Planner

    Joel joined the company in 2020. He is a Financial Planner and working towards his Chartered Financial Planner status with the Personal Finance Society.

    Joel has experienced a variety of positions in the financial planning industry and has experience in a wide range of areas of financial planning needs.

    In Joel’s spare time he enjoys playing football for his local football club as well as being an avid mountain biker, always looking for the next trail to tackle.

  • Jonny Forster


    Jonny has joined Telford Mann as a paraplanner and he is excited to expand his knowledge of the industry.

    After completing his Business Studies degree, Jonny has spent much of his working life abroad; teaching English in Vietnam and leading educational trips to Yellowstone National Park and Uruguay.

    Outside of work Jonny is an avid sports fan, playing football for his local Saturday team. When not having to endure Newcastle United’s ups (very few) and downs (quite a few!), Jonny loves listening to a wide array of music, from the Rolling Stones to Kendrick Lamar. He also believes you can’t beat a good book.

  • Kieron Brace

    Senior Chartered Financial Planner

    Kieron joined Telford Mann in 2010. He is a Chartered Financial Planner, Fellow of the Personal Finance Society 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. 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.

  • Kimberley Tyson

    Chartered Financial Planner

    Kimberley joined Telford Mann in 2014 and has completed her Chartered Financial Planner qualification. More recently she has become a Fellow of the Personal Finance Society.

    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. Her insight into farming often leads to some quite enlightening conversations.

  • Kye Bullimore

    Operations Assistant

    Kye joined Telford Mann in July 2020 as an Operations Assistant. He recently graduated from a Biochemistry Degree at the University of Liverpool.

    Kye enjoys travelling and has even travelled to Indonesia to help collect wildlife data to aid a proposal aiming to set up a protected national park across the Sulawesi rainforest and the islands surrounding coral reefs. To be able to collect data on the coral reef he had to earn his scuba diving license. In the future he is hoping to gain more advance scuba diving qualifications.

    When Kye is not travelling, he enjoys spending time with his friends and family. Whether that be at home or in a beer garden. Kye occasionally dis(likes) to run and go to the gym.

  • Luke French

    Trainee Financial Planner

    Luke joined Telford Mann in August 2020 as a Trainee Financial Planner with the longer-term ambition of completing the relevant exams to reach chartered status. After recently graduating from Nottingham Trent University with an Accounting and Finance degree, Luke is excited to further his knowledge on the topic whilst progressing within Telford Mann.

    Outside of work Luke is an avid sports fan as well as regularly attending the gym. Luke recently became a member at Rushden Golf club, and this is where he spends his free time when not too busy worrying about Aston Villa’s struggles! He also has an interest in popular indie music however this mainly comes from his love of The 1975.

  • Matthew Harrison

    Financial Planner

    Having joined Telford Mann in October 2020 as a Financial Planner, Matt is looking to progress his studies towards achieving Chartered Status.

    Matt has experienced the full spectrum of the advice process, working his way up from making the tea and coffee at age 18 and through all of the relevant stages thereafter up to this point. He is keen to ensure clients have the best experience possible at each one of these stages.

    Matt is a passionate football fan and often spends his weekends cheering on Aston Villa to victory, as well as dedicating 2 hours to the Formula 1 most Sundays. 

  • Melanie Bond

    Personal Assistant

    Melanie joined Telford Mann 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. Telford Mann 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 Telford Mann “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. Melanie co-ordinates all our meeting notes to ensure that clients have a thorough record of their discussions with us.

    Beyond work, Melanie spends her time cooking and harvesting and enjoying her home grown vegetables.

  • Natasha Duncan

    Senior Chartered Financial Planner

    Natasha joined Telford Mann in 2014. Natasha is a Senior 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.

    In this video we learn about Natasha’s progression to Chartered Status and her extra important role as Head Gardener; the person in charge of coordinating the gardening gang at Telford Mann.

  • Niamh Bailey

    Marketing Executive

    Niamh joined Telford Mann in March 2020 as the Marketing Executive. Having complete a Degree in Footwear Design and a Masters in Bespoke Footwear Biomechanics at De Montfort University, this role enables her to develop and gain further training in marketing, in areas such as SEO. Don’t forget to check us out on Facebook, Twitter, Instagram and LinkedIn and give us a follow.

    Outside of work, Niamh trains as a heptathlete where she has had the honour to represent both Great Britain and England.


  • Niyam Patel

    Trainee Paraplanner

    Niyam joined Telford Mann in September 2020 as a Trainee Paraplanner. He is a student at Aston University, Birmingham, where he studies Politics & Economics and is currently on his placement year. Niyam is excited to learn new knowledge and skills at Telford Mann and has a long-term goal of entering a career in Investment Management.

    Niyam enjoys travelling, whether it be in a city or the savannah he is eager for an adventure. When not adventuring, he enjoys cooking different cuisines and spending time with his family.

  • Oliver Zuba

    Trainer Paraplanner

    Ollie recently joined Telford Mann in August 2020 as a trainee Paraplanner. He is looking forward to working with and learning from the talented and experienced staff at Telford Mann. Coming from an Economic background he is excited to enhance his knowledge of Pensions and Investments, by studying and sitting the relevant exams.

    Outside of work Ollie is an avid Liverpool FC fan, he also plays football himself regularly. Aside from football Ollie used to play Rugby, Tennis and regularly go Dinghy sailing and still follows the listed sports now. Away from sports he enjoys travelling and has visited numerous places around the globe. He is also passionate about Economics especially on a Macro scale. Specifically, about how events such as BREXIT and the ongoing Covid-19 pandemic influence the interlinked global Economy.

  • Paul Dawes

    Senior Chartered Financial Planner

    Prior to joining Telford Mann, 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.

    Paul is instrumental in guiding new Financial Planners in their early days, by mentoring them and providing training and support.

    Outside of work he enjoys holidays with his family and the odd game of golf. Paul is also a keen follower of the Gunners. England’s disappointment in the 2018 World Cup has not marred his love of the beautiful game.

  • Rachel Ward

    Operations Assistant

    Rachel joined Telford Mann in February 2020 with the ambition to become a Financial Planner after she completes the relevant qualifications. She is excited to progress within Telford Mann and build up her knowledge regarding Investments and Pensions having come from a Banking and Finance background. Rachel works within the team to assist with some of the key tasks for our clients such as answering their queries.


    Outside of work, Rachel enjoys going to see live bands at local pubs and also enjoys going to music festivals. She is also a qualified tap dancing teacher. Rachel used to play bass guitar in a local band in the North East. In addition to this, she supports Sunderland football club.

  • Richard McDonald

    Senior Chartered Financial Planner

    Richard joined Telford Mann in 2013 and is a Chartered Financial Planner, Fellow of the Personal Finance Society as well as completing his discretionary investment management qualification..

    Richard has used his Chartered Financial Planner qualifications to assist a range of clients from all walks of life. When he first joined Telford Mann, Richard was integral to building our proposition for workplace pensions. He 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.

  • Ryan Butler

    Operations Assistant

    Ryan has joined Telford Mann aiming to progress with his qualifications and build his career in the management of pensions and investments for clients. He enjoys talking to clients and assisting the team to deliver the right solutions in all areas. As well as working on his pool game at lunchtime.


    Ryan has an interest in Football, supporting Arsenal and he enjoys photography; especially vintage photography with older film cameras. He also has a natty dress sense and has entertained the office with some spectacular trousers and they can’t wait to see the matching jacket.

  • Sam Matcham

    Head of Client Services

    Sam joined Telford Mann 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. He is currently studying for his Chartered Financial Planner exams. Sam 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. However, 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.

  • Sarah Marshall

    Office Administrator

    Sarah joined Telford Mann in 2017, having spent much of her career working for the NHS in various guises.

    Sarah works with Melanie, primarily being the main point of contact for meeting notes.  As well as assisting with the smooth running of the office.

    Outside of work Sarah enjoys spending time with family and friends but sometimes like to spend time by herself with a good book.  Sarah also ‘enjoys’ exercising, whether it’s in the gym, punishing her legs at her weekly indoor cycling class or out on a run!

  • Tom Kenny

    Financial Planner

    Tom joined Telford Mann as a Financial Planner having achieved his Diploma in Regulated Financial Planning. He is aiming to achieve Chartership and Fellowship.

    Prior to joining Telford Mann, Tom was an adviser at another firm. Tom came from a background of Mortgage and Protection advice and high street bank management. Tom has now moved into full service financial planning helping clients to achieve their financial goals throughout their lifetime.

    Any free time Tom has between work and studying he spends either with his partner and two dogs, Tigger and Coco, or learning to play golf. Having spent over half his life training in martial arts, Tom makes sure that he is up at 5am every morning to ensure he stays in shape. His days of competing are long behind him. That is until Telford Mann introduces its own martial arts lunchtime tournament of course.

  • Tyler Reeve


    Tyler joined Telford Mann in December 2019 as a Paraplanner. His ambition is to become a Financial Planner after he completes the relevant qualifications. He is excited to progress within Telford Mann and build up his knowledge regarding Investments and Pensions, having come from a Banking background.

    Outside of work Tyler enjoys going to the gym and for the occasional run. He has a keen interest in everything regarding Football, which stemmed from his time at Northampton Town FC.

  • Toby Trinder

    Trainee Financial Planner

    Toby joined Telford Mann officially in June 2020, after completing a successful work experience program through player sponsorship with the Northampton Saints Rugby Club.

    Toby has joined the team as a trainee financial planner. He is currently studying for the first part of his diploma, with a long-term goal of achieving Chartership.

    Having left school 4 years ago, the focus has been playing professional rugby full time. The pandemic has given him more time to think about the future beyond rugby. This proved to be an ideal opportunity to widen his career path. Training in financial planning has always been something he’s had an interest in.

    When the Rugby season picks up again, financial planning will go down to part time hours for Toby.  This will allow his role at Telford Mann to run alongside his developing rugby career.

    Rugby has been a passion for Toby for his whole life and takes up most of his time. In his downtime he enjoys socialising with friends at the local coffee shop and playing cards and a game on the PS4. He also enjoys plenty of BBQing with his partner!

  • Victoria Allthorpe


    Vicky joined Telford Mann in 2014. She is working towards completing her Diploma in Financial Planning.

    Having previously been a core part of our administration team, Vicky has now joined our paraplanning team. Vicky has always prided herself on her client service.  She is now able to bring her skill and knowledge to the research side of the business.

    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.

  • Yvonne Welch

    Office Administrator

    Yvonne has predominately been in the Legal profession for most of her career. Changing to a Financial environment has been a whole new, yet enjoyable experience for her.

    Yvonne took up scuba diving 4 years ago with her son-in-law. This allowed her to fulfil a lifelong dream of swimming with sharks in Australia twice. She is a keen swimmer and also a bit of a “petrol head”. Cars are a great passion of hers, mainly the older type. She and her partner between them have 3 Jaguar cars.

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