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.
Directors
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 18 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 16 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 managementcreating bespoke and effective financial planning solutions.
Advisers
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.
Support and Administration Team
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.
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.
Sharon Dunkley
Group Corporate Manager
With over 30 years’ experience in Financial Services, working in both provider and client facing settings, Sharon joined HSP in 2022. Her role encompasses all things corporate, assisting employers in meeting their workplace pension duties, as well as providing guidance on employees benefits such as Protection and Health.
Sue Hurd
Senior Office Administrator
With over 30 years’ experience in the financial services sector, Sue joined HSP in 2004, 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).
Sarah Johnson
Administrator
Sarah has worked for HSP (Formerly A J Brown & Partners) for 33 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 Wilby
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).
Isla Crane
Administrator
Isla joined HSP in 2021. Having graduated with a first class degree in 2020. With an interest in finance she is now building her knowledge, with the aspiration of having additional qualifications in the future. Isla manages all aspects of administration for Lauren Matthews.
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.
Mia Robbins
Trainee Administrator
Mia joined HSP in 2021 after completing her A Levels at Wyggeston and Queen Elizabeth I College (WQE). Away from the office she enjoy participating in tennis league matches and being a coach at local club. Mia manages the general administration and reception duties with HSP.
Sage Wilkins
Trainee Administrator
Sage joined HSP in October 2023 with an accountancy background and 5 years’ of experience in financial services. Sage is supporting the administration team and is currently studying towards obtaining a diploma in financial services.
