The Team
Steve Collyer LLB, Managing Director
Email: steve.collyer@hamptondean.co.uk
Steve became a Bachelor of Law and started work as a graduate trainee for a multi-national firm in 1985. He joined the financial services industry in 1990 and moved into management within a national firm, progressing to regional manager status in 1997. In 1999 he became a partner in a small practice working alongside three other partners with a remit to grow that business. In 2001, Hampton Dean was established as the independent arm of that practice and over the following decade, it has grown to become a top 100 IFA. Steve continues to work with the same three colleagues (now his fellow directors and shareholders) and he is responsible for the overall management and development of the business. Steve lives near Southwell and he is married with four children. As a result, there is limited time for hobbies but fly fishing and cycling are his chosen pursuits.
Julian Federici DipPFS, Director
Email: julian.federici@hamptondean.co.uk
Julian joined financial services in January 1991 after leaving his family’s business which started trading in 1960 and is still running today. In 1997 he formed a financial services partnership with a colleague and by 1999 the firm had 4 partners. In 2001, Julian was a founding shareholder/director with those same partners when Hampton Dean Ltd was started. As well as his duties as a shareholder/director, Julian advises clients on all aspects of financial planning whether they are corporate entities or individuals. He lives and works with his wife Heather in Nottingham and has five children.
Martyn Kirk APFS TEP, Director
Email: martyn.kirk@hamptondean.co.uk Martyn is a Director of the company, a Chartered Financial Planner and also holds the Society of Trust and Estate Practitioners qualification. Martyn specialises in Investment and Inheritance Tax Planning and has worked in financial services since 1988 when he founded the forerunner of Hampton Dean. In what leisure time there is Martyn has his own smallholding and enjoys country sports. Martyn is married to Linda and has three children.
Roger Halle BSC APFS, Director
Email: Roger.halle@hamptondean.co.uk
Roger is a founding Director and shareholder of Hampton Dean, having joined the financial services industry in 1986. A specialist in investment and tax planning, Roger has achieved Chartered Financial Planner status. Married with three (grown up) daughters, he has lived in Bottesford since 1987 following a move up from Bristol. A keen yachtsman he is a part owner of “Graphix” based near Ipswich.
Heather Straw, Director
Email: heather.straw@hamptondean.co.uk Heather has worked in Financial Services for 23 years. She was a founder member of Hampton Dean Limited – working on the set up of the business and providing administration for the two Directors. As the Company has grown, Heather has grown with it. She is currently responsible for all the day to day activities of the business in her capacity as Operations Director. Out of work, Heather has two boys that keep her on her toes.
Simon Williams DipPFS, Financial Consultant
Email: simon.williams@hamptondean.co.uk
Simon has been a financial adviser for 22 years, 16 of which he has worked with the Directors of Hampton Dean. He has specialised in giving independent holistic financial planning advice to medical professionals since 2004.
Simon's thoughts - "It has been a great experience working with medical professionals. I feel an affinity with doctors as I believe that I work with clients in a similar way as doctors do with their patients. Financial advice in my opinion is about strategic planning; which involves listening carefully to clients' needs and objectives. Only when these are understood can I start looking at solutions to their issues, which of course can involve the use of financial products or services, however sometimes not".
Simon is married with 2 children, he likes to keep himself fit by running. He has run 4 marathons, the most recent on 11 September 2011 for a local charity - When You Wish Upon a Star. Any spare time is spent with his family.
Julie Wagstaff DipFA CertPFS, Financial Consultant
Email: julie.wagstaff@hamptondean.co.uk Julie has worked within financial services for 23 years joining Nottingham Building Society in 1987. Julie held a Branch Managers position and during this period was a member of the Pension Board of Trustees for over 4 years. In 1997 Julie moved to a UK National institution as a District Manager working over much of the UK.
With a desire to spend more time advising clients with their financial planning objectives, Julie became a sole practitioner with a network before Joining Hampton Dean as an independent Adviser in 2005. Julie has two children and loves spending as much time as possible in walking boots or wellingtons in the garden or coastal walking.
Steve Benjamin CertPFS, Financial Consultant
Email: steve.benjamin@hamptondean.co.uk
Steve has worked as a financial adviser since 1991, quickly specialising in looking after medical professionals through Post Graduate Seminars for Doctors. He joined Hampton Dean as an IFA in May 2001, shortly after the company was formed. Expanding his role in advising Doctors, Steve helped to establish the link with doctors.net.uk in 2002 ready for the partnership launch in 2003. He continues to write much of the website content as well as our ongoing seminars, published articles and client communication. In addition to his marketing work, Steve is currently studying for the Diploma in Advance Financial Advice, which he will complete in December 2011. Outside of work, Steve can usually be found poring over a crossword or scrabble board, walking his dog or playing the occasional round of golf. He has two children, one studying to become a doctor, the other a lawyer.
Rebecca Hoe CertPFS, Financial Consultant
Email: rebecca.hoe@hamptondean.co.uk
After leaving college, Rebecca worked with a high street bank as a financial adviser for six years before working overseas for a year. She returned to the UK and worked for a major insurance company before joining Hampton Dean's sister company, Manor Bridge, as a financial adviser in 2000. In 2004, she became a financial adviser with Hampton Dean where she now looks after a loyal client base of private clients. Rebecca specialises in wealth management and retirement planning. She now works on a part time basis due to the arrival of her son Zach in 2010.
Sam Cawley BSc (Hons) Dip, Financial Consultant
Email: sam.cawley@hamptondean.co.uk After studying Accountancy & Law at University Sam joined the HMRC graduate training programme and has eight years experience working as a Tax Inspector covering a wide variety of personal and business tax issues. Before joining Hampton Dean at the start of 2011, Sam trained and gained experience over the last 5 years with a national IFA and another regional practice and is now studying towards Chartered Status. Sam covers a wide variety of planning areas building on his tax background to advise a wide range of individuals. He also specialises in advising members of corporate pension schemes. Outside the office Sam enjoys a wide variety of sports from Snowboarding to Golf.
Andy Bolden, Financial Consultant
Email: andy.bolden@hamptondean.co.uk Andy has been a consultant with Hampton Dean since 2001, having worked in financial services since 1986. He has specialised in working with members of the medical profession for most of his time with the company and has a diverse bank of clients comprising GP Practice Partners and NHS Consultants, as well as those who have pursued more academic routes. He also provides ongoing face-to-face advice to long-standing clients; believing that a trusted long-term relationship is vital to helping his clients attain their financial goals. As a consultant with Hampton Dean, Andy has grown his client bank through referrals from satisfied clients and regularly delivers seminars on all aspects of wealth management and retirement planning, and is currently working towards a Diploma in Financial Planning. In his , Andy spent many years studying martial arts, progressing to 4th Dan black-belt in karate. He is also a qualified Rugby Union referee and now officiates regularly as a member of the Cambridge University and District Rugby Referees Society, at various levels of club, school and college fixtures
Sue Bray, Financial Controller
Email: sue.bray@hamptondean.co.uk Sue has worked at Hampton Dean since 2001. After a number of years in a client contact role, Sue obtained her accounting qualifications and moved to the position of Accounts Assistant before progressing to the role of Financial Controller.
Prior to joining Hampton Dean, she spent a period of time travelling and working abroad after having graduated from Manchester University. In her spare time, Sue enjoys music and travel and is currently training to climb Mount Kilimanjaro.
John Underwood BSc MSc ACII DipPFS, Compliance Manager,
Email: john.underwood@hamptondean.co.uk
John joined Hampton Dean in 2007 having previously worked for a pension and investment provider, a network and an IFA. Most of his work experience is in the area of pensions and management but he has specialised in compliance over the last few years. His role at Hampton Dean is to assist the firm in all regulatory matters. He has recently become a pround grandfather and enjoys watching football and playing league table tennis.