Nick Perris - BSc, FIA (Managing Director)

Nick qualified as an actuary in 1989 and has been involved with our SSAS and SIPP businesses for 25 years. He has many years’ experience of providing bespoke financial advice to high net worth clients.

 

Nick enjoys cycling to keep fit and to see the world. 

Lee Edwards - ACII, Dip PFS (Director)

Lee has worked in the pensions industry in Bristol for many years specialising in self-administered pension schemes. He has over 35 years’ experience of advising high net worth clients on the merits of SIPPs and SSASs. Lee is a Chartered Insurance Practitioner and a member of the Institute of Directors.

 

Away from the office, Lee is an enthusiastic supporter of the National Trust and enjoys travelling, country walks, theatre, cinema and reading.

Matthew Wrench - Paraplanner

Matthew started working for Retirement Planning Services Ltd in  January 2012 following a 4 year spell working as an administrator for a large IFA network. He holds the Diploma in Regulated Financial Planning and assists Lee and Nick with all aspects of client work.