Meet the Team
Ian Russell DipPFS
Financial Planning Adviser
Ian is the owner and principal of Polestar, a trading style of Positive Solutions.
Ian has been an adviser since 1997 and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4). He works principally with private clients addressing their concerns around inheritance tax, investment (for growth or income) and retirement planning. Ian also completes a significant amount of Continued Professional Development each year, attending various seminars and conferences, on his client’s behalf, keeping them abreast of latest developments.
01252 626200
Kevin Stannard DipFA
Financial Planning Adviser
Kevin has been an Adviser since 1987 and offers advice in aspects of financial planning based on personal and corporate basis, including pensions, investments, life assurance, income protection and business protection.
01252 626200
Kyri Stavri Cert PFS
Financial Planning Adviser
Kyri has been in financial services since 1984 and as an Independent Financial Adviser since 1988. Although involved in all matters of Financial Planning he considers his main area of expertise to be in Pensions, Investment and Inheritance Tax Planning and prides himself in being able to build strong professional relationships with personal and corporate clients alike.
01252 626200
Rob Yeates DipPFS
Financial Planning Adviser
Rob has worked in Financial Services since leaving school in 1968, with large corporate companies such as Barclays Bank and Scottish Amicable (which has since been acquired by Prudential). He became an Independent Financial Adviser in 1999, working mainly in the Employee Benefits arena, assisting SME’s in structuring and managing their Employee benefits offerings. During that time, he was able to offer personal financial advice services to employees of the corporate clients, including mortgage advice. He joined Polestar in March 2018.
01252 626200
Ian Lovelace
Trust & Estate Planning Consultant
Ian has been involved in Financial Services since 1993, originally as a Financial Consultant with the Prudential before entering the Independent Financial Adviser sector in 1998. In 2015 Ian decided to specialise in Estate Planning, the foundation of which is arranging client’s wills, with the appropriate trusts and Lasting Powers of Attorney. He works closely with Polestar’s IFAs and heads up a linked business, Cavendish Wills and Trusts (www.cavendishwillstrusts.com).
01252 626200
Nicky Borman
Practice Manager
Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.
01793 881602
Tracey Grant
Office Manager
Tracey has worked in Financial Services for around 30 years, since leaving school, via Insurance companies, IFA’s, SIPP Providers and Wealth Advice Companies. She enjoys the varied work of the financial services industry and providing excellent client service support in all areas.
01252 626200
Siân Ovel
Research Operations Manager
Siân has worked solely with Independent Financial Advisers in a support and research capacity since 1996. These have included small local firms through to large national firms based in London covering every aspect of personal financial planning. In 2007 Siân made the decision to become self employed in order to balance work and family life and now focuses on providing a bespoke research service for key IFAs. Siân holds the full CII Certificate in Financial Planning (1, 2 and 3) and attends regular workshops and seminars to keep up with industry changes.
01252 626200
Amy Brittain
Researcher
Amy has worked in the financial services industry since 2004 and has worked for a variety of different sized companies during her career. She has provided various support to Independent Financial Advisers throughout her career through research, paraplanning, compliance and administrative support.
She is currently studying towards her level 4 Diploma in Financial Planning.
01252 626200
Tracey Russell
Finance Manager
Tracey is an experienced business administrator having been a PA at Director level for companies including ntl (now Virgin Media) and Whitbread plc. She has also worked as a Financial Director’s assistant for a small publishing company and a MD’s assistant for a company providing mobile solutions for PCs.
01252 626200
Theresa Dunsby
Bookkeeper
Theresa has worked in accountancy since 2000 working for local businesses from many different sectors. Theresa spent 6 years bookkeeping in a firm of accountants before joining Polestar where she enjoys the variation of working in the financial services industry.
01252 626200
Interested in any of these topics?
For an informal, no obligation, chat with a consultant please call
(01793) 881602
or email
Adviser understands our needs well
The Polestar adviser understands our needs well. He has worked with us over a lengthy period which initially involved clearing up a confusion of financial matters and over recent years supporting and guiding us to a planned approach. Polestar give prompt responses to questions and an organised approach to keeping clients up to date on financial matters.