Meet the Team
Ian Russell DipPFS
Financial Planning Adviser
Ian is the owner and principal of Polestar which is an Appointed Representative of Quilter Financial Planning Solutions Limited.
Ian has been an adviser since 1997 and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4). His main responsibilities are the development of client support and the growth of Polestar to ensure a future sustainable client service. Ian is married with 2 sons, enjoys cycling, keeping fit and follows Camberley RFC.
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.
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.
Amy has worked in the financial services industry since 2004 and has worked for a variety of different sized companies during her career. Amy has provided various support to Independent Financial Advisers throughout her career through research, paraplanning, compliance and administrative support. Amy is currently studying towards her level 4 Diploma in Financial Planning.
Marilyn has been working in the Financial Services Industry since 2014 and joined Polestar in 2019. Marilyn experience has been gained through working not only for a small independent company but also for one of the top award-winning financial planning and investment companies. Prior to being in the Financial Services industry Marilyn worked in a variety of industries both nationally and internationally. Along with a love of animals, Marilyn has a passion for skiing and travelling (sometimes on her motorbike). In her spare time, Marilyn is a volunteer for Surrey Age Concern and The Cinnamon Trust, a charity which helps the elderly and terminally ill who need assistance with their pets.
Client Planning Review Administrator
Natasha joined Polestar in 2019, having previously worked in third party pension administration for 18 years, 14 of which were spent at KPMG working on occupational DB pension schemes. Natasha holds qualifications of Certificate in Pension Calculations (CPC) and Retirement Provision Certificate (RPC). Natasha lives locally to the office with 2 young children and enjoys baking and going to the gym.
Sharon has worked in both Law & Financial Services gaining experience with Life & Pensions providers and Independent Financial Advisors. Sharon previously qualified to level 3 with the Financial Planning Certificate and is currently updating her qualifications to a level 4 with the Chartered Insurance Institute. Sharon is an Associate of the Royal Photographic Society and also has a personal interest in Disability sport and ancient fitness training.
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.
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.
Very helpful and undertook instructions speedily
We have dealt with the firm over a number of years and are confident that they understand our position completely. We like the personal and friendly way queries or requests are dealt with and have made several referrals.