Meet the Team

Ian Russell

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.


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Colin Last

Colin Last Cert PFS
Financial Planning Adviser

Colin has been in financial services since 1975, as an Independent Financial Adviser since 1990. Although Colin does not tend to specialise in any one particular area of business, the largest portion of his business has an investment bias. He is very proud of the fact that the majority of his business has been referred to him by other clients and professional connections.


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Paul Le Moaligou DipPFS
Financial Planning Adviser

Paul has worked in the financial services industry since 1988. He has gained a lot of his industry experience working for large corporate companies such as Royal Bank of Scotland, Royal Life and Standard Life. Apart from general financial planning matters, Paul is also happy to advise on mortgages. His adviser experience has come from working within mortgage brokerages and the National Counties Building Society.


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Kevin Stannard

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.


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Kyri Stavri

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.


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Rob Yeates_web

Rob Yeates DipPFS
Financial Planning Adviser


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Ian Lovelace

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).


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Nicky Borman

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.


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Tracey Grant

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.


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Amy Brittain

Amy Brittain
Financial Services Administrator

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.


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Emma Grover
Assistant Administrator

 


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Sian Ovel

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.


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Tracey Russell

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.


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Theresa Dunsby
Bookkeeper


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Chloe Higgins_web

Chloe Higgins
Office Junior


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Interested in any of these topics?

For an informal, no obligation, chat with a consultant please call
(01793) 881602
or email

contact@polestarifa.net