Russell is a retirement and later-life financial planning specialist and a fully accredited member of the Society of Later Life Advisers (SOLLA). His focus is on providing in-depth professional financial planning advice to individual clients and small businesses alike; guiding them through the process of establishing their unique later-life needs and retirement goals and working with them to put in place financial plans designed to help them achieve those personal goals.
Elected by his former colleagues, Russell is also a Member-Nominated Trustee Director of a large company pension scheme. He is married and lives in Cheltenham; where he enjoys the many and varied cultural, artistic and sporting opportunities that the town has to offer, as well good times spent in the company of his wife, family and friends.
Following a career spent mainly in Sales, Marketing and Project Management which involved several years of living and working abroad, Gillian brings to the business a sound understanding of efficient office management, customer service and attention to detail. Since moving back to the UK in 2013, she has settled happily into life in Cheltenham and very much enjoys being part of the local community, close to family and working within her husband’s Practice.