Independent Financial Advisers
Jenny Jackson Dip PFS
Alan Maggs Dip PFS
Stuart Mehrtens DipFA MLIBF
Richard Manning Dip PFS
Professional history: Jenny has been an IFA for ten years following a 21-year career as the South Eastern Regional Manager for Liverpool Victoria, managing a team of 10 consultants.
“I enjoy unravelling the perceived complexities around investments, especially pensions, and decided to use my experience to work directly with customers with a ‘Plain English’ approach to finances. I like to think my clients come away with not only their finances in order but a better understanding of how they work and what they can realistically expect to achieve.”
Personal synopsis: Outside of work, Jenny and her husband are kept busy with a young daughter. She enjoys travel, genealogy and art.
PP Services: Pensions; Retirement Planning; Investment; Tax Planning; Family Protection
Date started: 2014
Alan has always favoured a customer-focused position and enjoys dealing directly with clients.
He has been working as a financial adviser for nearly 30 years starting with the Prudential and then Legal & General before helping to set up Premier Plus Ltd as independent financial advisers.
Alan is part of the management team and specialises in advising clients in retirement and investment planning at Premier Plus Ltd and has a comprehensive understanding of financial services.
He prides himself on understanding his client's needs and providing them with solutions to suit their current and long-term future plans.
Qualified with a diploma in financial planning he can help you assess your financial advice requirements
Alan is married with 3 grown-up children.
Joined Premier Plus: February 1999
Stuart has been a financial adviser since 1994, having represented large life companies as well as having his own firm. Now his focus is on providing independent advice to individual clients as well as companies and business owners.
Diploma qualified with additional certificates in Equity Release, Long-Term Care and Group Risk.
Personal synopsis: Stuart is happily married with two daughters and enjoys hiking and mountain biking.
PP Services: Family Protection
Date started: 2018
Richard is engaged and has four children. Richard started his career with one of the high street banks and came to us after working as a Manager in his own branch.
He is fully qualified and has been in the finance industry for over 30 years. He particularly enjoys helping clients plan for, and achieve their long term financial plans. He specialises in Pension and Investment advice and has worked with many of his clients for in excess of 10 years.
Outside of the company he is a rugby fan and enjoys watching classic car racing, gardening, and long walks in the countryside around his village home.
Joined Premier Plus: March 1999
Perry Wright Dip PFS
Christopher Clark Dip PFS
Gary Wilson Dip PFS
Graeme Cook Dip PFS
Perry has worked in the financial services industry since 2010.
He has a degree in business management, and prior to qualifying as a Financial Adviser, he worked for a large UK bank as a Bank Manager.
He has always worked in client-facing roles and is now focused on giving pensions and investment advice.
Away from work, Perry has been happily married since 2012 and has two children who both go to school locally.
He has a passion for music and sports.
Joined Premier Plus: 2021
Chris has many years of experience working very closely with his clients providing them with a comprehensive understanding of financial services, which focuses on Pension and Investment advice.
Chris started his career in financial services in 1998 with the Royal London group. He has a great number of years of experience within the financial services industry and has worked with Premier Plus Ltd since February 2009.
With a warm and understanding personality, Chris prides himself on ensuring his client's needs are understood, allowing him to provide them with the appropriate solutions to suit their current and future needs.
Qualified with a Diploma in financial planning (Dip PFS) he can help you assess your financial advice objectives, goals and needs.
Chris is married and has two teenage children.
Joined Premier Plus: February 2009
Professional history: Gary has lived in St Neots since childhood and was pleased to join a local IFA, Premier Plus, in October 2013, having moved from another Cambridgeshire-based IFA.
“I am an Independent Financial Adviser with over 20 years in the industry, including 10 years working with a discretionary fund manager, where I obtained a great deal of experience regarding investments and pensions that I bring to my clients.”
Personal synopsis: Outside of work, Gary is very involved with St Neots Town Football Club, where he has held club secretary and director roles in recent years, following 13 years as a football referee.
PP Services: Retirement Planning; Investments
Date started: 2013
Graeme has worked as an IFA and Qualified Pension Specialist for 16 years and provides advice to corporate and private clients in areas of financial planning including Long Term Care, Workplace Pensions, Wealth Creation, Investments, Inheritance Tax and Retirement Planning.
The first meeting is free and without any commitment from you. Free Pension Check if you are currently accumulating funds for retirement to help you to determine if you are on track to meet your retirement goals. Free cashflow report if you are already in retirement to help you to establish a strategy so that your funds last throughout your lifetime.
Personal synopsis: Away from the office, Graeme spends most of his leisure time with his family and is a keen gardener.
PP Services: Pension Advice ,Investments; Long Term Care; Protection Planning.
Date started: 2014
Jake Burton Dip PFS
Martin Leach Dip FA
Nick Hull Dip PFS
Jake has been working in Financial services since 2010, previously a bank manager of a well-known high street bank and now as a fully qualified Financial Adviser. Jake enjoys building meaningful client relationships and offering holistic financial planning advice across all areas to those not only preparing themselves for their financial future during retirement but also those in the infancy of their careers.
Outside of work, Jake is a keen sportsman. An active member of Brampton Golf course, regular runner and football fan. He and his partner, Jessica, also enjoy travelling and spending time at home.
Joined Premier Plus: September 2020
Professional history: Martin has worked in the financial sector for over 40 years, which includes corporate banking, and the last 13 years with Premier Plus as an Independent Financial Adviser.
“I share a wealth of experience with my clients with whom I enjoy a close working relationship.”
Personal synopsis: Martin is married with two sons. He is originally from Lincolnshire, but has lived near Cambridge for over 30 years, and worked in the region for most of his career. Martin enjoys travel and plays golf regularly to keep fit.
PP Services: Pensions; Investments; Inheritance Tax Planning; Family and Corporate Protection
Date started: 2009
Nick has been working in Financial Services since 2012. Nick is a fully qualified financial adviser and pension specialist allowing Nick to offer a wide range of financial planning advice from younger generations starting to save for retirement to retirees structuring a retirement and income plan.
Being a qualified pension specialist, Nick has the qualifications necessary to understand complex pension arrangements and final salary pensions and explain how these work for his clients.
Outside of work Nick is a married father of two and enjoys spending his free time with his young children.
Joined Premier Plus: February 2013