New Team Member & More

We are pleased to announce the appointment of Julie Woodward as the newest member of our team. Julie will be joining us in October as Pat’s Client Relationship Manager/PA and we know she will be a big asset to the company.

Julie has previous experience of the financial services industry and joins us from her current role working as a Fundraiser for the Rainbow Centre in Fareham.  We are all looking forward to Julie starting with us. If you pop into the office then be sure to say hello.

Justin Randall will be our new Practice Manager from October and will be ensuring the continuing smooth running of the company with particular responsibility for Research, due diligence and Compliance.  All these functions ensure that RIS maintains the high level of service and ethics that our clients have been accustomed to.

Tracey Matthews has been promoted to become Steve Webb’s Client Relationship Manager/PA;  Tracey has worked at RIS for over 2 years as our New Business administrator and has excelled in everything she does.  Steve and Tracey make a formidable team and as well as providing advice and support to individuals, they manage several Group Pension Schemes for local businesses.

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