Our Team
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Paul Ivan Ward
Chartered Associate
Natasha Duncan
Executive Assistant
Paul has spent over 10 years in the financial services industry, originally working for The Co-operative Bank. He graduated from MMU Business School in 2005 with an honours degree in financial services.
Having held the Level 4 Diploma for Financial Advice for a number of years, Paul decided to further enhance his knowledge by completing all Level 6 advanced diploma units with the London Institute of Banking and Finance. He subsequently obtained Chartered status. Paul's chosen specialism is Pensions.
As a result, he now advises clients on all types of pension arrangements, including defined benefit/ final salary schemes.
In his spare time, Paul is a keen swimmer, and also enjoys travelling with family and friends. He enjoys all types of motorsports.
Natasha has a varied and fascinating wealth of experience, including events management, back office administration and executive assistant roles. She is an integral part of the team, and she displays passion and drive to ensure that deadlines are met and the highest quality of customer service is provided.
Natasha enjoys baking and likes to spend time socialising with friends. She regularly undertakes challenges of a sporting nature in order to raise money for charities close to her heart.
Stuart Davenport
Outsourced Paraplanner
Stuart has worked in the financial services industry for over 20 years and holds the Level 6 Advanced Diploma in Financial Planning. He has previously worked as a Financial Adviser and in 2018 elected to set up Rock Paraplanning.
Stuart moved to paraplanning as he enjoys the technical aspects of financial advice and focusing on the research aspects of each case. His goal is to provide a strong research capability and technical support, assisting in delivering the best possible outcomes for their clients.
Stuart is a keen sports follower, and enjoys spending his free time walking, and socialising with family and friends.”