Meet the team
John entered the Financial Services industry back in 1987 and became one of the ‘Men from the Pru’, honing his expertise to specialise in advising teachers and professionals – a more personalised area of financial advice. In 2001 he moved on from Prudential to become an Independent Financial Adviser, setting up Compass Independent Financial Services Ltd with Mike Eagle, his long-time friend and work colleague. He was then able to provide advice to his clients from across the whole marketplace, rather than the limited products offered by a single company, bank or building society.
John’s strength is the personal service he offers his clients which is his key to building long-term relationships, and this is demonstrated by the fact that many of his clients are also friends. He is a member of the Personal Finance Society. Living just on the outskirts of Norwich, John is married with three grown-up children, his eldest – Megan – being part of the Compass team. Outside of work John’s personal interests include traveling, and recently, motorcycle riding which he has taken up again following a 25-year break.
DirectorRead more ▾
Megan has over eight years’ industry experience working in a range of different roles within Financial Services. Megan joined Compass in March 2011 in a Senior Administrative role, progressing to her current role as Marketing Director. Megan is office based Mondays and Wednesdays, and collects emails when not in the office.
Megan has a very active toddler to care for which doesn’t leave her much time for hobbies, however, she does enjoy adult colouring books.
Megan is currently expecting her second child in July 2018
Christopher Griffin DipPFS CertSMP
Financial AdviserRead more ▾
Chris has a wealth of knowledge on Financial advice holding both a diploma in regulated financial planning and a certificate in advanced mortgage advice. He is also a member of the Personal Finance Society.
During his time at Compass, he has built strong relationships. One of the reasons for this is our holistic approach to advice.
Chris is married and has a young family. Outside of work, Chris has various interests including car detailing and learning how to play golf.
Executive Personal Assistant/Trainee ParaplannerRead more ▾
Ellena joined the Compass team in September 2013 to begin her career in financial services. Having completed her ‘A’ Level exams, she completed an apprenticeship with Compass and gained a level 2 qualification in Providing Financial Services. Since then, she has been working towards her level 4 Diploma in Financial Planning. Ellena is Johns PA and works closely with Dorian as part of training towards become a paraplanner.
Outside the office, Ellena enjoys planning for holidays and is looking to start snowboarding soon.
Non-Executive Director and Company SecretaryRead more ▾
Married to co-founder, John, Jill has been part of the Compass team since the word go. Jill works part time and supports the back office team by assisting with the core office tasks such as reception duties, maintaining the electronic file system and preparing client reports. She has recently taken up golf, and also enjoys cooking, travel, theatre and walking Jensen and Georgie, the family dogs.
Client Relationship AdministratorRead more ▾
Jasmin has recently joined Compass as a Client Relationship Administrator. She has recently completed her A levels and is working towards completing her first exam towards a diploma in finance which is part of her apprenticeship. Jasmin is looking forward to starting her journey in finance with Compass. Outside of work, Jasmin enjoys going to the gym and spending time with family and friends.
Executive Personal AssistantRead more ▾
Liz joined the Compass team in March 2016. She has more than 17 years of industry experience and holds the Financial Planning Certificate. Outside of the office she enjoys spending time with her young family and taking the dog on long walks.
Office and Investment ManagerRead more ▾
Dorian has several years’ industry experience, having begun his career as a stockbroker, before moving into fund management where he managed high net worth discretionary portfolios and fund of fund OEICS. A few years later, Dorian moved into the advising arena as a high net worth Independent Financial Adviser for a private bank, before taking a couple of years away from the industry to broaden his skills set, working as a lecturer in Business Studies and Economics.
Dorian joined Compass in 2011 and is a great asset to the team, holding various professional qualifications including the Diploma in Financial Services, the Financial Planning Certificate, the Investment Management Certificate, CF8 Long Term Care Planning, CF9 Pensions Simplification, G20 Personal Investment Planning and G70 Portfolio Management. Dorian is also a fully qualified stockbroker and options trader.
Alice Ward-Smith DipMAP DipFA
Financial Adviser and Mortgage SpecialistRead more ▾
Alice first started with mortgages 10 years ago, after working at two of the world’s largest banks. After getting a flavour of whole of market advice at a broker, she joined Compass at the beginning of 2016.
Her favourite part of the role is getting to thoroughly understand the client’s circumstances, and why they want what they do, ensuring their needs are matched up with the most suitable solution.
Outside of work, Alice enjoys baking and DIY.
Mike Eagle DipPFS
Financial Adviser/Compliance OfficerRead more ▾
Mike started in the Financial Services Industry when he was just 23 and petrol was just 79p per gallon! He worked for Prudential from 1978 till 1988 as a District Agent (AKA ‘The Man from the Pru’), which gave him a good grounding in client relationships. A promotion in 1988 saw Mike progress into sales management, based all around East Anglia, until 2000. Whilst at the Prudential he won numerous awards, based not only on sales but persistency, quality, and a wide range of products (holistic advice even in the 80s and 90s!).
A short stint in Sales Management at Britannic Assurance followed, which led to Mike turning redundancy into opportunity and co-founding Compass together with John. As an experienced Financial Adviser he provides a personal approach to all his clients and ensures all advice and services are tailored individually to meet his clients’ needs. As compliance officer, Mike uses his experience to ensure the processes and procedures within Compass are adhered too and understood by the whole team. He also supports all the administrators and advisers with their on-going training and development needs.
Outside of work he enjoys travel, clay-pigeon shooting and supporting his local football team. He is a proud Norfolk resident (born and bred), has three grown-up children and two grandchildren.
Client Relationship AdministratorRead more ▾
John is one of the newest members of the team, starting as an apprentice studying a Level 3 qualification in Financial Administration. In his spare time John likes to learn new and interesting things, currently learning how to drive and to speak French but on occasions does do some baking
Jensen and Georgie
Security TeamRead more ▾
Jensen, a black and silver Miniature Schnauzer, has been working at Compass for the past few years as our Head Security Officer. Georgie, a black Miniature Schnauzer has recently joined as Jensen’s assistant. At work, their main responsibilities are meeting and greeting everyone who comes into the office, and frisking them for biscuits. In their spare time, they love helping John with the gardening and going on trips to the pet shop. Due to the Schnauzer’s busy schedule, they work part time and the schnauzer sign will be on the front door when they are in the office
Lisa Clark BSc
Graduate Trainee Financial AdviserRead more ▾
Lisa has recently joined Compass as a trainee Financial Adviser having graduated from the University of Essex with a first class BSc Mathematics degree. Lisa is excited to begin her career in Financial Services with Compass.
In her spare time, Lisa likes to take her dog for long walks, trying to bake various cakes and watching the latest crime dramas.