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 wanted to be 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.
“I wanted a professional career and an opportunity to make a difference to someone’s financial wellbeing.”
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, and holds a Diploma in Financial Planning and a Certificate in Mortgage Advice.
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 travelling, motorcycling, dog walking, gardening, DIY, grandparent duties, socialising and car detailing.
What services can John help with?
- Inheritance tax planning
DirectorRead more ▾
Megan has over 8 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 Director within a short time.
Megan has a Certificate in Mortgage Advice (CF6) and a partial certificate in Financial Planning (CF1, CF2, CF4). She had planned to continue and complete her diploma but got distracted by her desire to grow a family.
“My Dad founded Compass in 2001 – and with him having worked in this industry since I was born, I feel like this is what I know best.”
Megan has 2 young children and is office based Mondays, Tuesday Wednesdays, with her responsibilities wholly business centric: she looks after the running of the business, manages the team, deals with accounts, marketing and social media as well as organising client events alongside directors duties and compliance.
As she has two young children to care for and a third on the way, Megan doesn’t have much time for hobbies, but she does enjoy adult colouring books and doing family activities.
Christopher Griffin APFS CertSMP
Chartered Financial PlannerRead more ▾
Chris joined Compass after previously managing relationships between major e-retailers such as Amazon and Ebuyer. Chris was responsible for negotiating new commercial agreements such as those with Tesco Direct, Costco and Wowcher, covering monthly orders of approximately £1 million.
“Within my distribution career, I was at the stage where I would need to relocate to take things to the next level. Whilst we were looking in to options, Compass founder John (my father-in-law) asked if had I considered retraining as a financial adviser. This route appealed to me for a number of reasons so I took the leap and have never looked back.”
Chris has a wealth of knowledge on financial advice having obtained chartered status in regulated financial planning and a certificate in advanced mortgage advice since joining Compass. 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.
“I have always taken an interest in my own personal finances from a young age, this is what happens when you are the son of an accountant!”
Chris has always been ambitious and in his career he has achieved the following accreditations:
- Advanced Diploma in Financial Planning (APFS)
- Diploma in Regulated Financial Planning (DipPFS)
- Certificate in Discretionary Investment Management (CertPFS (DM))
- Certificate in Advanced Mortgage Advice (Cert SMP)
- Award in Pensions Update
- Certificate in Mortgage Advice (Cert CII (MP))
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
He has also passed the following CII exams:
- CF2 Investments and Risk
- CF6 Mortgage Advice
- CF8 Long Term Care Insurance
- J10 Discretionary Investment Management
- R01 Financial Services, Regulation & Ethics
- R02 Investment Principles and Risk
- R03 Personal Taxation
- R04 Pensions and Retirement Planning
- R05 Financial Protection
- R06 Financial Planning Practice
- R07 Advanced Mortgage Advice
- R08 Pensions Update
- AF2 Business Financial Planning
- AF3 Pension Planning
- AF4 Investment Planning
- AF5 Financial Planning Process
Chris spends his spare time with his wife Adele and their 2 daughters Sophia and Emily. He also enjoys car detailing and golf.
What services can Chris help with?
- Wealth management & investments
- Later life & retirement planning
- Inheritance tax planning
Executive Personal AssistantRead more ▾
Jasmin joined Compass in 2018 after completing A Levels in Psychology, Sociology and Applied Science. Jasmin has completed her apprenticeship in Financial Administration and she supports the business as an Executive Personal Assistant to the Financial Advisers. Jasmin has completed her Finance RO1 ‘Financial Services, Regulation and Ethics’ and RO5 ‘Financial Protection’ exams.
“I picked finance because my dad worked in the industry and I was interested in the advice side and being able to help people achieve their goals.”
Outside of work, Jasmin enjoys travelling as well as spending time with family and friends.
What services can Jasmin help with?
- Administration tasks
- Submitting trades
- Client support
Client Relationship AdministratorRead 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 Georgie, the family dog.
Investment ManagerRead more ▾
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.
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 skillset, working as a lecturer in Business Studies and Economics.
What services can Dorian help with?
Chartered Legal ExecutiveRead more ▾
Rachel joined Compass in January 2019 and will manage the private client legal services.
Rachel retrained to qualify as a Fellow of the Chartered Institute of Legal Executives and has worked in the legal sector for 10 years, specialising in wills, lasting powers of attorney and probate for market town solicitors in South Norfolk. Prior to that she worked in management roles in both education and business.
“My aim with clients is their wellbeing and helping them prepare for the future. The topics of death or incapacity are emotive, very personal and can be difficult to think and talk about which is why I take the time to listen and work with my clients ensuring they understand what options are available to them, whether preparing a will or lasting power of attorney”
Outside of work, Rachel is a keen gardener growing flowers and vegetables, visiting gardens, socialising and travel.
What services can Rachel help with?
- Lasting powers of attorney
Legal services are provided by Compass IFS Legal ltd which is wholly owned by Compass Independent Financial Services Ltd.
Security TeamRead more ▾
Georgie, a black Miniature Schnauzer has been working at Compass for the past few years as our Security Officer. At work, her main responsibilities are meeting and greeting everyone who comes into the office and frisking them for biscuits. In her spare time, she loves helping John with the gardening and going on trips to the pet shop. Due to her busy schedule, she works part time and the schnauzer sign will be on the front door when she is in the office.
Mortgage and Protection AdviserRead more ▾
Laura is a dedicated Mortgage and Protection Advisor and she joined Compass in July 2019 after having spent 12 years working for high-street bank NatWest in a variety of roles including branch manager, customer adviser and finally as a mortgage adviser. Laura is CeMap accredited and passionate about her role helping people secure their dream homes.
“Money has always interested me – especially mortgages as they are people’s biggest financial commitment and can be life changing if you are able to secure their dream home.”
In her spare time Laura enjoys spending time with her partner Chris and 8 year old son Jacob. She can normally be found standing beside a football pitch at the weekend or walking in the countryside with her son and their Cockapoo Rufus – not to mention finding some good pub food.
What services can Laura help with?
Trainee Financial AdviserRead more ▾
Nash joined Compass as a paraplanner in 2019 with many financial services accreditations including RO2 Investment Principles & Risk, RO1 Regulation & Ethics, RO3 Taxation and RO5 Financial Protection.
“I really enjoy the subjects of pensions and investments. I particularly enjoy the finance industry as the true skill of financial planning can make a difference in peoples’ lives. People can achieve their retirement goals, make sure their family is protected in the event of the worst and you can help people live their desired lifestyle through good planning.”
In his spare time Nash likes watching sport and spending time with his family. He particularly enjoy playing darts though he is a self identifying ‘sore loser’!
What services can Nash help with?
- Retirement planning
- Financial protection
ParaplannerRead more ▾
Jenna started at Compass after a career in the financial services industry, only broken by a short stint as Press Officer at the Snetterton Race Circuit! She is currently working towards her diploma in Financial Planning.
“Financial services is something I fell into but I quickly realised I had a natural aptitude for it so I decided to train and pursue it more vigorously.”
In her spare time Jenna enjoys gardening, cooking and going to the gym.
What services can Jenna help with?
Client Relationship AdministratorRead more ▾
Emma has held various positions in building societies and financial advisory firms since 1996, including working as a mortgage adviser, a personal finance manager advising on pension and life products as well as working in paraplanning and administration in Norwich. She had a break from financial services in 2015 when her third child was born and has recently returned to financial services.
“After finishing my A-levels, I started working for a financial firm and decided to continue on this career path as I found it highly rewarding helping clients with their finances.”
Emma has various professional qualifications including FPC1,2 and 3, CEMAP Mortgage Bridge paper, SV1 Savings & Investment paper and FA1 & FA2 administration papers. As the exam requirements have now changed , she is currently studying towards her Diploma in Regulated Financial Planning.
Outside of work Emma enjoys family life with her husband Shane and their three children.
What services can Emma help with?