We’re an independent financial planning and wealth management business, based in the historic market town of King’s Lynn. Our experienced team of financial advisers have been providing advice to the local community on a wide range of financial matters since 2002, whether that’s help with investments, life assurance, mortgages, retirement planning, trust planning or group pensions. We believe in equipping people with the financial knowledge and freedom to live their desired lifestyle.
Above all, we believe in making good quality financial advice accessible to everyone. And you’ll soon discover we take the time to find out about you and your individual circumstances so that we can provide a bespoke, tailored solution rather than adopting a ‘one-size fits all’ approach.
During this time, our client funds under management have grown from just over £60 million in 2012 to over £250 million today. Of course, our growth in terms of funds under management and staff numbers is not important in itself but helps demonstrate that our style of financial planning is meeting a demand for proactive advice.
Part of Leanne’s role is to develop policies and processes which shape the customer service offering. She also holds regular staff training sessions. A firm believer in personal and professional development, she is always reading or studying towards something.
Lee started his career in Financial Services sixteen years ago when he joined a large, local insurance company. He then proceeded to work for Lloyds Banking Group and had a successful career there for ten years, working in various roles including Personal Banking Manager, Branch Manager, Financial Consultant and Business Sales Manager.
In 2016, Lee joined Ring Associates as a Mortgage Adviser and has recently made the move to Trainee Independent Financial Adviser. He mainly sees clients who are either existing members of our Workplace Pension Schemes or who are looking to join, ensuring they are fully aware of the pension regulations and most importantly helping them plan for retirement. He is also working towards a Diploma in Regulated Financial Planning so is currently spending part of his time in the office shadowing the other advisers.
As Business Development Manager at Ring Associates, Mark’s responsibilities include working closely with the board of directors to improve market position, achieve sustained financial growth through the acquisition of new business, networking, building strong relationships with existing and prospective new clients, as well as focusing on achieving first class customer satisfaction.
Simon started working for Lloyds Bank in 1976 after leaving school and worked in various branches across the area before leaving in 2007 to change tack and work for Volkswagen until the end of 2016. He returned to finance at this point and joined Ring Associates.
His specialist area is mortgage advice and Simon works with all types of client, from first time buyers to landlords with a portfolio of rental properties. He has also recently qualified in the area of equity release, allowing people to access the value tied up in their home to provide additional income, to help their family or improve their home. The second part of his job is dealing with people’s protection requirements such as life assurance and critical illness cover.
Following the bank’s decision to stop offering independent financial advice, he worked for a large accountancy practice before moving to Ring Associates. Adrian specialises in business protection, advising firms on how to minimise the financial impact should they lose a business owner or keyperson due to death or serious illness.
Married to Sarah for over 30 years, with two children, Jack and Georgina, Adrian has a passion for motorsport and skiing. The icing on the cake has been seeing Jack become a commentator for Formula 1 for the BBC and Georgina get a job for a specialist ski holiday company! When not on two wheels, either cycling or on his Harley Davidson, Adrian can be found walking at the coast with his German Shepherd, Libby.
In 1989, Simon set up as an Independent Financial Adviser. After being a sole trader for a while and running a successful partnership, he joined other advisers locally to create Fenton Financial Services Ltd. Five years later, Simon left to establish Ring Associates Ltd on the 20
Steven’s career in financial services began when he joined an IFA practice in 1998 as an office junior. He worked his way through various admin roles until he reached a senior admin position at the age of 21. In 2003, he joined Ring Associates as Office Manager and was subsequently appointed a Director in 2012.
to create our company Vision, Mission & Values. Once finalised, the idea was to align these with vivid imagery that we could display in our offices. The images have been a real talking point since being formally launched in January 2017.
At Ring Associates, we have a strong commitment to teamwork and believe in fostering an environment where we help, support and encourage one another.
As we firmly believe in promoting lifelong learning, you’ll always find someone studying for some qualification or another.
If you feel you can add something of benefit to Ring Associates,
We’re an independent financial planning & wealth management business, passionate about giving everyone the opportunity to access good quality financial advice whether that’s help with life assurance, mortgages, investments or their pension scheme. Our advisers are qualified to the highest professional standard and believe in offering innovative, tailored solutions – not a one-size fits all approach.
Now firmly at home in King's Lynn, 2008 saw our move to Hanseatic House on King Street, where our numbers grew to 24.
Company Pensions
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