Our People
Meet our Team
James is one of the founders of the business and independent financial advisers. He has been advising clients since 2014 and prior to this obtained his Diploma in Financial Advice. He is a member of our investment committee and has been instrumental in putting our investment philosophy in place.
Before jointly establishing East Anglian Financial Planning Ltd he worked at a regional IFA firm for 15 years and helped develop their private client offering.
James provides holistic financial advice to individuals, Trusts and Charities for investment advice, pension funding, retirement advice and inheritance tax planning often working alongside a client’s tax adviser or solicitor.
Outside of work James enjoys spending time with his family, walking his dog, getting out on a bike and watching motorsport.
Matt is one of the founders of the business and independent financial advisers. Having joined the industry in 2010 Matt obtained his Diploma in Regulated Financial Advice in 2016. Before jointly establishing East Anglian Financial Planning Ltd Matt worked at two regional IFA firms for a combined 12 years.
Matt provides holistic financial advice to individuals, Trust, Charities and Corporate entities for investment advice, pension funding, retirement advice and inheritance tax planning, often working alongside a client’s tax adviser or solicitor to help achieve the best outcome for the client.
As well as acting as an adviser and Director, Matt also chairs East Anglian Financial Planning’s Investment Committee and is instrumental in developing our investment offerings and provider relationships as well as making sure these remain suitable and effective for our clients.
Away from work, much of Matt’s time is taken up by his Cocker Spaniel, Dexter, but he is also a keen supporter of Ipswich Town Football Club and has recently taken up Golf.
Grant is one of the founders of the business of EAFP and an independent financial adviser. Starting his career in the industry over 22 years ago, Grant worked in the in the City for Friends Provident before moving on to become an independent financial adviser with two local businesses before establishing EAFP.
Grant provides financial planning to individuals across a wide range of areas including pension funding, retirement advice, inheritance tax planning, running investment portfolios and specialist tax planning products. As a chartered financial planner, a lot of Grants work involved collaborating closely with other professionals such as solicitors and accountants. Grant also provides advice to a number of trusts and charities.
Outside of work Grant has two young children, is a keen runner and when time allows enjoys a game of golf.
Gary is one of the founders of the business and Independent Financial Advisers of EAFP. He has been advising clients for over 35 years and is a Chartered Financial Planner, Affiliate of STEP and a Resolution (Family Lawyers Group) Accredited IFA.
Before jointly establishing East Anglian Financial Planning Ltd he worked at another local IFA business in Colchester providing advice to clients.
Gary provides holistic independent financial advice particularly to individuals and Trusts and he advises on all areas covering investments, pension funding, retirement advice and inheritance tax planning. He has many years expertise in working alongside fellow professionals in the legal and accountancy world with the aim of providing clients with holistic advice, focused on their personal circumstances and objectives. Gary also specialises in providing advice on the separation of finances for divorcing couples.
Outside of work Gary likes to keep fit especially with running and cycling and has completed the London Marathon twice. He now participates in triathlons and has completed a half “ironman” event. He likes all outdoor activities including canoeing, hiking, mountain biking and he enjoys travelling.
Neil is one of the founders of the business and Independent Financial Advisers of EAFP. He has been advising clients for over 37 years and is a Chartered Financial Planner, Affiliate of STEP and a Resolution (Family Lawyers Group) Accredited IFA.
Before jointly establishing East Anglian Financial Planning Ltd he worked at two regional IFA firms for 10 and 27 years respectively and helped develop their private client offering.
Neil specialises in providing advice on the separation of finances for divorcing couples. He also provides holistic financial advice to individuals, Trust and Charities for investment advice, pension funding, retirement advice and inheritance tax planning often working alongside a client’s tax adviser or solicitor.
Outside of work Neil enjoys playing both Golf and Guitar, regular gym workouts and spending time with his grandchildren.