Meet the Team

Kate graduated from Worcester University with a BSc (Hons) in Sport and Health Sciences before embarking on a career in financial services. In 2000, she joined the family business alongside her father and began her journey to qualify as an Independent Financial Adviser. When Kate took over the business in 2011 upon her father’s retirement, […]

Greg is a Director at RPUK Ltd, bringing with him a wealth of experience, professionalism, and a strong drive for performance. A retired police officer, Greg transitioned into the financial services sector over eight years ago, joining RPUK Ltd to take on a pivotal leadership role within the business. Since then, he has become an […]

With over 15 years of experience in office management and administrative support, Jenny brings a wealth of expertise and a personable touch to Retirement Planning (UK) Ltd Financial Advisers. Known for her exceptional organisational skills and keen eye for detail, Jenny ensures the smooth and efficient operation of the office, allowing the financial advisers to […]

Caroline is the heart of the front of house at RPUK, greeting every visitor with a warm smile and a naturally cheerful presence that instantly puts people at ease. As Receptionist and helping with office administration, she plays a key role in creating a welcoming environment for clients and supporting the wider team behind the […]

With an impressive career spanning over 35 years, Shaun is a highly respected and experienced figure in the financial services industry. His professional journey began at one of the UK’s largest insurance companies, where he quickly established himself as a trusted advisor known for his integrity, insight, and dedication to his clients’ long-term financial wellbeing. […]

Natalie has been a cornerstone of RPUK Ltd since joining the team in 2007. she’s become an integral part of the company’s daily heartbeat – known fondly by colleagues as someone who is truly “part of the furniture.” Loyal, dependable, and quietly exceptional, Natalie plays a pivotal role as the IFA Administrator for Kate, the […]

I’ve worked at Retirement Planning since 2013, with a focus on investment administration and client service. In my role, I manage the operational side of client portfolios, from processing trades and maintaining accurate records to supporting financial advisors and ensuring everything runs smoothly behind the scenes. What I truly enjoy is building relationships with clients. […]

Nick joined RPUK Ltd in 2006 and has since become a cornerstone of the team. With nearly two decades of experience in the mortgage and protection industry, he is known for his extensive knowledge and ability to find the right solutions for every client’s unique circumstances. Whether it’s mortgages, life and critical illness cover, income […]

With over 21 years of experience at Lloyds Banking Group, Dean has dedicated his career to helping customers realise their dream of owning a home. Their journey included roles as Bank Manager and Mortgage Adviser, progressing to roles such as Area Manager and Mortgage & Protection Manager. This extensive experience has honed Dean’s expertise in […]

Sarah is an experienced administrator supporting the Mortgage and Protection team. She joined the RPUK team in 2014, bringing with her a background in Business Management and a Postgraduate Certificate in Education. With a strong focus on client service, Sarah plays a key role in guiding clients through the mortgage and protection process, while also […]

Izaak is a Financial Services Apprentice at RPUK, joining the team in 2025. He is currently working in the role of Mortgage Administrator. Also, he is completing a Mortgage Adviser Apprenticeship as part of the Financial Services Apprenticeship Programme and through this role, he is gaining hands-on experience in mortgage administration while developing the knowledge […]