About us

Robin started his career in financial services at Royal London in 1973 and loves the way that he has been able to build so many long-term relationships whilst looking after client’s affairs and those of their children and even children’s children. He holds the CII Diploma in Financial Planning. He is also a member of the Personal Finance Society and the Association of Christian Financial Advisers. He has many years’ experience of successfully advising local companies on their pension requirements.

Ian started his career in financial services in 2004 starting with Barclays and moving on to become a financial planner. He holds the Advanced Diploma of the Personal Finance Society, which qualifies him at the Society’s level 6 i.e. as a Chartered Financial Planner. He is an expert in Auto Enrolment holding the Pension Management Institute’s certificate in Auto Enrolment. He is also a member of the Personal Finance Society. Away from the office, he has a very active family life with his wife and three children.

Nick started his career in finance services in 1983 and found that this really suited him. During his career in financial services, Nick has provided advice as both a holistic financial planner and has also specialised. This specialism was providing advice for deferred members of occupational pension schemes during his time at O&M Financial Services in Colchester. He holds the Advanced Diploma of the Personal Finance Society, which qualifies him at the Society’s level 6 i.e. as a Chartered Financial Planner. Away from the office, Nick places family and long-term friends highly, as well as activities to maintain a healthy lifestyle.

Alice is a key member of the WRS Fornham administration team. Previously she worked for the specialist pension transfer service O&M Solutions and Suffolk Life, the self-invested pensions administrators, in their new business & property administration team. She has extensive pensions knowledge which she continues to develop, in addition to the wider fields of investment, savings and protection. Outside work Alice enjoys baking and time with her family, friends and dog Cooper!

Noah is the youngest members of the team having joined WRS Fornham in September 2023. Working in administration is his first role in financial services, but he has a determined interest to learn more and is currently undertaking an apprenticeship, combining hands-on work with the opportunity to train and obtain qualifications.

Outside of the office Noah is a keen musician with the ability to play drums and guitar as part of a church worship team. He also enjoys going to the gym regularly.