Our People

After leaving the corporate world of IBM Charles began a new career in financial services in 1993 initially with Save & Prosper then with Allied Dunbar After several years he recognised that clients needed independent advice and joined Consort Financial Services as an independent adviser in 1998 before joining Kidd & Co in 1999. Charles has developed significant skills in a wide range of financial areas e.g. employee benefits, income protection, general and personal insurance, pensions and other investments. As well as looking after his own clients he manages the compliant activities of the company and is the company contact point for enquiries to/from our regulators, the Financial Services Authority.

With a degree in Business Studies, Jill’s early career saw her advance to a senior management position in the Human Resources department of a large Life & Pensions office. After leaving to bring up a family, she returned to the financial sector some years later, working for eight years in new business and servicing for a major Insurance company. She joined Kidd & Co as Office Manager in 1992 and continues to use her extensive experience to ensure the efficient running of the office and its client support systems.

Lynn has focused her career within customer service since her first role as Administrative Officer in the Benefits Agency. After some time dedicated to raising her daughter, Lynn returned to the workplace and continued developing and utilising her skills in administration. She has been with Kidd and Co for 5 years where her role is to provide support to our advisers and manage our client servicing systems.

Simon’s early career was spent practicing as a Consulting Engineer. In May 1991 he made the decision to switch his vocation and joined Sun Life as a Trainee Financial Adviser. In January 1995 he accepted a position as an Adviser with Friends Provident where he spent the next ten years improving his skills and knowledge achieving senior status with the company. In January 2005 with fourteen years of training and experience he felt it was the right time to become independent. He is focused on providing professional holistic advice across a range of areas including investments, savings, retirement, protection, inheritance tax and trust planning advice. Simon feels that it is important to deliver an unbiased open and honest ongoing service to his clients in order to help them achieve and maintain their goals.

Stefan graduated from the University of Sheffield in 2007 with a degree in Business Studies, before beginning his career in financial services with Friends Provident. During his three years there he took the necessary exams to qualify as an Independent Financial Adviser, whilst learning about the industry from the inside. He is now an established adviser with Kidd and Co and provides advice to both corporate and individual clients. He is currently focused on helping businesses prepare for the imminent new pension regulations and is the company’s primary Mortgage Broker.

Bob began his career in financial services career with Canada Life (formerly Albany Life) in 1989 before setting up as an Independent Adviser in 1995. His company, Consort Financial Services, integrated with Kidd and Co in 2000 and became a branch office based in Saddleworth near Oldham. Bob has focused on investment business and corporate work in recent years and has developed considerable skills in these areas.

Before joining Kidd & Co, Martin spent the last two years building a wealth management business, primarily in the Bramhall and Cheadle Hulme areas under the Edward Jones Ltd franchise. Prior to that he spent a number of years working for world class companies such as Shell UK and Total SA. He is focused on developing long term relationships with his clients and offering them holistic financial planning advice particularly investments and pensions. Martin is now fully qualified under the new Level 4 standard applicable for investment business from 01/01/2013.

Matthew joined Kidd & Co in January 2010, after a very successful three years establishing the Wilmslow office of Edward Jones Investments, the American stockbroker and financial adviser firm. During that time he developed strong relationships with clients and business owners working within the local community. Matthew continues to evolve his business strategy, investment philosophy and core knowledge to ensure clients receive the most comprehensive and professional service possible.