Our People.

Although you will have a main point of contact, we adopt a team approach by the pooling of experience, knowledge and resource to share best practice.

Here is a little bit of background about the team:

Peter Chadborn

Peter Chadborn - Director & Adviser

Peter began his career in Financial Services in 1988 as an Area Representative with Refuge Assurance. This was referred to as ‘Home Service’ and the Area Rep traditionally collected policy premiums from clients in their home as well as servicing and advising products from the company’s range.
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In 1998 Peter joined Barclays Financial Management to experience ‘Bank Assurance’. There he progressed from a branch-based retail adviser to advising High Net-Worth clients in conjunction with a Premier Bank Manager and then advising Corporate clients in conjunction with Business Bank Managers. It was here that he met Peter Wright, Penny Hurrell and Cheryl Bourne.

In 2002 Peter became Principal and co-founder of Chadborn Baker & Kearle. The IFA Company was founded to provide an environment for advisers who wanted to escape the restraints of large employers with their advisory limitations and product bias.

CBK Colchester was created in 2005 when the former company was re-structured to create 3 autonomous companies; CBK Colchester, CBK Nottingham and CBK Swansea. The idea was to adapt to a rapidly changing industry by giving autonomy to each office thus enabling each team to evolve in its own unique way under the CBK brand.

In 2010 Peter Chadborn and Peter Wright rebranded to Plan Money to reflect the company's modern approach to financial planning and its ability to adapt to changing consumer planning requirements.

Peter has won many industry awards and is frequently called upon by the financial media to comment on developments in the financial arena, and regularly contributes articles to the financial press. He is also asked by providers to give his opinion of new products and strategies, principally from a consumer perspective.

You can contact Peter on 01206 257501 option 1 or 07940 505860.


Peter Wright

Peter Wright - Director & Adviser

Peter started his Financial Services career in Banking in 1988 with Barclays where he progressed through various roles available within the bank. He excelled particularly as a lending specialist for 8 years covering both retail and corporate areas. The extensive knowledge gained of the banking and lending industry stood Peter in good stead when deciding to make the step to become an Independent Financial Adviser. More »

In 2003, Peter became a part owner of the Chadborn Baker & Kearle team and then an equal owner of CBK Colchester with Peter Chadborn.

In 2010 Peter Wright and Peter Chadborn rebranded to Plan Money to reflect the company's modern approach to financial planning and its ability to adapt to changing consumer planning requirements.

In 2013 Peter became an Accredited member of the Society of Later Life Advisers (SOLLA). The organisation founded to meet the need of consumers, advisers and those who provide financial products and services to the later life market. Their aim is to ensure that consumers are better informed about the financial issues of later life.


David Vaughan

David Vaughan - Chartered Financial Planner

David began his career in financial services in 2000 with Lloyds bank as a Customer Services Officer until 2003 when he left to undertake a similar role as a Customer Account Manager at HSBC. In 2005 he returned to Lloyds as a Premier Banking Manager. David became a Financial Adviser with Lloyds in 2006 and then achieved the acclaimed Chartered Status in 2012. More »

In 2013 David decided that the time was right for him to become an Independent Financial Adviser. Of the eight job offers he received, he decided to join Plan Money because of their forward-thinking outlook, team support ethic and the way they embrace technology to enhance their client proposition.


Penny Hurrell

Penny Hurrell - Mortgage & Insurance Adviser

Penny began her career in Financial Services in 1987 with Barclays Bank. She progressed through the bank during her 14 years service as a back-office Clerk, Cashier, Personal Banker, Loan Specialist, and then finally Branch Manager. In 2001 Penny joined Barclays Financial Management as a branch-based Financial Adviser. During her time at Barclays she worked closely with her current Plan Money colleagues. More »

In 2004 Penny decided to widen her knowledge and experience and joined Peter Chadborn and Peter Wright as an Independent Financial Adviser at CBK.

In 2010 CBK rebranded to Plan Money to reflect the company's modern approach to financial planning and its ability to adapt to changing consumer planning requirements.


Paul Twyford

Paul Twyford - Chartered Financial Planner

Paul joined the financial services industry in 1991 as a representative for a life assurance company, becoming an independent financial adviser in 2000 and achieving Chartered status in 2006. More »

Paul has worked closely with Plan Money since 2010 and then joined Plan Money as an adviser in 2015. He retains many clients from the early 1990’s and has advised 3 and 4 generations of the same families.


Kay Fisher

Kay Fisher - Adviser

Kay began her career in financial services in 2003 as a Relationship Manager for M&G Investments. Having experienced the investment world, in 2005 she moved her career to the ‘Bank Assurance’ sector working as a Financial Adviser for Barclays and HSBC. Having become frustrated with the banking sector’s advice restrictions Kay became an Independent Financial Adviser in 2012. More »

In addition to experience of wealth management and retirement planning advice, Kay is also an Associate Member of SOLLA (Society of Later Life Advisers) which means she advises her clients and their families with the planning needed to fund care fees costs and all aspects of later life planning.

Kay joined the Plan Money team in July 2015, being impressed with their team ethic, clarity of client proposition and forward-thinking approach to financial planning.


Cheryl Bourne

Cheryl Bourne - Adviser Support Team Leader

Cheryl’s career in Financial Services began in 1987 when she joined Barclays Bank. During her time at the bank she held various positions including Cashier, Administration, Loan Specialist, Personal Banking and Mortgage Adviser. During this time she also worked alongside her current Plan Money colleagues. Cheryl attained the Certificate for Financial Advisers in 2013. Her experience and knowledge means she is ideally placed to head up Plan Money's Adviser support Team. More »

Cheryl left Barclays and joined CBK in 2006 to provide administration support to the advisers.

Cheryl is CeMAP qualified and achieved CeFA status in 2013.

In 2010 CBK rebranded to Plan Money to reflect the company's modern approach to financial planning and its ability to adapt to changing consumer planning requirements.


Jack Wright

Jack Wright - Adviser Support Team

Jack left 6th Form in 2015 after completing his A Levels. He joined Plan Money in July 2015 with the ambition of beginning a career in the financial services sector. He is working as a member of Plan Money’s Adviser Support Team and has already achieved the Certificate in Mortgage Advice.

 


Karen Hudson - Adviser Support Team

Until joining Plan Money in 2016, Karen’s career in Financial Services had been entirely with Lloyds Bank, beginning in 1989. Her long tenure incorporated a wide variety of roles, including cashier, team leader, personal banker with lending licence and insurance adviser. Karen’s competencies were such that she was Branch co-ordinator for the merger with TSB; training staff to implement new processes and computer systems. She brings these valuable skills to Plan Money’s Adviser Support Team.

In June 2001, realising a career ambition, Tess set up and ran her successful compliance company Sapphire Compliance Services, offering regulation help and guidance to Financial Advisor clients in the East of England. This also allowed her to gain further qualifications and teach the new level 4 Diploma in Financial Advice at a local college. It was whilst teaching here, that Tess met Peter Chadborn.

Plan Money Ltd is known well to Tess as she aided them with compliance regulation through her own company services for three years. After running her company for 15 years, Tess identified the need for a new challenge and joined Plan Money as Compliance and Training Manager, bringing to the role a sound compliance background, training for staff and business acumen.


Mark Raither

Mark Raither - ParaPlanner

Mark graduated from Buckingham University in 1993 with a degree in Law and Politics and went on to attain a Diploma in Legal Practice from the College of Law, Guildford in 1995. His financial services career began in 1996 with Prudential as a Financial Consultant and he has held similar positions with Britannic Assurance and Royal London. He also spent 6 years as a Mortgage Consultant for Mortgages Direct Ltd. More »

His current position is as Office Manager for our satellite branch in Clacton which is headed by Chartered Financial Planner, Paul Twyford. Mark has worked with Paul since October 2013 and they have both been part of the Plan Money team since March 2015.

Mark holds the full Financial Planning Certificate and over the past 12 months has been working toward attaining the Diploma in Financial Services.


Terri (Tess) Tilbury - Compliance and Training Manger

Tess began her financial career in 1980 with Lloyds Bank, working in London in stocks and shares. After 11 years she progressed to financial advising, being both a tied agent, with Save & Prosper (Fleming’s) Investment House in 1993 and Independent Adviser under the Law Society regime in 1996. She then joined the Law Society compliance team in 1997. Tess progressed within the Personal Investment Authority (PIA) helping the early transition of regulation to the newly formed Financial Services Authority. She joined a financial adviser network in 1999 to aid them in writing and implementing a new Training and Competence Scheme, managing regulations for adviser firms throughout East Anglia More »

In June 2001, realising a career ambition, Tess set up and ran her successful compliance company Sapphire Compliance Services, offering regulation help and guidance to Financial Advisor clients in the East of England. This also allowed her to gain further qualifications and teach the new level 4 Diploma in Financial Advice at a local college. It was whilst teaching here, that Tess met Peter Chadborn.

Plan Money Ltd is known well to Tess as she aided them with compliance regulation through her own company services for three years. After running her company for 15 years, Tess identified the need for a new challenge and joined Plan Money as Compliance and Training Manager, bringing to the role a sound compliance background, training for staff and business acumen.



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