Our experienced team at 3SQ are happy to help you with any queries you may have on auto enrolment and how it may effect your business.
I ran my own business, ASL Financial Services Ltd for over 10 years, before joining forces in 2013 with St Edmundsbury Financial Services Ltd. This merger means that clients can expect to receive a tailored, personal service, and an even higher level of support. My goal remains being part of a sustainable company that offers an excellent, straight forward service, without the over complications often found in the financial services industry.
I worked for O2 in the telecommunications industry, for over 10 years, helping business clients to identify and understand their needs, and project managing the implementation of complex communication solutions to fulfil their requirements. Within my time at O2, I achieved Gold accreditation within the O2 Sales Academy – the academy follows a methodology of sales training called Creating Client Value. Within this training, I learned how to use advanced sales techniques to uncover client opportunities, and ensure the customer feels that they are getting true value from our business relationship. Within my role at 3SQ Employee Benefits, I use the same approach to help clients, and I work to achieve long lasting business relationships, based on trust and hard work. I enjoy helping businesses work through challenges and solving problems – which fits really well with Auto Enrolment!
Russ joined us in January 2007 as a Trainee Adviser, quickly passing his exams and becoming one of the youngest fully qualified advisers in the Eastern Counties. Russ has recently become Investment Director for the company and specialises in Pension and Investment Wealth Management. Outside of work, Russ loves sport, in particular golf, where you’ll find him most weekends!
Tony has been involved with Auto Enrolment since 3SQ was founded, helping to advise and set up schemes for our very first clients. He has worked in Financial Services for over 35 years holding the Advanced Financial Planning Certificate and Diploma in Financial Planning. He advises both Private and Corporate clients in many areas of financial planning, specialising in Pensions and Investment advice. Tony is a keen golfer and a season ticket holder at Carrow Road, now that he is too old to play football at a serious level!
Graham joined our team in 2012, having worked in financial services for 30 years. Graham’s former roles focussed on client satisfaction, working specifically with Chief Executive of Lloyds TSB Private Banking, and latterly portfolio construction and review. Graham is a father of 3, and has an active family life. Soon to be instated as school governor, Graham is a former chairman of New Moreton Hall Pre-school.