Menu
Menu
Our Team
Meet our team of experts, passionate about providing you with the best financial advice.
- Home
- Our Team
Meet Our Team
Sheila Tarr consist of a dedicated team with several decades of combined experience in financial services.
Everyone in the business shares the same passion for putting our customers first and providing the right advice and solutions for every individual.
John Howse
Director & Adviser
John attended university in Southampton before moving into the financial services industry in various roles for most of his career. John joined Sheila Tarr IFS in 2012 and became a director in 2014.
He holds the Diploma in Financial Planning as well as specialist qualifications in Equity Release and Long-Term Care.
“For many people, money remains a taboo subject, whether that is on a personal level or amongst the immediate or extended family. I have found over the years that whilst being a Financial Planner means we help clients navigate the technical nature of some financial products there is often equal value in being a third-party sounding board. Having that third person to talk things through allows our clients to gain clarity. This in turn results in my clients being able to visualise how their assets can help achieve their goals.”
On a personal note, John lives locally with his family and aside from the usual leisure activities of holidays, eating out and dog walks, in his spare time he enjoys applying his DIY skills to various projects around the house and garden.
John Howse
Director & Adviser
John attended university in Southampton before moving into the financial services industry in various roles for most of his career. John joined Sheila Tarr IFS in 2012 and became a director in 2014.
He holds the Diploma in Financial Planning as well as specialist qualifications in Equity Release and Long-Term Care.
“For many people, money remains a taboo subject, whether that is on a personal level or amongst the immediate or extended family. I have found over the years that whilst being a Financial Planner means we help clients navigate the technical nature of some financial products there is often equal value in being a third-party sounding board. Having that third person to talk things through allows our clients to gain clarity. This in turn results in my clients being able to visualise how their assets can help achieve their goals.”
On a personal note, John lives locally with his family and aside from the usual leisure activities of holidays, eating out and dog walks, in his spare time he enjoys applying his DIY skills to various projects around the house and garden.
Jeremy Tarr
Director & Adviser
Jeremy joined the family business in 2006 after completing his university studies in Australia. He has been committed to the fundamentals of what Sheila Tarr built the business on which is providing a service to clients which couldn’t be achieved elsewhere.
Since Sheila’s retirement in 2017, Jeremy became Managing Director and since joining the company he has been committed to continuing the role he feels the business has in the local community.
“The role of a financial planner is incredible. We get to meet so many different people from so many walks of life and get the opportunity of playing a role in helping them achieve their goals and dreams.”
Jeremy married his wife Sarah-Jane in 2012 and has three children, Rupert, Felix and Charlie. Jeremy enjoys spending his free time with his family and running two football teams.
Sarah-Jane also works within the company providing direct support to Jeremy.
Jeremy Tarr
Director & Adviser
Jeremy joined the family business in 2006 after completing his university studies in Australia. He has been committed to the fundamentals of what Sheila Tarr built the business on which is providing a service to clients which couldn’t be achieved elsewhere.
Since Sheila’s retirement in 2017, Jeremy became Managing Director and since joining the company he has been committed to continuing the role he feels the business has in the local community.
“The role of a financial planner is incredible. We get to meet so many different people from so many walks of life and get the opportunity of playing a role in helping them achieve their goals and dreams.”
Jeremy married his wife Sarah-Jane in 2012 and has three children, Rupert, Felix and Charlie. Jeremy enjoys spending his free time with his family and running two football teams.
Sarah-Jane also works within the company providing direct support to Jeremy.
Rebecca Fritter
Director & Chartered Financial Planner
Becky started her career in Financial Services in 1995 and has achieved Chartered Financial Planner status.
Becky was delighted to become a director of Sheila Tarr I.F.S in 2014 after working closely with Sheila Tarr since 2004.
“In a world where we have so much choice in everything, I really enjoy helping clients to find the right solution for them and their families often at times where the decisions are not just financial, but often emotional. Financial planning can be such a dry topic, it’s great to engage with people to bring their aspirations to life, and to help remove the stress of major decisions”.
In her spare time Becky enjoys being a mum, seeing friends, and keeping fit.
Rebecca Fritter
Director & Chartered Financial Planner
Becky started her career in Financial Services in 1995 and has achieved Chartered Financial Planner status.
Becky was delighted to become a director of Sheila Tarr I.F.S in 2014 after working closely with Sheila Tarr since 2004.
“In a world where we have so much choice in everything, I really enjoy helping clients to find the right solution for them and their families often at times where the decisions are not just financial, but often emotional. Financial planning can be such a dry topic, it’s great to engage with people to bring their aspirations to life, and to help remove the stress of major decisions”.
In her spare time Becky enjoys being a mum, seeing friends, and keeping fit.
Eleanor McIlroy
Chartered Financial Planner
Ellie is a Chartered Financial Planner and has worked in Financial Services since 1999, gaining a wealth of knowledge and experience in numerous working environments.
Ellie enjoys providing bespoke advice across the whole of market and prides herself on always delivering a first-class professional service to ensure a client’s needs are met.
When Ellie is not at work, she can be found at the gym, out on her bike in the New Forest, socialising with her friends, as well as spending quality time with her boyfriend, Dave.
Eleanor McIlroy
Chartered Financial Planner
Ellie is a Chartered Financial Planner and has worked in Financial Services since 1999, gaining a wealth of knowledge and experience in numerous working environments.
Ellie enjoys providing bespoke advice across the whole of market and prides herself on always delivering a first-class professional service to ensure a client’s needs are met.
When Ellie is not at work, she can be found at the gym, out on her bike in the New Forest, socialising with her friends, as well as spending quality time with her boyfriend, Dave.
Kathryn Thomson
Paraplanner & Trainee Adviser
Kathryn (Kat) began her career in Financial Services in 2014 and achieved the Diploma in Regulated Financial Planning in October 2019.
Kathryn joined the team at Sheila Tarr I.F.S in October 2020 working primarily as a Paraplanner but is gradually becoming more involved in client meetings. The intention is for Kathryn to further her development by reaching Chartered status in the future and becoming an adviser within the company.
Away from the office, Kat enjoys spending quality time with her family and boyfriend, Harvey.
Kathryn Thomson
Paraplanner & Trainee Adviser
Kathryn (Kat) began her career in Financial Services in 2014 and achieved the Diploma in Regulated Financial Planning in October 2019.
Kathryn joined the team at Sheila Tarr I.F.S in October 2020 working primarily as a Paraplanner but is gradually becoming more involved in client meetings. The intention is for Kathryn to further her development by reaching Chartered status in the future and becoming an adviser within the company.
Away from the office, Kat enjoys spending quality time with her family and boyfriend, Harvey.
Sian Oliver
Paraplanner
Sian began her career in Financial Services in 1999 after completing a University Degree in French. Sian initially joined Scottish Life on their Graduate Recruitment programme and spent four years with the company as a Pensions Consultant.
Sian then trained and qualified as a financial planner before taking time out of her career to start her family.
We at Sheila Tarr are delighted that she has returned to financial services and joined us as a Paraplanner providing essential support to the advice team.
Sian spends her time outside of work with her family and friends. She loves a good family holiday, the theatre and keeping fit.
Sian Oliver
Paraplanner
Sian began her career in Financial Services in 1999 after completing a University Degree in French. Sian initially joined Scottish Life on their Graduate Recruitment programme and spent four years with the company as a Pensions Consultant.
Sian then trained and qualified as a financial planner before taking time out of her career to start her family.
We at Sheila Tarr are delighted that she has returned to financial services and joined us as a Paraplanner providing essential support to the advice team.
Sian spends her time outside of work with her family and friends. She loves a good family holiday, the theatre and keeping fit.
Joseph Stokes
Client Liaison & Administration
Trainee Paraplanner
Joe joined the company on a Business Administration Apprenticeship. He successfully completed the course and is now a fully-fledged member of the team.
Joe has a keen interest in the financial services industry and is progressing in his studies to further his technical knowledge. With this increasing knowledge he is becoming more involved in paraplanner work.
It is fair to say that Joe is also our unofficial IT manager for the company. His support in this area has been hugely valuable to us over the years.
When not at work Joe spends time with his family, loves a good movie or spending time gaming with his friends.
Joseph Stokes
Client Liaison & Administration
Trainee Paraplanner
Joe joined the company on a Business Administration Apprenticeship. He successfully completed the course and is now a fully-fledged member of the team.
Joe has a keen interest in the financial services industry and is progressing in his studies to further his technical knowledge. With this increasing knowledge he is becoming more involved in paraplanner work.
It is fair to say that Joe is also our unofficial IT manager for the company. His support in this area has been hugely valuable to us over the years.
When not at work Joe spends time with his family, loves a good movie or spending time gaming with his friends.
Lizzie Girard
Client Liaison & Administration
Lizzie relocated to Southampton in 2014 to live with her now husband, Paul. She joined Sheila Tarr I.F.S in 2014 and has worked in the financial services sector for most of her working life.
Over the years she has worked for several life and pensions firms such as Lloyds Banking Group, BlackRock and AXA. Lizzie actively studies and takes financial exams to further develop her pensions and investment knowledge.
When Lizzie’s not at work, she likes to visit her family in Bristol, socialise with her friends, as well as spending quality time with her husband.
Lizzie Girard
Client Liaison & Administration
Lizzie relocated to Southampton in 2014 to live with her now husband, Paul. She joined Sheila Tarr I.F.S in 2014 and has worked in the financial services sector for most of her working life.
Over the years she has worked for several life and pensions firms such as Lloyds Banking Group, BlackRock and AXA. Lizzie actively studies and takes financial exams to further develop her pensions and investment knowledge.
When Lizzie’s not at work, she likes to visit her family in Bristol, socialise with her friends, as well as spending quality time with her husband.
Kate Latimer
Client Liaison & Administration
Kate re-joined Sheila Tarr I.F.S. in September 2022 after taking an extended maternity leave, having previously worked here for 9 years. Kate has worked in Financial Services since 2007.
When not at working Kate likes spending time with her family going on day trips and holidays.
Kate Latimer
Client Liaison & Administration
Kate re-joined Sheila Tarr I.F.S. in September 2022 after taking an extended maternity leave, having previously worked here for 9 years. Kate has worked in Financial Services since 2007.
When not at working Kate likes spending time with her family going on day trips and holidays.
Book your consultation to get clarity on your financial future.
Contact us for a free consultation. There’s no obligation on your part and, if we think we’re not the best people to help you, we’ll tell you straight away.
About
Copyright © 2023 Sheila Tarr IFS. All rights reserved.
About
Copyright © 2023 Sheila Tarr IFS. All rights reserved.