Meet the Team

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Ian Russell DipPFS
Business Principal

Ian is the owner and Business Principal of Polestar Financial Planning. His main responsibilities are the development of client support and the growth of Polestar to ensure a future sustainable client service. Ian is married with 2 sons, enjoys cycling, keeping fit and follows Camberley RFC.


01252 626200

Mark Ellis

Mark Ellis DipFA MLIBF
Financial Planning Adviser

Mark became a financial adviser back in 1993 after owning and running a number of retail businesses. Mark worked as an employed adviser for Friends Provident for 11 years before starting his own practice which merged with Polestar in 2019. Mark specialises now mainly in advising on pensions and investments. Mark is married with 3 grown up children and 2 grandchildren and enjoys regular breaks away in his touring caravan.


01252 626200

Rob-Yeates_web

Rob Yeates DipPFS
Financial Planning Adviser

Rob has worked in Financial Services since leaving school in 1968, with large corporate companies such as Barclays Bank and Scottish Amicable (which has since been acquired by Prudential). He became an Independent Financial Adviser in 1999, working mainly in the Employee Benefits arena, assisting SME’s in structuring and managing their Employee benefits offerings. During that time, he was able to offer personal financial advice services to employees of the corporate clients, including mortgage advice. He joined Polestar in March 2018.


01252 626200

Meet the Team

Hywel Rees DipFA
Financial Planning Adviser

Hywel has worked in Financial Services since 1987, within large corporate companies such as Prudential, Eagle Star, John Charcol and Scottish Widows. During his time at Scottish Widows he became the regional chairman of the Life Insurance Association for Swindon. Hywel is married with two sons and enjoys coaching rugby, music and cooking. Hywel joined Polestar in June 2020.


01252 626200

Nicky Borman

Nicky Borman
Practice Manager

Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.


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Natasha-Beaumont

Natasha Beaumont
Client Liaison Manager

Natasha joined Polestar in 2019, having previously worked in third party pension administration for 18 years, 14 of which were spent at KPMG working on occupational DB pension schemes. Natasha holds qualifications of Certificate in Pension Calculations (CPC) and Retirement Provision Certificate (RPC). Natasha lives locally to the office with 2 young children and enjoys baking and going to the gym.


01252 626200

Sharon-Wales

Sharon Wales
Client Liaison Coordinator

Sharon has worked in both Law & Financial Services gaining experience with Life & Pensions providers and Independent Financial Advisors. Sharon previously qualified to level 3 with the Financial Planning Certificate and is currently updating her qualifications to a level 4 with the Chartered Insurance Institute. Sharon is an Associate of the Royal Photographic Society and also has a personal interest in Disability sport and ancient fitness training.


01252 626200

Tracey Russell

Tracey Russell
Payments Manager

Tracey is an experienced business administrator having been a PA at Director level for companies including ntl (now Virgin Media) and Whitbread plc. She has also worked as a Financial Director’s assistant for a small publishing company and a MD’s assistant for a company providing mobile solutions for PCs.


01252 626200

Theresa-Dunsby

Theresa Dunsby
Accounts Manager

Theresa has worked in accountancy since 2000 working for local businesses from many different sectors. Theresa spent 6 years bookkeeping in a firm of accountants before joining Polestar where she enjoys the variation of working in the financial services industry.


01252 626200

Interested in any of these topics?

For an informal, no obligation, chat with a consultant please call
(01252) 626200
or email

contact@polestarfp.co.uk