Meet the Team
Ian Russell DipPFS
Financial Planning Adviser
Ian is the owner and principal of Comet Wealth Ltd.
Ian has been an adviser since 1997 and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4). His main responsibilities are the development of client support and the growth of Comet Wealth to ensure a future sustainable client service. Ian is married with 2 sons, enjoys cycling, keeping fit and follows Camberley RFC.
01252 626200
Natasha Beaumont
Practice Manager
Natasha joined Comet Wealth 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
Client Admin Manager
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
Joanna King
Financial Administrator
Jo has worked in financial services since 2007, working in Protection sales for large insurance companies including Royal London and Canada Life. She holds CF1 and RO5 certificates. Prior to joining Comet Wealth, she worked as a Business Protection Adviser helping business owners secure the protection they need. Jo has two little boys and loves Zumba, Clubbercise and walking.
01252 626200
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
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 Comet Wealth where she enjoys the variation of working in the financial services industry.
01252 626200
