William Self Director, Chartered Financial Planner
William has managed Self’s transition over the last 15 years becoming one of the first ever firms of Chartered Financial Planners in the UK.
He manages the firm’s relationships with clients, as well as guiding corporate strategy and development.
William joined Self (formerly Roger Self Limited) as a planner in 1996. Before then he had been a graduate trainee at Standard Life Assurance Company. He was appointed Director of Self in 2000. Believing in busyness as well as business, he is qualified as a Chartered Financial Planner and a Certified Financial Planner; and he thought it would be fun to be admitted as a Fellow of the Pensions Management Institute.
He’s a keen cyclist and fisherman who loves spending time in Guernsey, his spiritual home.
Victor Matts Director
Victor is a Consultant to Lodders Solicitors having recently retired from Lodders as finance partner having led the Business Department in the Stratford-upon-Avon office. He specialises in company formations, shareholder agreements and business sales and purchases.
Following being appointed Company Secretary of Self in 2004, he was appointed Director in 2022.
His expertise and experience are widely recognised in the profession, having joined Lodders from Pinsents in 1990. The family building business occupied him for three years; and another family company was recently sold to Oyez Straker.
Family matters to Victor. He has a Norwegian wife and three children who show every sign of following in their parents’ footsteps. Those footsteps lead in the holidays to houses by a Norwegian fjord or in the French Alps. There he finds time and his innate sense of balance to waterski and ski – or even, back home, to work out in the gym.
Lesley-Ann McLeod Company Secretary
John Barber Operations
John runs Self’s day-to-day finances and future planning, acting as an independent consultant to the firm.
John’s father was an accountant but John insists it was a surprise, especially to his younger self, when he followed a similar path. Football and cricket had been his obsessions but eventually the balance tipped from sport to work. Balance sheets kicked in. Now John runs Self’s day-to-day finances and future planning, acting as an independent consultant to the firm.
His financial career started with Newman Biggs in the 1970s. He rose through a series of financial companies, with each being bought by a bigger accountancy firm until, with Deloittes, the business couldn’t get much bigger. By this time John hankered after greater independence and more hands-on activity so he set up his own consultancy firm in 2002. Now he enjoys being close to business realities with Self and its diverse clients.
John’s a proud family man and has been actively involved in his children’s schools – for example as treasurer then chairman of his daughter’s school PTA. It won’t take long to discover his love for West Bromwich Albion (that love of sport never went away). If you really press him, he still wishes he’d made it into the school first XI at cricket. He compensated by becoming a founder member of Hayley Green Cricket Club, and he kept playing until his wife raised an umpire’s finger on his batting career. But he became Hayley Green’s treasurer, of course.
Angela Reading-East Chartered Financial Planner
Angela is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Angela has 18 years' experience across a range of roles within financial services and enjoys her current client facing role as well as managing the back office team and the technical aspects of the work, joining Self in 2015.
Away from the office, Angela is kept busy with her family, especially being a taxi to sporting events for her son. Angela also volunteers as an Assistant Scout Leader for a local Scout Group in her spare time.
Angela grew up on a working farm in Warwickshire and enjoys spending time in the countryside and occasionally on her bicycle, most recently raising money for charity by completing the 100 mile Ride London event in 2018.
Stephanie Parratt Client Services
Steph has many years' experience in Client Services at Selfs.
Steph operates a Client Services role at Selfs, with great experience of working in company accounts departments and financial services departments of independent advisers.
It’s a role that needs care and attention to detail. After an education in Bermuda, where her dad’s job took the family, she seemed set for a career in agriculture. She gained diplomas, including one in Small Animal Care. Steph moved to Stratford upon Avon to take up jobs in the accounts departments of Motorworld and Charlie Browns. This led to an admin role at Lodders Solicitors. When the Lodders financial services department merged with Roger Self Limited, Steph took up the job that she’s done so well now for many years.
Holly Warwick Client Services
Holly is currently studying towards the Diploma in Regulated Financial Planning.