Meet the Leadership Team

We were thrilled to appoint Steve as Chairman in September 2016.

Steve previously spent 11 years at Partnership Group plc as Chief Financial Officer (CFO) and then the Chief Executive Officer (CEO).  He sold the company through its market listing and subsequent merger with Just Retirement. 

Paul is a Fellow of the Institute of Actuaries, with over 30 years’ experience in financial services industries in both the UK and across 20 countries in Europe, Middle East and Asia. 

Paul has been our Chief Executive since 2014.  He has extensive experience in both the equity release and the residential property sectors and brings his wider knowledge of financial services and insurance to the business. 

Paul is also a Director of The Equity Release Council.

Tony is a Chartered Global Management Accountant with nearly 20 years’ experience in Financial Services.

Tony joined Retirement Bridge in July 2016 from Newcastle Building Society, where he was Finance Director of the Savings Management Operation, which provides market leading savings management.

Susan has over 30 years’ experience in Financial Services.  She spent 29 years with Barclays Bank undertaking various operational, sales management and project roles.   After leaving Barclays Susan took up a role as Programme Manager for savings with Aldermore Bank, who aim to help small & medium business.

Susan joined Retirement Bridge in December 2016 as Director of Operations.

Simon has nearly 30 years’ experience in Financial Services with over half this time being spent in regulatory compliance. He worked as our Compliance Officer for 9 years and was appointed as Head of Compliance and Risk in 2016.  He also acts as Company Secretary across our group of companies.

Before joining us he worked as a Compliance Officer for an Independent Financial Adviser firm and prior to that as a Financial Adviser principally, with one of the major UK high street banks.
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Tristan has nearly 15 years of experience in financial services.

Before joining Retirement Bridge Tristan advised Equity Release mortgage lenders on their financing  arrangements.  Prior to this he worked on product design for Equity Release products. He spent 6 years at Lloyds Bank in a variety of roles including capital markets and restructuring.

Tristan joined Retirement Bridge in June 2019 as Head of Origination.