Catherine Greeves

A graduate in Business with French and German, Catherine has over 25 years’ Financial Services experience. She has held a variety of roles with a range of companies including a large national IFA, an accountancy practice and a boutique, fee-only IFA practice. As a Chartered planner and Fellow of the CISI, she is one of fewer than 500 financial planners in the UK to hold both qualifications. Catherine and her business partner, Eric Clapton, created Greenstone in 2015. She works closely with a predominantly female and couple-based client bank to help them navigate the world of finance and make smart, informed, meaningful decisions about their finances. She lives in Tunbridge Wells with her three teenage children. In her spare time, she enjoys travel and various outdoor activities including, walking, skiing and horse riding (aches and pains permitting). She dusted off her tennis racquet a few years ago and started lessons in a vain attempt to prevent her children from annihilating her on the tennis court. This has not been successful.

Eric Clapton

Eric is an economics graduate of Warwick University, later qualifying as a Chartered Accountant and also holding specialist financial services qualifications.

After working as an accountant in commerce, becoming Finance Director of a small wealth manager in 1987 initiated the move to financial services just as formal regulation became a reality. The expansion of the company saw the business absorb a small chartered accountancy practice in 1989 to broaden services to clients, then merge with a medium sized chartered accountancy practice in 1998.

His varied career has included the leadership of a discretionary management business which was subsequently sold to Harwood Capital management in 2015.

Eric sits alongside Catherine in the management of Greenstone and provides valuable insight and advice for the direction and future of the business.

Claire Godfrey

With over 20 years of experience in the financial planning industry, Claire brings a depth of knowledge and a client-focused approach to everything she does. She's passionate about helping people achieve their financial goals and takes pride in building lasting relationships based on trust and clarity.

Outside of work, Claire has a young daughter and two much loved dogs. She enjoys sailing in her free time and finds it a great way to relax after a busy week! Claire works part time, her normal working days are Monday - Wednesday.

Jerri Ryder

As an experienced PA, Jerri combines this with a focus on wellbeing to offer all round support to both the Greenstone team and our clients. Her expertise in problem solving and office management keeps things running smoothly on a daily basis!

A love of yoga and nature has her moonlighting as a yoga instructor in the evenings, while she loves hiking in her local Cumbrian hills with her husband and their Border Collie Luna, and wild swimming year-round in Ullswater and the mountain tarns.

Ralph Sanders

Ralph, like many of us, ‘fell into’ financial services at 18 years old, after being marched into the offices of NPI in the mid 1980s by his aunt, who decided that it was ‘about time he got a proper job’.

Fortunately for him, Ralph found that he was rather good with numbers, had a flair with technology, and was very natural and comfortable in working with and managing people. An ideal combination, when you work for a life assurer!

These days, Ralph supports Catherine on an outsourced basis. His considerable experience, logical approach and friendly nature make him easy and pleasant to work with.

As well as being a self confessed 'petrol head', he loves keeping fit, target rifle shooting, listening to podcasts, building his ever-expanding vinyl collection and everything ‘James Bond’.

Kim Bendall-Sanders

After starting her career in accountancy, Kim moved into financial services in 2000, progressing quickly from administrator to paraplanner while gaining her financial planning qualifications. She became an Independent Financial Adviser in 2003 but soon returned to her true passion—paraplanning—joining an in-house team in Tunbridge Wells in 2004.

Within five years, Kim had become a Fellow of the Personal Finance Society, a Certified Financial Planner™ and a CISI Accredited Paraplanner. In 2012, she moved into outsourced paraplanning, managing teams, supporting financial planning firms and consulting across the industry.

An award-winning writer and speaker, Kim has received multiple Paraplanner of the Year Awards and now serves as a judge and mentor. As a long-standing member of the CISI Paraplanner Interest Group, she has helped shape resources, training and events for the next generation of paraplanners.

One of the industry’s earliest adopters of the ‘paraplanner’ title, Kim draws on over 20 years’ experience across advisory, in-house and outsourced roles. She remains dedicated to sharing her expertise through mentoring, volunteering with the CISI and supporting the Initiative for Financial Wellbeing.