Meet The Team

John Skipton

John Skipton

Financial Consultant

John has over 10 years’ experience and is committed to continued professional development.  Pensions and investments remain key strengths and as pension legislation continues to evolve, he is able to provide valuable input regarding this increasingly important area of financial planning.

Alan Grout

Alan Grout

Financial Consultant

A Chartered Financial Planner and a Fellow of the Personal Finance Society, Alan has been with PFM Associates limited for over 3 years.

Tom Wilson

Tom Wilson

Financial Consultant

Tom has worked in financial services since 2011. He is qualified with a Diploma in Financial Advice and Diploma in Financial Planning. He is currently working toward Chartered status. Tom provides holistic financial advice and investment planning to his clients, helping them achieve their financial goals.

Peter Whybrow

Peter Whybrow

Financial Consultant

Peter is a Chartered Financial Planner and Fellow of the Personal Finance Society.  He read Economics for his first degree and then went on to complete an MBA.

Joseph McDonald

Joseph McDonald

Financial Consultant

Joseph has worked in financial services since 1987, in various companies in diverse roles, and has been with PFM Associates since 2008.

David Venditti

David Venditti

Financial Consultant

David is currently part way through achieving his Chartered status and is a qualified will writer.  He is a member of the Institute of professional Will writers and is qualified to write wills, trusts in wills and LPA’s.

Mel Tydeman

Mel Tydeman

Team Leader

She is a P.A for Isabel who is a Director and Peter a Chartered Financial Adviser. Her work is very varied from helping with tax work to large group pensions.

Caroline Townsend

Caroline Townsend

Administrator

Caroline’s role is producing Wealth Management Service and Financial Management Service reports. She also provides support to her administrative colleagues and is occasionally found on Reception.

Nikki Wheeler

Nikki Wheeler

Accounts Administrator

Nikki has worked in the financial services industry for 35 years and manages the accounts for PFM.

Carly Griffiths

Carly Griffiths

Administrator

Carly is a Qualified Financial Administrator who has worked for PFM Associates for almost 4 years.

Chris Paul

Chris Paul

Director

Chris has been in finance all his working life.  He qualified as a Chartered Accountant at the age of 22.

Isabel Sinclair

Isabel Sinclair

Director

Originally trained as a tax specialist in accountancy and developed an expertise in partnerships and trusts.

Paul Stokes

Paul Stokes

Managing Director

Previously Paul was head of Discretionary Investment Propositions at HSBC. In his 16 years at HSBC he undertook client advisory, product development, business development and business head roles, additionally he was a Board Director of the offshore Asset Management business in Jersey as well as a member of the Asset & Liability Committee for the International Banking business. Paul is…

Richard Rhodes

Richard Rhodes

Finance Director

Richard started his career working for Merrill Lynch in the City. After 10 years of enjoying a fast track career that culminated in being the CFO of the International Private Bank, Richard spent 3 years in Asia on sabbatical with his young family.

Anna Pearce

Anna Pearce

Supervisor

I am the office supervisor and I manage the day to day operations of the administration team. I have been with PFM for 14 years but have worked in Financial Services for 27 years.

Wendy Caplin

Wendy Caplin

Receptionist

Wendy loves shopping (and can do a lot of damage to her bank account during the lunch break), socialising, and spending time with her very large group of family and friends.

Brian Wright

Brian Wright

Compliance officer

Brian is Compliance Officer and has been in a similar role in financial services for many years following a career in international banking and IT management both in the UK and overseas. He monitors the advice given by PFM’s consultants and keeps on top of regulatory rules and changes on behalf of the firm. Outside of work, interests include walking/rambling,…

Ian Long

Ian Long

Business Manager

Ian has worked in the Financial Services Industry since 1987 in various roles from financial adviser, sales manager through to project management. Ian’s role at PFM is to organise and manage the operational functions to ensure that our service propositions are delivered in a manner that meet our client’s expectations. Outside of work interests include sport of any nature, especially…

Contact Form

Please fill in your details below and we will contact you as soon as possible.

""
1
NameName
PhoneTelephone
CompanyOrganisation / Company
SubjectSubject
CommentsMessage
0 /

How this information is used

  • Your data will not be shared with third parties
  • You will only be contacted via the channels you have opted in to
  • Your data will only be stored for these purposes

Please see our privacy policy for more information

Telephone MarketingTick this box if you would like to receive marketing telephone calls
Direct Mail MarketingTick this box if you would like to receive direct mail marketing
Emails MarketingTick this box if you would like to receive marketing emails
Previous
Next
FormCraft - WordPress form builder