Meet The Team

Brian Munroe

Brian Munroe

Financial Consultant

Brian has been a Financial Planner for 23 years, working with individual clients and businesses in the local area. He joined PFM in January 2008.

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.

Martyn Brown

Martyn Brown

Financial Consultant

Martyn has worked in the financial services industry for over 24 years and his success and wealth of experience has helped him to better understand the needs and goals of his clients.

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.

Rhiannon Rees

Rhiannon Rees

Financial Consultant

Her specialism is home finance and protection, though she has totally immersed herself in financial services. She has demonstrated this by completing her Diploma in Regulated Financial Planning, and plans to become Chartered in the next few years.

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.

Chrissy Lepine

Chrissy Lepine

Administrator

With over 40 years’ experience, Chrissy has worked in a number of different roles within the financial industry, mostly with Lloyds Private Banking and JP Morgan. Chrissy joined the PFM team in November 2012.

Emily Miles

Emily Miles

Section Leader

Within PFM Associates Emily looks after consultants Brian Munroe and John Skipton, dealing with all their day to day administrative needs.

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.

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