With 35 years experience in financial services and predominately advising clients, I have now taken a step back from a client facing role to work in the Compliance Team. I spend most of my day checking advice provided by advisers to ensure compliance with FCA regulations and accuracy with information provided to clients.
I am a keen gardener and enjoy nothing more on a sunny day than a BBQ in the garden with friends and family and of course a large glass of Vino!
I have 3 grandchildren who are great fund and keep me very busy. My second job is babysitter and taxi driver running them around to their various activities.
I am qualified in all areas of financial planning.
- Warm sunny evenings
- Rude, arrogant people
- Animal cruelty
- Early mornings
We have known John Skipton for six years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.
John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.
Thomas Wilson is always professional and the advice has been good. It has been reassuring to find an adviser that I could fully trust. PFM have always been open and honest with me and my family.
PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.
I was introduced to PFM by a family member about eight years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.
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