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.
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…
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.
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.
Joseph has worked in financial services since 1987, in various companies in diverse roles, and has been with PFM Associates since 2008.
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.
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.
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.
A Chartered Financial Planner and a Fellow of the Personal Finance Society, Alan has been with PFM Associates limited for over 3 years.
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.