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…
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,…
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.
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.