Carly is a Qualified Financial Administrator who has worked for PFM Associates for almost 4 years.
Nikki has worked in the financial services industry for 35 years and manages the accounts for PFM.
Within PFM Associates Emily looks after consultants Brian Munroe and John Skipton, dealing with all their day to day administrative needs.
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.
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.