PHARON - Key Persons
Job Titles:
- Director & Head of Fund Solutions
- Investment Director and Head of Fund Solutions
Andrew has been with Pharon for over 25 years, initially working as a member of client support before specialising in investment research. This included 15 years as a member of the fund selection committee for a Discretionary Portfolio Management and Fund of Funds provider.
Andrew is now Investment Director and Head of Fund Solutions providing the qualitative and quantitative research used to generate the company's centralised investment proposition. He is also responsible for the oversight of the companies employed to provide Discretionary Investment Management services to Pharon's clients, providing input in the asset allocation and fund selection within them.
Andrew lives just outside of Canterbury and when not transporting his musical daughter to events around the country, can be found with his son in their rally car on stages around the country.
Job Titles:
- Financial Planner
- Member of the Advisory Team
Cherilyn joined Pharon in 2017 after working over a decade in financial services in the business and personal sectors.
Cherilyn is a member of the advisory team and is taking advanced exams to progress towards Chartered Status.
Outside of work, Cherilyn enjoys participating in various voluntary roles in Herne Bay, paddle boarding, reading, and going on city breaks.
David joined Pharon in 2001 having spent 9 successful years working in the city of London with UBS. David's expertise is in Investment Management and advises both individuals and businesses.
David holds the Diploma in Financial Planning and the Investment Management Certificate (IMC). He is continuing his studies and is working towards Chartered Status.
David is married with children and lived in Canterbury for more than 30 years before moving to Faversham. He is an avid cricket fan, plays classical guitar and enjoys ancient history.
David joined Pharon in 2019 after several years working in financial services.
David is a member of the advisory team and holds the Diploma for Financial Advisors. He is continuing his studies and working towards chartered status.
David grew up in the Canterbury area and now lives in Herne Bay with his wife and young daughter. In his spare time David enjoys playing and watching sport, particularly football, and working on DIY projects at home.
Job Titles:
- Chartered Financial Planner
- Compliance Director & Chartered Financial Planner
Elizabeth is a Chartered Financial Planner and an accredited Pension Transfer Specialist. She joined Pharon in 1996 becoming a Director in 2003. Prior to joining Pharon, Elizabeth held various roles within the Financial Advice industry including sales, marketing and compliance, so she has extensive knowledge of the industry in which Pharon operates.
Elizabeth's main focus is providing support to the advisory team, maintaining the professionalism of advice provided to Pharon clients. It is also Elizabeth's task to research the financial marketplace to ensure that Pharon's clients have access to quality products and investments from the thousands available.
Elizabeth lives with her family in Canterbury and enjoys tennis, skiing, reading, and gardening.
James joined Pharon in 2014 having spent a number of years in pension management and personal finance.
James is a member of the advisory team holding the Diploma In Regulated Financial Planning and is an accredited Pension Transfer Specialist. He is working towards Chartered Status.
Outside of work, James is a keen gardener, badminton player, and hiker with an interest in all things scientific.
Jamie joined Pharon in 2013 and became qualified to advise in 2016.
Jamie is a member of the advisory team and is taking advanced exams to progress towards Chartered Status.
Outside of work Jamie enjoys most sports with a particular interest in country pursuits including fishing. Jamie plays for the first XI in a local cricket team.
Job Titles:
- Director & Chartered Financial Planner
Nicholas is the Director responsible for client business transactions and is heavily involved with all of the company's advisers and support staff to welcome new clients and maintain relationships with the existing clients. He joined Pharon in 1989 and has been involved in all aspects of the company's business.
Nicholas is instrumental in the relationships that Pharon have with their Professional Colleagues and the range of Pharon's Financial Planning arrangements.
Nicholas qualified to become a Chartered Financial Planner in 2009 and is an accredited Pension Transfer Specialist. He understands the importance of professional qualifications, constantly looking to increase the areas of his expertise.
On a personal front Nicholas lives just outside Canterbury with his wife Liann, has three children, enjoys music, reading and just about any competitive sport people will allow him to participate in. He has run several marathons and is always training for his next event.
Nick joined Pharon in 2007 after completing his Master's degree in Computer Science and spending several years working in a variety of roles within the IT industry.
Nick's main focus is to ensure the smooth running of Pharon's IT infrastructure as well as to develop and improve it at the same time. It is also Nick's task to keep up to date with the latest security developments to keep Pharon's client data as safe and secure as possible.
In his spare time Nick enjoys spending time with his friends and family, cycling, snowboarding and craft beer.
Job Titles:
- Chartered Financial Planner
- Fellow of the Personal Finance Society
Richard joined Pharon in 2011 after completing a degree in Economics with Management. Richard is a member of Pharon's advisory team providing advice to Pharon's clients and is also involved in supporting the development of colleagues.
Richard is a Fellow of the Personal Finance Society, qualified Chartered Financial Planner and is an accredited Pension Transfer Specialist. Richard was runner up in the Kent Insurance Institute Young Achiever of the Year in 2015.
Richard has lived in Canterbury for most of his life. In his spare time, Richard enjoys socialising, various sports, including football and golf, and exploring the country with his Dog.
Robbie joined Pharon in 2007 after studying Business Management at University. Since joining Pharon he has continued studying industry exams and now holds the Advance Diploma in Financial Planning and has qualified as a Chartered Financial Planner.
He has worked in various different roles at Pharon, which gives him a good grasp of all the processes involved in the operation of the Company, and is now the Finance and HR Director.
Robbie lives in Canterbury and enjoys going to the theatre, listening to music and watching crime dramas.
Sue has worked in the Financial Services industry since 1989, starting her career at a large Insurance Company and moving to the IFA sector in 1996. Sue joined Pharon in 2008 and works in a technical support role and is also the Administration Manager for the technical support team. She has achieved Chartered Financial Planner status.
Outside of work, Sue enjoys spending time with her family, walking her dog, reading and cooking.