HM WEALTH - Key Persons
Qualifications
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Certificate in Life & Pensions
Certificate in Insurance
In his spare time, Andrew plays golf, league tennis and table tennis (although his knees are starting to argue with this!). He also enjoys long walks with his dog (who, thankfully, doesn't argue).
Andrew has worked in financial services for more than 30 years.
Emma's role varies between marketing, mortgages and commissions. She enjoys working with such a great group of people - no two days are the same!
Job Titles:
- Trainee Financial Administrator
Florin studied Banking and Finance at university and is currently working towards his Diploma in Financial Planning whilst training to become a Financial Administrator.
As one of our Financial Administrators, Helen's role involves providing office support to our team and client support to the people we work with.
Jake is a friendly point of contact for our clients and is always working on developing his skills. He has completed his Diploma in Financial Services and is now working towards Chartered Financial Planner status.
Jonathan is a Financial Planner specialising in pension planning. He enjoys making a real difference to our clients' lives and businesses.
Job Titles:
- Office Manager
- Adviser Support
Marie joined the PWS team in 2001 as Adviser Support before becoming our Office Manager in 2010. She has worked in financial services since 1995, having worked at Royal Insurance as both a Pension Administrator and Compliance Officer.
As our Office Manager, Marie's role is to ensure the smooth running of our office's processes and procedures: everything from compliance to management, banking, payroll and recruitment.
She works closely with the whole team and enjoys the relationships and friendships that the team have built over the years.
Mark works closely with our financial advisory team, providing mortgage advice and solutions for new purchases, remortgages, Buy to Let and commercial deals.
Job Titles:
- Financial Planner and Mortgage Adviser
Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive advice.
Having previously worked as a Client Services Officer, helping British expatriates living in Europe, Michelle recently joined the PWS team as a Financial Administrator.
Job Titles:
- Director & Chartered Financial Planner
Mohit specialises in working with business owners and high net worth individuals. He is a Chartered Financial Planner; an accreditation indicative of his dedication to ongoing personal development.
Job Titles:
- Award Winning Chartered & Certified Financial Planner
Stephanie supports our advisers with both new and ongoing client cases. She prepares client meetings, processes new business and is a friendly port of call for the people we work with.