PWM (YORKSHIRE) - Key Persons
Job Titles:
- Member of the PWM Team
- Charted Financial Planner
Job Titles:
- Member of the PWM Team
- Graduate Financial Planner
Job Titles:
- Representative
- Director PWM Yorkshire
Andrew has worked as an appointed representative of PWM since 2011 and is based in Yorkshire where he specialises in advising High Net Worth clients.
Job Titles:
- Member of the PWM Team
- Graduate Financial Planner
Job Titles:
- Member of the PWM Team
- Graduate Financial Planner
Job Titles:
- Administrator
- Head of Administration
- Member of the PWM Team
Karina is a highly experienced administrator who has worked in financial services for over 30 years. She began her career at Norwich Union in 1989 where she gained valuable knowledge in the Life & Pensions industry. Some years later Karina moved into the role of Independent Financial Adviser Support. Karina works closely with all of the advisers and is responsible for the day-to-day management of the office.
Job Titles:
- Director
- Chartered Financial Planner
Phil is a Chartered Financial Planner and has been an IFA for over 25 years and has worked in financial services since 1979. Phil specialises in advising High Net Worth clients and works closely with their professional advisers.
Job Titles:
- Member of the PWM Team
- Client Services Trainee
Bonjour! Rebecca joined the team in October 2022 after graduating with a 1 st class degree in Modern Languages, Translation and Interpreting from Newcastle University in 2021. After fancying a change of scenery, Rebecca found Professional Wealth Management and has enjoyed getting stuck in ever since.
Away from the office, she enjoys hiking, reading and foreign TV.
Job Titles:
- Member of the PWM Team
- Director / Charted Financial Planner
- Fellow of the Personal Finance Society