Find your local
office or advisor

Simon Allan DipPFS

Financial Planner

Warrington Office

Fay Anderson

Intelliflo Specialist Support

Lancaster House

Robert Anglin

Halesowen Office

Tony Apps DipPFS

Financial Planner

Marlborough Office

Zee Aslam

Senior Management Accountant

Lancaster House

Jessica Baldwin CeMAP

Mortgage and Insurance Adviser

Halifax Office

Michael Bambrook DipPFS

Director

Woodstock Office

Jason Bant

Worthing Office

Derek C Baptist MCSI, APFS

Director

Newcastle under Lyme Office

Alex Bengtsson DipFA, CeMAP

Financial Advisor

Gloucester Office

Colin Beton MLIBF

Financial Planner

Chesham Office

Vish Bhagat DipFA

Financial Planner

Rickmansworth Office

Mohammed Bostan

Halesowen Office

Mickey Boyle-Prescott DipPFS

Financial Advisor

Chorley Office

Simon Brittain

Halesowen Office

Derek Brownie FPFS

Chartered Financial Planner

Chesham Office

Andy Bunting DipFA CeLTCI

Principal Designate (Hertford Office) & Financial Planner

Robert Butcher FPFS

Chartered Financial Planner

Hampshire Office

Gary Cairns DipFA

Regional Operations Director

Lancaster House

Sarah Carruthers

Acquisitions Accountant

Lancaster House

Mark Cashmore DipPFS

Financial Planner

Maidstone Office

Chris Cawood DipPFS

Financial Planner

Milton Keynes Office

Sarah Chandler FPFS

Chartered Financial Planner

Newcastle Office

Joshua Clark DipPFS

Financial Plannerjoshua.clark@pfgl.co.uk

Newcastle Office

Trevor Clark FPFS

Director

Vanessa Coates LLB Hons, DipPFS, Cert CII (MP)

Financial Advisor

Gloucester Office

Will Cooke APFS

Chartered Financial Planner

Warrington Office

James Cooper APFS

Chartered Financial Planner

Chorley Office

Mark Copsey

Regional Director

Essex Office

Simon Coward

Financial Planner

Newcastle Office

Caroline Cox

M&A Integration Team Leader

Lancaster House

Damion Keyworth DipPFS Chartered FCSI

Tom Daniels Chartered MCSI DipPFS

Financial Planner

Newcastle Office

John Davies DipFA

Director

Dinnington, Sheffield Office

Tim Dawson DipPFS

Financial Planner

Newcastle Office

Robert Docherty

Financial Planner

Newcastle Office

Neil Donnelly

Financial Planner

Essex Office

Scott Edwards CertCII DipPFS

Financial Planner

Newcastle Office

Paul Everett

Group Operations Manager

Lancaster House

Mike Fisher DipPFS

Financial Planner

Woodstock Office

Peter Fitchett

Group Remuneration Manager

Lancaster House

Nick Fitter

Acquisitions Compliance Consultant

Lancaster House

Gareth Frensham DipFA

Financial Planner

Braintree Office

Andy Gait, APFS

Director and Chartered Financial Advisor

Cardiff Office

John Garvey APFS ACII

Chartered Financial Planner

Warwickshire Office

Paul Golding

Staffordshire Office

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Newcastle Office

Tom Greasley DipPFS Cert SMP

Director

Corby Office

Richard Green FPFS

Chartered Financial Planner

Halifax Office

Lewis Greenwood

Financial Planner

Maidstone Office

Stuart Groves

Training & Compliance Manager

Lancaster House

Alan Harding

Staffordshire Office

Richard Hardy DipPFS

Financial Planner

Newcastle Office

Thomas Harrison DipPFS

Financial Planner

Imran Hassan DipPFS

Financial Planner

Grimsby Office

Andrew Heap DipPFS

Financial Planner

Newcastle Office

Mena Heer

M&A Integration Project Manager

Lancaster House

Julie Hepworth

Chief Regulatory Officer

Lancaster House

Sir Frederick Hervey-Bathurst FPFS

Director & Chartered Financial Planner

Hampshire Office

David Hesketh

Chief Financial Officer

Lancaster House

Kevin Higgs DipPFS

Financial Planner

Marlborough Office

Darren Hodkinson

Acquisitions Compliance Manager

Lancaster House

Barry Hunt APFS

Chartered Financial Planner

Newcastle Office

Julie Hunter DipPFS

Financial Planner

Newcastle Office

John Illingworth DipPFS

Financial Planner

Darlington Office

John Jackson DipPFS Cert CII (MP & ER)

Financial Planner

Halifax Office

Brian Jacques DipPFS

Financial Planner

Newcastle Office

Brian Johnson DipPFS

Financial Planner

Newcastle Office

Sunil Karia DipPFS

Financial Planner

Chesham Office

Kelly Pickup

Springfield House

Rob Kinniburgh DipPFS

Financial Planner

Newcastle Office

Jim Knights DipPFS

Director

Marlborough Office

Tim Langman DipPFS, CertPMI

Director

Milton Keynes Office

Teresa Lea

Acquisitions Compliance Manager

Lancaster House

Steve Leicester APFS

Chartered Financial Planner

Chorley Office

Olivia Lowe DipPFS

Financial Planner

Oswestry Office

Julian Lowe DipPFS

Director

Oswestry Office

Andrew Luczynski

Training & Competence Manager

Lancaster House

Goss Lumsden DipFA, CeMAP, CeFA, CeRER

Financial Advisor

Gloucester Office

Dev Makrani

Financial Planner

Maidstone Office

Louise McCall FPFS

Chartered Financial Planner

Oswestry Office

Ross McFadzean APFS

Chartered Financial Planner

Halifax Office

Dave McWilliams

Group Acquisitions Director

Lancaster House

Julie Meulenbergs

Group Head of Business Monitoring

Lancaster House

Lucy Morris

M&A Integration Project Coordinator

Lancaster House

Kristian Murphy

Head of Acquisitions Compliance

Lancaster House

Jonathan Myers DipPFS CeMAP

Financial Planner

Halifax Office

Rhonda Newman APFS

Chartered Financial Advisor

Cardiff Office

Phil Newton APFS

Chartered Financial Planner

Warrington Office

Daria Opanowska

Group Finance Manager

Lancaster House

Russell Palmer

Chartered Financial Planner

Ramsey, Huntingdon Office

Martin Pearce

Operations Manager

Woodstock Office

Charles Penn

Group Head of Marketing & Business Development

Newcastle Office

Ross Perry APFS

Director

Marlborough Office

Stuart Plows

Financial Planner

Corby Office

James Posnett CFP™ CHARTERED MCSI

Certified Financial Planner

Eastbourne Office

Ray Prince CFP

Certified Financial Planner

Newcastle Office

Colin Pritchard ACII FPFS

Chartered Financial Planner

Warwickshire Office

Lee Pryor

Financial Planner

Braintree Office

Mark Redman DipPFS

Financial Advisor

Cardiff Office

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Milton Keynes Office

Ceri H Robbins ACSI

Director

Newcastle under Lyme Office

Paul Roper

Worthing Office

Gary Ross DipPFS

Director

Chesham Office

Sara Scarry

Group Data Analysis & MI Manager

Newcastle Office

Jeff Scott

Chairman

Lancaster House

Richard Sherwood DipFA

Financial Planner

Marlborough Office

Stephen Sheppard FPFS

Chartered Financial Planner

Marlborough Office

Jagdeep Singh DipFA

Financial Planner

Chesham Office

Claire Slater DipPFS Cert CII (MP & ER)

Financial Planner

Maidstone Office

Trevor Smith APFS

Chartered Financial Planner

Hampshire Office

Sam Smith

Group Acquisitions Director

Lancaster House

Paul Southgate

Financial Planner

Braintree Office

John Stimpson DipPFS

Financial Planner

Corby Office

James Stokoe Chartered FCSI

Financial Planner

Crystal Palace Office

Dan Stokoe FPFS

Office Principal

Chorley Office

Sophie Stradins DipPFS

Financial Planner

Chorley Office

John Sutcliffe DipFA

Financial Planner

Newcastle Office

Jamie Taylor

Financial Planner

Woodstock Office

Mark Taylor, APFS

Director

Eastbourne Office

Jamie Tocher

Financial Planner

Newcastle Office

Tracy Andrews DipFA  

 Financial Planner 

Woodstock Office

Paul Tyler DipPFS

Financial Planner

Milton Keynes Office

Graeme Urwin DipPFS

Financial Planner

Newcastle Office

Susan Wade DipPFS Certs CII (MP & ER)

Financial Planner

Braintree Office

Gary Walsh FPFS

Chartered Financial Planner

Hampshire Office

David Wass

Financial Planner

Essex Office

Richard Watson Cert CII DipPFS

Financial Planner

Woodstock Office

Ian Wilkinson

Director, Financial Planner

Newcastle Office

Claire Wilson DipPFS

Financial Planner

Newcastle Office

Lindsey Wood

Group Head of People

Lancaster House

Samuel Wright FPFS

Director

John Wyllie DipPFS CeMAP

Financial Planner

Halifax Office