Meet The Team

Just as we believe it is important for us to know who you are and what you are looking to achieve, we also believe it is important for you to know who we are and how we aim to achieve this. Here you will learn about the people, culture and capabilities that make our company unique.

AllClient FacingOperationsThe Board
SIMON-LEWIS

Simon Lewis

Chief Executive Officer

I was appointed Managing Director of PMW in October 1996, at the tender age of 29. Running a business can... Read More

SIMON-LEWIS

Simon Lewis

Chief Executive Officer

I was appointed Managing Director of PMW in October 1996, at the tender age of 29. Running a business can be challenging and I feel I have learnt a lot since the days when my enthusiasm exceeded my experience. There is no doubt in my mind that the key to success is having a great team of people delivering an honest and sound proposition; I believe this helps to explain why most of our current clients have been with us for over 20 years. Taking the long term view is important in lots of respects and I am proud that despite the significant turbulence in financial markets that has been experienced, I have steered the company to profit over the last 13 consecutive years. As well as running the business I still act as Chartered Financial Planner for many of PMW's Wealth Management clients. When I am not working, I enjoy spending time with my family and when time permits, indulge my passion for rugby and sailing.

KELLIANNE-BANHAM

Kellianne Banham

Chief Financial Officer

I am an Associate Chartered Accountant and joined PMW in April 2012. I oversee the company’s financial management and day... Read More

KELLIANNE-BANHAM

Kellianne Banham

Chief Financial Officer

I am an Associate Chartered Accountant and joined PMW in April 2012. I oversee the company’s financial management and day to day operations and generally create extra time for Simon by taking on some of his previous responsibilities. For example, I oversee workflow management to ensure that PMW is able to maintain high quality standards and meet its contractual commitments to clients in the most efficient way. This involves developing robust processes and encouraging commitment to effective internal communication at all levels. I also oversee HR and other Operational matters, drive the Staff Appraisal programme and deliver financial analysis to Simon and the Board. Outside of work I like to spend time with my family.

CHRIS-GULLIVER

Chris Gulliver

Non-Executive Director

I joined the Board of PMW in February 2012, having worked with Simon Lewis since 2001 through his participation in... Read More

CHRIS-GULLIVER

Chris Gulliver

Non-Executive Director

I joined the Board of PMW in February 2012, having worked with Simon Lewis since 2001 through his participation in a Chief Executives forum. As a Chartered Accountant my early career included experience as a Management Consultant, where I built up a broad industrial background that includes senior and Chief Executive positions in a range of business sectors. I am a Fellow of the Institute of Consulting and accredited as a Senior Executive Coach by The Oxford School of Coaching & Mentoring. I was a founding director of LeaderShape Limited and spent many years coaching and mentoring Chief Executives and their top teams. I have also been a UK Director of the European Coaching & Mentoring Council and Chair of the Coaching Steering Group of the Institute of Consulting. I am a very experienced Non-Executive Director, as well as a past Regional Chairman of the Institute of Directors and a Course Tutor on IOD Director Development programmes. Outside of work I enjoy golf, keeping fit, spending time with family and travelling.

PAUL-HANCOCK

Paul Hancock

Chartered Financial Planner

After working for 11 years in financial services where I gained experience working in both small and large companies, I... Read More

PAUL-HANCOCK

Paul Hancock

Chartered Financial Planner

After working for 11 years in financial services where I gained experience working in both small and large companies, I decided to pack my bags and tour Latin America, practising my newly acquired Spanish. I returned and joined PMW as a Chartered Financial Planner in August 2013. I specialise in wealth management, with a specific interest in retirement and inheritance tax planning and I am individually authorised by the FCA to provide financial advice. Most of my work is associated with the delivery of PMW’s Wealth Management Service although I also provide advice to clients at the point of entry to PMW’s Investment Review Service. I find it rewarding to provide clients with comprehensive financial planning advice to suit their individual needs. Away from work, I am a keen sportsman and regularly play golf and badminton.

Angelo CISI

Angelo Rana Noya

Chartered Wealth Manager

I have 22 years’ experience in financial services, most recently as a Private Banking Director for Coutts. I have been... Read More

Angelo CISI

Angelo Rana Noya

Chartered Wealth Manager

I have 22 years’ experience in financial services, most recently as a Private Banking Director for Coutts. I have been fortunate to have experienced working in a wide range of financial services, including international business development and specialist management of credit in Gibraltar and Spain. I joined Partridge Muir & Warren in January 2017, as a Chartered Wealth Manager. I am individually authorised by the Financial Conduct Authority and I am a chartered member of the Chartered Institute for Securities and Investment. My strength is in working with clients to support their financial aspirations and help them achieve their personal goals. I take pride in delivering a first-class service to clients, prioritising what is best for their future and that of their families. Outside of work, I enjoy spending time with my family, cycling, learning new languages and enjoying fine wines.

Sue Michalczyk

Financial Planner

I have spent my whole financial planning career with PMW and have undertaken a wide range of roles and responsibilities... Read More

Sue Michalczyk

Financial Planner

I have spent my whole financial planning career with PMW and have undertaken a wide range of roles and responsibilities since joining in 1999. I obtained the Diploma in Financial Planning in 2008 and I am individually authorised by the FCA and I am also an accredited Later Life Adviser and member of the Society of Later Life Advisers (SOLLA). I also hold the Society of Trust and Estate Practitioners Certificate in Estate and Trust Planning. My current role as a Financial Planner involves advising clients as their adviser or supporting other advisers as account manager to their clients. I enjoy providing help and putting together financial planning strategies for all my clients and especially for those who are faced with the need to plan for their own, or a loved one’s, long term care. Outside of work, I enjoy my time with my family and friends, travelling and watching cricket.

Carole

Carole Maeers

Financial Planner

My career in financial planning began in 1991 and throughout that time I have worked in organisations that have specialised... Read More

Carole

Carole Maeers

Financial Planner

My career in financial planning began in 1991 and throughout that time I have worked in organisations that have specialised in providing independent financial advice to private clients. In 2010 I achieved the Diploma in Financial Planning and in March 2011 I joined PMW as a Financial Planner. I am individually authorised by the FCA to provide financial advice and I use my expertise either to support a Chartered Financial Planner as an Account Manager for Wealth Management Service clients or to carry out the advisory role in conjunction with an Account Manager. Away from the office, I enjoy travelling, running, Pilates and participating in a book club.

Louise Deveney

Louise Deveney

Financial Planner

My career in Financial Planning began in 1996 when I joined a small firm of independent financial advisers. Since then... Read More

Louise Deveney

Louise Deveney

Financial Planner

My career in Financial Planning began in 1996 when I joined a small firm of independent financial advisers. Since then I have worked for various organisations providing independent financial advice to high net worth clients, both corporate and private. In 2012 I completed my Diploma in Financial Planning and in October 2016 I joined PMW as a Financial Planner. I am also an associate of the Chartered Institute for Securities & Investments. My role at PMW is to work closely with the Chartered Financial Planners and Chartered Wealth Managers to help with the smooth delivery of PMW’s Wealth Management Service. I am passionate about providing a highly efficient and professional service to our clients while building and maintaining long-term relationships. In my spare time I enjoy running and have completed four marathons. I also enjoy travelling and spending time with my family.

RACHEL-PURCELL

Rachel Purcell

Financial Planner

My career in financial planning began in 1998 at a firm that specialised in pension advice and whilst there I... Read More

RACHEL-PURCELL

Rachel Purcell

Financial Planner

My career in financial planning began in 1998 at a firm that specialised in pension advice and whilst there I achieved my Diploma in Financial planning. I joined PMW as a Financial Planner in June 2009 and my current role is to support the Chartered Financial Planners and Chartered Wealth Managers as an Account Manager for clients of our Wealth Management Service. I am also individually authorised by the FCA to provide financial advice. I enjoy helping to develop holistic financial planning solutions for clients and I have retained my interest in the technical aspects of pensions. Away from the office, I enjoy spending as much time as possible with my two young children, as well as travelling and reading.

Charlie

Charlie Hartley

Account Manager

I joined PMW as Trainee Account Manager in November 2015. Following completion of my training I was delighted to become... Read More

Charlie

Charlie Hartley

Account Manager

I joined PMW as Trainee Account Manager in November 2015. Following completion of my training I was delighted to become an Account Manager for clients of PMW’s Wealth Management Service. I have recently begun working towards a Certificate in Financial Services and following completion of this I hope to continue my studies with PMW. The position has provided me with the opportunity to gain valuable financial services experience in a friendly and supportive environment. Outside the office I am actively involved in a number of sporting activities, including squash and skiing. I am also a qualified sailing instructor.

ROBERT-REES

Robert Rees

Account Manager

I joined PMW as an Account Manager in October 2016 having worked for a firm of local independent financial advisers... Read More

ROBERT-REES

Robert Rees

Account Manager

I joined PMW as an Account Manager in October 2016 having worked for a firm of local independent financial advisers for the previous two years. As part of my development I have begun working towards a diploma in Regulated Financial Planning, which I look forward to completing with the support of PMW. My role as Account Manager requires me to assist the Financial Advisers in the delivery of our Wealth Management and Investment Management Services and I am passionate about ensuring our clients are well cared for and well informed. Outside the office, I enjoy listening to music and making music, as well as attending concerts, reading and travelling.

CLAIRE BOWES

Claire Bowes

Account Manager

I joined PMW in February 2008 having previously worked in Canary Wharf for a US investment bank. As an Account... Read More

CLAIRE BOWES

Claire Bowes

Account Manager

I joined PMW in February 2008 having previously worked in Canary Wharf for a US investment bank. As an Account Manager my role is to ensure the smooth delivery of PMW’s Wealth Management Service to the clients allocated to me and this involves dealing with the day to day client contact, attending client review meetings, rebalancing client portfolios to bring them into line with the PMW House View and working with the allocated adviser to carry out research and draft reports to communicate our advice. I enjoy the extensive client contact that my role entails and I take pride in being as efficient as possible. When I am not at work, I enjoy spending as much time as possible with my family.

WARREN-TO

Warren To

Account Manager

My career at PMW started in 2010 when I spent a few months interning soon after my graduation. Following completion... Read More

WARREN-TO

Warren To

Account Manager

My career at PMW started in 2010 when I spent a few months interning soon after my graduation. Following completion of my internship I was offered a permanent position to train as an Account Manager. Initially my role involved special projects, investment research and of course intensive training on the Company’s processes and procedures, which involved ‘shadowing’ both Account Managers and Advisers. Following completion of my exams I became an Account Manager for clients of PMW’s Wealth Management Service. I most rewarding part of my role is working with the Financial Advisers to ensure we deliver portfolios that deliver on client objectives. Away from the office, I enjoy playing badminton and socialising.

CERIS-HYMAS

Ceris Hymas

Marketing Manager

I joined PMW in January 2016 as the Marketing Manager and prior to this I worked in the Santander's head... Read More

CERIS-HYMAS

Ceris Hymas

Marketing Manager

I joined PMW in January 2016 as the Marketing Manager and prior to this I worked in the Santander's head office for 7 years. In 2015 I completed my CIM: Professional Certificate in Marketing with the aim of increasing my understanding of the key elements associated with marketing. My role at PMW is to manage all aspects of the company’s marketing strategy, ensuring quality and consistency across all channels. I am currently studying towards my Professional Diploma in Digital Marketing through the Institute of Digital and Direct Marketing. I am passionate about providing high quality, engaging and measurable marketing campaigns and maintaining and improving brand image. In my spare time I like to run, read and spend time with my family­­.

CHRIS-GERRELLI

Chris Gerrelli

Investment Administrator

I have been working in financial services for over 15 years, during which time I have acquired considerable administrative experience.... Read More

CHRIS-GERRELLI

Chris Gerrelli

Investment Administrator

I have been working in financial services for over 15 years, during which time I have acquired considerable administrative experience. I joined PMW as Investment Administrator in October 2012 and my role is to provide support to the Account Managers and Advisers, allowing them to focus on providing advice to clients. This support includes preparing client review packs, processing investment transactions and ensuring completion of administrative tasks essential to the smooth running of client accounts. I am also responsible for maintaining the spreadsheet based tools that we use internally to rebalance client portfolios and any ad-hoc tasks associated with general administration. I am currently studying for the Diploma in Financial Planning with the aim of increasing my knowledge of the key principles associated with financial advice. Outside of work I enjoy watching sports and movies, as well as listening to music and reading.

Diane-Larner

Diane Larner

Portfolio Administrator

I joined PMW as Portfolio Administrator in November 2011. I have worked in financial services for 25 years and in... Read More

Diane-Larner

Diane Larner

Portfolio Administrator

I joined PMW as Portfolio Administrator in November 2011. I have worked in financial services for 25 years and in my current role, arrange investment transactions for clients including new investments and switches. In all this extends to around 20,000 transactions every year, each of which must be carried out within strict internal timescales and thoroughly documented. I also liaise with the fund platform providers to ensure we are kept to up to date with new developments in their systems and practises. I chair the monthly Account Managers’ Meeting, a forum that enables the team to share information and discuss how our working practises should evolve and improve. Outside of work, I enjoy spending time with my family and friends, and participating in outdoor activities with our children and dog.

Ellen Bull

Ellen Bull

Finance Assistant

I have been working in financial services for 14 years. I started my career as a graduate at a... Read More

Ellen Bull

Ellen Bull

Finance Assistant

I have been working in financial services for 14 years. I started my career as a graduate at a Japanese hedge fund in London, followed by an account manager role at an investment bank where I gained accounting, operational and client reporting experience. After a short career break, to look after my two young sons, I joined PMW in January 2016. My role at PMW is to assist the Finance Manager in the production of accurate and timely financial information. In my spare time I like to take part in sports and spend time with my family.

employee

Helen Hewson

Finance Manager

I am a Chartered Accountant with 17 years experience working in Big 4 accountancy firms. I started my career as... Read More

employee

Helen Hewson

Finance Manager

I am a Chartered Accountant with 17 years experience working in Big 4 accountancy firms. I started my career as a trainee in Birmingham, and also spent two years working in Australia. Through this experience I gained insight into how different companies operate and the myriad of opportunities and challenges that they face. After a short career break, during which I honed my time management and diplomatic skills spending time with my young sons before they started school, I joined PMW in September 2015. My role is to support Kellianne in the production of accurate and timely financial information, and on other finance related projects. While I enjoy the technical and intellectual challenges of accountancy, I am also fascinated by how businesses operate and I thrive on seeking improvements to business processes. Outside of work I enjoy playing and watching netball, and spending time with my family.

JANE-THOMPSON

Jane Thompson

Personal Assistant to the CEO

I have worked as a Personal Assistant for over 30 years, primarily working with CEO’s and Managing Directors of large... Read More

JANE-THOMPSON

Jane Thompson

Personal Assistant to the CEO

I have worked as a Personal Assistant for over 30 years, primarily working with CEO’s and Managing Directors of large organisations. In April 2010 I joined PMW as Simon’s Personal Assistant with the aim of helping him to reshape the internal processes of the company. Having achieved this, I am now responsible for managing many of the processes and policies I have put in place. My primary goal is to ensure Simon’s time is managed effectively; which is challenging as demands on his time often exceed the actual time available. I therefore act as the first point of contact for Simon, both internally and externally. This enables me to assess and filter workflow so that Simon benefits from the help of others and has the space to deal with his primary responsibilities. I also work closely with Kellianne, to whom Simon has transferred many of his operational oversight responsibilities. Outside of work, I enjoy skiing, sailing, the theatre, yoga, voluntary work for the Samaritans, and I am learning the classical guitar.


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