Meet The Team

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 along the way, I have steered the company to profit over the last 22 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.

I am a Chartered Accountant and joined PMW in 2012. I oversee the company’s financial management and day to day operations including HR & IT. I also 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 have recently joined the PMW team of Chartered Financial Planners and I am looking forward to working with our clients and wider team in delivering exceptional advice and service as part of my role. I have been working in financial services as a regulated adviser for 20 years with various organisations and roles, including as wealth manager, independent financial adviser, chartered financial planner and stockbroker. I have significant business experience, both in practice and academically, which includes founding an eclectic mix of businesses and being awarded an MBA from the University of Nottingham.

My professional experience and strengths are most aligned within the areas of lifestyle based financial planning, pensions, estate planning, investments and offering an entrepreneurial outlook towards a family’s personal finances to identify opportunities and efficiencies that will improve their financial position.

Outside of the office, my passions are spending time with my family, playing and following football, cinema, gym and more football.

I have 15 years’ experience as a fully qualified Financial Planner. I have worked in two jurisdictions being Canada and the UK with my experience equally split between the two. As a result, I have good knowledge of domicile and non-domicile investment needs. I also hold a master’s in business administration (MBA) and for many years led the permitting of large industrial projects in western Canada. My areas of expertise include pensions, investment, tax and trust planning, domicile and non-domicile planning needs and cash flow modelling. I pride myself on providing lifestyle financial planning that focusses on providing clients with a personalised roadmap to help them achieve their future goals.

Outside of work, I enjoy time with my family and when time permits, you’ll find me out cycling.

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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 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.

I am a qualified Chartered Financial Planner at Partridge, Muir and Warren, bringing over 5 years of industry experience in wealth management and financial advice. Originally from West Wales, I come from a family business background which has given me a solid understanding of daily business operations and management. I joined the industry after obtaining a first-class degree in engineering to combine my analytical expertise with a client-focused approach to deliver tailored financial solutions.

I am passionate about helping clients achieve their goals through holistic financial planning, helping to provide strategic advice across investments, retirement planning and inheritance tax solutions.

Outside of work, I enjoying keeping fit and spending time with my friends and family.

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.

I joined PMW in 2019 after returning home from 10 years of living in Australia, where I completed my Diploma in Financial Planning. With more than 9 years’ experience working within financial services, my role as Account Manager involves working with the Chartered Financial Planners to ensure that clients receive a seamless service, whilst working towards their objectives. I enjoy getting to know clients and the level of contact involved in my role.

Outside of work I enjoy exercising, reading and traveling.

My career in financial services began over 15 years ago when I started work with a London based Japanese hedge fund as a graduate trainee. This was 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 to assist the Finance Manager in the production of accurate and timely financial information. More recently, I have been training with PMW to become an Account Manager for the Wealth Management Service and I am enjoying the opportunity to build strong relationships with the clients that are allocated to me.

I joined PMW in March 2024 as an Account Manager, coming from a smaller wealth management company in London where I had worked for seven years. Prior to that I worked in pensions administration for over ten years. I recently completed the CII Certificate in Paraplanning and hope to continue working towards the Diploma in Financial Planning.

I was drawn to PMW for its organised and client centric ethos and am enjoying the variety of projects and solutions we provide for our clients in such a supportive and professional environment.

When not at work I enjoy travelling, keeping active and spending time with my family.

I joined PMW in January 2026 following a short career break spent travelling. I bring over 3 years of paraplanning experience and technical support. I am currently working towards my Diploma in Regulated Financial Planning and continue to build my technical knowledge as I support the Financial Planners in the delivery of quality, tailored advice to our clients. Outside of work I enjoy playing basketball, rugby, and golf.

I qualified as a solicitor in 2018 and joined PMW in 2026 having worked previously at a Surrey-based law firm. I advise clients on a wide breadth of private client matters including the preparation of inheritance tax efficient Wills, powers of attorney and advice in relation to lifetime gifting and the management of trusts. I also act on behalf of personal representatives to administer estates. I am a member of the Private Client Section of the Law Society. When I am not at work I enjoy spending time with my young family.

I am a Chartered Tax Adviser with over 20 years of experience within the accountancy and wealth management sectors. After taking a career break to look after my young son and living overseas for 4 years, I returned to the UK and joined PMW in 2018. My role at PMW is to support and advise on tax matters, both internally and externally. Outside of work I like to run, travel and spend time with my family.

I am a big-4 trained ICAEW Chartered Accountant with more than 20 years of experience. I specialise in areas of financial control and analysis, business partnering and management accounting, with experience in both private and public sector organisations. My role at PMW is to assist Kellianne in the financial management of the company, providing accurate and timely financial management information to facilitate business performance. When I am not working, I enjoy spending time with my family and playing netball.

I joined PMW as Portfolio Administrator in November 2011. I have worked in financial services for over 30 years and in my current role arrange investment transactions for clients, including new investments and switches. In all this extends to around 29,000 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 up to date with new developments in their systems and practices. I chair the regular Account Managers’ Meetings, a forum that enables the team to share information and discuss how our working practices should evolve and improve. Outside of work, I enjoy spending time with family and friends, often outdoors with the children and our beloved dog, whatever the weather.

I have been working in financial services for more than 20 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 Chartered Financial Planners, 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.

I joined PMW as a receptionist in October 2017, having worked in the Customer Service industry for 28 years at companies such as John Lewis. My role at PMW is to provide a welcoming first point of contact for our clients, arrange a variety of key meetings and provide clients with relevant documentation for their visits. I work closely with the Operations team to ensure the smooth running of the office procedures, policies and general office management. Outside of work, I enjoy walking, reading, tap dancing and spending time with my family and friends.

I joined PMW as Executive Assistant to Simon Lewis in 2025, with over 20 years of experience in roles spanning executive support, business affairs, acquisitions, marketing, human resources, account management, and event coordination. My previous positions have all equipped me with a broad and versatile skill set, allowing me to excel in a variety of business functions.

I provide comprehensive support to the Board, coordinating with clients and suppliers, and helping to streamline daily operations. Additionally, I contribute to the company’s marketing efforts, online presence, event planning, and compliance initiatives. I work closely with the Client Team to ensure smooth and efficient operations while monitoring the team’s continuous personal development.

Outside of work, my passions are walking, reading, art, and theatre, and I enjoy spending quality time with my family and friends.