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 19 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.

As a regulatory compliance specialist, I joined PMW in December 2019 to support the business to manage the challenge of regulation. For the last 16 years, I have been providing compliance consultancy support at a senior level to a range of regulated firms, from banks to wealth managers, including working with PMW. Prior to this, I held a number of senior compliance roles at regulated firms. I bring dedicated compliance and conduct risk experience and resource to the PMW board. My role is to develop our internal systems and controls and manage the compliance reporting, monitoring and horizon scanning side of the business, whilst providing internal compliance advice to the board and the wider business. Outside of work I can be found with family and friends as well as cycling (road and mountain), walking and travelling.

I have worked in financial services for more than 20 years and during that time I have gained experience working in both small and large advice companies. I joined PMW as a Chartered Financial Planner in August 2013, specialising in wealth management, with a specific interest in retirement and inheritance tax planning. I am also a Fellow of the Personal Finance Society. Most of my work is associated with the delivery of PMW’s Wealth Management Service, whilst also providing advice to clients at the point of entry to PMW’s Investment Management Service. Outside of work, I am a keen sportsman and regularly play golf and badminton.

I have over 15 years’ experience within financial services as both a fully qualified Chartered Financial Planner and senior-level technical manager. I also hold a degree in Accountancy and Management from the University of Reading. I am currently working towards Fellowship of the Personal Finance Society and my areas of expertise cover long-term care, pensions, investment, tax and trust planning. I enjoy establishing and developing new relationships and pride myself on providing holistic financial advice.

Outside of work, I enjoy running, cycling and triathlons, having completed my first (and last) Ironman in September 2017. I am also a keen photographer, with an interest in travelling and cooking.

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 have been working in financial services for the more than 13 years. What I love about my role is being able to help clients achieve their life ambitions, whether that be helping them retire earlier, buy their dream home or leave a legacy to their family. My current role at PMW is to support the Charted Financial Planners as a qualified Financial Planner. Prior to moving to the UK, I completed a Masters Degree in Marketing and Management, Quantitative Methods in Management at Nicolaus Copernicus University, Poland.

In my spare time I enjoy spending time with my family, walks in a park and reading books.

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 a Financial Planner. 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 a Financial Planner for clients of PMW’s Wealth Management Service. The most rewarding part of my role is working with clients to structure portfolios that deliver on their objectives.

Away from the office, I enjoy spending time with my family, playing badminton and socialising.

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 November 2015 and act as an Account Manager for clients of PMW’s Wealth Management Service. I also play an active and enthusiastic role in PMW's fund research process and enjoy scrutinising the detailed characteristics of investments. Outside the office, I am actively involved in a number of sporting activities, including squash and skiing. I am also a qualified sailing instructor.

I have over five years’ experience working in wealth management and, as Account Manager at PMW, my role entails working closely with the Chartered Financial Planners to ensure that our clients receive the best possible service. I currently hold the Investment Advice Diploma and I am studying for the Diploma in Financial Planning. I also have a BEng Civil Engineering Degree from University of Leeds.

Outside of the office, I am an avid sports fan, in particular England and Harlequins Rugby and can often be found at Twickenham.

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.

I am a Solicitor and a member of the Society of Trust & Estate Practitioners (STEP) with extensive experience of creating Wills, Lasting Powers of Attorney, as well as administering estates and advising on trusts. I joined PMW Trust in 2019, having previously worked for a top 100 London-based law firm. I also have a degree in French and German from Royal Holloway University and speak fluent French.

Away from the office, I like to spend time with my family and dogs and I am also a keen supporter of Harlequins Rugby Club.

I have spent more than 20 years working in law firms, helping solicitors to deliver a wide range of services to their clients. For the last 10 years I have specialised in Wills and Probate and I was therefore excited to be given the opportunity to join the team at PMW to further that work. In my role at PMW, I assist our solicitor with private client work including trust and estate administration, wills and lasting powers of attorney. Outside of work, I enjoy spending time with my two young girls.

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.

As Personal Assistant to the CEO, my role is varied, fast paced and naturally high pressured. I act as Simon’s primary support, which includes the smooth running of his diary, coordination of his client commitments and ensuring that he has everything he needs to successfully lead PMW. In addition to my 6 years’ assisting CEO’s and other Board Members, I have a wealth of event management experience; having worked for industry leaders such as Samsung Electronics (UK) and Keith Prowse Hospitality, part of Compass Group Ltd. On a personal level, I have a passion for travel, spectating all sports (in particular cricket), fine dining and keeping fit.

I have been working in financial services for more than 15 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.

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.