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 20 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 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 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.

My career in financial services started in 2020. I enjoy working closely with the Chartered Financial Planners to help clients work towards their objectives. I am currently studying towards my Diploma in Financial Planning. Outside of the office, I enjoy going to the gym and playing classical piano.

I qualified as a solicitor in 2015 and have specialised in advising individuals and families on a broad range of private client matters. Since joining the PMW Trust team I have been busy advising clients on succession planning and drafting bespoke Wills to achieve their individual objectives. I also advise on and arrange powers of attorney and deal with probate matters and estate administration.

I am a member of the Society of Trusts and Estate Practitioners (STEP) and completed the STEP Diploma in Trusts and Estates in 2017.

My interests outside work include art, music, reading and spending time outdoors.

Following the completion of my law degree I spent a year working in Jersey, Channel Islands as an Employment, Trusts and Private Wealth Paralegal. I returned to the UK to join the PMW Trust team, assisting with private client matters as a Paralegal whilst commencing the Solicitors Qualifying Exams.

Away from the office, I am an avid and competitive dancer, active gym-goer and enjoy cooking for my friends and family.

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.

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.