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.
All The Board Client Facing Operations
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...
Chief Financial Officer
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.
As a regulatory compliance specialist, I joined PMW in December 2019 to support the business manage the challenge of regulation. For the last 16 years, I have been providing compliance consultancy support at a senior level.
Chartered Financial Planner
I have now worked in financial services for almost 20 years and during that time I have gained experience working in both small and large advice companies.
Chartered Financial Planner
I have over 15 years’ experience within financial services as both a fully qualified Chartered Financial Planner and senior level technical manager. Currently working towards Fellowship of the Personal Finance Society.
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 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.
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.
I have been working in financial services for the past 8 years and have recently returned home after living in Australia for 10 years. I am in the process of transferring my financial planning diploma, achieved in Australia, across to the UK.
My career in financial services began over 15 years ago. I joined PMW in January 2016. More recently, I have been training with PMW to become an Account Manager for the Wealth Management Service.
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 advise 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.
Private Client Paralegal
After 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.
I have spent the last 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.
Chartered Tax Adviser
I am a Chartered Tax Adviser with over 20 years of experience within the accountancy and wealth management sectors. I joined PMW in 2018 to support and advise on tax matters.
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.
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.
I have been working in financial services for almost 20 years, during which time I have acquired considerable administrative experience. I joined PMW as Investment Administrator in October 2012.
I joined PMW as a receptionist in October 2017, having worked in the Customer Service industry for the past 28 years, including companies such as John Lewis.