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 Finance
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...
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Kellianne Banham
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.
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Clive Summers
Compliance Director
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.
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Paul Hancock
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.
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Ashley Powles
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.
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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.
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Wioletta Smith
Financial Planner
I have been working in financial services for the past 13 years and what I love about my role is being able to help clients achieving their life ambitions.
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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.
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Charlie Hartley
Account Manager
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.
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Imogen Eeles
Account Manager
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.
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Jessica Salliss
Account Manager
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.
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Ellen Bull
Account Manager
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.
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Julie Rowe
Solicitor
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.
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Jane Palombo
Legal Assistant
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.
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Alison Nagle
Chartered Tax Adviser
I am a Chartered Tax Adviser with over 20 years of experience within the accountancy and wealth management sectors. After
for 4 years I returned to the UK and joined PMW in 2018.
for 4 years I returned to the UK and joined PMW in 2018.
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Katy Lee
Finance Manager
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.
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Angela Hall
Personal Assistant to the CEO
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.
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Diane Larner
Portfolio Administrator
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.
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Chris Gerrelli
Investment Administrator
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.
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Alison Alabaster
Receptionist
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.
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