Meet the team

Financial Planners

Ajay Sawhney

Financial Planner

Gary Legg

Financial Planner

Clare Vickers

Financial Planner

Tom Wilson

Financial Planner

Peter Whybrow

Head of Financial Planning

John Skipton

Financial Planner

Chris Eastment

Chartered Financial Planner

Mortgages & Protection

Wendy Hicks

Mortgage & Equity Release adviser

James Lewis

Mortgage & Equity Release adviser

Support team

Isabella Ceballos

Financial Planning Administrator

Charlie James-Peers

Financial Planning Administrator

Katy Wright

Financial Planning Administrator

Terry Biggs

Training and Competence Manager

Ian Long

Managing Director

Will Pardy

Compliance Director

Nikki Wheeler

Accounts Administrator

Melanie Tydeman

Financial Planning Administrator

Laura Allen

Technical Administrator

Caroline Townsend

Operations Administrator

Anna Pearce

Financial Planning Administrator

What our clients say

We have known John Skipton for 11 years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.

Mr & Mrs Whatman - Christchurch

A Client since 2014

John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.

Mr Laney - Bournemouth

A Client since 2015

PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.

Mrs Drysdale - Dorset

A Client since 1998

I was introduced to PFM by a family member about 12 years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.

Mr R C Brady - Bristol

A Client since 2012

Ready to start your journey?

If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.

Name(Required)

Email(Required)

Phone

Message(Required)