Our team of advisers at Private & Commercial Financial Services Ltd have over 100 years experience in the financial services industry and bring a wide range of skills into our business. This enables us to work either individually or as a team to ensure that your needs are best served.
Behind the initial and ongoing professional advice, sit a broad support team to ensure all administration, research and client queries are dealt with in an effective and timely manner.
Ian White
Financial Planner
Matt Thomas
Financial Planner
James Adam
Financial Planner
Carolyn Wood
Mortgage and Protection Planner
Caroline Paige
Mortgage and Protection Planner
Jared Ashworth
Mortgage and Protection Planner
Charley O'Neill
Mortgage and Protection Planner
Emily Matthew
Mortgage and Protection Planner
Robyn Leigh
Office Manager
Amy Daw
Support Team
Paula White
Support Team
Tammy Flavell
Support Team
Brandon Gilmour
Support Team
Helen Savory
Support Team
Sue Merrifield
Bookkeeper