I set up Prudent FPA in 2005 and our office is in the heart of Lancaster City Centre. I wanted to be able to offer financial advice in a way which mirrored my own values with an aim to build a long relationship with clients and be able to help them with any area of financial advice they may need.
I've worked in financial services since I graduated. I actually have an engineering degree, which I think has been particularly useful to me in my career. Engineering is about solving problems and this is what we try to do every day at work.
When I speak to clients, I want them to feel at ease and I want them to believe and trust what I am saying and I want them to feel reassured, whatever their situation. It is very important that the foundation of our relationship is trust.
I joined the Prudent Team in October 2018 having over 20 years’ experience in Financial Services in an Advisory role for various Financial institutions including tied, Independent Financial Adviser and also Mortgage Brokerage.
I thoroughly enjoy meeting all kinds of people from different backgrounds during my career as Financial Planner, and I believe everyone is unique and each situation requires a different solution. I also find it very rewarding being able to assist her clients in achieving their goals and aspirations.
Favorite Book: Any autobiography (due to my natural nosey nature!)
Favorite Place: Anywhere the sun shines, i.e. usually Spain
Favorite Film: Educating Rita
Hobbies: Enjoy spending time with family, gym, running, walking, gardening and socialising
I have lived and worked all my life in the Morecambe and Lancaster area, working for a large bank for over 30 years. I have covered many departments, but I finally ended up working in the Business Banking Department which I enjoyed very much.
I recently joined the team at Prudent Financial Planning Advice in Lancaster and feel I have joined a great team who have made me feel welcome. I am looking forward to working here for years to come.
I enjoy working with clients and establishing long term relationships in order to give the best advice possible in a down to earth way. I am currently undertaking an intensive program which will enable me to help clients with their goals as soon as I complete it in the next few months.
When not at work I enjoy an outdoors lifestyle with climbing, camping and walking in the Lakeland Fells being a passion of mine. I also enjoy socialising and drinking craft beers or decent whisky.
I was born and raised in Morecambe and went to school at Ripley St. Thomas in Lancaster.
I first started working for James in April 2014, having previously lived and worked in London for 8 years. When James set up another company in March 2016, I worked there for the next 18 months managing the ongoing administration of their mortgage cases.
In October 2017 I came back to work at Prudent as their Receptionist and Client Servicing Manager, a new role within the business which I really enjoyed developing. Since January 2019 I have worked as James’s PA. I really enjoy working with our clients and hope I can help maintain the high level of service that Prudent have become well known for.
My hours work around doing the school run for my little girl, and I really value working for a company who value family life and working parents. I try to cycle to work every day and in my spare time I enjoy socialising with my friends and family and watching as much theatre as I can.
I have worked at Prudent since July 2018 having previously worked in retail as well as spending time working and living abroad with my family.
I started working for James as an administrator and now work as a case manager. This role means that I help submit business as well as making sure that cases progress as efficiently as possible and I like that I play a part in our clients achieving their financial goals.
In my spare time I enjoy spending time with my family and my gorgeous Grandson.
I joined the team at Prudent in August 2018 after a few varied years in work; from retail to telephone marketing to sales processing. My role at Prudent as PA to Gail and Martin is completely different to anything I have done before, but I am enjoying learning and growing in my role every day.
Outside work I enjoy performing in amateur theatre shows with Morecambe Warblers, and am also a member of their committee; I have always loved performing and this has introduced me to many people whom I now call friends – including Emma!
I enjoy working at Prudent because we are all a real team, something I really value.
I have worked for Prudent since February 2007 but have known James all my life as he is also my brother.
My role has changed considerably over the time I have worked for Prudent, including having worked as James’s secretary and as an administrator. I am now working as a Case Manager, which I really enjoy.
I work remotely from home as I live in Surrey. This allows me the flexibility of mixing work and childcare for my son. In my spare time I enjoy spending time with my family and our 2 dogs.