Specialist, dedicated service
We don't believe it's possible for one individual to be technically skilled in all areas of financial planning. That's why we've assembled a team of specialists, each experts within their individual fields. All clients are advised by a Director or fully qualified adviser, with the expertise to advise you on your specific needs or areas of concern.
The benefits of our approach include:
- Access to a group of advisers with complementary skills and personalities who will work best with each other to your advantage
- A breadth of technical knowledge and expertise
- A dedicated technical and client support team
- Full continuity of responsibility at all times, should your adviser be absent or on holiday.
To find out more about each member of our team, rollover the main image.
Our Support Team
T. 44 (0) 84 5006 3300
Our technical planning and client support team are responsible for delivering comprehensively researched financial plans. Once your plan is agreed, they will ensure it is smoothly and efficiently implemented. Committed to delivering a superior level of service, no client plan or query is too difficult for them to manage.
Georgina Warwick, Director and Paraplanner
Georgina Warwick, Director
T. 07837 938 442 | E. georgina.warwick@petrusfinancial.co.uk
Georgina has been working with us for 6 years as a technical financial planning specialist and operations expert. Recently appointed Director, she is now responsible for paraplanning and compliance management.
Frank A Caplan, Associate Director and Independent Financial Adviser
Frank A Caplan, Associate Director
T. 07970 131 997 | E. frank.caplan@petrusfinancial.co.uk
Frank has over 30 years experience in financial services. He has a wide knowledge of all aspects of financial planning and retains a special interest in providing advice to corporate clients.
Tony Simpson, Independent Mortgage and Protection Adviser
Tony Simpson, Independent Mortgage and Protection Adviser
T. 07956 990 231 | E. tony.simpson@petrusfinancial.co.uk
Tony joined our team in 2007 as a mortgage and protection adviser. He has over 18 years industry experience and is a specialist in the mortgage market, particularly dealing with residential and commercial loans.
Helen Harkness, Independent Mortgage and Equity Release Adviser
Helen Harkness, Independent Mortgage and Equity Release Adviser
T. 07881 953 564 | E. helen.harkness@petrusfinancial.co.uk
Helen joined us in June 2007. She specifically advises on residential and buy to let mortgages, and is fully qualified to provide equity release advice. Helen is also charged with executing financial protection reviews for our clients.
Charles Burchhardt, Associate Director and Independent Financial Adviser
Charles Burchhardt, Associate Director
T. 07956 411 603 | Asia. +66 860 147 437 | E. charles.burchhardt@petrusfinancial.co.uk
Charles has 28 years industry experience and works with our clients based in the UK and Asia. Given our investment in technology, he is able to spend time on different sides of the world while continuing to deliver first class service to his clients.
Roy Bird, Associate Director and Independent Financial Adviser
Roy Bird, Associate Director
T. 07971 272 458 | E. roy.bird@petrusfinancial.co.uk
Roy has more than 20 years experience in financial services, which has furnished him with a wealth of knowledge. He has a good grounding in all aspects of financial planning, particularly when working with clients of high net worth.
Hugh Hornby, Associate Director, Independent Residential and Commercial Mortgage Adviser
Hugh Hornby, Associate Director
T. 07976 360 094 | E. hugh.hornby@petrusfinancial.co.uk
Hugh started his career in Financial Services in 1991 when he worked for American Express's fee based financial planning arm. He became an Independent Financial Adviser in 2000 and is a general practitioner with a specialty in mortgages and equity release.
Philip Dendy, Director, Pensions Specialist
Philip Dendy, Director
T. 07970 984 379 | E. philip.dendy@petrusfinancial.co.uk
Philip is one of our founding Directors. He has 20 years industry experience and is a technical pensions specialist, familiar with the detailed financial planning requirements for the at-retirement market. He is also our Managing and Compliance Director.
Nigel Pearce, Director, Investment, Long Term Care and Estate Planning
Nigel Pearce, Director
T. 07740 246 492 | E. nigel.pearce@petrusfinancial.co.uk
Nigel is a founding Director. He has 20 years industry experience and is an investment specialist. His main area of technical expertise is in Inheritance Tax and Long Term Care planning. He is also our Finance Director.
David Main, Director, Investment and Estate Planning Specialist
David Main, Director
T. 07801 261 914 | E. david.main@petrusfinancial.co.uk
David is one of our founding Directors, with 24 years industry experience. He is an investment specialist, with a particular interest in solving complex taxation issues for our clients. David serves as our Human Resources Director.
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Solid Advice. Fluid Thinking
