Head of Advice
Craig has worked in Financial Services for over 20 years and brings a wealth of knowledge and experience to PAS. He is a Chartered Financial Planner and holds Fellowship status with the Personal Finance Society. In recent years Craig has worked for both LV= and Prudential as a Pension Transfer Specialist, both developing their propositions and providing advice to a large number of clients in respect of their Defined Benefit pensions. Craig holds the CII’s Certificate in Pension Transfer Advice and it is his recent and relevant experience that has helped him to put in place a robust, client-focused process for advising on Defined Benefit pension transfers, ensuring that the ‘best’ advice is given to every client that we advise.
Jacqueline has over 10 years’ experience within Financial Services across a number of sectors including Insurance, Pensions and Investments. She is passionate about her work and protecting the firm’s clients. She has over 8 years’ experience in Compliance and is a chartered member of the Chartered Institute for Securities and Investments as well as a member of the Institute for Banking and Finance. She is also studying for her master’s degree in financial services law, regulation and compliance.
Chartered Financial Planner
Having worked as a Financial Advisor since 1998, David has vast experience in advising on all aspects of financial planning for high net worth individuals and corporate clients alike. David has built an expertise in Pensions, Investments, IHT planning and Protection and is passionate about delivering a high quality service to his clients. Holding Chartered Financial Planner status which is the professional body’s “gold standard” of excellence and integrity; David is able to achieve and maintain high ethical standards. This is achieved in a friendly, professional manner by being accountable and accessible whilst being realistic in managing client expectations.
Senior Pension Transfer Specialist and Chartered Financial Planner
Before joining us at PAS, Sam worked as a Pension Transfer Specialist for one of the country’s biggest IFA networks and outsourced compliance consultancy. This wide exposure to the practices of various firms has ensured Sam has joined us with a very clear idea of how to give the best possible advice in the complex area of Defined Benefit transfers. He has recently completed the Advanced Diploma in Financial Planning and is now a Chartered Financial Planner, with the aim of achieving Fellowship status in the next 12 months. Sam joined us because he recognised the growing appetite amongst firms, both in the UK as well as abroad, to outsource the provision of Defined Benefit transfer advice to qualified specialists.
Senior Pension Transfer Specialist
Emma joined us with 16 years’ experience in the Financial Services Industry. She is Diploma qualified, has the AF3 qualification in Pension Planning and is working towards Chartered status. Emma has been a Financial Adviser during her time in the industry and more recently specialised in Pension Transfer Advice at LV=. Emma has great attention to detail, listening skills, and great empathy with everyone she deals with; meaning she is focused on ensuring the right outcome is reached for every client. Specialising in the ‘At Retirement’ space, Emma helped shape the Defined Benefit transfer process at LV= by providing advice to a large number of Corporate clients. She joined PAS with the knowledge and experience to help us in our journey to be market leaders in Pension Transfer Advice.
Senior Pension Transfer Specialist and Chartered Financial Planner
Derek has worked in Financial Services for over 30 years and brings a wealth of experience to PAS. He is a Chartered Financial Planner, holds the CII’s Certificate in Pension Transfer Advice and has recently achieved the flagship ‘Fellowship’ status with the Personal Finance Society. Derek has gained invaluable knowledge over the years, providing face to face advice to both individuals and companies, as well as working with intermediaries. In recent years, he has worked for both Prudential and Fidelity as a Pension Transfer Specialist and has now joined us with an understanding of the importance of high quality advice in this specialised area.
Scott joined PAS with over 5 years’ experience in the Financial Services Industry. He has worked in various administrative roles with firms which specialised in providing pension transfer advice. Scott joined PAS with experience of the International market and an understanding of the complexities involved in providing pension transfer advice. He is currently working towards completing the level 4 Diploma in Regulated Financial Planning and recognises the importance of a firm that provides ‘client focused’ specialist advice for pension transfers.
Having gained some valuable experience dealing with pension transfers whilst working for a local IFA, Sam joined PAS with a clear understanding of the importance of client focused, high quality advice. He brings with him a range of skills and a clear ambition to progress within the Financial Services sector. He is currently working towards the level 4 Diploma in Regulated Financial Planning, in order to further develop his knowledge and enable him to maintain his high standards, whilst growing with the company.
Trainee Paraplanner and Compliance Assistant
During his previous role, Jack built up 3 years’ experience as a Defined Benefit pension administrator, where he focused primarily on pension transfers. He is a level 4 qualified administrator, holding the Certificate in Pension Scheme Member Guidance and is now studying towards the level 4 Diploma in Regulated Financial Planning. Jack has joined PAS with an aim to widen his skill set within the Financial Services sector, with a focus on Compliance.
Alyson has over 9 years’ experience within the Financial Services Industry working across several sectors including Banking, Investments and Pensions. She has worked in both client-facing and administrative roles within various firms and is passionate about providing the highest quality service to both clients and colleagues. Alyson is currently working towards the level 4 Diploma in Regulated Financial Planning, as she looks to grow and develop into a full paraplanning role.
Antony joined PAS with 5 years of Financial Services experience, primarily working with Defined Benefit pension transfers for a national IFA. This experience gives him the unique skill set and in-depth knowledge needed to provide quality administration support to our team. Antony is currently working towards the level 4 Diploma in Regulated Financial Planning, in order to further develop his knowledge, enabling him to maintain the high standards he sets himself.
Callum joined PAS with 4 years of Financial Services experience, mainly working within Pensions, Investments, Protection & Mortgages. His rounded experience means he fully understands the importance of customer service and high-quality advice. Callum is currently working towards the level 4 Diploma in Regulated Financial Planning, in order to further increase his knowledge and develop a career within PAS.