Emily, Anne & Judith
Anne previously worked for Prudential for 22 years with a 10 year gap in between to raise her daughters. She left Prudential in 2001 and joined the FPC in 2004 as the company began to grow. She now works alongside four of the advisers she had previously worked with at Prudential.
Her role there was similar to the administration role she fulfils today at the FPC and she retains a whole hearted commitment to ensuring the company can provide the best possible service for its clients.
Judith spent 31 years working for a local High Street Bank, with 10 years as Operations Manager of the Banks Processing Centre, so you could say administration and processing were in her DNA.
After retiring from banking she then spent 7 years working in a wedding wear shop, dressing ladies for a variety of special occasions. As shoes and clothes were a hobby of Judith’s, the FPC count themselves lucky to have been able to prise her away to join them in 2012. Judith now enjoys being able to use her previous banking and administration skills in her current role, where she has special responsibilities for the company’s back office computer systems.
The advisers say… “Having Anne and Judith behind the scenes is a real bonus for the company. They work really well as a team and nothing is too much trouble for them, when helping us and our clients. They are a major part of the success of the FPC, and are often the first port of call for our clients. There is no chance that either of them will be allowed to retire within the next 20 years!”
As two people who have no experience of financial dealings we have found over the years that the Financial Planning Centre have been extremely helpful, assuring us of their advice and attention, in what for us would be a difficult and potentially hazardous area. Chris Wickham has always taken time to explain to us all of the transactions he has undertaken for us, and also he has readily given advice over the phone on other related questions we may have had. When contacting other company members eg. Secretaries, they have always been courteous and friendly.
We have been clients of the Financial Planning Centre since the company began. In all this time we have received excellent service from our Financial Adviser, Chris Wickham, We feel that our investments are exceptionally well managed by the company. We receive regular updates from Chris and he always makes sure we understand any developments or changes which need to be made. This is a 'client-friendly' company which we would heartily recommend.
All options were explained clearly and concisely. More importantly those aspects of the old and new plans which I did not fully understand were fully examined. Overall I am delighted with your service.
We were recommended to Chris and The Financial Planning Centre by our friends and they have been to my wife and I, what we all search for, a Company that's a friend. We are not mega investors, but the help and advice we have received from our adviser has just been, for us, top drawer. Peace of mind. You can't beat it. We thank all the team.
We have been clients of the F P C for more than eight years and we have been extremely satisfied with the advice given by Chris regarding our investments and pensions. Prior to being with the FPC our investments were not achieving much growth, but with Chris’s advice on different products we have steadily built up a healthy portfolio. Also due to early retirement Chris found the best pension provider for us . Over the years we have come to regard Chris as a friend plus he explains technicalities in an easy to understand way. We would have no hesitation in recommending Chris and The FPC