Anne and Judith of The Family Planning Centre

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!”

Chris Wickham has consistently provided clear advice, backed up by timely paperwork so you know what you are getting into. Face to face reviews have taken place when required and my portfolio has grown. Using the platform makes it easy to review at a glance what the investments are doing at any point in time. Questions are sorted with humour and patience.

Katie T (Thornhill)

I've always found the FPC and Chris to be extremely helpful. They are there when needed without being in any way "pushy". Very happy to recommend.

Stephen S. (East Ardsley)

I have been a client of the FPC now for over 14 years, and I find them to be an excellent company to deal with. I feel confident that their choice of investments are the right ones for me. I get excellent service and my adviser Chris Wickham visits my home at least twice a year to review my investments, give advice, and bring me up to date with everything. Thank you FPC for all your help and best wishes to you in your new premises.

Valerie (Farnley)

We have been with the Financial Planning Centre (FPC) since June 2014 our contact there being Chris Wickham. We have had great service from Chris always remaining in good contact keeping us up to date with our investments through FPC. We feel confident and happy about all aspects of dealings with FPC, a good polite well run service.

Chris & Justine (Gomersal)

Hi Chris, I would like to take this opportunity to send a small letter of thanks with regards to yourself and The Financial Planning Centre. You have taken care of my pension plan and other services we have taken out with you over the past 20 years. Always with great professionalism care and patience, always thinking of the client and always translating into layman’s terms to make it as easy as humanly possible. I would be highly delighted to recommend your business Many thanks from a well satisfied customer

Chris Ellis (Middleton)