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!”
We have been clients of the Financial Planning Centre since the company first started, and Chris also looked after us before then. In all this time we have received friendly and well explained advice and service from our Financial Adviser, Chris Wickham. Our investments have done well, we receive regular updates and meetings, and I know I can call any time if there is something I need to speak about. I would happy to recommend both Chris and the Financial Planning Centre to anyone.
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.
I contacted the Financial Planning Centre in 2014 for pension planning and advice, and I would strongly recommend them. Their representative, Chris Wickham, explained everything fully and clearly and in terms I could understand, and was always available to answer any questions. He dealt with everything quickly and efficiently, and I am absolutely delighted with the outcome.
Thank you to Chris and the FPC for the sound financial advice I have received over a number of years. It has been much appreciated and very successful.
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.