Team

Stephanie Holliday, Paraplanner Stephanie, who lives near Carlisle has a degree in business management and a background of ICT and administration from the Telecoms sector. Stephanie has achieved her Diploma in Regulated Financial planning since joining PFC. Outside of work Stephanie enjoys spending time with family and friends. She also enjoys going out for a […]

Julie Heap,Financial Administration Assistant When contacting the office, Julie will often be your first port of call. Her friendly and helpful manner will make you feel at ease and give you confidence that your query will be handled effectively. Julie moved to the beautiful Eden Valley in 2016, from Beverley in East Yorkshire, where she

Gillian Little, Paraplanner Gillian has worked in the financial services industry for over 25 years with a number of local IFA firms, providing administration support to the advisers. She is QCF (Qualifications and Credit Framework) Level 4 qualified and holds a Diploma in Financial Planning. Gillian has 2 young boys and in her spare time

Craig Turney, DipPFS Cert SMP Craig joined PFC in December 2020 having worked as the local adviser for a national financial planning business where he specialised in providing bespoke advice to clients on the suitability of new and existing investment, pension and retirement strategies. Craig has also previously worked for a local financial planning firm

Peter Taylor, Director & Chartered Financial Planner Peter trained as an Accountant in Penrith before stepping into Financial Services in 1992, where he found his tax training particularly useful. Peter recognised his primary interest lay in portfolio management taking the CII’s Investment Portfolio Management exam as a part of his Advanced Financial Planning Certificate. He