meet the team at PFC Cumbria

Meet the Team

meet the team at PFC Cumbria

Meet the Team

We are proud to have built such a highly qualified and close-knit friendly team at PFC. Educational development is strongly encouraged with employees pursuing higher professional examinations. Unusually in the profession, everyone at the PFC Cumbria has professional qualifications. All of our paraplanners have the Diploma in Financial Planning (DipPFS).  An ethos of Collective Responsibility with mutual support ensures a happy working environment. Personal milestones are marked with Birthdays, Exam success and family additions all being celebrated with a cream tea. The mutual love of making great espresso coffee always provides a convivial atmosphere at coffee time.

The Team

Julie Heap, Financial Administration Assistant

Julie Heap

Julie Heap,Financial Administration Assistant When contacting the office, Julie will…

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Honorary Team Members

Jake, Director of Therapy / Security
Cindy, the coffee machine
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