Andrew had previously worked in the City of London for some of the major financial institutions before deciding to form PAS Financial Planning.
Andrew has over 41 years' experience in the financial sector and is authorised and regulated by the Financial Services Authority. He is able to provide financial advice on most investment vehicles.
Andrew enjoys enhancing the business by developing long-standing relationships with his clients. His professional attitude is reflected in the ethos of our company, with meticulous attention to detail and an extremely hard working attitude.
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PAS Financial Planning is a Financial Advisory business based in the Greater London area. With a relatively small number of staff, we pride ourselves on high calibre individuals who work well collectively and independently providing an exceptional customer experience for all of our clients.
Gary is the newest member of our team. He has recently graduated from University of Greenwich with a First Class Honours Degree in Business (Marketing Management). Gary also has an HND in Business which was accredited with Distinction. In December 2010, he received an award in recognition of his outstanding achievement for his academic endeavours.
Throughout Gary's academic studies, he was also employed as a Design Consultant for a major retailer before joining PAS Financial Planning in June 2009, whilst undertaking his dissertation for his degree.
Gary is now working toward his Financial Adviser exams and helps with the administration of the business, conducting investment fund research and assisting Andrew in his day-to-day duties.
Ray has worked for PAS Financial Planning since 2002 and has been involved with the administration of the business as well as the responsibility of maintaining the Management Accounts to meet our regulatory requirements. In the early years Ray was instrumental in helping maintain two offices until the business was centralised.
From 1969 to 2000, Ray worked for multi-national insurance brokers Willis, being involved in financial and system administration, preparing monthly Management Accounts and Budgetary requirements worldwide.
Ray's knowledge of Excel is extensive and this programme forms the basis of our Management Accounts; over the years Ray has attended many seminars on Excel and has trained staff in the use of the programme.
Jacqueline has been involved with PAS Financial Planning since meeting Andrew in 2000. She is a valued member of our team who provides support and assistance to Andrew in his day-to-day activities, as well as administering portfolio records for our clients and the overall responsibility of file management.
Jacqueline previously trained as a nurse and has also lectured in anatomy and physiology. Jacqueline has also ran her own beauty and holistic therapy business.
Jacqueline also pursues her interest in art and many of her creations are displayed in our office.
A Strategic Approach That Rewards Our Investors...
PAS Financial Planning is Authorised and Regulated by the Financial Conduct Authority
© 2013 PAS Financial Planning