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Petersfield
1a Rookery Farm, Ramsdean, Nr Petersfield, Hampshire, GU32 1RU
Telephone: 01730 823388
Fax: 01730 823939
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We have a team of ten experienced staff within the office. We aim to give a comprehensive service in all financial matters whilst retaining the accessibility and personal approach of a small firm.
We endeavour to make financial services as simple to understand as possible without understating the importance of financial planning
Within the firm each IFA is qualified to advise on all financial products but individuals do have particular fields of expertise.
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Robin Seymour (e-mail me)
Robin is G60 qualified and leans towards pensions and retirement as a speciality. He also has considerable experience in corporate arena.
Robin left the army in 1985 since when he has spent 20 year gaining considerable experience as an IFA in the South East.
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Edwin Spencer (e-mail me)
Ed specialises in group and corporate business as the firm manage a number of pension schemes for small and medium sized businesses (25 - 1000 employees).
Prior to becoming an IFA Ed spent a period with a stockbroker in Guildford after spending 4 years as a college lecturer.
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Barry Richards (e-mail me)
Barry specialises in investment. The firm manages in excess of £50m of client assets across a broad range of assets and products.
Prior to becoming an IFA in 2002 Barry's background was in fund management spending 10 years working in the city for Fidelity Investment and more recently JP Morgan
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Steve Grundy (e-mail me)
Steve joined the company in 2002 as Compliance Manager, after spending 5 years in a similar role with a national IFA Network. He has over 13 years experience in financial services and is a member by examination of the Personal Finance Society. His role within Protection & Investment Ltd is to ensure that we consistently meet our regulatory requirements.
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Andrew Coombs (e-mail me)
Andy specialises in mortgages. He is CeMAP qualified and his role is to advise clients when arranging mortgages and remortgages along with arranging their associated mortgage protection needs.
Prior to joining PIL in November 2005, he spent a number of years as a Mortgage Consultant with John Charcol.
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