Patrick entered the financial services industry in 1979 when he joined Prudential's Home Service Division. Dissatisfied with the restrictions of a single provider Patrick decided he wanted to offer independent financial advice, so he left the Pru to set up his own firm and so, in 1985 Financial Planning Partners was born.
From the outset, Patrick's mission has always been to deliver the highest quality financial planning advice backed with the best technical knowledge, experience, training and the ability to apply those qualities in order to have a positive impact on the lives of FPP's clients.
His insistence on the highest technical standards means that Patrick holds the coveted Chartered Financial Planner status (APFS) awarded by the Personal Finance Society. He also holds advanced qualifications in Pensions, Investment Planning, Taxation, Trusts and Investment Portfolio Management as well as additional qualifications in mortgages, equity release, and case study analysis. He is a member of the Chartered Insurance Institute and complies with their Code of Conduct and Ethics.
Patrick is keen on keeping fit, and is the 40th person in the world to have completed the marathon Grand Slam https://www.npmarathon.com/html/race-info/5.html which involves running a marathon on all 7 continents as well as at the North Pole. In November 2013, he also ran marathons in the Antarctic and Chile with his daughter Charlotte, making them the third father/daughter marathon running team in the world to have run marathons together on all 7 continents.
Apart from running Patrick also enjoys cycling, cinema, theatre, cooking, travel, scuba diving, rugby and is currently to learning to dance Argentine Tango.
Outside of Financial Planning, he is developing a career in public speaking and recently gave talks on dealing with challenges and problem solving.
Patrick is a keen supporter of local charities having raised over £5,000 for DEBRA. For his two marathons runs in the Antarctic and Chile in November 2013 he raised over £3,000 for https://www.daisysdream.org.uk/, a charity devoted to supporting children and their families affected by both life threatening illness and bereavement throughout Berkshire and surrounding areas.
Advanced Diploma in Financial Planning (APFS)
Andy joined Financial Planning Partners in April 2018 following a successful career in Financial Advice.
Andy began working in Financial Services in 2001 and has gained invaluable experience over more than 15 years, becoming a Chartered Financial Planner, a Chartered Wealth Manager and a Fellow of the Personal Finance Society along the way.
He is passionate about providing the highest quality of independent financial advice in plain-English, enabling clients to live life well and helping to ensure that money doesn’t get in the way.
Andy is married and lives with his wife in Chertsey with their 2-year old son. He also loves a physical challenge, having completed the London Marathon, an Olympic-distance Triathlon at Dorney, the 100-mile RideLondon Cycle Event in what can only be described as a Biblical Monsoon, and even an SAS Boot Camp weekend which, to his surprise, he survived.
Chartered Financial Planner
Chartered Wealth Manager
Fellow of the Personal Finance Society (FPFS)
Alison joined Financial Planning Partners in June 1998 following a successful career in banking and finance.
Alison has attained a Diploma in Financial Planning and is now working towards the Advanced Diploma and Chartered Financial Planner status. She takes pride in her technical knowledge, always exceeding the minimum exam-pass requirements and achieving the highest results.
Alison is responsible for carrying out in-depth research and analysis for our clients’ investments and pensions and prepares comprehensive Advice Reports along with any associated paperwork to implement our recommendations. Alison is also able to deal with technical client enquiries.
Diploma in Financial Planning (DipPFS)
Emma joined Financial Planning Partners in April 2014.
She has attained a Diploma in Regulated Financial Planning and is now working towards the Advanced Diploma and Chartered Financial Planner status.
Emma is responsible for organising client meetings and preparing comprehensive Planning Reports, which often include Lifetime Cashflow forecasts. She also assists Alison by carrying out research and analysis and preparing less-complex Advice Reports along with any associated paperwork to implement our recommendations. Emma is also able to deal with client enquiries.
Diploma in Regulated Financial Planning (DipPFS)
Oliver joined Financial Planning Partners in March 2019.
He is currently studying towards the Diploma in Regulated Financial Planning.
Oliver is responsible for organising and preparing for client meetings, day-to-day administration and data inputting. He also assists Emma and Alison, so that they can carry out in-depth research and analysis to prepare Advice Reports along with any associated paperwork to implement our recommendations. Oliver is also able to deal with basic client enquiries.
R01 – Financial Services, Regulation & Ethics
Financial Planning Partners Ltd
19 Wellington Business Park
Tel: 01344 778990
FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.