Our People

At gpfm we employ a team of experienced planners and support staff who work hard to deliver a service that extends ‘beyond the call of duty’ and is focused entirely on you.

Many of our team previously worked together at a national IFA and one of our priorities was to get the team back together. The blend of skills on offer allows us to provide the best advice and service to our clients. Learn more about each member of our team by viewing their profiles below.

Lucy Cunningham

Client Services Manager

James Melhuish

DipPFS - Financial Planner

Scott Atkinson

DipCII, DipPFS - Director and Financial Planner

Simon Frost

APFS - Director and Chartered Financial Planner

Scott Shadwell

DipPFS - Financial Planner

Rod Edwards

DipPFA - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Lewis Keates

Paraplanner

Alistair McCann

DipPFS - Paraplanner

Crystal Mack

Client Services Manager

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

Sheila Kehoe

Client Services Manager

Our Services

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