Lucy Cunningham

My role at gpfm involves providing support to the advisers and paraplanners.  The gpfm ethos is all about ensuring our clients get the best possible service and is something that I strive to achieve.

This is what I’ve done…

In July 2016, I joined the Client Services team at gpfm on the apprenticeship scheme, after having completed my A-Levels at sixth form. Between leaving school and joining gpfm, I had a part-time job in retail where I learned a great deal about customer service. This has helped me enormously with my role when engaging with clients.

…And this is what I’m all about

I enjoy spending time with my family and going out with my friends. I like going to the theatre and eating out.

I love travelling to different countries and have been lucky enough to visit many parts of Europe and America; my favourite places so far being Barcelona and New York.

Our People

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

Office Manager & Paraplanner

Alistair McCann

DipPFS - Paraplanner

Crystal Mack

Client Services Manager

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

Sheila Kehoe

Client Services Manager

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