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.

Simon Frost

APFS - Director and Chartered Financial Planner

Scott Atkinson

FPFS - Director and Chartered Financial Planner

Scott Shadwell

DipPFS - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Valerie Stock

Operations Manager

Lewis Keates


Paige Gray

Cert CII ( FS) - Paraplanner

Lucy Cunningham

Cert CII (FS) - Client Services Manager

Sheila Kehoe

Client Services Manager

Heidi Cunningham

Client Services Support

David Shepherd

Operations Manager

Our Services

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