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

DipCII, DipPFS - Director and Financial Planner

Scott Shadwell

DipPFS - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Rod Edwards

DipPFA - Financial Planner

Lewis Keates

Office Manager & Paraplanner

Amy MacKinnon

BA (Hons), DipPFS – Paraplanner

Nathan Simmons

Paraplanner

Sheila Kehoe

Client Services Manager

Lucy Cunningham

Client Services Manager

Paige Gray

CertCII (FS) - Client Services Manager

Elisabeth Anderson

Client Services Manager

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

Our Services

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