Heidi Cunningham

As part of the Client Services team at gpfm, my role involves providing administrative support to the advisers for their review meetings with clients.  The gpfm ethos is all about ensuring our clients get the best possible service and this is so very important to me. 

This is what I’ve done… 

At the age of 17 I started my working career in London as an office secretary. At the age of 22 I made the decision to step into the banking world, working for Chemical Bank.  During my 20+ years in London I also worked for Lloyds and Bank of Tokyo.  Following this I worked for the NHS as a pharmacy secretary up until September 2016, when I (stupidly) decided to work on a home project in the middle of winter! 

In November 2020, I joined the Client Services team at gpfm.  I’m still in the ‘learning period’ but I’m thoroughly enjoying getting to know about the Company, getting to know my colleagues and the new skills I am being taught. 

…And this is what I’m all about 

I’m a bit of a keep-fit fanatic so spend a lot of my spare time at the gym.  I also have a dog called Ralph so also spend a fair amount of time out walking him! I have two daughters, Lucy and Charlotte who both work local to home. (I’m now lucky enough to work with Lucy!). 

love seeing my friends and love travelling and have been lucky enough to have visited many countries. I also like reading. I don’t really have a particular genre that I prefer so tend to grab whatever I like the look of.  I would like to say I love to cook and bake, but after many failed attempts over the years, I’m better skilled at eating 

 

Our People

Simon Frost

APFS - Director and Chartered Financial Planner

Scott Atkinson

FPFS - Director and Chartered Financial Planner

Lewis Keates

Paraplanner

Scott Shadwell

DipPFS - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Valerie Stock

Operations Manager

Paige Gray

Cert CII ( FS) - Paraplanner

Lucy Cunningham

Cert CII (FS) - Client Services Manager

Sheila Kehoe

Client Services Manager

David Shepherd

Operations Manager

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