Scott Atkinson

My journey into financial planning started way back in June 1989. I qualified as a financial planner in 1995 and since becoming co-owner of gpfm financial planners, my role has expanded to include ‘running the business’. This involves a lot more than I ever thought! I recently achieved Chartered Financial Planner status and am working towards becoming a Fellow of the Personal Finance Society.

The financial world can be confusing, I passionately believe in proper financial planning, where my clients can visualise their financial future and confidently make the right decisions, sometimes decisions they never thought they could make. I pride myself on seeing my clients achieve their lifetime and financial goals.

This is what I’ve done

I started with Heath Consulting, which was part of a larger insurance broking group. Over the years the financial services part of the business was sold, changed name, went through a management buyout and was then sold again. All of these changes made the company smaller and I found myself being more influential within the business. This sparked the light bulb moment for me and I decided to go it alone and wanted to own my own business.

I was fortunate to be trained by Gerald Pepper back in the day and having remained friends we began discussions about helping him retire and buying his business. Simon and I completed the deal in December 2009.

And this is what I’m all about

I am a family man, married with three children, although my 24 year old daughter will hate me for referring to her as a child!

I am a passionate Tottenham Hotspur fan (please do not use that against me when choosing your financial planner!) and regularly attend matches to enjoy the frustrations of being a Tottenham fan. My sporting interests do not end there, I am a keen skier, enjoy golf and the occasional day at the horse racing.

I am also a self-confessed plane spotter! I have always had a passion for aviation, there’s an air of mystery to it that I find fascinating. I will at some point get my private pilot’s licence, watch this space…

Our People

Simon Frost

APFS - Director and Chartered Financial Planner

Lewis Keates

Paraplanner

Scott Shadwell

DipPFS - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Rod Edwards

DipPFA - Financial Planner

Valerie Stock

Operations Manager

Nathan Simmons

Paraplanner

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

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