We are extremely proud to employ a team of dedicated and enthusiastic individuals who contribute to the success of PCWM by ensuring that you receive an unrivalled level of service.
Victoria is one of the Financial Advisers and Directors at PCWM. With a career in bespoke financial planning which spans almost a decade, Victoria works with her clients to ensure that their financial objectives continue to be met.
Victoria has a particular interest in Capital Management, Trust Investments and Estate Planning, and is a member of the CII and an affiliate of the Society of Trust and Estate Practitioners.
Victoria's role as a Director of PCWM means that she plays a key, strategic role in the growth and progression of the company.
Along with her team, they have a vision to create one of the leading financial advisory firms in the North of England.
Away from the office, Victoria lives with her husband and son in North Leeds. Victoria has a theatrical and musical background and retains a keen interest in live music and Yorkshire's cultural scene.
Paul is an Independent Financial Adviser, and one of the Directors at PCWM, and has been offering financial advice to high net worth clients and business owners for over 20 years.
Paul holds both Chartered and Certified Financial Planner status, placing him amongst the most qualified planners in the UK.
Having dedicated his career to offering financial advice and running financial advice practices, Paul enjoys demystifying financial advice and offering practical solutions, to his clients.
Paul's role as a Director of PCWM means that he plays a key, strategic role in the growth and progression of the company.
He enjoys developing staff members to reach their potential and encourages personal and professional development.
Paul balances his work, with sporting pursuits, including keeping fit, playing golf and boxing.
Samantha is a Chartered Tax Advisor, and a member of the Chartered Institute of Taxation (CIOT). She has joined PCWM with 20 years of experience working with private clients and business owners.
Samantha is a valuable asset to the firm, bringing added expertise in relation to the taxation of investments and tax planning, which is fundamental to effective financial planning.
Samantha also plays a key role in growing the business and building relationships with other professionals in law, accountancy, taxation, and wealth management, with a view to bringing the best calibre of expertise to PCWM's clients.
Samantha is past Chairperson of the Leeds CIOT branch and the current Chairperson of Women In Business Hull; a group which supports, encourages and inspires decision making women. Samantha is hosting the 2018 Women of Achievement Awards - recognising amazing women and their achievements.
Outside of PCWM, Samantha lives with her husband in East Yorkshire, and loves spending time with her family and friends. She has a passion for healthy living and inspiring others to be the best versions of themselves.
Charlie has been working within financial services for over 6 years, specialising in a Paraplanning role for almost 3 years.
Charlie’s role within PCWM is to act in a supporting capacity for the Financial Advisers, assisting with research and report writing.
Charlie was recently recruited by PCWM as she has relocated to York with her husband, she is very committed to personal improvement and is incredibly ethical in her work.
In Charlie’s spare time she has a real passion for looking after the environment and promoting sustainable living.
Gillian has been working for PCWM for almost 5 years as the Office Manager for the company. Her duties involve liaising with clients and providers and ensuring records are comprehensive and up to date.
She works to ensure clients are receiving the level of care and attention that they require and that duties are being carried out in a timely manner.
Throughout her time working for PCWM Gillian has been entrusted with additional roles and responsibilities which is a testament to her abilities to manage her time and others efficiently.
In Gillian’s spare time she enjoys riding her ponies and playing polo at her local club and in tournaments both home and away.
Karen is a Chartered Financial Planner and her role within PCWM is as Head of Compliance. Karen has completed the PFS Fellowship programme, a fantastic accolade proving her commitment to personal development and improving the industry.
Karen is central to improving the processes at PCWM. She works with the board members, to continually address the methods in place and improve client outcome.
Outside of work, Karen enjoys spending time with friends and family and is a keen chef. She enjoys keeping fit, and loves being outdoors, especially down at her allotment.
Sarah is the Head of Operations and Administration for the group. She possesses great organisational skills which enable her to act as the lynchpin between advisers and the other members of staff.
Sarah recently won a national award for her implementation and working knowledge of the award-winning back office system we use. This knowledge allows us to offer a better service to our clients, both initially and on an ongoing basis.
Sarah has a great deal of experience in acquisitions and mergers in the financial advice sector, and will use this experience in assisting the growth plans of PCWM.
Sarah lives with her husband and daughter in East Yorkshire. She is a big Hull City supporter, following her club around the country.