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individual profiles |
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DuncanJones
: Director |
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Qualifications
Financial Planning Certificate (FPC)
Advanced Financial Planning Certificate (AFPC)
Specialist Paper G60 with Distinction
Experience
Duncan has been associated with the financial
services industry since 1983, initially gaining
his experience with Friends Provident before joining
a small independent financial adviser in High
Wycombe for three years. He joined Parnell Fisher
Child & Co Ltd in August 1991 as a Financial Planning
Consultant, being made a Director in 1995 and
in 1998 joined Nigel Woolven in a management buyout.
He now combines looking after his personal client
base with some responsibility for running the
business.
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PeterHarris
: Senior Administrator to Duncan Jones
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Qualifications
BSC (Hons)
Member of Society of Financial Advisers (MSFA)
Financial Planning Certificate (FPC)
Advanced Financial Planning Certificate (AFPC)
APMI (8 papers completed)
Experience
Peter started out as a Duty Manager in a
corporate leisure complex putting some of his
degree to good use. After 3 years' hard graft,
he embarked on a 12 month 'find out more about
yourself' trip through Africa and Australasia:
returned to embark on a career in financial services.
He spent 18 months with Scottish Amicable followed
by 2 years with Siemens working in their inhouse
Pension Department. Peter comments, "I've always
enjoyed the complexity and technical side to financial
services and arrived at PFC in November 2001 to
develop this further".
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