Douglas Morrison
Principal
dug@pfm2000.co.uk
Douglas has been in the Financial Services industry for a number of years and has recently reached the milestone of 25 years as an Independent Financial Adviser. He has a wealth of experience in all areas of financial planning but specialises in areas of Investment and Tax Planning. Douglas founded Premier Financial Management (Scotland) Ltd in March 1998.
Jim Nicholson
Senior Consultant
jim@pfm2000.co.uk
Jim began his insurance career in 1979 with a direct sales force, progressing within 2 years to a firm of Independent Brokers. For the last 10 years he has run his own firm of appointed representatives and in January 1999 joined PFM. Jim advises in all areas of financial services and has been an Independent Financial Adviser for 25 years.
Cecilia Keenan
Senior Consultant
cec@pfm2000.co.uk
Cecilia stared her career in the Financial Services sector in 1990 as a member of the sales support staff in a large insurance company. She subsequently joined PFM in 1998 and advises in all areas of financial planning.
Michael Garvey
Consultant
michael@pfm2000.co.uk
Michael joined PFM in September 2006, having previously worked as a Mortgage consultant in a brokerage. Michael studied at St Andrews University and Glasgow University, where he studied Philosophy. Upon leaving university, he started his career in Financial Services as an adviser with Zurich.
David Garvey
Trainee Consultant
david@pfm2000.co.uk
David joined PFM in November 2007, having previously worked in the industry as a Paraplanner for a number of years. David joined as a Trainee adviser and is now working closely with Douglas, whilst trying to build up a client bank of his own.
Paulette Laverock
Administrator
paulette@pfm2000.co.uk
Paulette joined PFM in February 2002 after having moved to Glasgow. Previously, Paulette worked with a large Financial Services company in her home town of Liverpool. Paulette works alongside Claire, covering all aspects of admin for Jim and Michael and David.
Jill Ritchie
Administrator
jill@pfm2000.co.uk
Jill joined PFM in Nov 2005, joining from Prudential where she worked for 5 years at the Stirling Campus. Jill has worked in financial services for the past 15 years and currently covers all aspects of admin for Douglas.
Claire Collins
Claire joined PFM in May 2006, following a career change, having previously worked as a make-up artist. Claire works alongside Paulette, covering all aspects of admin for Michael, David and Jim. |