Tel: 01306 644 695

Meet the Team

Simon Porter, Managing Director, Independent Financial Adviser

Simon Porter ACSI, DipPFS
Director


T: 01306 644 695

Email: simon.porter@porterifa.co.uk


Simon Porter, CISI Assocaiate

Simon has worked in financial services since May 1987. Initially as a stockbroker in both the U.K. and America before retraining to become a financial adviser in 2005.

He focuses on building long term relationships with his clients and practices Holistic Financial Planning. Simon will spend enough time with you as is required to firmly establish your financial goals & objectives before moving forward and recommending a suitable financial plan.

Simon holds the Diploma in Financial Planning from the Chartered Insurance Institute (C.I.I.) Is a member of the Personal Finance Society (PFS) and an Associate of the Chartered Institute for Securities & Investments (C.I.S.I.)

When not working he enjoys spending quality time with his family, planning mountaineering trips and running to keep fit. To date he has run both the London and New York marathons.

Qualifications

CII AF5 Financial Planning
CII Diploma in Financial Planning
CII Award in Pensions Update
CII Long Term Care
CISI Certificate in Investments & Securities

Membership of Professional Bodies

Member of the CII (Chartered Insurance Institute) & The Personal Finance Society (PFS)
Associate of the Chartered Institute for Securities & Investments (CISI)




Debbie Condon, Support Services

Debbie Condon
Administration Manager


Email: admin@porterifa.co.uk

Qualifications

Financial Planning Certificate (FPC3)
G80 (Long-Term Care)
H15 (Supervision & Sales Mgt)
IAQ (Investment Mgt Admin Certificate)

Debbie has worked in Financial Services for over 25 years, and has held a number of senior roles managing and developing teams of administrators. Debbie previously worked for Friends Provident (now Aviva), Broadstone Pensions & Investments Ltd, Seven Investment Management and Brooks Macdonald IM, and she holds her Financial Planning Certificate (FPC3), G80 (Long-Term Care), H15 (Supervision & Sales Mgt), and IAQ Investment Mgt Admin Certificate.




Minnal Akhtar, PA & Administrator to Porter IFA

Minnal Akhtar
Administrator

Minnal looks after the administration need's of Simon's client's A - M.


T: 01306 644694

Email: minnal.akhtar@porterifa.co.uk

Minnal has over 10 years of experience working within the Financial Services Industry, gained from working within both the Wealth Management and the Retail Banking sectors.

Minnal will be able to assist you with any non-advice related questions that you may have.




Karen Wetcott, Administrator

Karen Westcott
Administrator

Karen looks after the administration need's of Simon's client's N - Z.


T: 01306 644693

Email: karen.westcott@porterifa.co.uk

With over 25 years of experience within Financial Services, Karen is a highly experienced administrator. Karen has extensive experience working for both product providers and wealth management firms, and holds her full Financial Planning Certificates. Karen will be able to assist you with any non-advice related questions that you might have.

Qualifications

Financial Planning Certificate (FPC3)
RSA & Pitmans Typewriting
Excel Intermediate 4