Contact Us
admin@porterifa.co.uk
01306 644 695
T: 01306 644 695
Email: simon.porter@porterifa.co.uk
Simon spent many years working in the stockmarket, both here in the U.K. and in America before retraining to become a Financial Adviser.
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.
CII AF5 Financial Planning
CII Diploma in Financial Planning
CII Award in Pensions Update
CII Long Term Care
CISI Certificate in Investments & Securities
Member of the CII (Chartered Insurance Institute) & The Personal Finance Society (PFS)
Associate of the Chartered Institute for Securities & Investments (CISI)
Email: admin@porterifa.co.uk
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.
Lise looks after the administration need's of Simon's client's A - M.
T: 01306 644 694
Email: Lise.nye@porterifa.co.uk
With over 30 years of experience within the Financial Services industry, Lise has extensive experience working within our industry. Lise holds her Financial Planning Certification Level 1, and has extensive experience with industry systems and processes. Alongside Karen, Lise will be able to assist you with any non-advice related questions that you might have.
Financial Planning Certificate (FPC1)
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.
Financial Planning Certificate (FPC3)
RSA & Pitmans Typewriting
Excel Intermediate 4