We currently have openings for exceptional people in the following roles:
- Authorised and regulated financial adviser;
- Suitably qualified and experienced paraplanner:
New permanent opportunities have arisen to join the team at Personal Financial Planning Ltd, based in both our Sandbach and Preston offices.
Our commitment to helping to set and meet the financial expectations of our clients is at the heart of what we do.
We aim to share our clients' burden of trying to make an award of damages last a lifetime, whilst understanding that it must be spent in order to make a qualitative change to life.
We are therefore seeking like-minded, talented individuals to join our team.
This is an excellent opportunity for those with enthusiasm, commitment and outstanding communication skills who wish to work in this specialised sector.
Further details are outlined in the Job Description and Person Specification found by clicking here.
Applicants are invited to upload their CV, along with their supporting statement.
- Experienced financial services administrator.
If you have the skills, knowledge, experience and aptitude for any of these roles and wish to be part of our talented and dedicated team, please upload your CV and supporting statement below:
Finding the right person to make your investment decisions, was important for my peace of mind. For me, it was more than the performance of the funds, but trusting the person that was pulling the strings. At PFP I felt that I had a team, all working together in order to meet my expectations. From the first phone call I made, to my last meeting. I had complete confidence in their ability to advise me, on how best to manage my portfolio.
Following an accident in November 2007 I was introduced to Ian Rowe from PFP approximately 6 months later. Since then PFP have been able to offer first-class advice on how to set up a personal injury trust, and then manage it over the coming years.
The advice has always been easy to understand, logical and entirely appropriate to levels of risk etc. Investments have been presented in a clear and concise manner, review documentation easy to understand and digest, and any changes necessary provided in a timely fashion.
I would have no hesitation in recommending the services of PFP to anyone if they are faced with a situation similar to mine.
Ian Gunn and his team at PFP have been looking after our daughter's investments since 2006. In that time, the services provided to us have been excellent. We have received a comprehensive, professional and honest service with a helpful, personal, friendly touch.
There would be no hesitation, from us, in recommending PFP to anyone who is looking for expert advice and guidance, who are in the same situation as us.
When our son age 9 was involved in an RTA in August 2001, he was awarded compensation for injuries sustained. We knew this money was required long term and had to work for him. We were introduced to PFP and Richard Cropper by our Solicitor and what a great recommendation it was. Richard has worked tirelessly for our son and his fund has grown, which has enabled him to be independent.
We are always kept up to date on the progress and changes if required and an annual review where Richard comes to us. All the staff at PFP are very knowledgeable and sensitive in all areas and we would have no reservation in recommending Richard and the rest of the company. They feel like an extension of our family.
Since my daughter was awarded a Personal Injury Payment over ten years ago, Richard Cropper and his team at PFP have helped and guided us to ensure her assets are wisely invested to ensure the money she will need to pay for the care she will require for the rest of her life is safeguarded. In spite of the vicissitudes and uncertainties of the times we live in - and a hitherto unknown instability of the financial sector, Richard has done a magnificent job.
I feel, after over a decade of sure advice, that our choice of adviser could not have been better and hope our working relationship continues for many years to come. I would not hesitate to recommend Richard (and his team) to anyone who is searching for a financial adviser with an extensive knowledge of personal injury, the future needs of that individual and whose integrity and honesty is without question. He is also - (and this is terribly important to anyone who is struggling with the complexities of the financial markets and the driving need to care for their loved one) - very approachable and friendly. He makes my life better and eases my worries with kindness and compassion - without making me feel I am asking daft questions (and I ask quite a lot ...).
For the last fifteen years PFP have been advising us as trustees about our son's medical negligence award. Not only this, but they have also assisted us greatly on any benefits and allowances that our son can claim. Without exception we have always been treated with the best possible care.
I specialise in Court of Protection and Personal Injury Trust matters. I act as a Financial Deputy and Trustee in numerous matters. Most of them involve very substantial investments. I have dealt with PFP on various cases over the years, and continue to do so. My main contacts are Ian Gunn and Richard Cropper (as well as Joanne Moores for Welfare Benefits Advice).
I have always been very pleased with the services provided by PFP. Based upon my experience of dealing with them, I have always found PFP to be very professional and helpful in their approach and service
Many of our clients with significant compensation awards have used Personal Financial Planning to advise about and manage their investments. We have found Richard Cropper and his staff to be totally professional and extremely knowledgeable. Richard always deals with clients and their families in a kind, supportive and accessible way. Richard is our “go to” financial adviser for clients with large awards.
Ian Rowe and PFP are our go to trusted experts for financial advice for our clients. The client care is excellent, Ian and Richard make the complicated seem simple.
I have instructed Richard Cropper and PFP for many years on behalf of my Court of Protection clients. I have to say the service provided is second to none. Their dedication and expertise in investment of personal injury awards sets them apart from other IFAs they truly are unique.
The investment process is explained in detail to each and every client/parent in a simple and understandable way which is personal to them. The benefits advice service is outstanding. I would have no hesitation in recommending PFP.
Whilst acting as professional deputy and trustee to many brain injured clients, I having dealings with PFP on an almost daily basis. I cannot praise Richard Cropper and James Rooney highly enough for the advice they provide in their detailed yet easy to understand reports. The manner in which they interact with my clients is second to none, always speaking in plain English and putting the clients at ease in sometimes difficult circumstances. The support staff I deal with are very efficient and always happy to help.
Over many years, Ian Rowe has provided prompt and timely advice to many of my Clients, often in cases where it has been appropriate to set up a Personal Injury Trust. He has frequently taken the time to visit my Clients at their homes, at whatever time has been convenient to the Client, with a view to providing detailed but clear independent advice to enable the Clients to make a decision as to how best to proceed.
In the past, some of my Clients have commented upon Ian’s pleasant and pragmatic manner and others have commented upon his willingness to go the extra mile, as and when any issues have arisen that required his early intervention.
For many of our catastrophically injured Clients, Richard Cropper of PFP provides us with extremely comprehensive Viability Reports, which are of enormous assistance when Clients are seeking advice in relation to the most appropriate form of award e.g. whether a lump sum basis and/or periodical payments. His professional input is often invaluable, particularly in the run up to Joint Settlement Meetings or Trials.
I have worked with Joanne Moores of PFP for several years now. Joanne’s advice in welfare benefits matters has been invaluable to me in my capacity as Deputy appointed by the Court of Protection to manage the financial affairs of various clients who are deemed not to have capacity.
Joanne’s knowledge on all matters related to benefits and the Department of Works and Pensions is very comprehensive and wide ranging. I have found her to be extremely approachable, very thorough in the advice that she gives and she always offers sensible and practical advice. Her depth of knowledge in her field is invaluable for those who are advising clients on all matters relating to personal injury trusts and deputyships. I will have no hesitation now or in the future in recommending Joanne to my colleagues for professional advice and assistance.
Richard is ace!
I have been with PFP for 10 years and their advice and knowledge has been invaluable.
They regularly provide updates and have always been available to answer any queries or to explain options within my portfolio. As I find it difficult to travel Mr Cropper comes to visit me at home on a yearly basis. I would recommend PFP to anyone in need of help with their financial planning.
We have known Ian Rowe for nine years, he has always dealt with us with care and attention. Ian is always very professional. He is always one step ahead regarding our investments and his forecast is spot on. Ian is very good at listening to our needs for this year and for the long term. He makes great decisions regarding our investments.