Making financial decisions is an important and sometimes daunting process for you, your family and your business. We understand that one size doesn’t fit all which is why we provide a bespoke solution that always meets your needs.
As a Chartered Firm of Financial Planners you have the added reassurance that we meet the highest standards of professional qualifications and ethical good practice.
Establishing a sound financial strategy is a major step towards making the right choices to secure the rewarding lifestyle that you wish to lead.
The FCA requires that all Retail Investment Advisers hold a Statement of Professional Standing (SPS). This confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities that they undertake and has completed appropriate CPD (continued professional development).
David is the Founder and Managing Director of Pool House Group. With more than 30 years in the financial services industry, he specialises in a range of taxation and technical issues for SME’s / Owner managed businesses and high net worth individuals.
He is a Chartered Financial Planner and a member of the firm’s investment committee making key decisions in managing clients investments on their designated platform. He is a Pension Transfer Specialist and also acts as a Professional Trustee and Adviser to clients with Small Self-Administered Schemes, (SSAS) specialising in the flexible benefits of Commercial Property Purchase.
Fiona has worked for the Company since February 2007 and is the Operations Director, overseeing all aspects of the business including staffing, accounts, compliance and training. Fiona integrates processes in to the business and is responsible for developing the back office system to help improve efficiency throughout.
Jonathan is the co-owner and Director of Pool House Group and has worked as an Independent Financial Adviser since the inception of the Financial Services Act in May 1988.
He is a Chartered Financial Planner, as well as being a Fellow of the Personal Finance Society and holds a Masters (MSc) in Business Management and Financial Planning.
Jonathan is also a member of the firm’s investment committee making key decisions in managing clients investment portfolios on their designated platform.
Jonathan is a Pension Transfer Specialist as well as acting as a Professional Trustee and Adviser to clients with Small Self-Administered Schemes (SSAS).
Phoebe is the Client Director at Pool House Group and is one of the Company’s registered Financial Advisers. Having joined the Company in 2011, Phoebe works closely with David and his clients, as well as advising her own client bank and managing the client facing team.