Our Financial Advisers and Support Staff.
Harry established Portlethen Independent Financial Services (PiFS) in 1996 to provide clients with a local IFA service in Aberdeen and the surrounding area. Harry has worked in financial services since 1986 and has worked for some on the major banks and insurance companies.
Harry holds the Certificate in Financial Planning and the Certificate in Mortgage Advice and is studying to achieve his Diploma in Financial Planning.
Harry can provide advise in all areas of financial planning but has a wealth of experience in the mortgages and the property market.
David has been a financial adviser since 1992 and has worked with some of the major life assurance, pension and investment companies prior to joining PiFS in 2002.
David holds the Diploma in Financial Planning and is a member of the Society of Mortgage Professionals and is currently studying to achieve "Chartered" status.
David can provide advise in all areas of financial planning and takes a holistic view to putting in place a plan to meet your financial need and objectives.
Wendy provides administration support for Harry & David and ensures the smooth processing of all life, pension and investment applications.
Wendy joined PiFS in January 2008 having previously worked for the another IFA firm and held various roles with a leading UK bank.
June is responsible for the processing of all mortgage applications and liaises with the lenders, surveyors and solicitors to ensure that the mortgage offer papers are issued ready for your entry date.
June has been with PiFS since 1999 having previously worked for a high street bank.