PFD Financial Services Ltd
We are committed to providing high quality tailored financial advice and deal with many forms of financial services, giving advice to clients to assist with their personal and business financial planning.
We are passionate about helping our clients organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to concentrate on enjoying life.
Our aim is to provide a personal and professional service to our clients in a language they can understand.
Nick Horsley, Director & Financial Adviser
Nick has been working in the financial services industry since January 1982. He began as a Broker Consultant and Sales Manager for Friends Provident till January 1990 when he left and joined D J Bromidge & Partners as a Financial Adviser specialising in ethical investments. In September 1991 he left and set up PFD Financial Services Ltd. Nick is passionate about delivering lasting and robust solutions to all of his clients. When he isn't working, Nick enjoys mountain biking, windsurfing and walking his two dogs.
Tel: 01959 701704
Email: nick@pfdfinancial.com
Rosie Booth, Financial Adviser
Since completing her English degree at Exeter University in 2013, Rosie has worked either indirectly or directly in the finance industry. She started working full-time for PFD Financial Services Ltd in early 2015 and passed her Diploma for Financial Advisers at the beginning of 2017. Rosie is passionate about raising financial awareness outside of the industry, especially amongst younger generations. Outside of work, Rosie enjoys going to the gym, volunteering at a local youth group and baking.
Tel: 01959 701704
Email: rosie@pfdfinancial.com
Lois Wicking, Office Administrator
Lois has now been part of the Team at PFD Financial Services for over a year. She has had prior experience in Office Administration, working in Recruitment and IT Support. In her spare time Lois enjoys crafting and creating personalised gifts for family and friends.
Tel: 01959 701704
Email: lois@pfdfinancial.com
Mareka Newberry, Paraplanner
Mareka has now been part of the Team at PFD Financial Services for over a year. She has previously worked in Front of House, Office Management and Insurance. After work Mareka enjoys spending time outdoors with her family and dogs.
Tel: 01959 701704
Email: mareka@pfdfinancial.com
