Welcome to PFPS Wealth Management
Wealth management is about taking care of all your personal and business financial needs together with those of your family, but the reality is that very few of us manage our finances as best we might. This is hardly surprising – the financial world is complex and fast changing, with a myriad of choices available. Achieving a successful outcome means spending huge amounts of time researching those choices and options, and yet most of us have neither the time nor, it has to be said, the inclination to make the most of what is on offer.
Your financial situation is unique so the core of wealth management should be a personal service and a long-term relationship with a chosen adviser combining ongoing regular and comprehensive reviews of your personal finances. All our advice is face-to-face and focused on the personal needs of each individual client. We recognise that no one client’s objectives or circumstances are the same as another. This approach ensures the relationships we build are founded on trust.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
Stephen Ogilby Financial Consultant –
Specialising in Pensions/Final Salary Advice and Business Financial Advice
After a successful career at AstraZeneca, Stephen decided to pursue his passion for financial services. Indeed, whilst working at AstraZeneca, Stephen had already commenced his studies and had gained his qualification in relation to Mortgage advice.
On joining PFPS Stephen was enrolled into the prestigious St. James’s Place Academy where he has successfully gained a range of further specialist qualifications.
Stephen is a very personable adviser and works very closely with both the client, their family and the client’s own professional advisers, such as Accountants and Solicitors. This helps Stephen to provide a truly holistic approach to each planning situation, helping to ensure that the client is at the centre of each strategy and that his advice complements that offered by the client’s legal and accountancy advisers.
Away from the office Stephen is a very competitive sportsman, having represented Ireland on a number of occasions in his favoured sport of cricket. Stephen is also captain of Chester Boughton Hal Cricket Club, where he has lead the team to a number of notable victories.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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