Meet the team

We've done this before

The partners are your main point of contact, face-to-face and on the phone.  Working alongside them is a dedicated team providing complete technical and administrative support.


Moira O’Shaughnessy Partner

I like helping people.  I’m happy for people to rely on me, and turn to me for support.

Throw in a natural inclination to take charge and make things happen, combine that with nearly 30 years experience helping business owners and their families and that’s me.  Ready for action when you are!

Qualifications

  • Chartered Financial Planner

  • MBA Liverpool Business School

  • Associate of the Personal Finance Society

Mark Ralphs Partner

I founded FPC and from day one I focused on building a solid investment proposition. We have certainly been tested over the years but we have also delivered, as our client stories show.

I am really good at researching solutions to problems – you can trust me to find the right person to help with a tricky problem.

Qualifications

  • Chartered Member of the Chartered Institute for Securities and Investment
  • MBA Liverpool Business School

  • Member of the Society of Trust and Estate Practitioners

Bernice Blundell Partner

My maths and actuarial pension background has instilled in me a desire to get things right.  I help clients understand how their plan works as well as what we’re trying to achieve.

Relationships matter: I believe it is part of our role to share our knowledge and work alongside other advisers to get a clear strategy in place.  It’s a team effort, which we’re happy to lead.

Qualifications

  • Chartered Financial Planner
  • Affiliate of the Society of Trust and Estate Practitioners
  • Fellow of the Pensions Management Institute

Planners, admin & support

The planning team know the ins and outs of everything numbers-related, with over 50 complex exams between them.  They're all qualified at the level expected of advisers.

The admin and support teams are fpc's foundation - they make sure everything runs smoothly, and deal with all the paperwork.  It's also their voices you'll hear when you pick up the phone!

Qualifications

  • Certified Financial Planner
  • Chartered Financial Planner
  • Several bachelor's and master's degrees

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