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Financial planning isn’t just about numbers – it’s about people, relationships and trust.

We earn that trust through a continued determination to go above and beyond for our clients. We have a clear understanding of their needs and the very important role that we play in protecting and enhancing their financial wellbeing.

Our clients tell us that our success is down to our ability to build long term relationships so you can be assured that we’re in it for the long run.

With over 30 years experience we have the professional credentials to support our reputation and our independence means we have no products to sell or provider influence. We offer a service not a sale.

We have a vested interest in our clients success and work closely with other professional advisers, acting as a co-ordinating force that ensures everyone is focused on what’s important – you!

We are committed to making a difference to our clients lives but also in our local community and overseas and we are pleased to support our clients own personal fund raising efforts. Visit our In the Community page to find out more.

And wherever you are in your journey, whether you are still building and striving; are ready to take a step back; need greater support for your family or simply want to make sure you are making the most of your position and understand it all – we can help.

To find out more about a typical client’s experience of working with FPC, visit our Client Stories section.

Then get in touch to explore how we might help you too.

Our chartered status

FPC was one of the first financial planning firms in the UK to be awarded Chartered Status in 2008.

Regarded as the ‘gold standard’ in our sector, Chartered status demonstrates a high standard of professionalism and acts as evidence of our commitment to excellence for our clients, partners and employees.

FPC is proud to have achieved Chartered status at both company and individual adviser level.

Meet the team

Harry Baines

Non-Executive Chair

Hayley Butler

Financial Planning Assistant

Bernice Blundell


Stephen Caffrey

Chartered Financial Planner

Will Carter

Chartered Financial Planner

Nick Evans

Senior Adviser

Amanda Hastings

Executive Assistant

Jack Haimes

Technical Administrator

Jenny Kearns

Management Assistant

Mike Lea

Senior Adviser

Shirley Lehan

Technical Administrator

Moira O’Shaughnessy

Managing Partner

John Phelan

Head of Operations

Mark Ralphs

Founding Partner

Helen Thomas

Chartered Financial Planner

Paul Welsh

Senior Adviser