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As we continue to invest in our future, we are delighted that our team has been strengthened over the last year with four new team members Becca, Hannah, Lewis and Catherine, who our clients are getting to know.

We will introduce them to you in our next edition but for now, we are pleased to share some good news from amongst the FPC ranks!

Nick Evans promoted to Head of Advice

This week Nick Evans celebrates 12 years at FPC and a new role as Head of Advice.

As part of his new role, he will be responsible for several business functions while continuing his work with clients with complex needs, helping them make sense of difficult choices and put plans into action so they can focus on living the lives they aspire to.

Managing Partner, Moira O’Shaughnessy comments:

“Nick has played a key role in ensuring FPC’s values of integrity, empathy and commitment are embedded into our team. He leads by example by always going the extra mile for clients; seeking solutions to problems and anticipating client needs.”

As we grow and evolve, Nick aims to raise the bar even further, championing FPC as one of the leading privately owned, truly independent financial planning and advice firms in the UK.

Congratulations, Nick! FPC is honoured to have you as such a pivotal part of the team, and we thank you for your unrelenting dedication to the business and its clients.

Introducing the new Deputy President of the Insurance Institute of Liverpool… Helen Thomas (and her own little deputy Baby Jac!)

We’re proud to announce that FPC’s Helen Thomas, has been elected Deputy President of the Insurance Institute of Liverpool for 2024/25.

The Insurance Institute of Liverpool is a team of committed volunteers with extensive experience in the finance and insurance sectors. Its mission is to serve its members by supporting individuals pursuing professional qualifications, inspiring future generations to join the finance and insurance industries, assisting vulnerable industry members, and organising social events.

Helen comments: It means a lot to be thought of in the first place, but when you’re on maternity leave (and spend your days entertaining a four-month-old!), it’s even more of an honour!”

FPC are committed to supporting the professional development of our team, funding all professional exams, and providing support with bespoke personal development plans, tutoring and mentoring programmes. Helen is a shining example of what can be achieved when you are dedicated to technical excellence in your profession; not only has she achieved her Chartered Financial Planner status, but she is also a Certified Financial Planner and has gained Fellowship of the Institute.

We’re looking forward to welcoming Helen back from maternity leave in the Autumn, and continuing to support her both within FPC and in her new role as Vice President of the Institute.

A thank you from Stephen

As many clients will know our much-loved colleague Stephen Caffrey was diagnosed with a very rare form of Leukaemia at the end of February.

He had been feeling under the weather for a few weeks and thought he had a virus, but as his symptoms worsened, he was admitted to the hospital and ultimately into intensive care, fighting off a series of infections, including pneumonia. Thankfully, with the care of the ITC team, he got through a tough few weeks and was ultimately transferred to a specialist unit in Whiston where he has received exemplary care.

The form of blood cancer he has is very rare for one so young, so the medics have said he’s a bit of a unique specimen (we could have told them that!) but the good news is that it is treatable, and he is now undergoing chemotherapy.

In true Stephen spirit, he is back on the beach with his dog Kev and focusing on getting his physical strength back – even taking himself wild camping last weekend – although we’re not sure he’ll be doing that again in a hurry after struggling to find somewhere dry to pitch his tent!

As you can imagine the whole team here has stepped up to cover for Stephen, as they have done for Helen too and although they are (literally) big shoes to fill they are doing a sterling job.

Stephen has asked us to pass on this message:

“Thank you everyone for all your messages of support. I have been really overwhelmed by your good wishes and it made a huge difference during those first couple of months in hospital when I really didn’t know what I was facing.”

Thank you from FPC too – we have been really touched by the genuine care and affection clients and professional colleagues have shown Stephen; we look forward to welcoming him back when he is at full strength.

Until then he’s our regular lunch date at MeCycle over the road!