If you want to find out a little more about the individuals within our firm, feel free to click on the links below.
Advisers
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Jason, Managing Director and Independent Financial Adviser has been employed in financial services since 1988 and founded Pebble Independent Financial Services Ltd in 2006 having previously been an IFA for the previous 11 years. Fully qualified with both Financial Planning Certification (FPC) and Mortgage Advice Qualification, Jason is progressing towards achieving Advanced FPC status. A specialist in holistic financial planning who can advise on all aspects of your financial planning requirements.
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Alistair joined our team in 2008 as an Independent Financial Adviser with full Financial Planning Certification, Mortgage and Equity Release qualifications. Alistair has a background in financial services spanning 24 years and specialises in holistic financial planning with an emphasis towards pension and investment portfolio planning. With a vast knowledge of pension and investment planning, Alistair has greatly complimented our team of advisers.
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Simon is an Independent Financial Adviser with full CeFA, CeMAP, CeRER and the advanced level DipFA certification. Simon is therefore fully qualified and experienced to advise on all aspects of financial advice including pensions, investments, savings, mortgages and protection planning. Simon brings a wealth of experience, professionalism and enthusiasm to our team.
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Support Staff
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Riika is responsible for marketing, office administration and developing both existing and new client relationships.
With over 15 years experience in Conference and Event Management, Riika also co-directs our sister company – Pebble Event Management Ltd.
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Dan is our Marketing and Development Manager with years of experience in this field. Dan's role is to promote our company and our services to both existing and new clients, locally and wider afield. Outside of work Dan is a Professional Tennis Coach and keen sportsman,
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Ana is responsible for our in-house accounting and client liaison. With over 20 years experience in accounting and marketing background, Ana brings a wealth of knowledge to the team.
Ana is also a co-director of our sister company Pebble Event Management Ltd.
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