Alan was a co-founder of PPM in 1984 and is the Managing Director of the company. In addition to running the business, Alan’s responsibilities include the management of personal and SIPP portfolios and the provision of financial advice for PPM’s clients. With a background in both pensions and investment management, Alan has been the driver of PPM’s service for Self-Invested Pension Plans (SIPPs). Alan is an Associate of the Chartered Insurance Institute and holds the Investment Management Asset Allocation Qualification.
Paul has 15 years experience in the industry and he takes the lead role in PPM’s investment research for both collectives and individual shares. Paul oversees the firm’s asset allocation and portfolio construction process as well as being responsible for the day-to-day management of client portfolios. Paul’s investment career began in Glasgow with Morgan Stanley and has since covered roles in fund management with SWIP (Scottish Widows Investment Partnership) and advisory stockbroking with Killik & Co in the City of London. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.
Veronica has over 20 years’ experience in the financial services industry. Her main role within the business is to provide financial and investment planning advice to clients. With a background in both holistic financial planning and investment management, Veronica started her career with a fund management group before taking up various financial services roles including 8 years providing financial advice to high net worth clients of the legal firm Maclay Murray and Spens. Veronica holds both the Investment Management Certificate and the Level 4 Diploma in Financial Services.
Company Secretary / Investment Administrator
Ian is a law graduate with 25 years’ experience in financial services starting in Barclays Stockbrokers and then over 20 years within PPM. He has a thorough knowledge of PPM’s business and the requirements of our clients. Ian is responsible for all aspects of Investment Administration including dealing, transfers, corporate actions, valuations and client queries.
Sharon has over 25 years experience in the financial services industry focusing mainly on pension arrangements. Her role at PPM is to provide administrative support to Alan, Veronica and Paul. After graduating from Strathclyde University, Sharon’s pensions career started at Noble Lowndes & Partners (now part of Mercers), then after working in the Staff Pensions Department at the Clydesdale Bank, Sharon spent 11 years with pension consultants Jardine Lloyd Thompson.
Fiona provides secretarial support to Alan, Veronica and Paul as well as carrying out various office administration tasks. Fiona has built up a wealth of experience over the years working in various offices primarily associated with the educational sector.