About us

We are a firm of Independent Financial Planners based in Liverpool.

We have been providing bespoke services to clients across the UK since 1953.

We pride ourselves on having successive generations of clients continue to value our advice.

Andrew Robertson

Managing Director & Financial Planner

Andrew has worked in financial services for more than 30 years. After training at Norwich Union, he has been with PWS for 28 years and has been Managing Director for 16 years.

Meet Andrew

Mohit Saini

Director & Chartered Financial Planner

Mohit specialises in working with business owners and high net worth individuals. He is a Chartered Financial Planner; an accreditation indicative of his dedication to ongoing personal development.

Meet Mohit

Jonathan Barlow

Director & Financial Planner

Jonathan is a Director and Financial Planner specialising in pension planning. He enjoys making a real difference to our clients’ lives and businesses.

Meet Jonathan

Nick Grogan

Award Winning Chartered & Certified Financial Planner

Nick has worked in financial services for over a decade. He is a highly-qualified Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager, and a Fellow of the Personal Finance Society. He also won the highly coveted Investment Advice Specialist of the year at the 2021/22 Personal Finance Society Awards

Meet Nick

Marie Clark

Office Manager

As our Office Manager, Marie’s role is to ensure the smooth running of our office’s processes and procedures: everything from compliance to management, banking, payroll and recruitment.

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Florin Nitescu

Trainee Financial Administrator

Florin studied Banking and Finance at university and is currently working towards his Diploma in Financial Planning whilst training to become a Financial Administrator.

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Jake Lloyd

Financial Administrator

Jake is a friendly point of contact for our clients and is always working on developing his skills. He has completed his Diploma in Financial Services and is now working towards Chartered Financial Planner status.

Meet Jake

Emma Caffrey

Financial Administrator

Emma’s role varies between marketing, mortgages and commissions. She enjoys working with such a great group of people – no two days are the same!

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Karen Kelly

Financial Administrator

Karen’s career has spanned roles at Royal Insurance, Norwich Union, Burns Crosson Ltd and finally PWS. Her role involves providing support for our advisers and clients.

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Matt Webb

Financial Planner and Mortgage Adviser

Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive advice.

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Stephanie Winder

Financial Administrator

Stephanie supports our advisers with both new and ongoing client cases. She prepares client meetings, processes new business and is a friendly port of call for the people we work with.

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Mark Crighton

Mortgage Adviser

Mark works closely with our financial advisory team, providing mortgage advice and solutions for new purchases, remortgages, Buy to Let and commercial deals.

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Steven Milford

Financial Planner

Steve began working in financial services in 2005 and became an adviser in 2008. He embraces technology and enjoys meeting clients regularly.

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Chris Oldfield

Associate Director & Financial Planner

Chris has worked in financial services for more than 25 years. His career has spanned various roles at Royal Insurance, NatWest Life, Eagle Star and other Independent Financial Advisory firms.

Meet Chris

Meet the team

Our expert team consists of Financial Planners and dedicated support.

Get in touch

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