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| About Us |
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Ever since Pension & Financial Consultants Ltd (PFC) was established in 1995, one simple principle has underpinned our approach to business, that is to ask ourselves, “How would we want to be treated in this matter?”
In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes we achieve on their behalf.
We believe it is an approach that works. By applying our expertise to the opportunities and challenges our clients face, we build a bond with them, deliver realistic solutions and constantly strive to exceed their expectations.
This has resulted in the organic growth of PFC. We are a locally owned company, employing over 30 staff and currently listed as one of the top 3 Independent Financial Advisory (IFA) firms in Northern Ireland. We draw on our unsurpassed experience in the Northern Ireland financial services sector to ensure best practice is always adhered to.
Our aim is to ensure the long-term prosperity of our clients. This means that no matter how straightforward or complex their circumstances may be, PFC can help.
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| Directors |
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| Alan Smyth – Chairman |
Alan has been with PFC since it’s inception in 1995. Prior to that he worked in Ulster Pensions Trustees (latterly Sedgwicks), Coopers & Lybrand and Friends Provident.
He has been working within the financial service industry for over 35 years and has a wealth of experience in the Executive Pension arena, the Self Invested Personal Pension (SIPP) and the Small Self Administered Scheme (SSAS) markets. |
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| Stephen Warke – Managing Director |
Stephen joined PFC in November 1995 and became Managing Director in 2002. Prior to joining PFC he was head of financial services at Sedgwicks and commenced his career with Commercial Union in 1980.
He specialises in asset and wealth management especially in relation to trusts and inheritance tax mitigation.
Stephen has an extensive working knowledge of the Self Invested Personal Pension (SIPP) and Small Self Administered Scheme (SSAS) market and provides guidance on the many pension options available to clients at retirement. |
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| William Doggart – Director |
William joined PFC from Frizzell in 1999 where he was the Area/Development Manager for Northern Ireland. He now heads up the Financial Education & Advisory Service (FEAS) division of PFC which provides financial education courses and the subsequent individual advice to delegates from public & private sector employers as well as unions and associations.
He too has been within the financial services market place since the 1980’s with expertise in investment management, inheritance tax mitigation and the design and implementation of bespoke financial education courses. |
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| Paul Taggart – Director |
Paul joined PFC from Sedgwicks where he had started his career on completion of his university education in 1990.
Paul is responsible for the company’s group business where he has created a specialist division advising on the provision of Employee Benefits and Group Pension arrangements for client companies.
He and his team provide only the highest quality service to client companies who, like ourselves expect to receive the best quality service available.
Paul has provided expert input on the new Pension Simplification rules to the Chartered Institute of Accountants for Ireland. |
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| Jonathan McAlpine - Director |
Jonathan joined PFC in February 2007. He was previously a Director of Kerr Henderson and prior to that Northern Ireland Manager for Standard Life.
He has a wealth of experience in the Self Invested Personal Pension (SIPP) and Small Self Administered Schemes (SSAS) markets. As well as expertise in investment management and tax mitigation. |
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