Contact Us
admin@porterifa.co.uk
01306 644 695
Meet the Team
Simon Porter ACSI, DipPFS
Director
T: 01306 644 695
Email: simon.porter@porterifa.co.uk
Simon spent many years working in the stockmarket, both here in the U.K. and in America before retraining to become a Financial Adviser.
He focuses on building long term relationships with his clients and practices Holistic Financial Planning. Simon will spend enough time with you as is required to firmly establish your financial goals & objectives before moving forward and recommending a suitable financial plan.
Simon holds the Diploma in Financial Planning from the Chartered Insurance Institute (C.I.I.) Is a member of the Personal Finance Society (PFS) and an Associate of the Chartered Institute for Securities & Investments (C.I.S.I.)
When not working he enjoys spending quality time with his family, planning mountaineering trips and running to keep fit. To date he has run both the London and New York marathons.
Qualifications
CII AF5 Financial Planning
CII Diploma in Financial Planning
CII Award in Pensions Update
CII Long Term Care
CISI Certificate in Investments & Securities
Membership of Professional Bodies
Member of the CII (Chartered Insurance Institute) & The Personal Finance Society (PFS)
Associate of the Chartered Institute for Securities & Investments (CISI)
Emily Richardson
Administrator
Email: emily.richardson@porterifa.co.uk
Emily now has over 6 years experience in Financial Services as a IFA administrator. Emiliy thrives on providing excellent customer service and will do all that she can to help our clients.
In her spare time Emily loves attending music concerts and walks with her cockapoo.
Ingrid Happel
Administrator
E: Ingrid.happel@porterifa.co.uk
Ingrid has over 9 years experience in Financial services and prides herself in providing the best customer service.
When not working Ingrid loves cooking, reading and walking her two dogs.