About Us

Formed in 2008 PLS Financial Services prides its self in going that extra mile for its clients. Our advisors have a combined experience accrued over fifty years of working London, Hong Kong and New York bringing an international intelligence to the local market. “Our ethos is to help our clients achieve their financial goals by looking at their whole financial situation; discussing what they would like to achieve with their lives, finding out how they feel about financial risk, and working on a tailor made financial plan.” “Far too often we have met new clients who have been sold a product in the past, then left and never seen again; often with little knowledge of what they have actually bought or what it is meant to achieve for them. At PLS we carry out regular reviews to keep our clients up to date with the progress of their portfolios. It is very important for our clients know what is happening with their investments.” When you do business with PLS Financial Services, you will be joining a growing and healthy portfolio of clients both home and abroad all benefiting from global knowledge with a personal touch.

Meet The Advisors

Simon Palmer

About Simon

Managing Director

Simon established PLS in 2008 as co-director and is now the sole director. He previously worked in global financial markets based in London, Hong Kong and New York.

In addition to providing holistic advice to his client base, he is the firms supervisor and compliance officer.

Wayne Wells

About Wayne

Financial Advisor Specialising in Residential and Commercial Mortgages

Wayne has worked within the Financial Services industry in excess of 20 years, delivering independent advice since 1998 to a range of clients.

He has acquired a depth of knowledge and areas of expertise include residential and commercial mortgage finance along with holistic financial planning. Wayne enjoys communicating complex areas of financial planning in a straight forward, easy to understand way and is qualified to Diploma level.

Married with adult children and grandchildren, Wayne lives near Norwich and when not at work – spends time with his family or with his classic Lotus

Charles Rickards

About Charles

Chartered Financial Planner

Charles has been providing financial advice for 27 years and counting, to individuals, businesses and trustees.

He is also a pensions specialist including advising on defined benefit pensions.

Outside of work, Charles enjoys spending time with his wife, children, grandchildren, and dogs.  He likes to travel, discover new places, and also plays bass guitar and sings in a band.

Mark Champion

About Mark

Financial Adviser

Mark Champion has been a financial adviser for 27 years. He has wide experience in helping clients with their financial requirements, specialising in investment and retirement planning.

Georgia Finbow

About Georgia

Financial Planner

Georgia started her career in Financial Services in 2017. She has been an IFA since May 2019, and is currently studying for her CII Advanced Diploma. Her aim is to provide clients with holistic advice, in order to help them achieve their long term goals. She is also qualified to provide advice on equity release, and occupational pensions.

Outside of work, Georgia loves to travel, ski, spending time with family, friends and her dog Chester.

Shane Finbow

About Shane

Mortgage and Protection Advisor

Since qualifying in 2015, Shane has helped 100’s of clients purchase their dream home, re-mortgage, invest in property and protect their family & home.

He previously worked for a local mortgage firm dealing with specialist mortgages such as adverse credit, contractors, company directors, limited company buy to let and visas. He has acquired a depth of knowledge and areas of expertise on both residential and buy to let mortgages.

Outside of work, Shane enjoys spending time with his young family, helping in the community and being a football supporter of Ipswich Town.

 

Meet The Administration Team

Abigail Joseph

About Abigail

Office Manager at the Diss Office

Abigail has been with PLS since August 2022 and is currently working towards completing her Level 3 in UK Financial Regulation, with a long-term goal of achieving a Level 4 Diploma in Paraplanning.

Outside of work, Abigail enjoys crafting, reading, and playing board games with family. She also likes volunteering in the local community.

Galina Sayer

About Galina

Administrator at the Diss Office

Galina is the newest member of our team who joined PLS in April 2024, she comes from a Clinical Data Management background and so brings a wealth of knowledge to the Administration team.

Outside of work, Galina enjoys upcycling furniture, DIY projects and spending time with her family and friends.

Rob Elmer

About Rob

Trainee Paraplanner at the Debenham Office

Rob joined PLS as an apprentice administrator in January 2022 and is currently working towards completing his Level 4 Diploma in Financial Planning, with the long-term goal of being a financial adviser.

Outside of work, Rob enjoys travelling and spending time with family and friends.

Blake Rickards

About Blake

Trainee Paraplanner at the Debenham Office

Blake started his career in financial services in August 2022 after obtaining a degree in Politics and International Relations and joined PLS in January 2024 to progress further.

He is currently working his way through the Level 4 Diploma and would like to advise clients in the long run.

Outside of work, Blake loves to go travelling, go to concerts and try new food.

Contact Us:

Tel: 01379 644568    Email: info@plsfinancial.co.uk

8 Hopper Way, Diss, Norfolk, IP22 4GT