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 Team

Simon Palmer

About Simon

Established PLS in 2008 as co-director, 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

Residential and Commercial Mortgage Advisor

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 Rickards was a Financial Adviser with Standard Life in 1997 and became an Independent Financial Adviser in 2004.  His aim is to provide a comprehensive financial advice service to his clients, both existing and future and have studied for and passed numerous examinations to enable him to do this. He also is qualified to provide financial advice on Occupational Pensions , and Long Term Care.

Charles is married to Lynn and has three children.

In his spare time,  he enjoys walking with his dog, foreign travel, playing bass guitar and singing in various local bands (Not all at the same time!).

Mark Champion

About Mark

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 Rickards

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.

Chris Spain

About Chris

Financial Advisor

Chris brings a wealth of experience to PLS having spent over 35 years working in financial services, mostly with national brokers. Chris specialises in Employee Benefits and Occupational Pensions.

Away from work Chris plays golf, likes travelling and is proud to be a die-hard Southampton fan – since 1967!

 

Administration Team

About Administration

Our administration team are dedicated to ensuring our communications are maintained and work to help you with your enquiries. They have experience from various administration roles and enjoy working together.

Contact Us:

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

8 Hopper Way, Diss, Norfolk, IP22 4GT