I set up Prudent FPA in 2005 and our office is in the heart of Lancaster City Centre. I wanted to be able to offer financial advice in a way which mirrored my own values with an aim to build a long relationship with clients and be able to help them with any area of financial advice they may need.
I've worked in financial services since I graduated. I actually have an engineering degree, which I think has been particularly useful to me in my career. Engineering is about solving problems and this is what we try to do every day at work.
When I speak to clients, I want them to feel at ease and I want them to believe and trust what I am saying and I want them to feel reassured, whatever their situation. It is very important that the foundation of our relationship is trust.
I’ve worked at Prudent since September 2007 getting involved in lots of aspects of Prudent including marketing, client servicing as well as business processing and research. I’m really excited to now be working as an Adviser within the Practice alongside James.
I have learnt so much from working closely with James and the rest of the team – I really enjoy the ins and outs of helping people with their financial planning and look forward to working with our clients to help them achieve their goals.
I've been working at Prudent since 2003, and I now mainly process and track life insurance applications - it's funny how things turn out as I originally studied design at university. In my spare time, not that I get a lot these days, I enjoy being creative and keeping fit at the gym.
I like the flexibility of working for Prudent and I feel a real part of the team. All our ideas are taken on board and we're a real close-knit team. We're all approachable, friendly and will help wherever we can.
I first started working for James in April 2014, and for the last 18 months I have worked for Mortgage Balance managing the ongoing administration of their mortgage cases.
In October 2017 I came back to work at Prudent as their Receptionist and Client Servicing Manager, a role I am really excited to develop. I really enjoy working with our clients and hope I can help maintain the high level of service that Prudent have become well known for.
My hours work around doing the school run for my little girl, and I really value working for a company who value family life and working parents.
I've worked for Prudent for around 7 years as an administrator. My role has changed quite a bit over time and I now act as James’s secretary as well as putting together portfolio valuations.
The flexible working arrangements are perfect for me as I currently live in Surrey with my family, juggle a busy home life and childcare with working from home.
Having lived in the South for many years, we recently moved back into the area and I have just started working with James, primarily reviewing the systems. I’m getting used to a different career and life back in the North.