Trevor Jackson

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FPFS, CFP

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Director

Premier Financial Management (PFM) was founded by Trevor in 1999. Trevor oversees the continued growth of Premier Financial Management, as well as advising a long-standing client base of high net worth individuals and their families. He is also responsible for a number of corporate accounts, where PFM provide employee benefit solutions.

Trevor studied modern languages at Exeter and Cambridge and is a Fellow of the Personal Finance Society. Trevor is passionate about the benefits of financial planning and consequently PFM clients receiving the highest quality advice and service.

Outside work, Trevor is married with four children and remains a keen sportsman, in particular playing and coaching hockey.

Gerry Twardzik

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CFPTM, Chartered MCSI, DipPFS

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Certified Financial Planner

Gerry is a Chartered member of the Chartered Institute of Securities & Investments, a Certified Financial Planner and a Diploma member of the Personal Finance Society with over 30 years’ experience. 

Gerry joined PFM in 2011 and works closely with our individual and corporate clients. Gerry has extensive experience in providing financial planning advice to high net worth individuals and their families, entrepreneurs, senior  executives, the professional self-employed and lottery winners.  Prior to joining PFM, Gerry headed Financial Planning departments at accountancy firms Grant Thornton and Ernst & Young. 

Outside work, Gerry is a keen rugby fan, having played at County level, and is now involved in a more leisurely capacity at his local club. He is also a keen cyclist - it is easier on the knees - and has completed a number of cycling challenges including Lands End to John O’Groats and London to Paris. Gerry is married with two children.

Duncan Horner

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FPFS

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Chartered Financial Planner

Duncan joined Premier Financial Management in March 2015.

Duncan has a wealth of experience advising corporations, business owners and private individuals on all areas of financial planning.

Prior to joining Premier, Duncan was a Partner at Towry for the previous ten years.

Duncan is a Fellow of the Personal Finance Society and holds the Investment Management Certificate.

Outside of work, Duncan enjoys spending time with his family and the odd game of golf having ‘retired’ from team sports many years ago!

Steven Smith

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FPFS

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Chartered Financial Planner

Steven joined Premier Financial Management in 2014, having started in financial services ten years earlier. Steven is a Chartered Financial Planner and Fellow of the Personal Finance Society. He provides clients with holistic planning advice and advocates lifetime cash flow modelling.

Away from the office Steven is very sporty. He represented Great Britain in the European age-group triathlon championships in 2013, completed the Paris-Brest-Paris endurance cycle in 2015 and pedalled from Lands End to John o'Groats in 2018 with colleague Gerry Twardzik. If he isn't swimming, biking or running he is either cleaning his bike or eating other people's cake.

Jonty Rider

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FPFS, Cert SMP

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Chartered Financial Planner

Mortgage Adviser

 

Our mortgage and equity release specialist, Jonty joined Premier Financial Management in 2018 . He has worked in financial services since leaving Reading University in 2014 with a BSc in Finance and Investment Banking

Jonty is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a member of the Society of Mortgage Professionals.

Away from the office Jonty is a keen hockey player for Sonning Hockey Club, also umpiring on a regular basis. 

Shasta Buno

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DipPFS

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Client Relationship Manager

 

Shasta joined Premier Financial Management in March 2008,  specialising in employee benefits and working with our Corporate Accounts. 

Shasta has been working in the Financial Services industry with product providers and Independent Financial Advisers since 2002.

With a BA(Hons) in Politics from Queen Mary University of London, Shasta holds the Diploma in Financial Planning and has achieved several Insurance qualifications.

Brett Baker

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DipPFS, IMC

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Investment Analyst

 

Brett joined Premier Financial Management in 2011 having been involved in the Financial Services industry since 2002.

Brett’s previous roles have been as an Investment Analyst/Paraplanner at financial services firms, in the UK, Asia and Australia.

Brett holds the Investment Management Certificate and Diploma in Financial Planning as well as the Singapore College of Insurance Diploma.

In his spare time Brett enjoys running, cycling, home-brewing and playing golf.

Duncan Todd

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FPFS

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Chartered Paraplanner

Duncan started his financial services career in 2003 with Legal and General. Prior to joining Premier in 2016 Duncan was a Paraplanner at The Jelf Group and Bellpenny.

Duncan studied Business with Finance at University in Cardiff and has obtained Chartered Financial Planner status.  He is a Fellow of the Personal Finance Society.

Outside work, Duncan is married with two children and is a Manchester United season ticket holder.

Stewart Housden

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Cert CII, Cert PFS

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Client Services Manager

Stewart joined Premier Financial Management in March 2016 and has been in the Financial Services sector since 1978, working for banks, product providers and Financial Advisers.

Specialising in Employee Benefits, Stewart is certified by both the CII and PFS and holds the PMI Certificate in Pensions Automatic Enrolment.

Stewart is a keen quizzer, his quiz team funding regular trips abroad from their winnings.