01737 222646 | admin@pmwealth.co.uk

Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.


Edward Perry Chartered FCSI
Edward Perry Chartered FCSI, Wealth Manager
Tel. 01737 222646
Mobile. 07968 754273
Email. edwardpmwealth.co.uk
Edward Perry has been a financial adviser in Reigate since 2007, he formed his investment and financial services knowledge whilst working in the City and Canary Wharf. However, when the opportunity presented itself to open a regional office for Edward Jones Investments he opened their Reigate satellite office in 2007. Since then Edward took the opportunity to become an independent financial adviser and has been serving the local community ever since. In 2016 Edward decided to team up with Daniel Lawrence to build an advice firm true to their vision and ethos of service and a sensible, coherent approach to wealth management. 
Edward specialises in investment planning, retirement planning and estate planning. 
Edward is also involved in the local community as a member of the local Rotary club.

Qualifications: Private Client Investment Advice & Management (Level 6 passed with distinction), Diploma in Financial Planning DipPFS (Level 4),  CISI Securities & Regulations (level 3), BA Hons Politics, Philosophy & Economics
Edward is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Daniel Lawrence CFP Chartered Wealth Manager FCSI
Daniel Lawrence CFP Chartered Wealth Manager FCSI, Wealth Manager
Tel. 01737 222646
Mobile. 07904 383096
Email. danielpmwealth.co.uk
Daniel started working in the financial services industry in Reigate in 2010, since then he has worked for a London based stockbrokers before returning to work in Reigate at Define Financial Planning Ltd. In 2016 Daniel decided to team up with Edward Perry to build an advice firm true to their vision and ethos of service and a sensible, coherent approach to wealth management. Daniel has experience in helping high net worth individuals, families and businesses to make the most out of their finances. Daniel's time in the City was as a Private Client Investment Manager. The role entailed building investment portfolio's utilising investments such as collective investments and direct equities bespoke to client needs.
Daniel specialises in investment planning, retirement planning and estate planning. 

Qualifications: Diploma in Advanced Financial Planning (Level 7). Private Client Investment Advice & Management (Level 6 passed with distinction). Certificate in Advanced Financial Planning (Level 6).  Investment Advice Diploma, Private Client Advice (both Level 4) and Certificate in Securities (Level 3). 
Daniel is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Morgan Bowen
Morgan Bowen, Associate Financial Planner
Tel. 01737 222646
Email. morganpmwealth.co.uk
Morgan graduated with a 1st Class Degree in International Business. Whilst at University Morgan set up his own business and played semi-professional rugby. He then started his career in financial services as a trainee financial adviser in Banstead. Morgan joined Perry Monroe in May 2022 as an associate financial planner to help assist the Director’s in managing client relationships. Morgan is currently studying for the Diploma in Regulated Financial Planning.

Qualifications: R01 Financial Services, Regulation and Ethics. R05 Financial Protection. BSc (Hons) International Business
Vanessa Sheppard
Vanessa Sheppard, Senior Financial Administrator
Tel. 01737 222646
Email. vanessapmwealth.co.uk
Vanessa joined us in September 2018, she has 9 years experience working as administrator to financial advisers. Vanessa started off her career working for the Financial Times supporting the Group Finance Director and has held various Board Level PA roles. Vanessa is traditionally trained in the fine art of short hand!
Fran Sitton
Fran Sitton, Paraplanner
Tel. 01737 222646
Email. franpmwealth.co.uk
Fran started her career in finance in 2007, initially as a mortgage advisor and then progressed to be a financial adviser and has worked for a number of High Street banks. As such Fran is a fully qualified financial adviser and after taking time out to raise a family has joined Perry Monroe in the role of paraplanner. This role is to assist Ed and Dan in the advice process and to allow us to continue to afford time with our clients.

Qualifications: Higher Diploma in Financial Planning, Chartered Institute of Bankers Diploma in Financial Planning DipPFS (Level 4). C-Map Mortgage Adviser. BSc Hons Geography and Tourism Management.
Indices
Value Move   %     
FTSE 100
7,541.8526.10 stock arrow0.35 stock arrow
FTSE All Share
4,162.1115.62 stock arrow0.38 stock arrow
Currencies
Value Move   %     
Euro
1.180.00 stock arrow0.03 stock arrow
United States Dollar
1.190.00 stock arrow-0.13 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 19/08/2022 at 03:00 AM