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 and is a Governor of a local school.

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 Chartered FCSI
Daniel Lawrence Chartered 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: Private Client Investment Advice & Management (Level 6 passed with distinction).  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).
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!
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