Management & Advisory Team

Management & Advisory Team
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Mike has over 30 years’ industry experience and is the Managing Director of Pensionlite. He is a Chartered Financial Planner & Fellow of the Personal Finance Society. In addition he is a pension transfer specialist and holds the Certificate in Discretionary Investment Management.

Michael Shaw FPFS

Managing Director & Chartered Financial Planner
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Lorna is an experienced Chartered Financial Planner with 14 years’ experience within the banking and finance industry and is a Fellow of the Personal Finance Society. Lorna is also a Pension Transfer Specialist and has been nominated for the Women in Financial Advice Awards 2019.

Lorna Evans FPFS

Director & Chartered Financial Planner
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Alex is a Chartered Financial Planner and Pension Specialist. He focuses on pension savings and consolidation, retirement options and transfers of Final Salary/Defined Benefit pension schemes.

Alexander Milligan BA (Hons), APFS

Chartered Financial Planner
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Louise is a Financial Adviser and Pension Transfer Specialist. Louise can provide advice in areas of investments and pensions, including Defined Benefit/Final Salary arrangements.

Louise Morgan DipPFS

Financial Adviser
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Tom is a fully qualified Financial Adviser specialising in pensions and investments. He completed an undergraduate degree and additional masters’ degree in business and finance.

Thomas Williams BA (Hons), PGDip, DipPFS

Financial Adviser
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Hayley has worked in Financial Services for 20 years, the first 10 years in Training & Compliance for a Network. Hayley manages the Client Support Team here at Pensionlite and takes care of new enquiries and existing clients.

Hayley Beddow Cert CII (FS)

Client Support Manager
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Sharon has been working in Financial Services for over 20 years. She has experience in management and technical research roles and oversees the operational running of the business. Sharon holds the Diploma in Financial Planning and the Certificate in Discretionary Investment Management.

Sharon Purewal DipPFS

Operations Director
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Rod has over 30 years’ experience as a Financial Planner and heads up the Pensionlite Wealth Management Service providing holistic financial advice to the firm’s High Net Worth Clients.

Rodney Ings ACII, FPFS

Chartered Financial Planner
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Rob is an experienced Financial Planner with over 17 years’ in the industry, providing advice ranging from pensions, pre and post retirement, investments, inheritance tax planning and estate planning.

Rob Venvil BA (Hons), DipPFS

Financial Adviser
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Andy has over 40 years’ industry experience as a Financial Adviser and specialises in advising on pension planning and investments.

Harbinder Kainth DipPFS, Cert CII(MP)

Financial Adviser
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Pippa has worked for the firm for over eight years and specialises predominantly in pensions and investments. Pippa graduated with a 1st class honours degree in International Business Management and has since completed a Diploma in Financial Services.

Philippa Payne BA (Hons), DipPFS

Financial Adviser
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Lisa has worked in Financial Services for 22 years’ and as Client Services Manager her role involves working with our existing clients assisting them with any questions or queries.

Lisa Harrison Cert PFS, Cert CII (FS)

Client Services Manager
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James has over 13 years’ experience working within marketing and PR and manages all aspects of Pensionlite’s marketing and business development strategies.

James Tomlinson BCOMMS

Marketing Manager

Low Costs

Deal with us directly and save money on expensive adviser home visits.

Specialist Advisers

Pensionlite is a centre of excellence for all private pension issues.

Convenience

Contact us by telephone, email and post, whenever it’s convenient for you.