Meet the Pensionlite Advice Team
It’s always good to put a face to a name. Our advisers work together closely to provide advice under the Pensionlite name, but all bring unique career histories and industry experience.
MICHAEL SHAW FPFS
MANAGING DIRECTOR | CHARTERED FINANCIAL PLANNER
Mike has over 30 years of industry experience and is the Managing Director of Pensionlite. He is a Chartered Financial Planner & Fellow of the Personal Finance Society.
Mike takes a leading role in bringing together the work of the entire team to ensure we’re delivering exceptional client outcomes.
Focus, Specialisms & Interests
LORNA YOUNG FPFS
DIRECTOR | CHARTERED FINANCIAL PLANNER
Lorna is an experienced Chartered Financial Planner with over 14 years of experience in the banking and finance industry and is a Fellow of the Personal Finance Society.
Lorna is also a Pension Transfer Specialist and takes an active role in our most complex cases alongside her role as Director.
Focus, Specialisms & Interests
PHILIPPA PAYNE BA(Hons), DipPFS
FINANCIAL PLANNER
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 Regulated Financial Planning.
Focus, Specialisms & Interests
RYAN STEWARD FPFS, Cert CII(FS)
CHARTERED FINANCIAL PLANNER
In his over 12 years as a financial adviser, Ryan has worked with a variety of clients, including high-net-worth individuals, private clients and company directors.
Leading with an ethos based upon providing individual advice tailored to the client’s needs and aspirations, his clients often comment that he excels in simplifying the often complex world of finance.
Focus, Specialisms & Interests
JACK POWIS DipPFS
FINANCIAL PLANNER
Jack has been with Pensionlite for several years, starting as a Paraplanner and becoming heavily involved in the technical side of financial advice. After gaining a great deal of experience and the necessary qualifications, Jack began his journey as a Financial Adviser here at Pensionlite and we’re delighted to have his ideas, experience and enthusiasm in our advice team.
Focus, Specialisms & Interests
JOSHUA DAVIES DipPFS
FINANCIAL PLANNER
Having worked in financial services since 2013, gaining experience across retail and corporate banking, protection planning, and broader wealth advice, Josh came to Pensionlite with a well-rounded understanding of how to support clients at all stages of life.
