About Us

MEET OUR TEAM

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Gary Prewett DipPFS Financial Adviser & Director

I have worked Financial Services industry for over 30 years, initially as a Financial Consultant with Prudential before becoming a Financial Adviser.  I was the Director of Glamorgan Financial Services before the merger with PDB Wealth Partners Ltd.  I am fully qualified to advise in most aspects of financial planning specialising in Investments, Pre and Post Retirement Planning and I am a Long Term Care specialist.

Outside of work my interests are spending time with my family, walking the dog, wine and golf in that order.  My most stressful hobby would be following Wales teams in anything they are competing in.

Paul Barnes DipPFS Financial Adviser & Director

I have worked in financial services for nearly 20 years, holding a variety of positions with Lloyds, AMP, Henderson Global Investors and Legal & General before becoming a Financial Adviser in 2008.

Working as part of PDB Wealth Partners Ltd continues to be the most enjoyable and rewarding time of my working life. I consider myself very fortunate to meet new and interesting people on almost a daily basis and have built some great relationships with my clients over years. Spending time with good people and helping them and their families achieve their life goals is very rewarding. I support a number of other financial practices with specialist pension and retirement advice – my specialist area of expertise.

You know you have found your lifelong career when work doesn’t feel like work. When I’m not working, my two young boys take pretty much all of my time. Any spare time and you’ll find me having a nice meal out or watching a bit of live sport.

Claire Hopkins APFS Chartered Senior Paraplanner

I have over 20 years’ experience of working in financial services, having started my career with Lloyds Private Banking, as a Private Banking Manager’s Assistant.

After 10 years of working in a variety of support roles within private banking and wealth management, I made the move to financial advice.

I joined PDB Wealth Partners in 2014, as a Paraplanner, where a large part of my role involves assisting the Financial Planning Consultants, carrying out technical research in order to make recommendations, and preparing financial planning reports in-line with client requirements and goals. I spend the majority of my time working with complex retirement plans, including cash flow plans and defined benefit pension transfer analysis.

I hold a variety of qualifications including the Chartered Insurance Institute’s Advanced Diploma in Financial Planning and Chartered Financial Planner status

Outside of work I enjoy watching F1, spending time with my young twins, Finley and Elodie and walking our dog Brody.

Tom Gosling DipPFS Financial Adviser

After completing a Master’s Degree in Financial Management, I started my career within the financial planning sector with PDB.

I joined PDB in 2014 as an Adviser Support. I have since completed the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and moved into a Financial Planning Consultant role. My aim is to now complete the Chartered Insurance Institute’s Advanced Diploma in Financial Planning and gaining my Chartered Financial Planner status.

I consider myself very fortunate to meet new and interesting people on almost a daily basis and enjoy building great relationships with my clients. Spending time with good people and helping them and their families achieve their life goals is very rewarding.

Away from work you can usually find me at the gym, socialising with friends and family or planning my next trip away.

Rebecca Lanning Compliance

I have worked in financial services for over 15 years holding a variety of management positions within Legal & General before wanting a change of direction within financial services and moving across to PDB Wealth Partners Ltd in 2010.

My main responsibilities are ensuring a robust compliance process is in place to make certain the best possible advice is provided by the advice team. Seeing the feedback we get from clients and their families gives me great satisfaction knowing that we are helping focusing on their immediate needs to build them a better future.

I enjoy working with good people and that includes our clients and the team at PDB.

Outside work I spend time with my family and enjoy a nice meal out.

Mandy Turner Senior Paraplanner

My Financial Services career started in 1987 as a ‘Clerk Typist’ with Scottish Provident. My career progressed there to Client Services Manager for the Cardiff Branch Office. As the major life companies were closing their Cardiff Offices, I moved into the world of Financial Advice in 1996. 

I have worked in Financial Adviser Practices in various roles, and for the last 15 years concentrated on Paraplanning which entails carrying out research and writing reports for the financial advisers to provide personal advice and recommendations to our clients.  

I joined PDB Wealth Partners in March 2018 and provide paraplanning and administrative support to the Financial Advisers. I love interaction with our clients, and along with my colleagues providing excellent service to our clients. 

Away from work I enjoy time with my family and friends. I love walking and can often be found walking my two cockerpoos along the coastal paths or in the countryside around us.

Vicky Mitchell Adviser Support

After 15 years working in Tax in Kent and London, my family and I moved to South Wales in 2021. I joined PDB Wealth Partners in October 2021 as an Adviser Support. My role includes supporting the Financial Planning Consultants, preparing review documents and providing client support.

Outside of work my time is spent with my husband and our two young boys getting to know the area, visiting the beaches and planning our next camping trip.

Caroline Windsor Paraplanner

I have worked in financial services for over 30 years, starting my career with Lloyds Bank in 1988. After working in various roles including managing my own branch, and also attaining my mortgage qualification, I moved into Independent Financial Services in 2011. I joined PDB Wealth Partners in 2021 in the role of paraplanner.

My role at PDB Wealth involves assisting the financial planning consultants by liaising with clients and providers, sourcing information, carry out technical research and preparing financial planning reports in line with client needs and objectives.

Outside work I enjoy spending time with my family and friends, eating out and visiting interesting places on city breaks.

Hannah Davies Senior Paraplanner

Since obtaining my Diploma in financial advice in October 2018, I have enjoyed every moment of working within financial services.

I joined the wonderful team at PDB Wealth Partners in March 2020 as a paraplanner and I have been fortunate to expand my knowledge even further working closely with the advisors on the broad range of financial aspects that we advise on.

I love helping individuals and families to implement financial plans to help them achieve their future financial goals.

In my free time I enjoy travelling.

Having travelled extensively throughout my 20s, I have been lucky enough to experience lots of different cultures and meet many interesting people.

Holly Rogers DipPFS Financial Adviser

After completing my degree in Business Accounting, I began working as a Project Support Officer within Audit before joining the Financial Services industry as an Administrator in 2019.

Since joining PDB Wealth as a Paraplanner in June 2021, I have been studying towards achieving the Chartered Insurance Institute’s Diploma in Regulated Financial Planning with the goal of progressing to Financial Planning Consultant.

I am extremely happy to be part of such a great team and enjoy providing support to our clients.

Outside of work I spend time with my family and friends going for nice meals and walks.

Jayne Lock Protection Advisor

I have had a career in Financial Services for over 30 years and a variety of roles. I started my career working for the Principality Building Society and this led me to follow my interest in the Financial Sector.

I worked for HSBC bank for many years and had various roles, I progressed my career with HSBC bank as a Corporate Senior Employee Benefits Manager.  My role was giving advice to Commercial Clients in relation to Protection, one of the main areas covered Private Medical Insurance of which I am very passionate about.

After being made redundant I continued my passion in this area and become Self Employed Protection Advisor.

At PDB Wealth I have a dual role in providing advice on Protection needs to Commercial and Individual clients, in addition administrative support to the Advisers.  I enjoy my role and it gives me great pleasure to know I have helped my clients in times when they have had to call on their protection plans helping them through difficult times.

Matthew Harris DipPFS Financial Adviser

I’ve worked in Financial Services for nearly 40 years , starting my career with the Prudential before setting up Glamorgan Financial and after our recent merger, PDB Wealth Partners.

I enjoy offering a full Financial Review Service to Clients , both existing and new, primarily giving Pension and Investment advice.

The majority of my new Clients are obtained through referral from existing Clients.

Outside of work I enjoy spending time with Family and Friends , keeping fit and travel.

I’m a big Sports fan , support Arsenal Football Club and a passionate Welsh Rugby Fan.

Alison Nottage Administration Support

My career has been centred around accounts administration and clerical office duties, previously within South Wales Police and more recently within a local haulage company where I worked for many years, before joining PDB Wealth as Adviser Support in May 2022. 

My current duties include preparing and reviewing documents for the Para Planners and providing client support.

Outside my work life, I enjoy family time and given the opportunity I love to explore different holiday destinations. I am passionate about addressing mental health issues within our younger community and am currently studying to be a counsellor which involves weekly volunteering in a primary school supporting children and young people.
 

Where we are

105A Talbot Rd, Talbot Green, Pontyclun, CF72 8AE

Privacy Notice  Conflicts of Interest Best Execution policy

PDB Wealth Partners Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. Gale and Phillipson Advisory Services Ltd are entered on the Financial Services Register under reference 142752. PDB Wealth Partners Limited is registered in England and Wales. Registration Number: 11151651. Registered Address: 20 Birchwood Road, Cardiff CF23 5LJ.

 

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.