About Us
Four decades in business
Started in Glasgow in 1984 as Portfolio & Pension Management, PPM Wealth is an independent, boutique investment management company that has always put our clients first. Our financial planning service integrates in-house discretionary portfolio management, which we provide for personal investments as well as assets within pensions, savings and trusts. Over the last 38 years, we’ve helped hundreds of clients protect and grow their wealth, and we’re proud to say many of them are still working with us today.
How we stand apart
How we stand apart
We’re completely independent
Because we’re not tied to any financial provider, we have the freedom and flexibility to search the whole of the market for the best opportunities for our clients. We’re committed to putting our clients’ interests first and doing what’s right by them. Always.
We make the investment decisions
Unlike most financial advisers, we don’t outsource our investment services – all our clients’ portfolios are managed in-house by our own experts. This means we have the freedom to adjust your portfolio when necessary to keep it on track, in line with what’s happening in the world, in the markets and in your life.
We’re transparent
Before we do any work on your behalf, we’ll outline our recommendations and agree the proposed services and costs with you upfront. Everything is set out in the paperwork we both sign so there’ll be no hidden surprises.
Our Team
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Alan Steven
Chairman
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Doug Hall
Associate Director
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Ian Black
Associate Director
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Helen Adam
Compliance Manager & Company Secretary
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Patrick Agnew
Senior Paraplanner
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Sharon Mitchell
Pensions & Investment Administrator
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Cheryl Logie
Pension & Investment Administrator
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Career Opportunities
Alan Steven Chairman
Alan was a co-founder of PPM in 1984 and is a Managing Director of the company. As well as running the business, Alan’s responsibilities include the management of personal and Self-Invested Pension Plans (SIPPs) portfolios and providing financial advice for PPM’s clients. With a background in both pensions and investment management, Alan has been the driver of PPM’s service for SIPPs. Alan is an Associate of the Chartered Insurance Institute (CII) and holds the Investment Management Asset Allocation qualification.
Doug Hall Associate Director
Doug joined PPM Wealth in 2019 and heads up our Financial Planning team. Having studied accounting at Strathclyde University, Doug’s career took a slight detour as he played rugby professionally for fifteen years, during which time he played for Glasgow Warriors, Edinburgh Rugby and Scotland. Doug returned to financial services in 2015 and is currently working towards Chartered status. As well as leading the financial planning team, Doug provides financial advice for PPM’s clients and is responsible for the management of client investment and SIPP portfolios.
Ian Black Associate Director
Ian is a law graduate with 25 years experience in financial services starting in Barclays Stockbrokers and then over 20 years within PPM. He has a thorough knowledge of PPM Wealth’s business and the requirements of our clients. Ian is responsible for all aspects of Investment Administration within the firm, including in-house fund operations. He is a principal fund and securities dealer, is a member of the Investment Team, and has responsibility for managing client portfolios, as well as monitoring performance and conducting portfolio review meetings.
Helen Adam Compliance Manager & Company Secretary
Helen has 27 years’ experience in the financial services sector, working in both investment management firms and with third-party providers. Over that time, she has acquired a sound working knowledge of both operational and compliance aspects of the investment industry.
Patrick Agnew Senior Paraplanner
Patrick is a Chartered Financial Planner with vast experience in the financial services industry, where he has specialised in pensions. Patrick’s pensions career began at Standard Life. After 30 years of service there, he moved on to the independent financial adviser (IFA) sector, where he was involved in more focused technical pension roles with a variety of IFAs.
Sharon Mitchell Pensions & Investment Administrator
Sharon has over 25 years’ experience in financial services, focusing mainly on pension arrangements. Her role at PPM is to provide administrative support to the advisers. After graduating from Strathclyde University, Sharon’s career started at Noble Lowndes & Partners (now part of Mercers). After working in the staff pensions department at Clydesdale Bank, Sharon spent 11 years with Jardine Lloyd Thompson.
Cheryl Logie Pension & Investment Administrator
Cheryl started PPM Wealth in 2022 and has 5 years experience in the financial services sector. Her career started working with HSBC before moving to a specialist mortgage broker. Cheryl’s key role is supporting the financial planning team and managing pension arrangements for our clients.
Career Opportunities
Would you like to join our team? We have the following openings:
Paraplanner:
About this opportunity:
Working in collaboration with the Advisers and other colleagues, your primary activities will include;
- Preparation of suitability reports and annual review letters
- Product research, quotes and illustrations, analysis of client fact finds (to highlight any planning opportunities) and cash-flow modelling.
- You will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.You will be able to analyse our clients’ aims and needs to construct solutions as a tool for advisors to communicate to clients.
Skills/Qualifications/Experience:
- You will have attained CII Level 4 Diploma in Regulated Financial Planning or equivalent.
- Have a comprehensive technical understanding and be able to produce accurate and detailed documents.
- You will be a confident communicator and active team member.
- A working knowledge of Intelligent-Office would be helpful although not a requirement. The candidate should be comfortable corresponding with clients by email and on occasion, attending client meetings
- Excellent attention to detail when completing written and numerical based tasks.
- Monitors quality of own work.
- Ability to meet deadlines/work within restricted timescales
- Ability to work on own initiative to achieve required results.
- Collaborative and inclusive approach to work.
Corporate Responsibility
At PPM Wealth, we’re committed to a business strategy that focuses on improving the ethical, social, environmental, cultural and economic dimensions of doing business. We believe that having a defined corporate responsibility approach is a win-win situation – for us as a business, our staff, our clients, our communities and the wider world.
See more about our Corporate Responsibility approach.
