About PRG Financial Planners Ltd
Expect More from your Financial Adviser…
Hi everyone, for those of you who do not know us already we are PRG Financial Planners Ltd. We are local financial advisers in Tunbridge Wells who enjoy the area and have lived and worked here for many years. We enjoy connecting with local people and businesses and believe in working with and for our community. For more details of the most suitable adviser for your needs take a look below or get in touch. Don’t put it off until tomorrow, get in touch today…..
Our Financial Advisers in Tunbridge Wells
Sandy Paterson CeMAP, DipFA – Mortgage & Protection Adviser
Sandy is a very social person and loves meeting people via networking and seeing clients in and around Tunbridge Wells. He is a keen badminton player, cyclist and photographer and tries to keep in shape (failing a bit at the moment).
He takes the view that Financial Advice needs to be interesting and even fun, to that end he brings enthusiasm and a positive attitude to what is normally a “dry” subject. After all we are talking about people and their motivations and objectives not just numbers!
If you need to discuss Mortgages, personal or business insurances Sandy is the man to see.
Lesley Higdon – Protection Adviser (Business & Individual)
Lesley also loves to keep fit by cycling and running and long walks with her dog Coco. She brings the woman’s perspective to our team which gives us a broader perspective on the importance of protecting the lifestyle of our clients, particularly protecting families from financial problems arising from un-forseen events.
If you prefer the feminine touch and need expert advice on family or business protection speak to Lesley.
Patrick Clarke – Protection Adviser (Business & Personal)
Another fitness fanatic, Patrick cycles everywhere, runs huge mileages every week and keeps healthy on the food front as well.
He is very practical and understands the need for businesses to be properly protected against the huge problems caused by the unexpected death, illness or incapacity of the business owner or one of the partners or directors.
If you need to sort out your business or personal protection Patrick is the man to see.
Don’t put it off until tomorrow, get in touch today…..
Experience & Qualifications
Sandy has both the Certificate in Mortgage Advice and Practice (CeMAP) which is a regulatory requirement to advise on mortgages.
He also has the Diploma in Financial Advice (DipFA) which is a regulatory requirement to give Financial Advice.
He has been involved in Financial Advice since 1995.
Lesley has the first part of CeMAP as described above and is working towards the full Mortgage Qualification. at present she is Competent to give Protection Advice to both individuals and businesses.
She has been advising since last summer.
Patrick is working towards the full Mortgage Qualification. at present he is Competent to give Protection Advice to both individuals and businesses.
He has been advising since last summer.
PRG Financial Planners Ltd is an appointed representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority. Registered in England & Wales no. 8286446. Registered office; Ground Floor, Tower S Point, Towers Business Park, Wheelhouse, Rugeley, Staffordshire, WS14 1UN, England.