“At Price Ferguson, we offer a lifetime of handholding to ensure peace of mind surrounding financial planning and decision making for a family. We build a picture of someone’s circumstances based on personal wants and values and implement a financial plan that supports them on their journey through life”.
Michael founded Price Ferguson in 1997 and has steadily built the business to serve the people of Surrey. He lives in Guildford with his wife and 3 sons.
“My role as a Financial Advisor is to put family at the heart of everything I do. I work with my clients to give them peace of mind and a strong sense of security through a sound financial plan that we put in place together”.
Jo is a key part of the Price Ferguson advisory team and is looking forward to celebrating 20 years with the company.
“I manage the ‘engine’ behind the Price Ferguson team. The business needs robust compliance, processes and procedures to ensure it offers the best possible service for clients. I implement and review new legislation and ensure it is embedded in the business.”
Sandra joined the company in 1998 and was transitioned to Office Manager in 2015 and has in-depth knowledge of the business, playing a pivotal role in managing the team that support the advisors.
“A person is on a journey through life and money is a resource that I can help them with. My role is to make sure they reach the right destination having taken the right financial path”.
Peter has been with the business since 2016 and enjoys working close to home in Guildford. When not advising, Peter can be found coaching teams of young rugby players!
I listen to what clients are looking to achieve and to identify their priorities. I then work with them to put practical solutions in place centred on their specific requirements. Life can take all sorts of turns; so, I am here for my clients at every stage, helping them plan for the known and prepare for the unknown.
Nick joined the Price Ferguson advisory team in 2019 and has over 30 years’ experience in the profession. He lives locally with his wife and enjoys spending time with their grown up and expanding family.
“I enjoy building long lasting and trusting relationships with my clients, to help them make the right financial decisions throughout their lifetime. It’s important for me to understand the needs of my clients and their families and recommend suitable solutions to meet those needs, help you achieve your life’s objectives and provide peace of mind.”
Greg is a Chartered Financial Planner and joined Price Ferguson in 2019 having moved from Berkshire to Surrey. In his spare time, he is a keen tennis player and enjoys exploring the walks and wildlife of Surrey.