Pursuit Financial Planning Limited
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About Us
Bio
- Company Bio
- Paul McGregor
- Kim Marks-Fraser
- Sam Barwell
- Kim Warburton
- Ben Urlotti
- Michael Chrystal
- Vikki Hogg
Too many people put off making financial decisions because it can feel overwhelming, making it easier to do nothing at all.
Everyone deserves to understand their options.
That's why we partner with you to co-create a financial plan that's clear, builds confidence, and reflects your values and priorities.
We're proud to have been recognised for the quality of our advice and client service, including being named M&G Wealth Firm of the Year and achieving Top Rated Firm status on VouchedFor, based on client reviews.
Director & Chartered Financial Planner
Financial planning is about far more than money. It's about helping people make confident decisions, reduce uncertainty and create a life they can enjoy with clarity and purpose.
As Director of Pursuit Financial Planning, I lead our people, shape our processes and oversee the continued growth of the business, while maintaining long-term relationships with many of our private client families.
As a Chartered Financial Planner, I was one of the youngest advisers to achieve Fellow status with the Personal Finance Society, reflecting my commitment to the highest professional standards. Throughout my career, I've been recognised as an M&G Wealth Partner of the Year, and I'm proud that Pursuit Financial Planning has since been named M&G Wealth Firm of the Year. I was also honoured to be recognised as one of the Sunday Times Top 100 Financial Advisers.
When I'm not working with clients or the team, you'll usually find me outdoors, practising the Wim Hof Method through breathwork and cold-water immersion, or immersed in music. I perform live as a bass guitarist and enjoy recording with talented unsigned artists.
Client Manager
Making sure every client feels looked after is at the heart of my role.
As Client Manager, I keep everything moving behind the scenes, from coordinating client communications and managing follow-ups to overseeing the day-to-day administration that keeps the business running smoothly. I enjoy building strong relationships with our clients and making every interaction as straightforward and stress-free as possible.
Away from the office, you'll usually find me spending time with my horse, Murphy, exploring the Lake District on walks, or enjoying quality time with family and friends.
Financial Planner
The best financial plans start with understanding what matters most to the people behind them.
I began my career through the M&G Wealth Advice Academy and now help individuals and families align their finances with the life they want to live. Growing up in a family business, and later running my own property business, gave me an appreciation for entrepreneurship, long-term planning and building trusted relationships.
Outside the office, I enjoy staying active through padel, snowboarding and the gym, and spending time with family and friends.
Financial Planner
Clear advice can make all the difference when it comes to making important financial decisions.
With more than 20 years' experience in financial services, I help individuals, families and business owners navigate every stage of their financial journey with confidence. Over the years I've advised across all areas of personal and business financial planning, including many years specialising in pensions and protection planning for small businesses and farming families.
My aim is to make financial planning straightforward, ensuring clients feel informed and confident every step of the way through advice that's tailored to their goals and circumstances.
In my spare time, I enjoy spending time with my family, getting stuck into DIY projects and relaxing with a good book.
Financial Planner
I enjoy helping people bring structure and clarity to their financial lives.
After beginning my career through the M&G Wealth Advice Academy, I've developed my experience helping individuals and families create practical financial plans that give them confidence about the future. I enjoy building lasting relationships and providing advice that's straightforward, personal and tailored to each client's circumstances.
Home is South Cumbria, where life revolves around my wife and daughter, whether we're exploring the outdoors or enjoying a family games night.
Financial Planner
No two clients are the same, which is why I believe financial planning should always feel personal.
My career began as a Paraplanner, giving me a strong technical foundation before moving into an advisory role. Today, I enjoy combining that technical knowledge with practical, easy-to-understand advice, building long-term relationships and helping clients feel confident about their financial future.
Away from financial planning, I enjoy keeping active through sport, making music and spending time with family and friends.
Case Manager
Every great client experience depends on everything happening smoothly behind the scenes.
As a Case Manager, I work closely with our advisers, providers and clients to keep every application and recommendation progressing efficiently. From tracking cases to keeping clients updated, I take pride in making the process as seamless as possible.
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