Anthony Deacon - Director
Anthony specialises in financial planning including trusts, investments, tax, retirement and pension advice and is one of a hundred or so solicitors in England and Wales to be approved by the Financial Services Authority (FSA) to give financial advice. In 2003 Anthony formed and became managing director of Professional Financial Centre (Cornwall) Limited and is recognised by Solicitors for Independent Financial Advice (SIFA), endorsed by the Law Society, as a specialist in his field. He is a partner in law firm Hine Downing also based in Falmouth and has extensive experience in private client work and is a member of the Society of Trusts and Estates Practitioners (STEP).
Trystan Trezise - Director
Trystan joined the Professional Financial Centre (Cornwall) Limited after being an in house lndependent Financial Adviser with Hine Downing. He specialises in investment advice, trustee advice, long term care planning and elderly client advice. He is approved by the Financial Services Authority to give financial advice and deals mainly with the clients of solicitors' firms. He is also involved on the executive committee of Falmouth Cricket Club.
Tim Atkinson
Tim Atkinson joined the financial services profession in 1984 and has been an Independent Financial Advisor since 1992. During this time he started his own Firm of Independent financial advisors, which subsequently merged with the Professional Financial Centre Cornwall in 2003.
With 25 years experience in financial services Tim has a Diploma in Financial Planning and has specialist qualifications in investments, trusts and pensions. He works with both private and corporate clients to affect tax efficient financial planning solutions.
Tim was born and brought up in Flushing, and was educated locally. He is a keen yachtsman, and enjoys cruising the local and channel waters with his wife. Outside work he gives time to his local community having launched the annual Flushing Art Week, further to his involvement with the Port of Falmouth Chamber of Commerce and Falmouth Tall Ships Association.
Steve Bonney
Steve has worked in financial services since 1994. Having progressed through various banking roles, he qualified in financial advice in 1998. Steve is approved by the Financial Services Authority to provide financial advice and specialises in investment advice including looking at tax efficiency. Steve also provides mortgage and protection advice.
Kathy Payne
Kathy has worked in financial services for over 28 years in a variety of roles. Having joined Professional Financial Centre (Cornwall) Ltd in 2006 as an Independent Mortgage Advisor, she is able to provide advice on a whole range of mortgage and protection schemes from across the whole of the market. She is also fully qualified to discuss and arrange Equity Release mortgages.
Suzanne Mee
Su is the Senior Administrator, and first point of contact, at Professional Financial Centre (Cornwall). With over 20 years administrative and customer services experience, she is responsible for setting up and running the office on a daily basis as well as dealing with client queries.
©2008 PFC