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Pursuit Financial Planning Limited

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Bio

A warm Welcome to Pursuit Financial Planning.

We appreciate you taking the time to pay us a visit.

Pursuit Financial Planning is managed by Paul McGregor FPFS who has worked with Prudential and M&G for over a decade, and is a partner of M&G Wealth, who serves clients nationwide.

Holding Chartered Status and being a Fellow of the Personal Financial Society means that we benefit from advanced level of knowledge, skills and experience within our business.

Paul is also certified wealth coach. We believe that the art of establishing compelling goals and feeling safe and in control, is as important as the science of making sure your money is managed wisely. And we find that we can make this possible with the right understanding and mindset.

Director 

Paul oversees our people and processes as well as working closely with a number of private clients, and is a previous M&G Partner of the year and Sunday Times top 100 advisor.

Outside of the business Paul’s interests revolve around family, wellness, nature, and his ever growing book library. He also plays bass guitar in a covers band.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Senior Financial Planner

Kim is an experienced Financial Planner and has worked in financial services for over 20 years.

Kim has expertise across all areas of personal and business financial planning and has also spent a number of years specialising in pension and protection advice for small businesses and farmers.  Kim provides bespoke advice, in simple language, after obtaining a full understanding of each client's financial needs.

Outside of work Kim likes to spend time with her family, walking in and around the lakes and that am an avid reader and DIY enthusiast!

Associate Financial Planner

Ben Urlotti is an Associate Financial Planner who believes in the power of developing a thorough financial plan in order to meet a client's objectives. He began his journey in financial planning through the M&G Wealth Advice academy, and now works to help people achieve their life goals.

Ben lives in southeast Cumbria with his wife and daughter, where they enjoy playing games and going walking around the Lake District.

Vikki Hogg
Practice Manager
vikki.hogg@mandg.com

Jessica McGregor
Client Experience Manager
jessica.mcgregor@mandg.com 

Mark Hughson
Senior Consultant
mark.hughson@mandg.com

Testimonials

April 2022

After 37 years in financial planning, beyond retirement and investment product advice, I was unclear as to the value of Paul’s holistic approach to financial planning and my family’s wider needs. However I come to value the comfort, reassurance and clarity of thinking that Paul provides. This has given me confidence to make key retirement decisions aligned to my goals that are practical, properly thought through and informed and not based on emotion. I wholeheartedly endorse Paul’s holistic approach to financial planning and I have no hesitation in recommending Paul to others.

The initial and ongoing advice we have received from Paul has enabled us to achieve our dream of taking early retirement whilst maintaining our existing standard of living, something we did not believe would be possible without the need to work part-time. He has also ensured this has been delivered in a tax efficient and sustainable way, enabling us to receive the regular income and capital lump sums required now and in the future, whilst hopefully protecting the value of our pensions, in real terms, for the future benefit of our children and grandchildren.

April 2022

I approached Paul for advice in respect of my deferred occupational pension scheme benefits, following recommendations from three friends who have all used his services. I have found Paul to be a very competent Financial Adviser, who has utilised his technical knowledge and lifestyle financial planning skills to help me develop a structured retirement plan, in a tax efficient manner.

This has helped me to retire earlier than may have otherwise been the case; will enable me to enjoy the active lifestyle that I desire in the early stages of my retirement; whilst also maintaining sufficient funds to provide the necessary security in my later retirement years. Paul is very approachable, easily contactable, and I have no hesitation in recommending him to others.

May 2022

Paul listens to needs, offers constructive advice and challenge to build a plan that is fit for purpose.

Our experience is that Paul is looking to help and guide his clients by listening and probing their needs to ensure that he has a full understanding and can build a plan that works. We would highly recommend him. 

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Paul McGregor
Kim Warburton
Ben Urlotti

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Pursuit Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.