Co-Founder and Chairman
Darion is a fully qualified actuary and pension transfer specialist, with over 20 years’ experience advising clients across a wide range of pension issues in the UK and internationally.
As well as guiding the company strategy and retaining an involvement with clients, Darion has undertaken many key note presentations, been featured as a pension specialist on the BBC and been invited many times to assist large pension providers (local and international) with pension product design and strategy.
Outside of work and travel, he enjoys spending time with his family, music and triathlons.
As our MD, Julie is ideally placed to lead the implementation of our strategy. She is responsible for the conduct and performance of the company and overseeing all business operations and stakeholder interests. Prior to joining us, Julie has held Chair and Director level financial services roles, specialising in sales, business development and distribution whilst ensuring good governance and ethics.
Although not undertaking an advisory role with us, Julie is also a qualified and experienced financial adviser. Outside of work, Julie enjoys spending time with family and friends, walking in the countryside and practising yoga.
Charlotte has worked within the financial services industry for over 20 years with over 15 of these years within financial advice, where she has gained a broad knowledge of pensions, including pension transfers and administration.
Outside of work, Charlotte enjoys spending time with her family, running and spending time by the sea.
Jayne has worked in financial services for over 25 years, being Diploma qualified, having previously worked as a financial adviser with HBoS, specialising in the at-retirement market. Outside of work Jayne enjoys hiking, running and studying with the Open University.
Jason has worked in the financial services industry for 33 years, as a financial adviser, based in the East Midlands, with clients all over the UK. His focus, during the last 10 years, has primarily been as a mortgage broker, advising within the residential and commercial marketplace.
Away from work, he enjoys spending time with his family and friends, in the UK and Cyprus. He is a keen sportsman, with cycling now his main passion.
Senior Pensions Administrator
Jean has worked within the financial service sector since 2006, dealing with Pensions, Investments and Protection administration. When not at work, she enjoys spending time with her family and holidaying abroad.
Business Development Manager
Dan has worked in the financial services for over 6 years dealing with pensions, protection, mortgages, loans, credit cards and bank accounts. Dan worked at a pension transfer specialist company for 2 years and has gained extensive knowledge in this industry. Outside of work Dan enjoys spending time with family and friends and going on holidays.
Senior Customer Services and Operations Manager
Andrew’s role includes a blend of operational system design, customer services and administration with a focus on retirement and investment planning. With close to 20 years’ financial services experience in Australia, Andrew’s prior expertise includes working with the Australian Tax Office and in a variety of financial advisory and superannuation focussed roles. Andrew has also completed his studies towards obtaining the Australian Diploma of Financial Planning. Outside of work, Andrew is a family man, loves all sports, enjoys football and is a qualified cricket coach.
Jarrod’s background in customer service, digital marketing, financial services training and UK connections mean that he is ideally placed to help co-ordinate our internal marketing activity. Outside of work, Jarrod is an avid sports spectator, gym junkie and likes to socialise.
Catherine is a qualified accountant with over 10 years’ financial services experience.
She looks after accounts and budgets at PX Pension Exchange.
International Tax Adviser
With over 40 years cross border tax experience Lindsey advises clients on U.K. and cross border personal tax issues, including income, capital gains and inheritance taxes.
Business Development Associate
Judy is a highly personable individual who prides herself on developing key stakeholder relationships and providing a high level of customer service. Experienced and qualified across a number of industries, she has worked within financial services for many years. Outside of work, Judy is busy with family & friends, enjoys health & fitness, travel and all things dogs.