Established since 1985 our firm offers an impartial and personalised approach to Independent Financial Advice.
As independent financial advisors we are not owned, affiliated with or tied to any financial services product provider which ensures we are able to provide you with fully independent and unbiased financial advice. Pegasus Portfolio Planning LLP are directly authorised and regulated by the Financial Services Authority (Number 446163).
Many of our clients have been with Pegasus Portfolio Planning for over 20 years and have recommended their friends, family and collegues to us. We currently have 6 qualified Advisers.
We also enjoy close working relationships with businesses that offer services which are of benefit to our clients, including Solicitors and Estate Agents in Cumbria and Lancashire.
After a free initial consultation, you may decide to instruct us to work on your behalf on a commission or fee basis.
Partners
Nigel Ryan DipPFS, Certs CII(MP & ER)
Nigel has over 20 years experience as a Financial Advisor and takes pride in servicing new and existing clients and offering his recommendations of many areas of personal and corporate financial planning, mortgages, investments, retirement planning and life assurance. Nigel is one of the few Equity Release specialists in the area.
Hayley Owen
Hayley’s main expertise is in the compliance area, ensuring that Pegasus Portfolio Planning LLP complies with all regulatory issues laid down by our regulator, The Financial Services Authority. Hayley is our primary business and public relations developer.
Our Team
Robert Johnsey BSc
In Financial Services since 1994 and independent (self-employed) since 1999.
Robert offers a comprehensive, impartial and FREE financial review service. A free meeting with you to collect details of your circumstances, objectives and views followed by production and mailing to you of a free report which places you under no obligation.
A second meeting (if you want one) to discuss the report and its recommendations is also free.
Transacting financial recommendations made in the report will result in Robert being paid by fee or commission and this will be set out in the report.
James Robinson
Preston, Lancashire
Philip Blakey CertPFS
Kendal, Cumbria
Appointed Representatives
RWP Consulting
Seaton Delaval, Tyne & Wear
Paraplanner and Technical Research
Jon Lowson
Lancashire
Administration Staff (Head Office)
Lynne O’Toole
Administration Manager
Having relocated to Cumbria from Southampton, Lynne joined Pegasus in 2003 and came to us with a wealth of over 30 years secretarial/administration experience, having previously worked within the insurance and NHS sectors. Following the expansion of Pegasus in 2006, Lynne became our Administration Manager, dealing with the day to day office processes, overseeing the implementation of new office procedures and staff recruitment.
Sarah Stephenson
Administrator
Sarah joined us almost 2 years ago. Sarah has over 15 years experience in office administration having worked in both building societies and Independent Financial Advisors. Sarah is our Mortgage processing specialist and supports both Lynne and all of our Financial Advisors within Pegasus.
