Our People
Fernleigh Wearden & Company Ltd originally started life as Fernleigh Wearden & Co, a partnership between Alison and Paul Wearden in 1985.
The company truly became a family financial advice company in 2013 when Mark (Paul & Alison’s younger son) joined as a fully qualified financial adviser after working in the Insurance industry for almost 9 years.
In 2020, the firm became a Limited company, transferring over from the partnership of Paul & Alison to a full Limited company.
In 2023, Daniel (Paul & Alison’s older son) was recruited after a career in banking, sales and patent and innovation. This was in part due to the retirement of Yvonne Marsden and as such Fernleigh Wearden & Company Ltd agreeing to take over the clients of Yvonne Marsden Financial Planning Services Ltd in order to continue to offer them the high level of service that they have previously received. This coincided with Daniel completing his qualifications despite already having around 9 years’ experience in the banking sector.
From August 2023, we will start to welcome Yvonne’s clients to our firm and wish them a warm welcome to our family company and promise to continue to help them to ‘live life by planning well’ which will always be our firm motto.
PAUL WEARDEN
DipPFS, Diploma in Financial Planning
About Paul
Paul has spent his entire working life in the financial services industry. In 1981, he started work at Britannic Assurance in Preston. He then moved to Abacan, Smith & Patterson in 1983, which was located in central Preston. He became fully qualified in the subsequent years, achieving the highest industry accolade at the time of Fellow of the Life Insurance Industry.
In 1985, he founded Fernleigh Wearden & Co which became Fernleigh Wearden & Company Ltd in 2020.
Paul is qualified to the level of Diploma in Financial Planning via the Personal Finance Society. Paul provides advice in all areas of financial planning and holds the pension transfer specialist qualification.
In his spare time, Paul plays the piano and leads an active lifestyle. He enjoys many sports including tennis, golf and squash. He is also a keen Preston North End supporter and attends games as much as he can.
CREDENTIALS:
DipPFS
Diploma in Financial Planning
MARK WEARDEN
Fellow of the PFS
About Mark
Mark joined the business in 2013, having started his professional career working for Friends Provident in 2004.
Mark’s financial planning specialisms include pensions and financial planning for businesses.
Mark is a Pension Transfer Specialist, which means he has the qualifications and knowledge to provide independent financial advice on all types of UK pensions.
Mark holds the highest qualification awarded by the Chartered Insurance Institute; a ‘Fellow of the Personal Finance Society’. He continues to build on his qualifications to this day.
On a personal level, Mark enjoys a variety of sports as well as spending time with his children.
CREDENTIALS:
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Fellowship of the Personal Finance Society
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Advanced Diploma in Financial Planning
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Diploma in Financial Planning
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Certificate in Financial Planning
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Certificate in Equity Release
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Award in Pensions Update
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Certificate in Mortgage Advice
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Certificate in Financial Planning and Lifetime Mortgage Activities
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Certificate in Financial Planning and Long Term Care Insurance
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Award in Financial Administration (Life)
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Certificate in Life & Pensions
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Award in Long Term Care Insurance
DANIEL WEARDEN
MLIBF DipFA- Diploma in Financial Advice
Cert CII (MP)
About Daniel
After University, Daniel (or Dan) initially started out working in Australia as a sales adviser and then manager of a direct marketing team. After returning to England, he firstly worked for a Patent and Innovations company in Stratford-on-Avon (upon gaining the relevant qualifications), and then began working for Lloyds Banking Group in 2014. This piqued his interest in the banking industry and fulfilled roles as Personal Banking Adviser, then subsequently Mortgage and Protection Adviser.
Dan joined Fernleigh Wearden and Company Ltd in July 2023 and provides advice in all areas of financial planning. He is also a Manchester United fan, and enjoys playing or watching most other sports!
CREDENTIALS:
Certificate in Mortgage Advice
Diploma in Financial Advice
Alison
Office Manager
About Alison
Alison is responsible for the day to day running of the office, including administration, telephone enquiries and meeting preparation. She generally helps the office to run smoothly.
She is also a keen Manchester United fan, taking the ratio in the office to two Manchester fans, one Liverpool and one Preston North End fan which can make for interesting conversations on a Monday morning after the weekend’s football.