Menu

Meet The Team

Find out about our professional and experienced team - who they are and how they can help you.

  • Our Team

    Peter Curtis became a Financial Adviser in 1991 following his time at University College London where he studied Biochemistry. Peter lives in Weybridg...

    Read More
    Peter Curtis
    Chartered Financial Planner
    Our Team

    Peter Curtis

    Chartered Financial Planner

    Peter Curtis became a Financial Adviser in 1991 following his time at University College London where he studied Biochemistry. Peter lives in Weybridge and is married with 2 young children.

    Peter is a Chartered Financial Planner. This signifies the achievement and maintenance of the highest and most prestigious level of professional achievement in the industry.

    Interests
    Reading, football, scuba diving, kick boxing and skiing.

    Qualifications

    FP1                     Financial services and their regulation
    FP2                     Protection, savings and investment products
    FP3                     Identifying and satisfying client needs
    CF2                     Investment & Risk
    CF6                     Mortgage advice
    K10                     Retirement options
    K20                     Pension investment options
    G10                     Taxation & Trusts
    G60                     Pensions (With Distinction)
    J01                      Personal Tax
    J06                      Investment Principles, Markets & Environment
    CF8                     Long term care insurance
    ER1                     Equity release

  • Our Team

    Veronika joined IDFM in 2004 and has been an integral part of the team ever since. Veronika is an experienced Paraplanner with detailed knowledge of t...

    Read More
    Veronika Jagrikova
    Senior Paraplanner / Office Manager
    Our Team

    Veronika Jagrikova

    Senior Paraplanner / Office Manager

    Veronika joined IDFM in 2004 and has been an integral part of the team ever since. Veronika is an experienced Paraplanner with detailed knowledge of the industry. Over the years, she has built strong relationships with our clients and is a trusted and sought after source of help and guidance for employees and clients alike.

  • Our Team

    Lucy Evans started working at IDFM (City) Ltd in 2005 after completing her degree in Business Studies at Swansea University.  She particularly enjoy...

    Read More
    Lucy Evans
    Mortgage and Life Manager
    Our Team

    Lucy Evans

    Mortgage and Life Manager

    Lucy Evans started working at IDFM (City) Ltd in 2005 after completing her degree in Business Studies at Swansea University.  She particularly enjoys getting to know clients whilst processing their mortgage applications.

    Interests
    Reading, football and keeping fit at the gym.

  • Our Team

    Connor holds an English Literature degree from Oxford Brookes University. He has always been interested in financial planning as a career. Since joini...

    Read More
    Connor O’Grady
    Protection Adviser
    Our Team

    Connor O’Grady

    Protection Adviser

    Connor holds an English Literature degree from Oxford Brookes University. He has always been interested in financial planning as a career. Since joining IDFM (City) Ltd in 2018, Connor has become a qualified Protection Adviser. He is currently studying towards his Diploma in regulated financial planning with the Chartered Insurance Institute.

    Interests
    Rugby, Football, Food and Travel

    Qualifications

    R01            Financial services, regulation & ethics

    R05            Financial protection