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Meet The Team

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

  • Our Team
    Penny Curtis
    Administrator

    Penny joined the team in 2019 after deciding to expand her financial knowledge and accounting expertise into Financial Planning. Penny is a Chartered ...

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    Our Team

    Penny Curtis

    Administrator

    Penny joined the team in 2019 after deciding to expand her financial knowledge and accounting expertise into Financial Planning. Penny is a Chartered Accountant and is looking to become a qualified Financial Planner in the near future.

    020 3207 2017
  • 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 is married with 2...

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    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 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

    020 3207 2017 peter@idfm.co.uk
  • 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 t...

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    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.

    020 3207 2017 veronika@idfm.co.uk
  • Our Team
    Lucy Evans
    Mortgage and Life Administration Manager

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

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    Our Team

    Lucy Evans

    Mortgage and Life Administration 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 the administration of mortgages and protection cases.

    Interests
    Reading, football and keeping fit at the gym.

    020 3207 2017 peter@idfm.co.uk
  • Our Team
    Courtney Beaven
    Paraplanner / Trainee Financial Adviser

    Courtney joined the team in 2021 after completing her degree in Business and Financial Services at Westminster University. She has since gained her Ce...

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    Our Team

    Courtney Beaven

    Paraplanner / Trainee Financial Adviser

    Courtney joined the team in 2021 after completing her degree in Business and Financial Services at Westminster University. She has since gained her CeMAP and Diploma for Financial Advisers (DipFA) qualifications. Courtney is currently working closely with Peter as a Financial Adviser.

    Qualifications

    DipFA                  Diploma for Financial Advisers
    CeMAP                Certificate in Mortgage Advice and Practice

    020 3207 2017