About Us
The company was established in 2018 by Phil Gee to bring together a team of finance professionals with a wealth of experience in helping people plan their financial goals. At PGFMoney we have a philosophy of putting clients at the forefront of our business. We employ the latest technology to allow us to do this and provide a valuable service to our clients, from buying the first home to managing their investments and assets in retirement. We exclusively rely on word of mouth recommendations to sustain our business, so providing a great service at a reasonable cost is very important to us in everything we do.
Our Team
Philip Gee BSc DipPFS
Managing Director and Financial Planner.
Phil started in financial services in 1991 after a career in Engineering. He is qualified to diploma level with the Chartered Insurance Institute, so is authorised to advise on pensions and investments as well as mortgages and life assurance. He is a member of the Personal Finance Society. His technical background allows him to excel in finding solutions to financial problems. When not working you will normally find him riding his bicycle.
Sarah Mason
Practice Manager
Sarah joined the team in January 2020. She has many years of experience in organising and developing financial services companies to help them become profitable and successful. She controls the compliance and administration aspects of the business as well as involvement in improving the service we offer to customers.
Ethan Bussell CeMAP
Mortgage Adviser
Ethan joined PGFMoney in 2026 after building strong personal‑finance experience at NFU, where he became a top home‑insurance broker. He later qualified as a mortgage adviser, gaining expertise in mortgages and life cover. Now fully independent and whole‑of‑market, Ethan brings sharp knowledge, clear advice, and a client‑first approach.
Richard started in financial services in 1987. He has a wealth of experience in advising on mortgages and protection. He is an Associate of the Society of Will Writers and is also qualified to advise on borrowing in later life.
Bradley Allen CeMAP
Director of Operations and Mortgage Adviser
Bradley joined us at the start of 2024 after a career in IT. He quickly grasped the industry and became an asset through his forward‑thinking approach and innovation. In 2026 he was appointed Director of Operations and has now begun his journey toward becoming an independent financial adviser.
Richard started in financial services in 1987. He has a wealth of experience in advising on mortgages and protection. He is an Associate of the Society of Will Writers and is also qualified to advise on borrowing in later life.