Priscum Ltd was founded by long established Financial Advisers and compliance consultants.
We have a depth of personnel and the experience to give unrivalled geographic and specialist coverage of the whole of the UK.
Keith Wrightson - Founding Director
Was the Managing Director until his untimely passing in December 2020.
Keith was presented with the Fellowship of the Personal Finance Society by the Chartered Insurance Institute. He was also a member of the Associate of the Association of Compliance Professionals and the Pensions Management Institute.
Keith created an organisation that places customers at the very heart of the business and one where the interests of every client stood head and shoulders above anything else.
Keith will be sadly missed by all who know him, but his legacy of customer service lives on in the ethical culture that everyone at Priscum lives by and promotes daily.
Alex Wrightson - Director
Alex started working for Priscum in 2012 to help Keith with the day to day running of the business.
For the last few years he has been a Director along with Keith, Now since Keith's passing as a co director with Tom Sapsed. He is involved in the Day to Day running of the Business dealing with Insurance companies and managing Priscum's Appointed Representatives.
Before working for Priscum He used to be a Teacher in a Prison. Teaching Drama and Art.
Tom Sapsed - Director
Tom has been appointed a Director of Priscum. He has been working for Keith and Alex for many years as an advisor. Tom has been responsible at Priscum Ltd for providing retirement planning advice to clients thought his expertise in expertise in pensions, retirement planning and pension transfer advice. Tom holds a Diploma in Financial Planning. He is currently studying towards an Advanced Diploma in Financial Planning which will give him Chartered Status.
Tom has over 30 years of experience working in Financial Services sector focusing on individual & corporate pensions. His career history has taken through a range of roles with leading Financial Adviser firms and Insurance Companies.
From 2005 – 2016, Tom was a corporate pensions manager with Clerical Medical and subsequently as Scottish Widows following their merger.
Tom held a variety of roles with Clerical Medical, Scottish Widows and Lloyds Banking Group including Product Research, Client Relationship Manager and Business Development Manager.
Tom started his career with Sun Life in 1985 and has previously worked as a Independent Financial Adviser, Paraplanner with a number of Providers and Financial Servicing companies in the South West.
Philip Kline - Compliance Director
Phil has 20 years compliance experience, 17 of which have focused on corporate governance, regulatory compliance, and risk management. His career includes Prudential Assurance, Nationwide Building Society and Lehman Brothers International.
He Has been working with Priscum for many years to help out with regulation and compliance.
Phil conveys an engaging approach to compliance matters and focus on effective and practical risk management procedures. His experience includes enhancements in compliance and risk controls, ERM and risk assessments, third-party contract audits, money laundering controls and internal quality assurance reviews.
He has been a Money Laundering Reporting Officer for a private bank as well as responsible for insurance mediation.
Philip is a member of the International Compliance Association and the International Association of Risk and Compliance Professionals.