Professional Biography
Areas of expertise
Pensions, Investments, Protection and Estate planning for both individuals and Corporates.
Experience
20 years' experience within the Financial Services industry and joined the company in 2007 having previously worked in both Independent Financial Adviser practices and large insurance companies.
Notable client work and achievements
Chartered Financial Planner and Fellow of the Personal Finance Society.
Professional qualifications and memberships
FPFS CFPcm