One of the first 700 Chartered Financial Planners in the UK

Associate of The Personal Finance Society (the life and pensions arm of The Chartered Insurance Institute)

Affiliate member of Resolution First for Family Law (formerly known as the Solicitors Family Law Association ).

Specialist in Pension Schemes, Investment Portfolio Management and tax efficient solutions for Individual , Corporate or Trust clients.

25 years experience in pensions, financial services and investment.

Advanced Diploma in Financial Planning

G60 – Pensions

G10 – Taxation & Trusts ( Distinction)

H15 – Supervision & Sales Management

J04 Pension Funding Options

J05 Pension Income Options

CF9 – Pensions Simplification

CF2 – Investment & Risk

CF8 – Long Term Care Insurance

Mortgage Advice Qualification

ER1 Equity Release

Advanced Financial Planning Certificate

Certificate in Financial Planning and Long Term Care Insurance

Certificate in Financial Planning and Lifetime Mortgage Activities

Financial Planning Certificate

Further details can be found on  www.thepfs.org    www.cii.co.uk  www.unbiased.co.uk