About me

I have worked in the financial services industry providing advice and guidance to clients for over 30 years. During this time, I have undertaken a significant number of qualifications resulting in me qualifying as a Certified Member of the Chartered Banker Institute. In addition to this, I have been awarded the Later Life Adviser Accreditation (LLAA) which is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pension planning and annuities, savings and investment planning and tax planning. I have also been awarded the Advanced Pension Transfer Qualification (AF7) by the CII. This gives me the specialist knowledge and skills needed for advising on pension benefits.

*Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.