The boring bit; I have a MSc in Financial Planning, I am a Chartered Financial Planner, a Fellow of the Personal Finance Society, a Fellow of the Chartered Insurance Institute, a qualified Pension Trustee and a member of Million Dollar Round Table with 30 years experience in the retirement planning market.
The far more interesting bit; I love to meet people and help them achieve their financial objectives which is by far the most rewarding aspect of the job.
I have also published a book; ‘Pension Matters; Your guide through the retirement income maze’ available on Amazon
In my spare time I go distance running and try to catch the illusive Salmon.
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