Summary
37 years in the financial services industry. Having gained a thorough knowledge of legislation and products within the internal departments of a major insurance company, I became a broker consultant servicing a portfolio of financial advisers, employee benefit consultants and other professional connections. I have been an independent financial adviser since 1987, specialising in pension planning with significant expertise in Self Invested Personal Pensions ( SIPP ), Small Self Administered Schemes ( SSAS )
Expertise
SIPP SSAS PPP SIPPs Protection, Key Person, Self Invested Personal Pensions, Small Self Administered Schemes, Annuities, Financial planning, Employee Benefit Arrangements - GPP, Death In Service etc