Expertise
- Personal Financial Planning
- Corporate Financial Planning
- Pensions
- Final Salary Pension Transfers
- Pensions Freedom
- Pension Transfers
- Wealth Management
- ISA's
- investment planning
- family protection
- Life Insurance
- Critical Illness Insurance
- Income Protection
- Inheritance Tax Planning
- Trust Planning
- Will Writing
Summary
I have worked for over 20 years in financial services, first starting this journey as an investment adviser with a high street bank and then on to an International Independent Financial Adviser with one of the largest offshore advisory firms in the world. However, most of my career has been spent working as an IFA here in the UK. The landscape in which we work is constantly changing and with the recent changes to pensions legislation, the need for impartial and independent advice has never been more important.
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This is without doubt a face-to-face business and I offer a free initial consultation to understand your needs and to find out if we can help. In a profession that’s led by jargon, the foundation of any solid advice is always simple – that is to understand the client’s objectives and build a plan to get them there. Everything that we do as advisers is individually tailored to you. No client is the same.
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Regulated by the FCA, we are liable for our advice and as a Whole of Market (independent) advisor, we have no restrictions and can therefore research the whole market place to find the best solution for you.
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I offer independent advice to private and corporateclients on all aspects of Pensions, Investments, Protection, Inheritance Tax Planning and Will Writing. A great advisor is someone who genuinely cares about their clients and I pride myself on delivering a first-class service with a straight-forward and realistic approach to planning.
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When I’m not at work, I love to spend time with my wife and 2 young children. I’m also a keen skier, drummer and compete in the North West Squash League.
Experience
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Pettecrew Financial Planning
Independent Financial Advisor
- Current
Qualifications
Diploma Level 4 Qualified
Financial Planning Certificate (FPC1)
Certificate for Financial Advisers (CeFA 2)
Certificate for Financial Advisers (CeFA 3)
Certificate for Mortgage Advice & Practice (CeMAP - Bridge)
Financial Services, Regulation & Ethics (CII R01)
Investment Principles & Risk (CII R02)
Financial Planning Practice (CII R06)
Clubs and Associations
Member of the Chartered Insurance Institute
Interests and Hobbies
Family time
Skiing
Squash
Percussion
World Cinema
