Here's a little more information about our team.
Q: Qualifications Include
A: After my French degree, I moved into financial planning. Here is my list:
R03 - Personal Taxation (CII)
R04 - Pensions and Retirement Planning (CII)
R05 - Financial Protection (CII)
R02 - Investment Principles (CII)
R01 - Financial Services, Regulation and Ethics (CII)
R06 - Financial Planning Practice (CII)
Dip PFS - Personal Finance Society Diploma (PFS)
CeLM - Certificate in Lifetime Mortgages (IFS)
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
CeRCC - Certificate in Regulated Customer Care (IFS)
CeRER - Certificate in Regulated Equity Release (IFS)
CF2 - Investment and Risk (CII)
Q: Do your clients have anything in common with each other?
A: I work a lot with people who are building wealth as their career progresses, particularly GPs and other people with NHS connections.
I'm very familiar with the NHS pension scheme and benefits, so it is easy for me to give advice that fits in well with your benefits. That helps when I advise you about moving home or saving for the future around your NHS pension.
Our office is in Altrincham, and I live in Liverpool. Also, I work in Oxfordshire approximately one day per week. Any of those locations are convenient for me.
Q: What type of work do you enjoy most?
A: At retirement work gives me the most satisfaction because the clients realise that it is an important time to take professional advice and show genuine gratitude for the work that we do.
Q: Where would you be right now if you weren't at work?
A: Outside somewhere, enjoying the fresh air
Q: In the film of your life, who would play you?
A: Ben Affleck
Q: Curry or Hot Pot?
Q: Sherbert or Chocolate?
Q: Lawn or Flowers?
Q: What are you most likely to do whilst being 'on hold'?
A: Check emails