Birmingham, United Kingdom
Owner, Interface Financial Planning Limited
Financial Services
Education
The Kinder Institute of Life Planning 2009 — 2010
RLP, Registered Life Planner
The Personal Finance Society 2004 — 2006
FPFS, Fellowship of The Personal Finance Society
The Institute of Financial Planning 1994 — 1995
FPFS, Fellowship of The Institute of Financial Planning
University of Wolverhampton 1981 — 1982
Certificate In Education, CDT
University of Birmingham 1978 — 1982
M Soc Sc, Political Sociology
University of Essex 1974 — 1975
MA, Government
Aston University 1968 — 1972
B Sc, Chemical Engineering
Nantyglo Grammar School 1960 — 1967
Experience
Interface Financial Planning Limited February 1992 - Present
General Portfolio December 1989 - February 1992
Birmingham City Schools September 1973 - August 1989
Skills
Mortgage Lending, Fixed Annuities, Insurance, Savings, Inheritance Tax Planning, Private Banking, Investments, Wealth Management, Alternative Investments, Funding, Mutual Funds, Protection, Estate Planning, Project Planning, Investment Advisory, Investment Management, Life Insurance, Small Business, Insurance Planning, Financial Planners, Income Protection, Retirement, Long-term Care, Trusts, Strategic Financial..., High Net Worth..., Portfolio Management, Financial Life Planner, Kinder Institute Life..., Asset Managment, Financial Advisory, Financial Planning, Bonds, Asset Allocation, Critical Illness, Wealth Accumulation, Employee Benefits, Investment Strategies, Finance, Wealth, Pensions, Asset Management, Financial Services, Professional..., Retirement Planning