Derby, United Kingdom
Independent Financial Adviser at Obsidian Financial
Financial Services
Education
Spondon School 1981 — 1986
1st Degree, All, one
Spondon School 1981 — 1986
roe farm
Experience
Obsidian Financial Ltd July 2002 - Present
Philip Lowe IFA January 2002 - Present
Royal Liver Assurance December 2001 - July 2002
Friends Provident May 1998 - December 2001
London & Manchester Assurance Company January 1996 - May 1998
British Rail Engineering Ltd August 1986 - April 1994
Skills
QROPS, Relationship Management, Insurance, Wealth Protection, Financial Advisory, Investment Strategies, Investment Advisory, Protection, Wealth Management..., Investments, Personal Pensions, Pensions, Mortgage Marketing, Personal Financial..., TCF, High Net Worth..., Financial Planners, Tax Efficient Investing, Wealth, Reliable, Wealth Creation, Finance, Fixed Annuities, Diverse Investment..., Wealth Preservation..., Key Person Insurance, Retirement Savings, SIPP, Holistic Financial..., Independent Financial..., Critical Illness, Alternative Investments, Conscientious, Mutual Funds, Unit Trusts, Saving for Education, Income Protection, Retirement Planning, Strategic Financial..., Long-term Care, Wealth Management, Protection..., Inheritance Tax Planning, Equity Release, Asset Allocation, Estate Planning, Funding, Mortgage Lending, Private Banking, Retirement