Bolton, Greater Manchester, United Kingdom
Resolution Accredited IFA, Financial Adviser, Chartered Financial Planner, Certified Financial Planner, Mediator
Financial Services
Education
University of Manchester 1993 — 1996
2:2, Geography
Arnold School 1986 — 1993
Chartered Financial Planner
Chartered Financial Planner
Resolution Accredited IFA
Experience
Whitewell Financial Planning Limited October 2008 - Present
Haines Watts July 2007 - September 2008
Towry Law April 2007 - July 2007
Baker Tilly May 2001 - March 2007
KPMG May 1998 - May 2001
Skills
Debt Management, Inheritance Tax Planning, Tax, Personal Financial..., Estate Planning, Savings, Trusts, Equity Release, Protection, Financial Services, Small Business, Investment Advisory, Personal Finance, Fixed Annuities, Independent Financial..., Retirement Planning, High Net Worth..., Certified Financial..., Mortgage Lending, Investment Management, Financial Advisory, SIPP, Asset Allocation, Strategic Financial..., Residential Mortgages, Mutual Funds, Estate Tax Planning, Investments, Wealth, Pensions, Investment Strategies, Asset Management, Wealth Management, Alternative Investments, Portfolio Management, Private Banking, Long-term Care, Wealth Accumulation, Wealth Management..., Pension Funds, Finance, Critical Illness, Holistic Financial..., Bonds, Personal Pensions, Income Protection, Financial Planners, Life Insurance, Retirement, Funding