Bournemouth, United Kingdom
Author & Award winning Chartered Financial Planner Expert Retirement adviser
Financial Services
Education
Institute of Financial Planning 2009 — 2009
Certified Financial Planner, Financial Planning
Chartered Insurance Institute 1991 — 2007
Chartered Financial Planner, Tax, Pensions, Trusts, Investments
Experience
MFP Wealth Management December 2008 - Present
Skills
Savings, Finance, Personal Finance, Life Coaching, Retirement Income..., Life Insurance, Retirement, Annuities, Pensions, Estate Planning, Public Speaking, Wealth, Asset Allocation, Small Business, Key man Insurance..., Portfolio Management, Money, Financial Advice, Investment Management, Financial Advisory, Investment Advisory, Funding, ETFs, Protection, Strategic Financial..., Financial Services, chartered financial..., Long Term Care, Mutual Funds, High Net Worth..., Investments, Retirement Planning, Wealth Management, Wealth Accumulation, Term Life Insurance, Trusts, Investment Strategies, Insurance, Mortgage, Certified Financial..., Inheritance Tax Planning, Critical Illness, Financial Planners, Tax, Life Planning, Fixed Annuities, Income Protection, Asset Management, Mergers & Acquisitions, Financial Planning