Chelmsford, United Kingdom
Helping business owners to plan for retirement through specialist pensions, investment & autoenrolment advice
Financial Services
Education
The University of Huddersfield 1977 — 1981
BA(Hons) Marketing Engineering, Marketing, 2:1
BETHS Grammar School 1970 — 1977
4 A Levels, Engineering, Maths & Physics
Experience
St. James's Place Wealth Management August 2006 - Present
Essex Mortgage Company February 1997 - July 2006
Allied Hambro/Allied Dunbar September 1986 - January 1997
BP - Oil & Gas Industry August 1984 - August 1986
Skills
Wealth Building, Finance, Inheritance Tax Planning, Wealth Management, Employee Benefits, Mining Industry, Business Networking, Retirement Planning, Retirement, Offshore, Oil & Gas Industry, Health Insurance, Comprehensive Wealth..., Pensions, Expats, Financial Planning, Pension Funds, Residential Mortgages, Critical Illness, Life Insurance, Investments, Investment Strategies, Expatriate Management, Asset Managment, Financial Advice, Expatriate Tax, Commercial Mortgages, Wealth, Wealth Transfer Planning, Mortgage, Director's Wealth..., Asset Management, Pension Transfer, Wealth Transfer, Private Wealth..., Investment Management, Savings, Income Protection, Insurance, Mortgage Planning, Wealth Preservation..., Wealth Accumulation, Financial Services, Portfolio Management, High Net Worth..., Retirement Savings, Financial Advisory, Estate Planning, Wealth Preservation, Comfortable Retirement