I am a long standing fee based financial planner with an interest in ethical investment (past UKSIF board member 2006-09) and sustainable provision of affordable financial planning services.
My wife and I have a small family firm in Taunton, Somerset rated 12th in the FT Adviser Top 100 financial adviser firms.
I presently sit on CISI Financial Planning Forum Committee and am a Trustee for a grant awarding Charity.
I previously completed six years on the FCA Smaller Business Practitioner Panel (representing the social investment sector) during which I served on the FAMR Expert Panel and Financial Advice Working Group.
I am a past winner and latterly judge of the Money Management Financial Planner of the Year.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m retired
Chartered Financial Planner
My charging model:
Fixed £ fee