Investment & Compliance Director
Fellowship of the CII / Chartered Financial Planner
Advanced Diploma in Financial Planning Level 6
Advanced Qualifications in: Taxation and Trusts, Investment Planning, Pension Transfers and Financial Planning Process.
Investment Management Certificate (IMC) (Level 4)
Chair of the investment committee, fund selection, internal compliance, training and supervision and our client service proposition.
My main interests are spending time with my family, my wife Kerrie, a respiratory physiotherapist, and our children Ava and George. Other interests include rugby, cricket and fly fishing.