I have completed my studies with the London Institute of Banking and Finance, during these times I have attained professional qualifications that allow me to advise across most of the areas in financial services from mortgages (including Equity Release for the over 55’s), insurance (term and whole of life (Both Personal and Business)) to Pensions, investments and wealth management.
I currently hold the following qualifications:
DipFA – Diploma for Financial Advisers
CeMAP – Certificate in Mortgage Advice and Practice
CeRER – Certificate in Regulated Equity Release
I have been involved in Financial Services since around 1999. During that time I have experienced a lot of ups and downs including the Great Financial Crisis of 2008. Having worked through the good times and the bad I have been able to grasp a superb knowledge of the market as a whole in each niche area, as a willingness to adapt has been key to survival as an adviser in this industry.
I believe the result of this is my ability to adopt a truly holistic approach to my clients needs – As well as focusing on certain areas I have a good general knowledge of all areas financial, I however, am not scared to admit when I don’t know something. I then have access to a lot of others in the industry that can help facilitate anything my clients want if I believe that bringing in a third party would be the best thing for the client.
Whole of Scotland
Products / Services Offered:
Mortgage, Protection, Investments, Pensions, Wills, Power of Attorney, Business Protection.