• A Chartered Financial Planner with a wealth of practical experience of delivering financial solutions acquired from over 30 years experience in the UK financial services industry.
  • I've worked for a range of different firms, including advisory firms, accountancy firms, a life office and a wrap platform and have been providing consultancy services since 2008.
  • I've been involved in setting professional exams since 2008 and more recently also in producing some of the study texts.

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