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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Apr 2018 - Present
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner, Partner
      • Mar 2007 - Mar 2018

      I became a financial adviser in 2007 after almost 30 years in the industry, achieving Chartered status in 2013. Prior to this I was a technical administrator at Harvey Curtis. In April 2016 I became a Director of Harvey Curtis Associates Ltd and one of the Partners of Harvey Curtis LLP. I became a financial adviser in 2007 after almost 30 years in the industry, achieving Chartered status in 2013. Prior to this I was a technical administrator at Harvey Curtis. In April 2016 I became a Director of Harvey Curtis Associates Ltd and one of the Partners of Harvey Curtis LLP.

    • Secretary to Director then Administrator Life & Pensions
      • Oct 1978 - Aug 2000

Education

  • King's Manor School, Shoreham-by-Sea
    1970 - 1975

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