Experience

Chancellor Financial Management Limited

• Director

  • 2006 - Present

  An independent Financial advisory company specialising in Self Administered Pension Funds, Investment advice and Inheritance Tax Planning predominantly for owner managed businesses and their families An independent Financial advisory company specialising in Self Administered Pension Funds, Investment advice and Inheritance Tax Planning predominantly for owner managed businesses and their families



Brown Shipley

• United Kingdom
• Investment Banking

• Regional Director

  • Aug 1998 - Nov 2005

  Originally, employed by the Fairmount Group which was bought by Brown Shipley in 2003 Ultimately resposible for the Northern Financial Planning and Self Invested Pension arrangements within the company Director of Fairmount Trustee Services Member of the central compliance and risk committees Originally, employed by the Fairmount Group which was bought by Brown Shipley in 2003 Ultimately resposible for the Northern Financial Planning and Self Invested Pension arrangements within the company Director of Fairmount Trustee Services Member of the central compliance and risk committees