Chartered Financial Planner

• Feb 2022 - Present

Chartered Financial Planner

• Mar 2015 - Feb 2022

As well as bringing my clients to Pembroke Financial Services I am pleased to have been given the role on the company Investment Committee of Commercial Property Fund specialist. The Committee currently look after c£130 million of client funds and aim to increase this to £150m soon. My other area of specialisation is pensions where I am authorised to advise on pension transfers. Another aspect of the business in which I will be getting involved is to build on the progress already made by Pembroke and further develop professional connections with Solicitors and Accountants.

Managing Director & Chartered Financial Planner

• May 1999 - Mar 2015

I ran Pavilion Financial Services successfully for nearly 16 years and felt that the time was right to join a like minded practice in order that I can concentrate on looking after my clients. It also gives me the opportunity to broaden my responsibilities in terms of joining their Investment Committee and developing professional connections. I ran Pavilion Financial Services successfully for nearly 16 years and felt that the time was right to join a like minded practice in order that I can concentrate on looking after my clients. It also gives me the opportunity to broaden my responsibilities in terms of joining their Investment Committee and developing professional connections.

Consultant

• 1998 - 1999