Advanced Diploma - AF2 Business Financial Planning, AF3 Pension Planning, AF4 Investment Planning, AF5 Financial Planning Process
Diploma - JO1 Personal Taxation, JO2 Trusts, JO3 Tax and Legal Aspects of Business JO4 Pension and Retirement Planning JO5 Pension Income Options, RO6 Financial Planning Practice, CF6 Mortgage Advice.
Certificate - CF1, CF2, CF3, CF4, CF5, CF8,
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Mortgage Advice
Certificate in Financial Planning and Long Term Care Insurance
Certificate in Life & Pensions
Award in Long Term Care Insurance
15 years experience as a Financial Adviser, the last 10 years as an Independent Financial Adviser. Helping clients achieve their financial priorities and goals in a tax efficient manner. I pride myself on offering a professional and friendly service.
Married with a young daughter, we also have two working cocker spaniels. Enjoys most sports, walks with the dogs and recently joined Blackburn Golf Club where I am trying to improve on my current handicap of 20!
Almost 20 years’ experience in financial advice, dealing with clients from a variety of backgrounds with strong experience in dealing with business owners, their personal wealth and also business/commercial advice.
Marc has the Diploma in Financial Planning and has particular expertise in dealing with Limited companies, providing specialist advice to directors / shareholders.
Working as an Independent Financial Adviser for 10 years, Marc has built up an extensive client portfolio and is proud of the number of referrals he receives from existing clients who have been delighted with the advice and service provided. Marc prides himself on having a friendly and professional approach to work and life.
A keen Manchester United supporter, Marc enjoys travelling and spending time with his partner, Yvonne and their twin boys. Marc also enjoys keeping fit in the gym and with his personal trainer.
Colin has over 25 years’ experience in financial advice, providing clients with peace of mind by creating personalised financial plans.
Colin has become a skilled and imaginative adviser in the use of pensions, protection and managed investments for businesses and individuals, specialising in pension advice and working together with accountants on tax issues in order to help clients. Colin works together with individuals and businesses alike in helping them fulfil their objectives and needs.
In his spare time, Colin is a known lover of travelling to Spain and his lodge in the Lakes. He supports Burnley FC and also loves playing golf and spending time with his wife, the family and their grandchildren.
With over 20 years’ experience, Steven is a highly skilled, independent financial adviser offering friendly, impartial and bespoke financial advice to personal and business clients.
Steven specialises in individuals ‘at retirement’ and considering their options with existing pensions - especially given all the recent changes in rules allowing much more freedom and flexibility. In addition, his expert advice extends to lump sum investments and life cover / illness cover.
Steven has the diploma in financial planning and holds the advanced ‘Pension Transfer Specialist’ qualification. In addition, Steven has experience in long term care insurance, trustee investments and court of protection / power of attorney cases.
Steven spends most of his spare time enjoying sports. He is an FA level 2 qualified football and level 2 Futsal coach, child welfare officer for the Inspired Futsal League and a qualified Futsal referee. A season ticket holder at Manchester City, Steven also enjoys spending the time at the gym and watching films. Steven is married with 2 children and lives in Hyde, Greater Manchester.