18 years Financial Services experience. Prior to joining P&P in 2003 the previous 5 ½ years were spent at Clydesdale bank Insurance Brokers as Senior Independent Financial Planning Manager. Previously 11½ years at Actuary consultancy firms Watson Wyatt and HSBC Gibbs. Jointly set-up Principal & Prosper in September 2003.
Qualifications
Financial Planning Certificates 1,2,3.
