
9 years Financial Services experience. Prior to joining P&P in 2005 worked at Clydesdale Bank Insurance Brokers as an Independent Financial Planning Manager. Previous experience predominantly within National IFA practices including Sedgwick IFC and Berry, Birch & Noble FS.
Qualifications
Financial Planning Certificates 1,2,3
Advanced Financial Planning Certificates (AFPC)
G10: Taxation and Trusts
G20: Personal Investment Planning
G60: Pensions
BA (Hons) Business Management









