I joined the company in October 2004, initially covering Retirement Planning, Inheritance Tax and Personal Financial Planning.
As the firm developed and grew, I have been able to concentrate almost exclusively on Retirement Planning: I am a Pension Transfer Specialist and I hold the Advanced Financial Planning Certificate of the Chartered Insurance Institute and the Diploma of the Personal Finance Society.
Despite my youthful appearance, (probably due to my hobby of trumpet blowing!), I have now worked within Financial Services for forty years. I particularly enjoy working with clients of Seymour Mullens as I have total freedom to advise as I think fit, whilst obviously being mindful of the need to follow the guidelines of the FSA.
Keeping up to date with legislation changes is a challenge but never a problem – the April 2006 changes were very exciting – but my biggest pleasure is proving to clients that they can actually retire when they feared otherwise!