Summary
I have been working in the Life and Pensions Industry for approximately 28 years and have been an IFA under the Umbrella of Acumen for 10 years. Acumen is one of the largest independant firms of financial advisers in the North West.
Pensions: Personal, Stakeholder, Sipps, SSAS's, Corporate Pensions, Income Drawdown, Annnity Purchase.
Investments: ISA's, Unit trusts, Bonds( Onshore and Offshore).
Mortgages: All types.
Protection: Income protection, Life, Crtical Illness.
Specialist areas: Employee Benefit Trusts(EBT's).
Expertise
Pensions: Personal, Stakeholder, Sipps, SSAS's, Corporate Pensions, Income Drawdown, Annnity Purchase.
Investments: ISA's, Unit trusts, Bonds( Onshore and Offshore).
Mortgages: All types.
Protection: Income protection, Life, Crtical Illness.
Specialist areas: Employee Benefit Trusts(EBT's).
Experience
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Acumen Independant Financial Advisers
IFA
1999 - 2000
