Expertise

  • Pension Transfers
  • Investment
  • Retirement Planning
  • family protection
  • wealth preservation
  • investment planning
  • Pensions

Summary

I work for Beals Mortgage & Financial services Ltd. Our Head office is in Fareham, near Portsmouth. We are part of the Intrinsic financial services group, which is one of the largest financial groups in the UK having over 3000 advisers. I cover the North of England and Scotland providing advice on pensions and investments. We look to improve your pensions by reducing running cost, increasing performance and improving your service levels. 

RISK WARNING!

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

 Your home may be repossessed if you do not keep up repayments on your mortgage.

Please feel free to look at our website below.


Experience

  • Beals Mortgage & Financial services Ltd

    Financial Planning Manager
    - Current

Qualifications

IFS University London

CeLTCI Adv level 6 Financial Advice

2017

IFS University London
DIPFA Financial advice, Finance and Financial Management Services, Level 4
2016

CISI diploma in international investment compliance

2012


Clubs and Associations

Hash Harriers Zurich Switzerland

Thirsk and Sowerby Harriers

Zurich ex-pat


Interests and Hobbies

Running, Football, Walking



Email John

Popular Financial Advisers in Manchester

  • Life Insurance
  • Pension Transfers
  • family protection
  • Personal Financial...
  • Final Salary Pension...
  • + 11 more
  • 10 postings
  • Wills
  • Pension Transfers
  • Corporate &...
  • investment planning
  • family protection
  • + 3 more
  • 5 testimonials
  • 3 postings

"You hold the key to happiness - It's your choice to open the door" Money does not guarantee you happiness but understanding how to use it to ensure that you reach the goals that are really important…

  • 2 testimonials
  • 4 postings

Find the right professionals in Manchester

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details