Director of GBPensions
Authorised Financial Adviser (FSP 138624)
Graduate Diploma Business Studies, (Financial Planning), Massey University
Certified Financial Planner CM
CertPFS (UK), Chartered Insurance Institute, London 1997
Chartered Life Underwriter
Accredited Investment Fiduciary ® (Fi360)
Where were you born?
How would you describe your role at GBPensions?
To help my clients understand their situation and the options available to them, so that they can make a genuinely informed decision about what to do with their UK pension schemes.
What aspect of your job gives you the most satisfaction?
That clients can use my knowledge of products and legislation to help them find the most tax efficient and cost effective method of controlling their British pension funds.
What three things do you most enjoy doing out of work?
Live music, DIY and old cars