Head of Advice and Client Service
I am a huge fan of pensions as a subject and as an investment because they can help people realise their dreams and provide financial support and comfort for themselves/ their family.
Working with John, Michael and Ben at Expert Pensions Consulting is a ideal role for me as it allows me to work directly with and for clients in a professional environment with a total focus on client outcomes and client service.
Expert Pensions Consulting are dedicated to supporting clients helping them understand their pension benefits and options. Making the complex as simple as it can be and the solutions right for the client and their needs.
I hold the CII Level 4 Diploma in Financial Planning, and the CII Level 4 Certificate in Pension Transfers. I am on the journey to Chartered Financial Planner. You can search for me on the CII/PFS members register here. I am also a Member of the Institute for Securities and Investments (CISI) working my way towards Chartered status. I passed the CISI Pension Transfer and Pension Advice (PTPA) exam in December 2017.
Over 2017/18, I sat two Level 6 pension exams and continue to sit these exams for fun – as well as ensuring that we are right-bang-up-to-date with our knowledge, it keeps my CPD and SPS in the right place. I might have over 25 years’ experience in pensions, but every day is a school day and I am on a steep learning curve, but loving every minute of it and looking after the biscuit tin.
My regulated advice work with clients will be done through North Financial Management and details can be found here. I’ll be working alongside and very closely with John and Richard through a detailed mentoring program. I have just submitted my FORM A with the FCA to seek registration as an adviser and eventually Pension Transfer Specialist, working through North, alongside John.
I am responsible for all client servicing and relationships, making sure we deliver on our service proposition, which when added to our technical competence and pension transfer expertise makes for a great package. I’ll probably be the first person you speak to in the office.
You can be sure you’re dealing with a competent and experienced professional who has been at-ease working with servicing financial advisers and providing pensions technical support for over 25 years. I look forward to speaking with you about your cases! I’m part of your team, here to help you join up our technical expertise with your SMART advice.
In what place are you happiest?
Anywhere rolling about play fighting with my grandsons Matthew and Jacob, they are at an age where they love to play and enjoy just bashing away at “Pops” and being thrown about. Or being in a forest after a summer storm on a sunny day.
What is your biggest ambition in life… or greatest achievement?
My greatest achievement is still ahead of me and my biggest ambition is to leave the world better than I found it.
What drives you?
A desire to be a better me
If you weren’t doing what you do today what other job would you have?
I would find it difficult doing anything else now, but if not this I would hopefully be doing volunteer work split between an environmental charity and a charity helping people with challenges in life eg mental and/or physical charities.
What do you do in your free time?
When not sharing time with my grandkids I like to cycle and walk in East Lothian, or be a tourist Edinburgh, a wonderful city.
What is something no one knows about you?
Ahh that’s a secret for a reason 😉