Professionally
I work with a wide range of clients and advise on all aspects of holistic financial planning. I feel very fortunate to be working with PFM Associates as their values align with mine.
Personally
I have two teenage children, Joshua and Sophie, so I am an unpaid taxi driver! I enjoy walking in the beautiful Dorset countryside. I am very partial to box sets on Netflix and also enjoy reading my Kindle, in particular crime and thrillers. When the weather permits I do like to potter in the garden.
Qualifications
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DipFP - Diploma in Financial Planning
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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FP1 - Financial Planning Certificate 1
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FP2 - Financial Planning Certificate 2
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FP3 - Financial Planning Certificate 3
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Certificate in Life & Pensions
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R01 - Financial Services, Regulation and Ethics
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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R02 - Investment Principles
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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R06 - Financial Planning Practice
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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CF1 - UK Financial Services, Regulation & Ethics
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.
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CF3- Financial Protection
This examination assesses a knowledge and understanding of financial protection plans.
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CF4 - Retirement Planning
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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CF5 - Integrated Financial Planning
This module provides a solid grounding in the financial services industry and its regulation.
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CF9 - Pensions Simplification
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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G10 - Taxation and Trusts
This examination assesses a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
