BA (Honours) Degree Business Studies, Fellowship of Personal Finance Society, Advanced Diploma in Financial Planning, ISO 22222 in Personal Financial Planning, Investment Management Certificate, Diploma in Financial Planning, Advanced Certificate in Mortgage Advice and Practice, Certificate in Financial Planning, Certificate in Mortgage Advice, Certificate in Financial Planning and Lifetime Mortgage Activities, Certificate in Financial Planning and Long Term Care Insurance, Certificate in Equity Release, Certificate in Regulated Customer Care, Certificate in Commercial Mortgages, Certificate in Financial Administration (Pensions), Certificate in Financial Administration (Life), Certificate in Life & Pensions, Award in Long Term Care Insurance.
Expertise and experience:
An experienced Financial Planner with 16 years’ experience of advising both businesses and individuals. Selected for inclusion in the Who’s Who of Britain’s Business Elite in recognition of business achievements and contribution to the business community.
Qualified athletics coach.
Principal Financial Planner
Chartered Financial Planner
ISO 22222 Certified Financial Planner
Fellow of the Personal Finance Society
The information contained within this site is subject to the UK regulatory regime
and is therefore targeted at consumers based in the UK only.
Friar Gate Independent Financial Services Limited is registered in England and Wales number 05071304. Registered office address; 5 Prospect Place, Millennium Way, Pride Park, Derby, DE24 8HG. Friar Gate Independent Financial Services Limited is authorised and regulated by the Financial Conduct Authority (www.fca.gov.uk/pages/register). Financial Services registration no: 401484. Taxation and trust advice is not regulated by the FCA.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE The typical fee for mortgage advice is £750.